Estimate adjustments

Estimate adjustments are lump sum amounts that can be added to or subtracted from the estimate and are usually applied at the very end of the estimating process. They act similar to Distributed or Hidden Global Markups where they are spread proportionally across the Cost Code Sections and are not shown separately on the estimate proposal. The lump sum amount will affect the proposal and sell price and not the cost.

Add estimate adjustments

1. Within the Estimate, click the Global Markups tab at the top.
2. Scroll down to the Adjustments (Adds and Cuts) section.
3. Click the Add button shown on the far right.
4. Enter the Adjustment Comment or Reason.
5. Enter the adjustment amount (positive or negative).
6. Click the Save button in the footer.

Add global markups

1. Within the Estimate, click the Global Markups tab at the top.
2. Scroll down to the Markups section.
3. Click the Add / Import drop-down shown to the far right.
4. Click the Add Manually option.
5. Enter the Item # (for sorting).
6. Enter the Markup Description.
7. Select the Markup Type. See options listed at top.
8. Enter the Percentage (5% = 5) or Amount/Percentage for Step Bond Calculations.
9. Include In Cost: Check this field if the markup amount should be included in the cost budget as well as on the proposal and sell side. Bonding or material sales tax would be example markups where this field would be checked.
10. Distribute or Hide Markup: If this field is checked the calculated global markup amount will be distributed proportionally across the Estimate Cost Codes and Line Items. Otherwise, the markup will be shown as a separate line item at the bottom of the proposal.
11. Resources To Markup: Sage Construction Management has five built-in resources: material, labor, equipment, sub and other. For example, estimate line items can have separate cost and proposal rates for each resource. When calculating the global markup, resources that are selected or checked will be included. In addition, previous markups (determined by the item number) can be included in the amount that the markup is being calculated on.
12. Click the Save button in the footer.

Important: Adjustments will not be distributed across Cost Codes and Line Items until the Estimate has been calculated which occurs when clicking the Cost Code Summary/Export or Estimate Summary / Reports tabs.