Pricing Tab commands

Summary

Use the Pricing tab to adjust the overall project markup, tax rate, and individual item pricing and markup. Pricing tab tables represent Components, Miscellaneous items, and a breakdown of Plan/Elevations. Update the markup and pricing as needed to maintain current pricing for bids, invoicing, and other accounting reports.

Columns can be filtered, sorted, and arranged for a customized view.
Values that have been manually edited display in bold font.
Values that have been locked display the lock icon.

Notes:

Edited values can be locked for cases when you only want to recalculate some of the edited values (and retain the locked edits)

Edits are never made by the system.

The right-click dialog allows the ability to:

Enable/disable the Lock state
Recalculate only the selected component
Open the Project Warnings dialog when the component has unavailable material

Recalculate Pricing

The Recalculate Pricing button provides the ability to recalculate unlocked and select locked edits .

Unlock Totals applies to the Elevation > Sub Total and Component > Price.
Unlock Markups applies to the Component > Markup % and Component > Markup.

Lock Edits

The Lock Edits button provides the ability to quickly lock all edited values.

Lock All Pricing

The Lock All Pricing button provides the ability to automatically lock the following:
- Component pricing
- Selling subtotals for Elevations
- EWP pricing

Note: This feature is useful is when exporting trusses (DDP) to another user for optimization, and re-importing them into the original project, without changing any pricing.

You can do the following:

Control markup at the individual component and elevation levels. To assign a higher markup or labor cost to an item, have make adjustmentsin the pricing grid.
Setup standard mark ups and discounts and enter adjustments as needed.
Apply additional individual discounts, markups or charges to any of the job costs, such as lumber, labor, plates or the overall cost.
Miscellaneous items allow you to enter any product or service and mark them up differently from components or other miscellaneous items.
Enter a total price for any component or plan and all other prices automatically adjust. This allows you to force the pricing to match a competitor’s bid with ease.
View/report the $ per BDFT of all of the components

You can apply any of the Pricing Tab Markups to:

Set the default starting value in Preset Manager
Set an override that is specific to an individual customer (easier or harder to work with) to a value that is lower or higher than the default

These settings are applied to the Pricing Tab when the project is created. The settings can be manually overwritten on the Pricing Tab at any time.

Window

Project View - Pricing Tab

Field Descriptions

The following table lists field descriptions.

Section/Field	Description
Overall Project Tax Rate %	Overall default tax rate for the project
Tax Delivery	Select whether a delivery should be taxed. If this option was not set up using Presets, the default is unselected; this option can be changed. To view this option in Presets, see Preset Manager Field Descriptions
Use Bid Quantity(1) for Plans/Elevations	You can choose to set the Plan/Elevation quantity to 1: When the Use Bid Quantity (1) is selected, the Truss, EWP, and Miscellaneous Items grids also display quantities that reflect the Plan/Elevation quantity of 1. There are cases where updating the project for production quantities will change the Pricing Tab display in ways that also change Plan/Elevation quantities or hide Plans/Elevations and their values: Creating lots that only have Release references (no elevations are referenced by lots) Adding and removing lots (even when elevations are referenced) Checking the Delivery tab > Lot Property > Built / Exclude from Cutting checkbox (this ignores the lot reference, as if the lot was deleted)
Use Production Quantity for Plans/Elevations	Use production (Component tab/Batching) quantities on the Pricing tab
Default Component Markup %	Overall default percentage markup for the project
Markup %	Current markup percentage for the project
Markup $	Current markup dollar amount for the project
Margin %	Current margin percentage for the project
Margin $	Current margin dollar amount for the project
Show Snapshots	Select to display truss profile snapshots
Components Grid
Truss Components	Name of the component.
Quantity	Total number of the components included.
BDFT	Total board feet of nominal lumber for material used on the truss.
Labor Factor	Set up in Tools > Preset Manager > Pricing for either Per 1000 Bdft or Total per Truss. For details, see Preset Manager Field Descriptions .
Labor	Charge assigned to the truss based on the labor factor.
Lumber	Total cost of all the lumber used in the truss. Set up in Project Materials or Material Catalogs >Lumber > Costing > Cost/1000 BDFT column. For details, see Costing for Lumber.
Plates	Total cost of all plates used on the truss. Set up in Project Materials or Material Catalogs > Plates > Selection & Costing > Cost column. For details, see Selection & Costing for Plates Field Descriptions.
Cost	Sum of Labor, Lumber and Plates.
Markup %	Percent of markup assigned to the truss.
Markup	Total markup calculated based upon the percent of markup.
Price	Total amount for cost and markup.
Misc Items Grid
Misc Items	Name of miscellaneous item.
Quantity	Total number of the miscellaneous items included.
Units	Unit of measurement for the miscellaneous item.
Cost	Cost of the unit type.
Price	Unit cost including the markup.
Markup	Amount the unit price increased based upon the markup percent.
Markup %	Amount to markup the unit cost of the Misc item.
Ext. Markup	Total quantity times the markup amount
Est. Cost	Total quantity times the Misc items unit cost
Est. Price	Extended markup plus the extended cost.
Plans Grid
Plans	Name of the plan.
Quantity	Quantity of the plan ordered.
Labor	Total labor charged for the plan.
Lumber	Total cost of lumber used on the plan.
Plates	Total cost of plates used on the plan.
Misc. Cost	Total cost of all miscellaneous items on the plan.
Cost	Total cost of labor, lumber, plates and miscellaneous cost of the plan.
Misc Markup	Markup of miscellaneous items.
Comp. Mark	Total markup of all the components.
Sub Total	Pre-tax total price of the plan. This field is linked to the Plans/Elevations > Elevation Properties > Bid Price field to ensure that bid pricing matches invoice pricing.
Tax	Tax assigned to plan.
Delivery	Delivery charge assigned.
Selling Price	Total price of the plan for all items.

Accessing

1. In the Project List window, select a project.

2. In the Project View window, select Project Info.

3. Select Pricing Tab.

4. To display details for the Components grid, click .

5. To display details for the Misc Items grid, click .

6. To display details for the Plans grid, click .

For sample detailed information entered on the Pricing Tab, see Pricing Tab Fields - Example.