Use this dialog box to create markup categories for a contract or purchase order. If you link change orders or proposals to this contract, the values entered here will apply to them.

If you entered default markup values on the Project Settings Dialog Box Markup tab, click Get Markup (in the previous window) to fill in the corresponding fields in this dialog box. You can edit these fields. The edited values in this dialog box will override the values from the Project Settings dialog box Markup tab.

Using markup, you can break source costs down into individual cost codes create markup categories for individual cost codes.

Spelling

Click to spell check the information.

If a mistake is found, the Spelling dialog box opens.

Type

Select whether you are adding a markup row or a subtotal row. Select Subtotal to add a subtotal row to the document. Contract Management adds the markup values in the document and places them in the subtotal row.

Description

A brief description of the item or service.

The following fields appear if you selected Markup in the Type field:

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
   • Change 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.
4. Click either Add Markup or Add Subtotal from the Markup for Changes Dialog Box.

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