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Procore

Enable Financial Markup on a Funding

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 Limited Release
flag-us.png The Funding tool is available as a limited release for Procore customers in the United States who have implemented the Procore for Owners point-of-view dictionary. To learn more, see What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?

Objective 

To enable Procore's financial markup capabilities on a funding.

Background 

You can enable financial markup capabilities on individual fundings. This gives your project user's the ability to apply financial markup to FCOs associated with a commitment as described in Add Financial Markup to Funding Change Orders.

Things to Consider 

  • Required User Permissions:
    • 'Admin' level permissions on the project's Funding tool.

Steps 

  1. Navigate to your project's Funding tool.
  2. Locate the contract to work with. Then click its Number link.
  3. In the contract, click the Advanced Settings tab.
  4. Click the Edit button.
  5. Under 'Financial Markup Settings', mark the Enable Financial Markup checkbox.
  6. Click Save.