Adding and managing Markups on Milestone Estimates and Budgets

After you’ve successfully imported your estimate and budgets into your milestone, you may want to track indirect costs as Markups.

Markups can be added as a percentage or as a lump sum. A key distinction between the two types is that percentage markups are automatically inherited by your Items and lump sum markups are not.

In Join, you can apply filters to percent markups. This restricts the markup to only calculating on a subset of rows that contains categories selected in the filter. 

HubSpot Video