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Procore

Enable Financial Markup on a Head Contract

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Objective 

To enable Procore's financial markup capabilities on a head contract.

Background 

You can enable financial markup capabilities on individual head contracts. This gives your project user's the ability to apply financial markup to PCCos associated with a commitment as described in Add Financial Markup to Head Contract Variations.

Things to Consider 

  • Required User Permissions:
    • 'Admin' level permissions on the project's Head Contracts tool.

Steps 

  1. Navigate to your project's Head Contracts tool.
  2. Locate the contract to work with. Then click its Number link.
  3. In the contract, click the Advanced Settings tab.
  4. Click the Edit button.
  5. Under 'Financial Markup Settings', mark the Enable Financial Markup checkbox.
  6. Click Save.