Adding a Lump Sum markup

Adding a Lump Sum markup

To add a Lump Sum markup click on the Totals / Markups option on the Summary Sheet toolbar. Next, right mouse click on any row in the Totals / Markups panel and select Insert New Below or Insert New Above. This will bring up the Add Markup window. In the Add Markup Window, type in a description for the new markup and then choose Lump Sum for the markup Type.



The next step is to enter the dollar amount for the Lump Sum markup. After entering the dollar amount you can then choose how the Lump Sum amount is to be spread across the bid packages in the project.

 

If you choose to limit how the Lump Sum markup is to be spread across the project, click on the Limit to WBSes option towards the bottom of the markup page. Next, determine which WBS the markup should be spread to. For example, if you choose Alternate, you could limit the spread of the lump sum amount to specific alternates. If you have a WBS for Location, you could limit the spread of the markup to specific locations. You can even specify a WBS within a WBS for spreading the markup. For example, you could choose to spread the markup to a specific location, but only specific bid packages within that location, as demonstrated in the screenshot below:





You also have the option to limit a markup calculation to specific category costs which may be included in the markup. For example, you might have a Sales Tax markup that you only want to be based on the total material costs in the project, as demonstrated in the screenshot below:
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