Use the Adjustment Wizard to add an hours and rates adjustment to a job.
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Note: There is also an option to batch-import hours and rates adjustments using a CSV file. For more information, see Importing hours and rates adjustments. |
To add an adjustment:
- In the toolbar, click the Main Menu icon (
). - From the drop-down list, under the Financial section, select Budgeting.
The Budgeting screen appears in a separate tab. - In the Adjust Hours and Rates row, click Update/Start.
The Adjust Hours and Rates screen appears. - Click Related Tasks and select Adjustment Wizard from the drop-down list.
The Add New Adjustment dialog box appears. For more information, see Fields on the Add New Adjustment dialog box. - From the Start Date drop-list, select the date on which the adjustment will start.
- From the End Date drop-list, select the date on which the adjustment will end. If the adjustment will only occur on one day (the Start Date), select the same date as the Start Date.
- In the Apply to Jobs table, select the job(s) to which the adjustment will apply.
- In the Amount field, type the amount to apply.
- Do one of the following:
- If the value is a dollar amount, select Add Value.
Or - If the value is a percentage adjustment, select %Adjust.
- If the value is a dollar amount, select Add Value.
- From the Apply to options, select whether the adjustment applies to Rates, Hours, or OT (overtime).
In the Description field, type a brief description of the adjustment (for example, "rate adjustment").
Info icon false Note: This field is not available if you selected OT as the Apply to method.
(Optional) In the Notes text box, type a note about the adjustment.
Info icon false Note: This field is not available if you selected OT as the Apply to method.
Click Add.
Your entries in the Add New Adjustment dialog box are cleared, and the Adjust Hours and Rates screen updates with your selections.Do one of the following:
- To add a new adjustment, repeat steps 5 through 13.
Or - To close the dialog box, click Close.
- To add a new adjustment, repeat steps 5 through 13.
- At the top of the screen, click Save (
) to save your changes.
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| Field/Control | Description | Notes | ||||||
| Start Date | Date on which the adjustments begins. |
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| End Date | Date on which the adjustments ends. |
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| Apply to Jobs | Select the check box(es) for the job(s) to which the adjustment is applied. |
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| Select All | Selects all available jobs. | |||||||
| De-Select All | Clears all selected job check boxes. | |||||||
| Amount | Text field—Enter the amount of the adjustment. The number can be for either dollar values or hours. |
Numeric only. You can enter positive or negative values. | ||||||
Radio buttons:
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Only one radio button can be selected. | |||||||
| Apply to | Select what the type of adjustment:
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| Description | A brief description of the adjustment. Examples:
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This field is not available if the OT radio button is selected. | ||||||
| Notes | A note about the adjustment. Example: If a job has two people taking vacation in January, you might add a note for budgeting reasons: "Sally is taking 40 hours of vacation the week of 1/11 to 1/17, and Kevin is taking vacation the week of 1/18 to 1/24." | This field is not available if the OT radio button is selected. | ||||||
| Add | Adds the adjustment and clears your entries in the dialog box. | |||||||
| Close | Closes the dialog box. |
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