PCI Markup Rules by PCI Type

(NEW Functionality)

PCI Markup Rules Set Up by PCI Type

OVERVIEW

PCI Markup rules are used to create "Below the line" markups to automatically calculate based on the PCI values.
This how-to guide is a continuation to the PCI Markup Rules Set Up guide, and specifically shows how to use the PCI Type feature to assign unique mark-up rules according to type of PCI.
This setup takes place at the start of the project, but can be changed at anytime.
Reference your contract for allowable markups and how they need to be calculated. If undefined, work with your PX/Owner to clarify these before your first PCI/COR. Reach out to your CMiC Local Champion or Submit a Ticket if you need help setting up markup rules.

MORE INFORMATION: See the PCI Markup Rules Use Flexible Rates rather than Fixed % how-to guide for handling this other less common markup rule

STEP 1: From the tree view, click on Budget & Cost Management

STEP 2: Click on PCI Markup Rules

STEP 3: Click downward arrow button next to PCI Type to reveal PCI type options. Refer to the how-to guide for

STEP 4: PCI TYPE - There are 6 specific PCI Types listed in the drop-down. Click here for more information on PCI Types

Select the specific PCI Type for which you would like to set up mark-up rules.

NOTE: Select the default/blank option (topmost in drop-down) if you want to set up "general" PCI mark-up rules that get applied to all PCI's on your job (regardless of Type, and regardless of whether or not other Type-specific mark-up rules have been set up).

For example, if you set up mark-up rules for the CTO PCI Type AND you set up "general" mark-up rules, you will see both sets of mark-up rules appear on your CTO PCI's.

ALL PCI TYPES (First default option): The topmost (blank) option is the default option, which you should select if you want to create a general mark-up rule. The general mark-up rule gets applied on all PCI Types.

EXTERNAL: Both Cost Budget & Revenue Budget Can be Affected

Change to Owner (CTO)
Allowance (ALLO)
Contingency (CONT)
Transfer (TR) (Must Balance to Zero)

INTERNAL Only affects the Cost Budget

No Change to Owner (NCTO)
Back Charge (BC)

STEP 5: Once you've selected a PCI Type, you can then proceed with adding your rules and rule details for that PCI Type. Start by clicking on one of the following buttons:

5a (Option 1) New: If you don't want to copy mark-up rules from a job or another PCI Type on your current job, click on the New button and refer to the PCI Markup Rules Set Up how-to guide for next steps.
5b (Option 2) Copy from Job: If you want to copy all mark-up rules for PCIs from another project, click on the Copy from Job button, and reference this How-To Guide. NOTE: This feature will pull in all of the mark-up rules from that job. If the source job assigned mark-up rules by PCI Type, these will all copy into the target project by PCI Type.

5c (Option 3) Copy from PCI Type: Click this button if you want to copy mark-up rules/details from another PCI Type on your current job. Select desired Source PCI Type from drop-down that you want to copy from, and click Proceed button to populate the rules/details sections. NOTE: Rules and Details will copy over from Source PCI Type. However, Cost Budget and Revenue Budget % will NOT. These have to be entered in accordingly in the Target PCI Type mark-up rule window.