Downloading the Adjustments Template

Use the Adjustments Template CSV file to export a file that contains all job lines that are linked to budget lines in your property.

1. In the upper-left corner of the screen, select Access your applications (  ).
   The menu expands.

2. Select Financial > Budgeting.
   The Budgeting Dashboard screen appears.

3. In the Budgeting menu pane, select Adjust Hours and Rates ().
   The Adjust Hours and Rates screen appears.

4. From the Tools drop-down list, select Download Adjustment Template.
   The template downloads to your computer.

Use the file to then import hours and rates adjustments. For more information, see Importing hours and rate adjustments.