Prerequisites
Specs must have unit cost and quantity assigned in the Details tab. This information auto-pulls into the Budget tab.
Method 1: Item Level Markup
Go to the Budget tab
Click the Markup button
Select Item Level Markup
A new column appears
Enter a different markup percentage or amount for each item
View the Extended Markup and Extended Sell Price columns
This method allows different markup amounts for each product.
Method 2: Budget Level Markup
Go to the Budget tab
Click the Markup button
Select Budget Level
Enter one markup percentage
Click Save
A markup line item appears on the right showing the total markup. The column becomes non-editable.
Switching Between Methods
Remove the current markup before applying a different method
Click the X or trash icon to remove existing markups
Important Notes
Changes to prices in the Budget tab sync back to the spec
Items with a lock icon have quantity set by area—edit in the spec itself
Markup amounts pull into budget, invoice, and procurement reports
Related Features
Add Item Level Cost to Budget
Generate an Internal Budget
Generating Quote Invoice Proposal