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Excerpt

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modify time and cost cards that have already been approved

Tip

title	Projector Web

You can now make your time adjustments and cost adjustments through Projector Web

Info

Adjustment features have now been migrated to a much more powerful Projector Web based interface. You can still use the management portal for adjustments, but you'll likely find the new interface faster and easier to use.

The pre-invoicing adjustment form can be used by Project Managers to review approved time and costs against the project and (with proper permissions) revalue, write up or down, transfer to another project or transfer to another role those time or cost cards. Finance Managers can use pre-invoicing adjustments for the same tasks prior to creating invoices. This form is useful in correcting cases where time/cost cards were entered against the wrong project or where time was approved against an incorrect rate type.

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Column	Description
Resource, Project (Role)	The project to which the time was reported, the resource that reported the time, and the role that the resource played. You may collapse or expand the entry to hide or show more information. This operation may be accomplished by pressing the plus sign or minus sign, as appropriate.
Work Date	The day for which the time is reported.
Task	The task performed on this project.
Rate Type	The rate type that determines what rates are applied to the time card.
Hours	The number of hours reported on the time card.
Contract Amount and Rate	The Amount and Rate of the card prior to adjustments.
Actual Days	The number of days (or fraction of a day) this time card represents calculated by dividing normal working hours (per day) into the approved hours on the time card.
Write-Up	The Amount and Percent that the existing adjustments affect each card.
Billing Adjusted Amount and Rate	The Amount and Rate of the card after the adjustments.
Billed Days	The number of days billed using the whole day billing method (takes effect during Invoicing
Description	The information entered by the resource in the Description field of the Details section of the Time Entry application of the Employee Portal when filling out the time card.

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Column	Description
Number of Time Cards Selected	The quantity of card(s) selected for revalue.
Hours	The quantity of hours to be revalued.
Contract:
Amount	Defined by the hours multiplied by the contract rates when the time was submitted or as of the last time the card was revalued. Note that the contract amount can be modified by a revalue adjustment if the rates on the rate card, project, or role have been updated.
Rate	The contract amount divided by the hours on the time card.
Write-up:
Pre-invoice	The monetary value of write-up adjustments made on Pre-invoicing Adjustments form.
Invoice	The monetary value of write-up adjustments made on the Invoice Editor.
Write-up %	The percentage of the write-ups, which is computed by the total write-up amount divided by the contract amount.
Billing Adjusted:
Amount	This is the amount that the client will get billed for each individual time card, which is the sum of the contract rate plus any write-ups or write-downs.
Rate	The Amount divided by the hours.
Currency	The currency of the values prior to revaluation.

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Column	Description
Number of Time Cards Selected	The quantity of card(s) revalued.
Hours	The quantity of hours revalued.
Contract:
Amount	Defined by the hours multiplied by the contract rates when the time was submitted or as of the last time the card was revalued. Note that the contract amount can be modified by a revalue adjustment if the rates on the rate card, project, or role have been updated.
Rate	The contract amount divided by the hours on the time card.
Write-up:
Pre-invoice	The monetary value of write-up adjustments made on Pre-invoicing Adjustments form.
Invoice	The monetary value of write-up adjustments made on the Invoice Editor.
Write-up %	The percentage of the write-ups, which is computed by the total write-up amount divided by the contract amount.
Billing Adjusted:
Amount	This is the amount that the client will get billed for each individual time card, which is the sum of the contract rate plus any write-ups or write-downs.
Rate	The Amount divided by the hours.
Currency	The currency of the values prior to revaluation.

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Column	Description
# of Cards	The quantity of card(s) selected for write up or write down.
Hours	The quantity of hours to be written up or down.
Contract:
Amount	Defined by the hours multiplied by the contract rates when the time was submitted or as of the last time the card was revalued. Note that the contract amount can be modified by a revalue adjustment if the rates on the rate card, project, or role have been updated.
Rate	The contract amount divided by the hours on the time card.
Write-up:
Pre-invoice	The monetary value of any prior write-up adjustments made on Pre-invoicing Adjustments form.
Invoice	The monetary value of any prior write-up adjustments made on the Invoice Editor.
Write-up %	The percentage of any previous write-ups, which is computed by the total write-up amount divided by the contract amount.
Billing Adjusted:
Amount	This is the amount that the client will get billed for each individual time card, which is the sum of the contract rate plus any prior write-ups or write-downs.
Rate	The Amount divided by the hours.
Currency	The currency of the values prior to write ups or downs created on this form.

