With an estimate open, click on the Summary tab in the tool bar. Your estimate will be shown grouped according to the WBS you developed in the Content tab when building your estimate. You will also note that the WBS on left is greyed out – Sigma shows your entire estimate in the summary view. In the tool bar, click on Automatic Markup and the following window opens:
To set the automatic markup for Overhead, click on the Overhead tab, make sure the Use in estimation box is checked, and enter the percent Overhead you wish to use for each category. The Overhead tab has an added feature not found in the Profit tab. Perhaps you want to add an Escalation percent to your labor. If you click on Settings in the Automatic Markup window, the following dialogue box opens:
Sigma also allows you to have as many custom categories as you need. Many users have multiple material categories to allow them to vary the markup depending on the discount they may, or may not, get from a certain supplier. This greatly increases the flexibility of your setup and allows you to take advantage of whatever overhead and profit scenarios gives you the best outcome.