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Copy PCI Markups from Another Project in CMiC

Modified on: Thu, Apr 28 2022 11:59 AM

Copy PCI Markups from Another Project in CMiC


Overview:

Many Clients have the same markup rules for all their projects. Follow the steps below to copy markups from another project (closed or open) and save time.


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

STEP 2: Click on PCI Markup Rules

STEP 3: Click the Copy From Job button to copy the markups from another project.



STEP 4: Enter the job number OR click the magnifying glass to search for the project you want to copy from.

STEP 5: In the popup window search either by job number or name in the find box to locate the project you want to copy for markup rules and click Go, click Close then click Proceed.


STEP 6: Review and change levels, Cost and Revenue % or anything else as needed and click Save.

NOTE: If the Source Job has multiple mark-up rules set up by PCI Type, this feature will pull in all of mark-up rules from the Source for each PCI Type.

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