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How To Modify An "Indirect Cost" Formula

Video Tutorial



To modify an "Indirect Cost" formula in your template(s) follow these steps.

1. Navigate to global "Settings" button located at the horizontal top menu options.

2. Once in settings, navigate to the "Configuration" section located on the left vertical menu.

3. Select "Record Templates".

4. Select the template which you wish to modify.

5. Select the "Indirect Costs" tab.

6. Click into the "Formula" field of the indirect cost you wish to modify.

7. Amend/edit the formula as desired.

Please note that "Indirect Cost" formulas can reference the "Total Direct Costs", specific "Cost Category" totals & other "Indirect Costs". If referencing other "Indirect Costs", the referenced "Indirect Costs" must be above the "Indirect Cost" you are wanting to modify to avoid a circular reference.

Published 10/6/2025.