Add Adjustments to an Estimate
Objective
To add adjustments to your estimate.
Things to Consider
Required User Permissions for the Bid Board tool.
Required User Permissions for the Estimating tool.
Required User Permissions for the Portfolio Planning tool.
Steps
Navigate to the Bid Board or Portfolio Planning tool and select the project.
ORNavigate to the project's Estimating tool.
Click the Estimating tab.
In the 'Summary' section, locate the 'Pre-tax Markups' or 'Post-tax Markups' section.
Click the add
icon.Enter the markup name.
Select the type.
Lump Sum: A fixed total amount applied regardless of individual quantities or unit costs.
Basic Calculation: Percentage amount, multiplied by the pre-tax estimate sub total.
Enter the percentage or amount.
Click Create.
TipAfter you have added an adjustment, you can make the following changes by clicking the vertical ellipsis 
for the adjustment.
Select Copy to copy the adjustment.
Select Edit to edit the adjustment.
Select Delete to delete the adjustment.
After you have added an adjustment, you can make the following changes by clicking the vertical ellipsis for the adjustment.
Select Copy to copy the adjustment.
Select Edit to edit the adjustment.
Select Delete to delete the adjustment.