---
title: "Calculate index"
slug: "calculate-index"
description: "Learn how to apply an index to your work breakdown structure, enhancing bid values and managing contingencies effectively in project management."
tags: ["Task", "Project Control Suite", "PCS"]
updated: 2026-03-20T08:38:46Z
published: 2026-03-20T17:46:03Z
canonical: "docs.staedean.com/calculate-index"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Calculate index

To each work breakdown structure line, you can apply an index.

If you apply an index to a project line or to a task with sub-tasks, the index is applied to all underlying tasks.

An index is an additional percentage on top of the calculated value, without adding an extra estimate line to a task.

You can also use the index to, for example, add a risk or a margin.

The relevant calculations are:

- Bid value = Calculated value + Contingency + Index
- Calculated value = sum of Total sales prices of all estimate lines for the task

The index is applied to the sum of the Calculated value and the Contingency.

**Example**: Calculated value=100, Contingency=20, Index=10%. The 10% index is applied to 120. So, the bid value is 132.

If already an index is applied to a task, an additional index considers the already available index.

### Steps

1. Click **Advanced project management**.
2. Click **Project quotation**.
3. In the list, click the link in the selected row.
4. Click **Advanced WBS**.
5. Click **Edit**.
6. In the list, find and select the desired record.
7. Click the **Cost and revenue** tab.
8. In the list, find and select the desired record.
9. Click **Calculate** index.
10. In the **Index (%)** field, enter a number.
11. In the **From date** field, enter a date.
12. Click **OK**.

> [!NOTE]
> **Notes**
> 
> - If you apply an index, the bid rate and bid value are not locked automatically.
> - An index is considered if the bid rate and bid value are unlocked when you apply the index.
> - You can remove applied indexes. To do so, click **Reset index** on the **Cost and revenue** tab. If you enter a **From date**, only the indexes are removed for the tasks that start on or after the **From date**.

## Related

- [Review bid value and markup](/review-bid-value-and-markup.md)