Create Cost Adjustments

Use the Costs submodule to create cost adjustments for selected jobs.

To use the Costs submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To create a cost adjustment:

1. On the main toolbar, click Jobs .
2. On the side toolbar, click Jobs List and highlight the job that you want to create a cost adjustment for.
3. On the side toolbar, click Costs.
4. Click the Adjustments tab.
5. Click Create new adjustment .
6. In the Create New WIP Adjustment dialog box, click the Details tab and make the necessary adjustments.
7. If needed, you can recalculate the WIP adjustment, reset the WIP value to zero, and reset all previous adjustments.
8. If you want to add a manual approver to your adjustment:
   • Click the Approval tab and click Add approver .
   • In the Add Approver dialog box, select an approver from the drop-down list and click OK.
9. If you want to remove a manual approver, highlight the approver that you want to remove and click Remove approver
   Note: There is no confirmation dialog box for this action. WorkBook removes the manual approver at once.
10. When you are ready to make the adjustment, click the Details tab.
11. Enter an adjustment comment and click OK - make adjustment.