Enable Financial Markup on a Funding

Objective 

To enable Procore's financial markup capabilities on a funding.

Background 

You can enable financial markup capabilities on individual fundings. This gives your project user's the ability to apply financial markup to FCOs associated with a commitment as described in Add Financial Markup to Funding Change Orders.

Things to Consider 

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

Prerequisites

• Create Fundings or (Beta) Create Fundings

Steps 

1. Navigate to your project's Funding 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.

Next Steps 

• Add Financial Markup to Funding Change Orders

See Also 

• Create Fundings or (Beta) Create Fundings