Markup Adjustments to Entire Estimate and/or Database

MARTIN's Avatar

MARTIN

11 Dec, 2017 07:07 PM

Talked to an adjuster last week about Mark-ups. I want to globally mark-up all items in a claim for labor, materials, and equipment AND for all types of work (Remove, replace, Paint/finish, etc) EXCEPT I want a prompt to confirm the line-items I have already edited manually.

The adjuster told me this was the easiest way to make adjustments to the Simsol cost database. We are general contractors working the Hurricane Harvey storm.

Can you steer me to the appropriate discussion and/or explain how?

  1. Support Staff 1 Posted by Chelsea on 11 Dec, 2017 07:20 PM

    Chelsea's Avatar

    Martin,

    Thank you for reaching out to us about this, I'd be happy to walk you through the process.

    First, make sure you're outside of any claims and select the 'Maintain' tab at the top of your Simsol program. Under Maintain, select 'Preferences' then select the checkbox "Enable Location Factor Mark-Up" located in System Preferences.

    Once the feature has been enabled open the claim you would like to adjust and select the 'Building Estimate' cover page with the padlock. On this page, select the 'Location' button then enter in your Mark-Ups in the appropriate fields (see attached screenshot).

    After entering your Mark-Ups, select the Yellow Shield in the upper left-hand corner to show a prompt for each overridden line item. Hit 'Done', you can then confirm or deny these items as they appear.

    If you need any additional help with this process, please let us know.

    Kind Regards,
    Chelsea Balderson
    Director of Support


    LEGAL: It is your responsibility to research the accuracy, completeness, and usefulness of all opinions, services, and other information found on these sites. Simsol assumes no responsibility or liability for any consequence resulting directly or indirectly any action or inaction you take based on or made in reliance on the information, services, or material on any of Simsol websites or resources.

  2. 2 Posted by Martin Whitrock on 11 Dec, 2017 08:10 PM

    Martin Whitrock's Avatar

    I didn't realize you'd responded and discovered the "Lock+"Building
    Estimate" > Location" Screen. I then MANUALLY increased
    Materials-Labor-Equip boxes by the desired percent in 2 digit whole numbers
    (99+25=124 on materials) and got the desired results. The only change I can
    see on the sample screen you displayed is yellowed out boxes. It appears
    the only difference in functionality when I activate "Enable Location
    Factor Mark-Up" is an added first column showing the Location factor values
    BEFORE adding the Markup. I'd already done that before requesting help.
    What threw me is the "LF" which I thought was for Linear Feet items only
    (not including SF, EA, etc.) Now I see the light. LF also means Location
    Factor. Now I have a headache. Hope I didn't give you one too. Thanks!

  3. Support Staff 3 Posted by Chelsea on 11 Dec, 2017 08:49 PM

    Chelsea's Avatar

    Martin,

    No worries at all!

    What you did is just fine and will give you the result you're looking for. The way I explained above will simply break it out so you don't have to do the math yourself, nothing more.

    If you need anything else, please let us know.

    Kind Regards,
    Chelsea Balderson
    Director of Support


    LEGAL: It is your responsibility to research the accuracy, completeness, and usefulness of all opinions, services, and other information found on these sites. Simsol assumes no responsibility or liability for any consequence resulting directly or indirectly any action or inaction you take based on or made in reliance on the information, services, or material on any of Simsol websites or resources.

  4. Chelsea closed this discussion on 11 Dec, 2017 08:49 PM.

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