Adjustment

Open the Adjustment screen

  1. Hover a mouse pointer over the Settings menu link on the menu bar to display its drop-down menu.

  2. Slide a mouse pointer over the Unit Price option to display its menu.

  3. Click Adjustment to open the Adjustment screen.

 

Add a new adjustment name and description

  1. If applicable, select a location from the Location drop-down list located at the menu bar.

  2. From the Adjustment screen, select a work class, operation class, task class, and activity class from the Work Class, Operation Class, Task Class, and Activity Class drop-down lists.

  3. Enter a new adjustment name into the Adjustment Name text box.

  4. Enter an adjustment description into the Adjustment Description text box.

  5. Click Add to save and display the new adjustment name and description in the Adjustment Detail grid.

 

Edit an adjustment name and description

  1. From the Adjustment Detail grid, click the Edit icon on a line item to enable Adjustment Name and Description text boxes.

  2. Make the changes to the selected adjustment name and description then click the Update icon to save the modifications.

 

Delete an adjustment

  1. From the Adjustment Detail grid, click the Delete icon on a line item. The delete confirmation pop-up message appears.

  2. Click OK to delete the selected adjustment.