Adjustments Index - Screen Guide

Adjustments Register

The Adjustments Register provides a central location to manage manual financial adjustments applied to a job. These adjustments are used to correct, balance, or account for changes not captured in standard workflows.

Adjustments directly impact job financials and should be used carefully with appropriate documentation. Adjustments are typically used in place of variations, perhaps before a contract starts where you need to make some final changes before sign.

Grid Overview

The register displays all adjustments in a structured grid format.

Adjustment Number – Unique reference (e.g. A001)
Amount Submitted – Initial adjustment value picked up while adjustment is in author
Amount Approved – Approved adjustment value picked up when adjustment is approved
Client Reference – External or client identifier

The grid supports sorting (e.g. by adjustment number) and displays totals through pagination controls.

Toolbar Actions

The toolbar provides standard actions for managing adjustments:

Create & Edit

Create a new adjustment
Edit selected adjustment

Copy/Paste

The format for importing via paste is the same as the output you get when exporting to xslx
- Export an existing adjustment to excel and you can use the other functions menu to copy and paste your data into a new adjustment.

Trade

Cost code

Reference

Description

Qty

Units

Rate

Extension

Markup %

Gross

Tax code

Supplier

Status

001-Preliminaries

LAB-LABOUR

10103-10103-Site Labour

testing

1.000

Hrs

$1,000.00

0.00

$1,000.00

GST (10%)

Delete & Refresh

Delete selected adjustment
Refresh the grid to reload latest data

Export

Export to PDF
Export to DOCX
Export to RTF
Export to Excel (XLSX)

Navigation & Behaviour

Select a row and click Edit to open the adjustment record
Grid supports pagination and page size selection
Navigation controls allow movement between pages

This ensures efficient handling of adjustment records across projects.

When to Use Adjustments

Correct financial discrepancies
Apply manual cost or revenue changes
Account for items not captured in Variations or Provisional Sums

Adjustments should be used as a controlled mechanism outside standard processes.

Tips

Use clear naming conventions for adjustment numbers
Ensure submitted and approved values are accurate
Document reasons for all adjustments
Use exports for audit or reporting purposes
Only use adjustments when other modules are not applicable