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Procore Support (en-au)

(Beta) Add Financial Markup to Head Contract Variations


To add financial markup to a variation.


In Procore, the term financial markup is used to refer to an increase that is applied to the cost of a product or service in order to arrive at its final cost. You can set two (2) types of markup on variation line items. 

  • Horizontal Markup. A horizontal markup calculates the markup amount on an individual line item. 
  • Vertical Markup. A vertical markup calculates the markup amount as a subtotal on all of the line items on a variation. 

In addition, you can associate your financial markup settings to cost codes, categories and sub-jobs. This ensures that the financial markup on your project's variations is reflected accurately on your project's budget.

Things to Consider

  • Required User Permissions:
    • To add financial markup, 'Admin' level permissions on the project's Head Contracts tool.
    • To view financial markup on the variation's Schedule of Values (SOV), 'Standard' level permission on both the project's Variations and Head Contracts tools. 
  • Additional Information:
    • If you do NOT select a cost code or cost type for the financial markup to map to, it will appear on the project's budget as:
      • Budget Code = None
    • Sub Jobs are not supported
  • For companies using the icon-erp-synced2.png ERP Integrations tool: Show/Hide  
    • Integration by Procore: Viewpoint® Spectrum®: Vertical and Horizontal.
    • Integration by Ryvit: Viewpoint® Vista™. Vertical and Horizontal
    • QuickBooks®. Markup is NOT supported in data sync. 
    • Sage 100 Contractor®. Markup is NOT supported in data sync. 
    • Sage 300 CRE®: Vertical and Horizontal.
    • UndefinedNameError: reference to undefined name 'integrations_cmic' (click for details)
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      : Horizontal Only.



  1. Navigate to the project's Head Contracts tool.
  2. Locate the head contract to work with. Then click its Number link.
  3. Click Financial Markup
    This tab is only available if it has been enabled in the appropriate tool's Advanced Settings tab. 
  4. Under Financial Markup Settings, you have these options:
    • New Horizontal Markup. Click this button to display the markup in the same row as the line items. 
    • New Vertical Markup.  Click this button to display the markup below the line items. 
      This opens a page when you can then create your markup.  
  5. Enter information in the Markup List as follows:
    • Markup Name. Enter a name for the financial markup. 
    • Markup Percentage. Enter the percentage for the markup.
    • Compounds Markup Above. Move the toggle to the right to compound your new markup. This setting is turned OFF by default. 
  6. Under Maps To, do the following:
    Budget Code. Select the budget code that the markup percentage will be applied to. To learn more, see What is a budget code in Procore's WBS? 
  7. Under Application Conditions, do the following
    • Apply to all line items. This will set the markup to apply for all line items on the variation.
    • Apply to specific line items. Use this option when you want to apply the markup to specific line items based on their budget code.
      • Segment. Choose which segment (cost code/cost type) you want to use for the markup selection.
      • Conditional Logic. Choose 'Is' or 'Is not' to determine how the markup will or won't apply.
      • Value. Select cost codes or types (depending on the segment selection above) that you want the application rule to target.
  8.  For companies using the icon-erp-synced2.png ERP Integrations tool: 
    • ERP Head Contract Item. Select the desired Schedule of Values (SOV) line item from the project’s Head Contract. This ensures that the estimated value (the SOV value without vertical markup) and the revenue value (the SOV value with vertical markup) are synced to the line item that you specify in the integrated ERP system.
      This field is only visible when:
      • Your company account has enabled the ERP Integrations tool.
      • The ERP Integrations tool is configured to use either the Integration by Ryvit or Sage 300 CRE®. 
      • You are creating vertical markup on a head contract variation.
    • Export Markup to Estimate. Select this checkbox to enable the ability to sync financial markup on a head contract to the cost estimate in ERP. This checkbox is only available to customers with the Sage 300 CRE® integration,  Integration by Procore with Viewpoint® Spectrum® or Integration by Ryvit with Viewpoint® Vista™ . 
  9. Click Save.