Add brief description of Budgeting process and where the Adjust Hours and Rates screen fits into that process.

As part of the budgeting process, you will have to adjust employees hours and rates...

 

Accessing the Adjust Hours and Rates screen

  1. In the toolbar, click the Main Menu icon (  ).
  2. From the drop-down list, under the Financial section, select Budgeting.
    The Budgeting screen appears in a separate tab.
    For more information, see Budgeting.
  3. In the Adjust Hours and Rates row, click Update.
    The Hours and Rates screen appears.

The Adjust Hours and Rates screen

On the Adjust Hours and Rages screen you...

Tasks performed from the Adjust Hours and Rates screen

Fields and controls on the Adjust Hours and Rates screen 

This table...

#FieldDescriptionNotes
1





Controls

Save

Saves changes to the screen. 
Related Tasks

Opens drop-down menu with the following options:

  • Adjustment Wizard
  • Calculate Working Dataset
  • Import Adjustments

 

 
JobsField that display the jobs or operation codes shown on the screen.READ-ONLY.

Filter

Opens the Select Jobs or Ops-codes dialog box where you select which jobs or operation codes are displayed on the screen. 
Display

Drop-down menu to select:

  • All
  • Hours
  • Rates
  • Costs
 
PeriodDrop-down menu to select days of the monthThis option appears only if the Daily tab is selected
2Tabs
 AnnualAdjustments and totals panes display information for the financial year. 
 Quarter  
 Period  
 Daily  
 Adjustments Pane
3Time frame READ-ONLY.
4Hours and rates READ-ONLY.
5  READ-ONLY.
 Totals Pane
6Totals section READ-ONLY.