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Adding and adjusting fees

How to manage fees / markups

Hector Borrego avatar
Written by Hector Borrego
Updated over 2 years ago

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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