Milestone Markup's Inherited Item Settings

Set the default 'Applied' state for inherited Milestone Markups

Although percent-type Milestone Markups are included on all items within that milestone,  the default Applied state can be configured within the Milestone Markup section of the Estimate in the Inherited Item Settings modal. This setting will apply to all new items created or transitioned into this milestone.

From the Inherited Item Settings modal, select which markups you'd like to apply to Items. You can also choose if they should apply to Item Markups from this modal.

Tip: When creating a new milestone, set the default Applied state for inherited Milestone Markups before adding or transitioning any items, to ensure calculations are correct from the start.