Skipping Estimate Markups

Feature

Starting with Goldenseal estimating software version 4.32, you can add an optional column to Estimate breakdown tables, to allow you to skip markup on some items.

You may prefer to use this option if you only want to apply your markup to some line items, for some reason.

Suggested By

User feature request.

How to Use

To add the optional column to your Estimate layouts, follow these steps:

1. Choose Custom Layouts from the Options menu, and choose Transactions from the submenu.
2. Enter Estimates into the Transaction popup field at upper left.
3. Enter Items into the Layout popup field (you can also make the same change to the Category layout).
4. Click in the breakdown table near the bottom of the layout.
5. Choose Add Column to Table from the Edit menu.
6. Select Skip Markup from the list, and click OK.
7. Goldenseal will add a new column to the table.
8. Hold down the Alt or Command key, then click and drag to move the column to a different position.
9. Double-click on the column to retitle or resize it.
10. When you have the layout as you'd like, close it, and save changes.

Once you have added the column, you can turn the checkmark on or off, to control whether each line item gets markup. Goldenseal will skip unchecked items when calculating totals for any markup items calculated with a cost area of Percent of Hard, Percent of Labor, Percent of Materials, or similar percentages.

Technical Details

Programmer note-- code changed in CCostBreakdownTable::GetHardCostTotal & similar funcs