/
Exporting the Adjustments Template
Exporting the Adjustments Template
- 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 Export Adjustments Template from the drop-down list.
The Export Adjustments Template dialog box appears. - 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.
- Click OK.
The file saves to the specified location.
For field descriptions of the Adjustments Template, see the following:
, multiple selections available,
Related content
Importing hours and rates adjustments - version 9.14 and later
Importing hours and rates adjustments - version 9.14 and later
More like this
Fields in the Adjustments Template CSV file - version 9.14 and later
Fields in the Adjustments Template CSV file - version 9.14 and later
More like this
Example: Inserting additional adjustments in the Adjustments Template
Example: Inserting additional adjustments in the Adjustments Template
More like this
Financial - version 9.14
Financial - version 9.14
More like this
Importing hours and rates adjustments
Importing hours and rates adjustments
More like this
Adjust Hours and Rates
Adjust Hours and Rates
More like this