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Computer Guidance How To Presentation
PC Configuring Markup
eCMS v.4.0
Application Support Department
April 2014
© 2014 Computer Guidance Corporation – part of the Explorer Software Group of companies
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The information contained in the following Computer Guidance Corporation How To presentation is confidential and proprietary to Computer Guidance Corporation and is disclosed under the terms and conditions of the Non‐
Disclosure Agreement between Computer Guidance Corporation and its customers.
© 2014 Computer Guidance Corporation – part of the Explorer Software Group of companies. Confidential and Proprietary. All Rights Reserved.
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Overview
Markup methods are established for each project for Owner Change Orders (CORs) and
Subcontractor Change Orders (RFPs).
These markups can have both revenue and cost components. For example, if the markup is regarding
a bond or some other type of insurance, the owner is charged the agreed upon percentage as part
of the COR. The insurance or bonding company will then have to be paid, which requires a
budget increase.
Other markups are strictly revenue based, such as Profit (which has no cost component). The markup
records are generated as specialized detail COR and RFP records which the user does not have
access to. These records are recalculated as the COR and RFP details are changed or added.
A markup can be configured as Sequential or Nested (examples follow). Additionally, it can be set up
to apply to only specific Cost Types.
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Menu: PC > Job Setup > Job Cost Setup
Job Description – PC Tab
The markups configured under the Collaborator tab will be applied to Owner Change Orders (CORs) and/or Subcontractor Change Orders (RFPs). These Company/Division specific markup types were set up initially under Menu: PC > Administration > Code Maintenance Type superior financial and project management solutions for architecture, engineering, and construction companies
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Example: Sequential Markup for COR
Objective 0.90% Insurance and 15% Overhead to the COR
Markup Based on Revenue: Process the 0.90% Insurance first (set the sequence as 1.)
Process the 15.00% Overhead for second (set the sequence as 2.)
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Results Sequential Markup for COR
Objective 0.90% Insurance and 15% Overhead to the COR
Protocol:
Menu: PC > Processing > Change Orders. Select Add. Complete the General screen. Select
Details-Tab. Select Contract Item – Fill in Description – Add Estimate/Quote Amount – either select
Processing tab (or OK and reselect item) and return to Details-Form Tab. The system calculates the
markup and the user cannot manually add, edit or delete.
Results:
• The Quote Amount = $1,000.00
• The Insurance was processed first line = $9.00 or 0.90% of the Quote Amount
• The Overhead/Profit was processed second line = $150.00 or 15.0% of the Quote Amount
• Total Value of the Change Order is now $1,159.00.
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Example: Markup for RFP
Objective: Add 5% for Subcontract Change Orders
Subcontract Change Order markup is based on specific cost distribution and cost type. You may change this as appropriate when you are in the Details Grid of the RFP (Subcontract Change Order).
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Results Markup for RFP
Protocol:
 Menu: PC > Processing > Request for Proposal. Select Add. Complete the General screen.
Select Details-Tab. Select Subcontract Item – Fill in Description – Add Estimate/Quote Amount –
either select Processing tab (or OK and reselect item) and return to Details-Form Tab. The
system calculates the markup and the user cannot manually add, edit or delete.
Results:
• The Quote Amount = $100.00
• The Subcontractor markup was processed = $5.00 or 5.0% of the Quote Amount
• Total Value of the Change Order is now $105.00
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Example Nested Markup
To calculate a markup based on another markup, the included markups must have a lower
Processing Sequence than the markup being entered. Nested markups can only be
created for markups based on Revenue.
Objective: Create a markup for Bond at 2.0% based on the “subtotal” of the revenue item plus
overhead markup of 8.0%
First, create the Overhead/Profit markup as Sequence 10 for 8.0%
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Example Nested Markup
Next, create the Bond markup at 2.0% Sequence 20 and include the
Overhead/Profit markup that was Sequence 10
Select the Overhead/Profit markup
You can select specific Cost Type or if you leave blank, it applies to all cost types
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Results Nested Markup
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Protocol:
 Menu: PC > Processing > Change Orders. Select Add. Complete the General screen. Select
Details-Tab. Select Contract Item – Fill in Description – Add Estimate/Quote Amount – either
select Processing tab (or OK and reselect item) and return to Details-Form Tab. The system
calculates the markup and the user cannot manually add, edit or delete.
Results:
• The Quote Amount = $100.00
• The Overhead/Profit was processed first line = $8.00 or 8.0% of the Quote Amount
• The Bond was processed next = $2.16 or 2.0% of $108.00 (the sum of the Quote Amount plus the
calculated Overhead/Profit)
• Total Value of the Change Order is now $110.16
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Summary
Markups are Job/Sub job specific and generated automatically by the system for CORs (Owner
Change Orders) and RFPs (Subcontractor Change Orders)
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The Processing Sequence determines the order in which the markups are processed and how
they are calculated.
•
Markups can be percentage or flat amount (not both)
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Markups can be for specific or all cost types.
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Markups can be based on Cost or Income (validation criteria established in Markup Types)
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Markups can be configured to compute a markup based on other markups. However, nested
markups must be configured with markups based on Income which have a lower processing
sequence number.
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RFP Markups are based on specific Cost Distribution/Cost Type
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Once the Markup has been calculated, the user cannot add, edit or delete – it will update
automatically if there is a change made to the Quote amount.
For additional assistance, please submit an On Line Incident from your
Computer Guidance webpage – Thank You!
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