Explore Margins

See how three potential margin settings will affect the price of each line item and the grand total.

Margin_Button.png

This feature allows estimators to enter three different margin percentages, see how each one affects the project, and select one to apply to the estimate.

Note: This option is only available in projects that are flagged as Commercial.


The "Explore Margins" Window

Explore_Margins_Window.png

  • At the top of the window are three trial margins labeled 1, 2, and 3. Select a different percentage by clicking the grey Margin_Select_Button.png button next to any margin, or click within the percentage box to enter a custom amount.

  • The "Grand Total" row reveals different potential totals based on each margin. Click the "Use This" button under a total to select that margin amount and apply it to each item on the Worksheet.

  • Lines at the bottom of the window allow an estimator to see how each margin would affect the price of individual Worksheet items.

  • To close the window without applying a margin, simply click the "Close" button.
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