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Estimating settings — your P&G rate

Who can use it. Organisation owners, in Settings → General → *Estimating*.

What it's for

Sets the Preliminary & General loading your estimates carry. Until now this was fixed at 8% — Summit's own rate — for every organisation.

Nothing changes for you unless you edit it. Leave the panel alone and every figure reads exactly as it did before.

The field

| Field | What it is | Example | |---|---|---| | P&G rate (%) | The percentage added on top of an estimate for preliminaries and general. Entered as a whole percentage. | 8, 12, 0 |

Enter 0 if you price preliminaries as ordinary line items rather than as a loading — that's a valid setting, not "unset".

Where the rate shows up

Changing it moves all of these together:

  • The cost-tracking spreadsheet — the *P&G Value* and *Estimate Minus P&G*

columns on the Summary sheet, the *PNG Amount* and *Ex PNG Amount* columns on the Carpentry Input sheet, and the *P&G On Variations* row.

  • The deal page's cost-tracking figures — the projected and remaining tiles are

calculated the same way the spreadsheet is, so the two always agree.

  • The Carpentry % complete tab — the amount carved off each category before the

percentage is applied.

  • Financials → work in progress — the estimated P&G on unbilled work.

Things worth knowing

  • It applies when a figure is worked out, not when an estimate is created.

Change the rate and existing deals' P&G figures change too, next time you look at them. There's no per-estimate snapshot of the rate.

  • It's per organisation. Your rate never affects another organisation's exports.
  • Rates of 100% or more aren't accepted. The whole spreadsheet is built on the

"estimate minus P&G" figure, which would be zero or negative.

Related

  • Region & tax settings — currency, number format,

timezone and your sales-tax name and rate.