Inherited Item Settings

Problem

Updating each inherited markup on every item estimate became tedious on large projects with hundreds of items. To update an inherited milestone markup a user would have to click into each item, expand the estimate, expand the milestone markup grid, then update each markup individually. Not only was this time consuming, the repetitive nature of the task led to people making mistakes as they clicked through each item.

Solution

On the frontend, I implemented a new modal to edit and save a default markup configuration, updated the bulk item editor to support applying it to many items at once, and updated item estimates to allow users to apply the default markup settings. On the backend, I added a new service to persist and apply default milestone markup configurations, extending the existing bulk item edit system to handle the new configuration.

Open the new modal

Configure default markup settings

Apply default markups settings to an item

Apply default markup settings to many items

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Outcome

User interviews informed us that teams on large projects were very happy with the change. We confirmed this by monitoring usage analytics and saw people immediately using the feature to update their items more efficiently.

Team

PM

Shea Kusiak

Design

Therese Hom

Engineering

Jeff Heuton