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Column	Description
# of Cards	The quantity of card(s) selected for write up or write down.
Hours	The quantity of hours to be written up or down.
Contract:
Amount	Defined by the hours multiplied by the contract rates when the time was submitted or as of the last time the card was revalued. Note that the contract amount can be modified by a revalue adjustment if the rates on the rate card, project, or role have been updated.
Rate	The contract amount divided by the hours on the time card.
Write-up:
Pre-invoice	The monetary value of any prior write-up adjustments made on Pre-invoicing Adjustments form.
Invoice	The monetary value of any prior write-up adjustments made on the Invoice Editor.
Write-up %	The percentage of any previous write-ups, which is computed by the total write-up amount divided by the contract amount.
Billing Adjusted:
Amount	This is the amount that the client will get billed for each individual time card, which is the sum of the contract rate plus any prior write-ups or write-downs.
Rate	The Amount divided by the hours.
Currency	The currency of the values prior to write ups or downs created on this form.

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Column	Description
# of Cards	The quantity of card(s) selected to be transferred.
Hours	The quantity of hours to be transferred.
Contract:
Amount	Defined by the hours multiplied by the contract rates when the time was submitted or as of the last time the card was revalued. Note that the contract amount can be modified by a revalue adjustment if the rates on the rate card, project, or role have been updated.
Rate	The contract amount divided by the hours on the time card.
Write-up:
Pre-invoice	The monetary value of any prior write-up adjustments made on Pre-invoicing Adjustments form.
Invoice	The monetary value of any prior write-up adjustments made on the Invoice Editor.
Write-up %	The percentage of any previous write-ups, which is computed by the total write-up amount divided by the contract amount.
Billing Adjusted:
Amount	This is the amount that the client will get billed for each individual time card, which is the sum of the contract rate plus any prior write-ups or write-downs.
Rate	The Amount divided by the hours.
Currency	The currency of the values prior to transfers executed on this form.

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Column	Description
# of Cards	The quantity of card(s) to be transferred.
Hours	The quantity of hours to be transferred.
Contract:
Amount	Defined by the hours multiplied by the contract rates when the time was submitted or as of the last time the card was revalued. Note that the contract amount can be modified by a revalue adjustment if the rates on the rate card, project, or role have been updated.
Rate	The contract amount divided by the hours on the time card.
Write-up:
Pre-invoice	The monetary value of any prior write-up adjustments made on Pre-invoicing Adjustments form.
Invoice	The monetary value of any prior write-up adjustments made on the Invoice Editor.
Write-up %	The percentage of any previous write-ups, which is computed by the total write-up amount divided by the contract amount.
Billing Adjusted:
Amount	This is the amount that the client will get billed for each individual time card, which is the sum of the contract rate plus any prior write-ups or write-downs.
Rate	The Amount divided by the hours.
Currency	The currency of the values after transfers executed on this form.

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Column	Description
Resource, Project	The project to which the cost was reported and the resource that reported the cost. You may collapse or expand the entry to hide or show more information. This operation may be accomplished by pressing the plus sign or minus sign, as appropriate.
Expense Document	Expense document number and name.
Incurred Date	The date on which the cost was incurred.
Expense Type	This expense type associated with this card. See the section on Expense Types for more information.
Disbursed Amount	The amount of the expense.
Markup	The total amount by which the cost card has been written up or down.
Pre-invoice	The amount by which the cost card has been written up or down on the Pre-invoicing Adjustments form.
Invoice	The total amount by which the cost card has been written up or down on the Invoice Editor.
Markup %	The Percent that the cost item is being marked up (or down, if negative) relative to the Disbursed Amount.
Client Amount	This is the amount that the client will be billed for each individual cost card after adjustments.
Description	The information entered by the resource in the Description field on the Expense Report form of the Employee Portal when filling out the expense report.

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Versions Compared

Old Version 14

New Version Current

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