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PCI Markup Rules by PCI Type

Modified on: Thu, Apr 28 2022 12:02 PM

(NEW Functionality)

PCI Markup Rules Set Up by PCI Type


OVERVIEW

  • PCI Markup rules are used to create "Below the line" markups to automatically calculate based on the PCI values.
  • This how-to guide is a continuation to the PCI Markup Rules Set Up guide, and specifically shows how to use the PCI Type feature to assign unique mark-up rules according to type of PCI.
  • This setup takes place at the start of the project, but can be changed at anytime.
  • Reference your contract for allowable markups and how they need to be calculated. If undefined, work with your PX/Owner to clarify these before your first PCI/COR. Reach out to your CMiC Local Champion or Submit a Ticket if you need help setting up markup rules.

MORE INFORMATION: See the PCI Markup Rules Use Flexible Rates rather than Fixed %  how-to guide for handling this other less common markup rule 


STEP 1: From the tree view, click on Budget & Cost Management

STEP 2: Click on PCI Markup Rules

STEP 3: Click downward arrow button next to PCI Type to reveal PCI type options. Refer to the how-to guide for 



STEP 4: PCI TYPE - There are 6 specific PCI Types listed in the drop-down.   Click here for more information on PCI Types 

Select the specific PCI Type for which you would like to set up mark-up rules.  


NOTE: Select the default/blank option (topmost in drop-down) if you want to set up "general" PCI mark-up rules that get applied to all PCI's on your job (regardless of Type, and regardless of whether or not other Type-specific mark-up rules have been set up). 

For example, if you set up mark-up rules for the CTO PCI Type  AND you set up "general" mark-up rules, you will see both sets of mark-up rules appear on your CTO PCI's.



ALL PCI TYPES (First default option)The topmost (blank) option is the default option, which you should select if you want to create a general mark-up rule. The general mark-up rule gets applied on all PCI Types. 


EXTERNAL: Both Cost Budget & Revenue Budget Can be Affected

  • Change to Owner (CTO)
  • Allowance (ALLO)
  • Contingency (CONT)
  • Transfer (TR) (Must Balance to Zero) 


INTERNAL Only affects the Cost Budget

  • No Change to Owner (NCTO)
  • Back Charge (BC)


STEP 5: Once you've selected a PCI Type, you can then proceed with adding your rules and rule details for that PCI Type. Start by clicking on one of the following buttons:

  • 5a (Option 1) New: If you don't want to copy mark-up rules from a job or another PCI Type on your current job, click on the New button and refer to the PCI Markup Rules Set Up how-to guide for next steps.
  • 5b (Option 2) Copy from Job: If you want to copy all mark-up rules for PCIs from another project, click on the Copy from Job button, and reference this How-To Guide. NOTE: This feature will pull in all of the mark-up rules from that job. If the source job assigned mark-up rules by PCI Type, these will all copy into the target project by PCI Type.


  • 5c (Option 3) Copy from PCI Type: Click this button if you want to copy mark-up rules/details from another PCI Type on your current job. Select desired Source PCI Type from drop-down that you want to copy from, and click Proceed button to populate the rules/details sections. NOTE: Rules and Details will copy over from Source PCI Type. However, Cost Budget and Revenue Budget % will NOT. These have to be entered in accordingly in the Target PCI Type mark-up rule window.




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