To apply an Item Adjustment
Highlight the Item or Items you want the adjustment to apply to, Range, Adjustments for multiple or Item Price, Adjustment for single.
Enter the adjustment and click OK, you must have the Price Type set to Gross 2 Columns to see the difference.
To Remove an Item Adjustment
Highlight the item or all items and select Range, Adjustments for multiple, and enter 0 in all cells and press OK OR Item Price, Adjustment for single. 0 out the relevant cell and press OK.
To apply a Global Adjustment:
Click on Tools, Estimating, Global Adjustments
Select either Job % or Bill %
Enter the adjustments required and select OK
To Remove a Global Adjustment:
Click on Tools, Estimating, Global Adjustments
Select either Job % or Bill %
Remove the adjustments required and select OK
To View any adjustments: (NOTE: Adjustments are just a markup and do not amend the Resource total. This will always display as a Nett cost.)
Ensure the price type is set to Gross. Tools, Global Adjustments, Price Type set as Gross 2 Columns
or Open Estimating, turn on the Rates window. When an Item with an adjustment is selected you will see an Item or Global adjustment figure listed in the rate window
or Open Analysis, Estimating, Job Statistics and view the Item and Global adjustment totals. If populated an Adjustment has been added.
or Open Estimating, hover over the Job Total (if activated) on the bottom menu to see a Gross, Nett split. If different an Adjustment has been added.
To do an export which includes adjustments:
Go to Input/Output, Estimating, Job
Tick the last check-box, 'Include the First 5 Resource Columns'
Turn this up to 10
Click OK.
The resulting report will now include global and item adjustments.
Note: Item Adjustments are applied first followed by Job% or Bill%. You can have An item adjustment applied and either a Bill% or a Job% (can't have both Bill% and Job% together, it is one or the other).