Invoices - Adjustment History

Additional Resources

Watch the May 2021 Release Overview Webinar to learn more about the invoicing on the web. (go to 07:30)

Adjustment history is an audit trail where you'll see all changes made to time or cost cards on an invoice. View included, excluded, financial adjustments, and non-financial adjustments to cards.

Permissions and Settings

Anyone that can view an invoice can review adjustments.

Adjustments are made on the Invoices - Time Cards and Invoices - Cost Cards pages.


Time card and cost card adjustments are tracked separately. The below table explains the filters and what they encompass.

Time cardChanges to time cards
  • Adjust for daily billing
  • Revalue
  • Write up/down
  • Transfer to project
  • Transfer to task
  • Change rate type
  • Split
  • Include
  • Exclude
  • Change description
  • Change location
Cost cardChanges to cost cards
  • Write up/down
  • Transfer project
  • Change expense type
  • Per diem
  • Split
  • Include
  • Exclude
  • Change description
  • Change location

Adjustment Summary

Click on the link for each adjustment. A popup lists all impacted cards, the adjustment details, and the user responsible for the changes.


Adjustment Number

The identifying number for this adjustment, as assigned on the Adjustment Summary tab.

Adjustment Type

Write up/down, revalue, include, exclude, split, etc

Applies To

Either time or cost

Number of Cards

The quantity of cards involved in the adjustment.

Adjustment By

User that made the adjustment

Adjustment OnDate adjustment applied

Adjustment Code

The adjustment code for this adjustment. Adjustment codes are used within Projector to explain why an invoice has been adjusted. See the section on Adjustment Codes for more information.

If no adjustment code was specified then N/A is displayed.


The reason for the adjustment. If empty then the person who made the adjustment chose not to specify why.

Suppressed Card

If the suppression icon (   ) appears here, it denotes that these cards are being suppressed from the invoice. Zero amount cards can be suppressed automatically via a system setting or suppressed individually through a write up or write down. One reason for suppressing a card would be if unauthorized work was done. You do not want the client to see or perhaps even know about the unauthorized work.

Time Adjustment Details

Different information is shown based on the type of adjustment performed. The sections below show what to expect.

Time - Write Up/Down

For each card affected by the adjustment a row is shown. The table below explains the fields.

Time - Transfer Project / Role

Time - Daily Billing

Time - Revalue

Time - Transfer Tasks / Rate Types

Time - Split

Time - Include

Time - Exclude

Time - Change description

Time - Change location

Cost Adjustment Details

Each type of cost adjustment shows different details. The sections below show what to expect.

Cost - Write up/down

Cost - Transfer Project

Cost - Change expense type

Cost - Per diem

Cost - Include

Cost - Exclude

Cost - Change description

Cost - Change location