Change Profit Margin Per Line Item

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Overview

You can change the profit margin on each individual line item in a project. There are two ways to do this: directly in the Sheet view of the estimate, or in the line item's Unit pricing settings.

Open the Estimate

1. In the left-hand menu, click Jobs.
2. Click Job list and select the estimate. You can also click Pipeline and select it from there.

Option 1: Change the Profit Margin in the Sheet View

1. In the Estimate, click Sheet in the top right corner if it isn't already selected.
2. Double-click the Profit % cell of the line item you want to change.
3. Enter the profit margin percentage you want for that line item.

Option 2: Change the Profit Margin in Unit Pricing

1. Click the cube icon on the line item. The line item window opens.
2. Click Unit pricing to expand it.
3. In Profit, enter the profit margin percentage you want for this line item.
4. Click the X in the top right corner to close the window.

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Why This Matters

• You can set a different profit margin on each line item instead of using one margin for the whole project.

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Summary

To change the profit margin on a line item, double-click its Profit % cell in the Sheet view and enter a new percentage, or click the line item's cube icon, expand Unit pricing, and change the Profit percentage.