Accessing the Totals / Markup panel to add a markup
Markups are added to the bid from the project Summary Sheet. To add a markup to the bid, click on the Totals/Markups option on the Summary Sheet toolbar.
Clicking on the Markups option will bring up a panel on the right hand side of the Summary Sheet. To add a new markup click on the + Add Markup option at the top of the markup panel.
Clicking on the Totals / Markups option will bring up a panel on the right hand side of the Summary Sheet.
To add a markup, right mouse click on any row in the Totals / Markups panel. You will then have an option to insert a new markup above the row or below the row. If this is the first markup you are setting up for a project, right mouse click on the Overall Bid Totals (Gross) row and choose Insert new markup below.
After choosing to Insert a new markup, you will then see the Add Markup window. This window is where you will determine the markup type, as well as the cost basis for the markup.
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