How To Adjust a Work Item

NAVIGATION: ACTIVITIES menu > Contract Master

  1. Using the browse button, select the contract you need to adjust
  2. Open the Work/Service Items tab
  3. There are two types of adjustment options, click on one of the following links:

Upward Adjustment

To make an upward adjustment, you can either add a new work item or modify an existing work item.

ADD

  1. Click in the first open box under Work Item, select the new work item and Tab  (you can change the description if you like)
  2. Select the AMP using the browse button and tab
  3. Select the Cost Center using the browse button and tab
  4. Enter the Amount related to this Work Type and tab
  5. You may enter a Remark or leave blank
  6. Press the Go to Work Item Break Down button on the bottom right
    1. The Contract Number should be displayed
    2. Select the Work Item using the browse button and tab 2 times
    3. In the grid, enter 100% and tab to the Funding Stream column
    4. Click on the Funding Stream header button and select the funding source for this work item and tab
    5. Click the blue "X" to close the Funding Stream Assignments screen
  7. You are now finished and can close the Contract Master if you have no other Work Items to enter

MODIFY

For an upward adjustment you can also modify an existing work item shown in the grid as follows:

  1. On the line for an existing Work Item, click or tab to the Amount column and change the amount to the new work item amount.
  2. Click the "Go to Work Item Break Down" button to open the  Funding Stream Assignments screen
  3. The Contract Number should be displayed
  4. Select the Work Item you need to adjust using the browse button
  5. In the grid, change the Amount to the revised work item amount and press the tab key 3 times
  6. Click the blue "X" to close the Funding Stream Assignments screen
  7. You are now finished and can close the Contract Master

Downward Adjustment

  1. In the grid, select the work item you plan to adjust and tab over until you see the columns marked Posted Amount and Unposted Amount.  You cannot adjust a work item downward to the extent that the total amount of the work item would be below the sum of the posted and unposted amounts.
  2. For a downward adjustment, you must adjust the Work Item Breakdown first
  3. Click the Go to Work Item Break Down button to open the Funding Stream Assignments screen
  4. Change the Amount to the revised work item amount and press the tab key 3 times
  5. Click the blue "X" to close the Funding Stream Assignments screen
  6. You will be back on the Work/Service Items tab in the Contract Master
  7. Change the Amount of the Work Item.  This should be the same amount you just entered on the Funding Stream Assignments screen
  8. Press the Tab key 3 times to save your changes
  9. You are now finished and can close the Contract Master

2/2021

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