Use the Adjustment Wizard to add an hours and rates adjustment to a job.

To add an adjustment:

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.
3. In the Adjust Hours and Rates row, click Update/Start.
   The Adjust Hours and Rates screen appears.
4. 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.
5. From the Start Date drop-list, select the date on which the adjustment will start.
6. 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.
7. In the Apply to Jobs table, select the job(s) to which the adjustment will apply.
8. In the Amount field, type the amount to apply.
9. 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.
10. From the Apply to options, select whether the adjustment applies to Rates, Hours, or OT (overtime).

11. In the Description field, type a brief description of the adjustment (for example, "rate adjustment").

    Note: This field is not available if you selected OT as the Apply to method.

12. (Optional) In the Notes text box, type a note about the adjustment.

    Note: This field is not available if you selected OT as the Apply to method.

13. Click Add.
    Your entries in the Add New Adjustment dialog box are cleared, and the Adjust Hours and Rates screen updates with your selections.

14. Do one of the following:

    • To add a new adjustment, repeat steps 5 through 13.
      Or
    • To close the dialog box, click Close.
15. At the top of the screen, click Save (  ) to save your changes.

Fields and controls on the Add New Adjustment dialog box