Use this dialog box to create markup categories for the contract/purchase order. If you link change orders or proposals to this contract/purchase order, the values entered here will apply to them. Using markup, you can create markup categories based on a lump sum value, then apply the markup values to cost codes. This topic describes the following parts of the dialog box:

Note: If you do not have permissions to view and apply markup (set in the User Project Access Dialog Box), the Markup for Changes option will not appear.

Add Markup

Click to open the Markup dialog box to create new markup categories.

Add Subtotal

Click to open the Markup Dialog Box to add a Subtotal row to the document. Contract Management subtotals the markup values and places them in this row.

Get Markup

If you entered default markup values in the Project Settings Dialog Box Markup section, click this to fill in the columns in this dialog box based on those settings. You can edit them by clicking edit to open the Markup Dialog Box. If you edit the information in this dialog box, the edited values will override the values from the Project Settings dialog box.

Organize Rows

Click this to open the Organize Rows Dialog Box to set the order of the sorting rows.

Description

The description of the markup category.

Markup %

The markup percentage applied to the document.

Note: You can use either Markup % or Markup Amount, not both.

Markup Amount

The fixed markup amount applied to the document.

Note: You can use either Markup % or Markup Amount, not both.

Target Cost Code

The cost code to which you want to apply the markup value.

Remarks

Additional comments or instructions.

Source Cost Code

The cost code applied to this item.

Contract Management calculates the amount of markup that is applied from of all cost distributions that match the specific cost code.

You can use wild cards in the Source Cost Code field. Use a question mark (?) to replace one letter, or an asterisk (*) to replace multiple letters.

For example, if you have cost codes A1B and A2B, and you enter A?B, it will use both cost codes. Similarly, if you use A*, it will find all cost codes that begin with A.

How to access this dialog box:

1. Expand Contract Information in the Project View and click one of the following:
   • Contracts - Budgeted
   • Contracts - Committed
   • Contracts - Funding
   • Purchase Orders
2. From the log window, either open an existing contract or click Add Document .
3. From the document window, choose Markup for Changes from the Select an action drop-down list.

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