Set Markup Types within an Estimate

OBJECTIVE

To set the Markup Type for Items in a 3-Level Estimate or Subcategories in a 2-Level Estimate.

BACKGROUND

ConstructionOnline provides the most powerful cloud-based estimating in the industry, giving users the ability to manage their project financials from proposal generation through final invoicing.

STEPS TO SET MARKUP TYPES WITHIN AN ESTIMATE

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Financials tab

    1. This will automatically open to the Estimating category
  3. Locate the Markup Type column in the Estimate
    1. If the Markup Type column is hidden, you can choose to show the column
  4. Choose the Markup Type for each Line Item or Subcategory
    1. Changes automatically save as they are made

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