Sub Vendor and Reimbursable Markup

Sub Vendor and Reimbursable Markup

Project Settings - Subcontractor / Vendor Mark Up Total 

THE PROCESS IS THE EXACT SAME FOR BOTH SUBCONTRACTOR AND REIMBURSABLE




Adding Additional Mark Up To List

  1. Open Mark Up Table - Click On the ADD button to open Input Dialog (see image below)

  2. Fill out Input Dialog and Click ENTER 

  3. Items added here will now be available on the drop down found on Input Dialog (see image below)


Input Dialog Now Contains Added Item (see image below)

To Modify an Existing Markup Type (Subcontractor or Reimbursable) 

  1. To Modify Click on the Markup Item you want to modify

  2. Once the Item is Highlighted - Click on the MODIFY button to open Input Dialog

  3. Make your Modifications then Click ENTER and CLOSE


To Remove an Existing Markup Type (Subcontractor or Reimbursable)

  1. Click on the Markup you want to remove to highlight

  2. Once item is highlighted click on the REMOVE button - A confirmation will appear

  3. Click Yes to Remove the Allocation


To Import Markup Type List 

  1. User can Import a List of Markup Types from an Excel® spreadsheet. 

  2. User can create a Markup Type Description List and/or Keep Updating a List and import this into the Program. 

  3. The Spreadsheet must meet the format requirements to import - To create a Blank Template (see export below) 


Export Markup Types | No Markup Types Listed then Export a Blank Template

  1. User can Export a Markup Type List to Excel® - 

  2. User can ADD | MODIFY | REMOVE - Markup Type descriptions to list and then import back into program without importing duplicates

  3. Need a Blank Template? Program will still export even if nothing is listed and creates a blank template for user.


Excel® Export Examples of Markup Type Descriptions Listed and Blank Template 

  1. This is an actual copy of an export of Markup Type Descriptions - User can ADD | MODIFY | REMOVE from this spreadsheet 

  2. User CANNOT modify the headers found on Line #1 - This must remain in place as it is with NO CHANGES

  3. User can continue to ADD to this list and Import without importing duplication's.  


Excel® Export Blank Markup Type Description List Template

  1. This is an Actual Export Blank Template

  2. User can Export a Blank Allocation Description Table and Program will create a Blank Template as shown

  3. User can ADD Allocation descriptions and then Import into program




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