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Exporting the Adjustments Template

Exporting the Adjustments Template

  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 Export Adjustments Template from the drop-down list.
    The Export Adjustments Template dialog box appears.
  5. In the Export File Path field, specify the location where you would like to save the template. Either type the path or click Browse to search for and select the location.
  6. Click OK.
    The file saves to the specified location.

For field descriptions of the Adjustments Template, see the following:

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