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Adding and adjusting fees

How to manage fees / markups

Written by Hector Borrego

Start by going to Project Settings and then to Project Budget

Here you'll be able to edit current fees, delete fees, and add new fees

Type: gives you the option to choose if the fee is a profit or cost
Fee Type: select if the fee is separate, blended, or global (global refers to a fixed amount applied to the entire budget)

Label: name of your blended fee (only required for blended fees)

Budget Code: choose a budget code for your separate fee type

Calculation: enter the percentage or fixed amount of the fee

Applied To: choose if the fee applies to the budget, options, or change orders

When adjusting any settings on this page, or have added a new fee you'll see this warning at the top. Click Update Fees so that these changes take effect.

Any questions please reach out to Support

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