Create an Allowance or Budget

Last Updated By Michael Croteau

Updated at September 24th, 2021

Providing allowances in estimates is quite popular. To create an allowance, head into your estimate’s “Projects” tab. Then, hover over the Search button > Browse and click Create Custom Part.

Choose a category for your allowance, give it a name and price it out. Then, hit save.


Next, we'll want to remove the markup from this item. Open the part up using the blue "edit" button: 

Click to Zoom 

Click the "Markup" toggle on the top right of the cost Bucket. Then, uncheck "Use Project Markup", and change the markup amount to "0": 


 

Now your budget item won't be marked up on your estimate. Lastly, click "Save":


Click to Zoom


It’s as simple as that. When completed, you will see your allowances in your estimate.

Keep in mind, you can always export your estimate to Quickbooks or Excel to compare actual costs to your budget / allowance. 

Thanks for reading!

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