Add Adjustments to an Estimate

Objective

To add adjustments to your estimate.

Things to Consider

• Required User Permissions for the Bid Board tool.
• Required User Permissions for the Estimating tool.
• Required User Permissions for the Portfolio Planning tool.

Steps

1. Navigate to the Bid Board or Portfolio Planning tool and select the project.
   OR
2. Navigate to the project's Estimating tool.
3. Click the Estimating tab. 
4. In the 'Summary' section, locate the 'Post-tax Markups' section.
5. Click the add  icon.
   1. Enter the markup name.
   2. Select the type.
      • Lump Sum. A fixed total amount applied regardless of individual quantities or unit costs.
      • Basic Calculation. Percentage amount, multiplied by the pre-tax estimate sub total.
   3. Enter the percentage or amount.
   4. Click Create.

See Also

• Edit an Estimate
• Manage Inclusion and Exclusion Libraries for Estimates