Add a markup row
Open a project's Budget.
Select the row after which the markup should appear.
Right-click and select Add markup, or press Command + M on macOS or Ctrl + M on Windows.
Rename the new Markup row so its purpose is clear.
The markup is inserted after the selected row at the same account level. Its position matters when it applies to rows above it or includes prior markups.
Configure a markup
Open Markup details from the row menu, or select the markup indicator in a phase total. The details panel contains settings for each supported phase and an Applies to section.
For each Estimate, Actual, or Committed phase, choose the markup behavior:
Type | Use |
Percent | Calculates a percentage of the targeted amount. |
Flat | Adds a fixed amount in the phase currency. |
Reference phase | Mirrors the markup value from an Estimate phase. |
Contingency | Creates an Estimate-only reserve. It stays at zero in Actual and Committed phases. |
Assigned items | Uses transactions in an Actual phase or purchase orders in a Committed phase that are assigned to the markup row. |
For Percent or Flat, choose Markup to add the amount or Discount to subtract it. Enter the Rate for that phase. A non-Estimate phase without its own rate inherits the budget's Estimate markup rate.
Additional phase controls determine whether the calculation uses base amounts, fringes, or both, and whether it includes prior markups above the row. Review the phase total after changing either setting.
Choose what the markup applies to
Use Applies to to limit the markup by account or tag.
Add accounts or tags to the main target list.
Expand Except to exclude accounts or tags from that target.
Review the scope shown in the section header.
With no targets, the markup applies to its default budget scope. Adding a target limits the calculation. Use tags when the same rule should follow eligible rows across several accounts.
Place and review markups
A markup row can sit on the top sheet or inside an account. Place it at the level where the calculated amount should appear in subtotals and account totals.
After configuration:
Review the markup's result in each phase.
Open the row details when the total is unexpected.
Check Applies to, Except, the phase rate, and the prior-markup setting.
Confirm that tagged rows have the expected tags.
FAQs
Can I use a flat fee instead of a percentage?
Yes. Select Flat for the phase and enter the amount.
Can a markup be a discount?
Yes. For a Percent or Flat markup, set Apply as to Discount.
Can Actual and Committed use a different rate from Estimate?
Yes. Open the markup details and enter a phase-specific rate. Leave the rate empty to inherit the Estimate rate.
How do I make actual spend feed the markup directly?
Choose Assigned items in the Actual phase, then assign the transactions to the markup row. For Committed, assigned purchase orders provide the value.
Why is a contingency zero in Actual or Committed?
A contingency is an Estimate-only reserve. It is monitored as a buffer and does not automatically become spend.