Setting up markup for expenses at project level

If you want all the expense entries of a project to have the same markup percentage irrespective of the markup specified for them in the Expense Items screen, you can use Fee Schedules. Follow these steps to achieve that:

  1. Create a new fee schedule. Check the Core Help for more on that.
  2. On the Fee Schedules > Expenses tab, select All Employees under the Resource drop-down and All Expenses under the Expense drop-down.
  3. In the Markup (%) column, enter the markup percentage that you want to use for a project and click Done to save the changes.
  4. Now assign the fee schedule to the project. Check the Core Help for details on that.

All new expense entries that you create for the project now use the markup percentage from the fee schedule.

Note: If you already have a fee schedule on the project, you can edit it and add the row for markup on its Expenses tab as described in the above steps. Check the Core Help to know more about editing fee schedules.

Was this article helpful?
0 out of 0 found this helpful