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Adjustment List

 

 

 

The Adjustment Table is a Level 4 feature which allows you to quickly adjust groups of your costs to accommodate inflation rates, area modifiers, etc. For instance, you could add 8% to the cost of all your concrete, regardless of strength. This is much faster than changing each concrete-Item price one-at-a-time.

 

The Adjustment Table and the Adjustment Percentages in it are part of the Price Book. Only the Total Cost and Total Price columns in the Adjustment List reflect Bid-specific information.

 

Each Item Cost Column (e.g., Material, Labor, Subcontractor) can have a different Adjustment assigned to it. If a Cost Column has an Adjustment Code (other than 0) assigned to it, you will see an Adjustment Percentage added to it’s Raw Cost, giving an Adjusted Cost. The Price Book Items always reflect the current Cost Table Costs, whereas the Bid Items retain their costs and Adjustment Percentages from the time they were bided until you update them with Update Items to/from Price Book (from the Bid menu).

 

If you type in a cost directly in the Item, the Adjustment Code for the effected Cost Columns is reset to 0, indicating no Adjustment is used for the Item. The same will happen if you change the Total Cost or Price of an accumulator (such as Budgets) which the current Item contributes. If you later wish to re-price from the current Price Book Item costs and Adjustments after entering Bid-specific costs, use Update Items to/from Price Book, and check the Update Cost Modified in Bid, too check box.

 

Adjustments can be used with on Item Raw Costs entered directly, or Item Raw Costs which come from the Cost Table or Crew Table.

 

Adjustments are entered and updated in the Adjustment List, which is available from the Price-Book Menu.

 

Columns in the List:

 

Tag Allows you to specify certain Adjustments for changing and reporting.

 

Code Up to eight characters or digits can be used to name a Adjustment.

 

Description Up to 30 characters.

 

Percent Percentage amount of the adjustment. For instance, to double the cost, set the Percent to 100%. May be negative to adjust the cost downward; for instance, if it costs 5% less to build in a given area, set the Adjustment Percent to -5%. You may even set it to -100% to wipe out the cost (not recommended). The Percent value may range from -999.999% to 9999.999%.

 

Rev. Date Shows the date this Adjustment’s Percent was last updated. It will automatically be changed when the Percent is changed. You may also change it manually.

 

Total Cost This is the cost amount of all the Bid Item Cost Columns (in the current working Bid) that use the current Adjustment.

 

 Note: Unlike most other Total Costs in the system, the Cost Table Total Cost (and other totals in this list) cannot be changed and back-computed into Bid costs because back-computing a cost disassociates it from its Cost Code, which changes which Cost Table Entry the costs are accumulated into.

 

Total Price This is the total amount of the costs which refer to this Adjustment plus the Price Markups from the second group on the Markup List. The Total Price for Adjustments cannot be changed; see the note after the Total Cost column.

 

 

How to use Adjustments in an Item:

 

1. When in the Bid Item Form or Price Book Item Form, move to the Adj. Code line in one of the five Cost Columns.

 

2. Press the List Key F7 to see the Adjustment List. (If you know the Adjustment Code you want to use, you can just type it in here, and skip the rest of the steps.)

 

3 If you want to enter a new Adjustment, move to end and type it in, or select the Insert Record from the Edit menu or toolbar. If you want to Use (pullback) that Adjustment into the Item Cost Column you came from, then proceed with the next step.

 

4. Once you have a Adjustment highlighted and want to Use (pullback) that Adjustment in the Item you came from, click the Right Mouse Button and select "Use" or press the Use Key F8.


 

 

 

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