Add A New Markup
add_a_new_markupAdd a new markup to a contract or potential change order in Procore. Requires admin permissions and returns the new markup with its ID.
Instructions
Add a new Markup to the holder. This endpoint supports the Contract and Potential Change Order tools. Access requires the user to have admin permissions for the relevant tool. Markups associated with contracts can be updated at any time. Markups on potential change orders can only be updated when the SOV (Schedule of Values) lines are in an editable state. Pass the record's fields as top-level arguments — they are nested under "markup" in the request payload for you. Creates the markup and returns it with its new id (HTTP 201); calling it again creates another record. Failures come back as an error payload carrying the HTTP status — commonly 401 when the token has expired, 403 without tool permission, and 404 when an id does not resolve. Required parameters: project_id, holder_type, holder_id, markup_set, name, percentage. Procore API: Construction Financials > Contracts. Endpoint: POST /rest/v1.0/financials/markups
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | JSON request body field — name of the markup. | |
| compound | No | JSON request body field — details of the compound calculations for the markup. | |
| position | No | JSON request body field — position of the markup in the markup set of the holder. The default is the next available position, starting at 1. | |
| holder_id | Yes | Query string parameter — iD of the Markup's Holder | |
| markup_set | Yes | JSON request body field — set of the markup. - **Horizontal markup:** Calculates the markup amount on an individual line item. - **Vertical markup:** Calculates the markup amount as a subtotal on all line items on a change ... | |
| percentage | Yes | JSON request body field — percentage value of the markup. The default precision is 50. | |
| project_id | Yes | Query string parameter — iD of the Markup's Project | |
| holder_type | Yes | Query string parameter — type of the Markup's Holder | |
| wbs_code_id | No | JSON request body field — iD of the Wbs Code the Markup percentage will be applied to on a project's budget. Default is ID of the `None` Wbs Code. | |
| tax_code_ids | No | JSON request body field — list of unique identifiers for tax codes associated with the markup. Applicable only when advanced calculations are enabled. | |
| applies_to_all | No | JSON request body field — indicates if the markup applies to all change management items within the holder. | |
| markup_conditions | No | JSON request body field — conditions that determine how the markup will be applied to change management items within the holder. | |
| prime_line_item_id | No | JSON request body field — unique identifier for the Prime Contract Line Item associated with the markup. This ensures synchronization between the estimated value (without vertical markup) and the revenue value (with verti... |