Sometimes called "Percentage" or "Exception" lines, Adjustment Lines are cost data lines that are accessed from the Construction Estimator tab. These lines have no hard data, only a percentage in one or more fields. The purpose of adjustment lines is to allow the user to affect or "adjust" pre-selected CostList lines by the given percentage in the given columns.
For example, the image below shows the adjustment line 011131100150, which will add 25% to the Total O&P column.
You select an adjustment line by putting a check mark in the check box for the adjustment line, as shown in the image above.
Note: Since an adjustment line will only apply to cost data lines that have already been added to an estimate, it is customary to apply adjustments only after all cost data lines have already been added to your estimate.
By clicking the Add button (located between the data display area and the estimate display area of the Construction Estimate screen) you can add this line item to your estimate as if it were an ordinary line of cost data. However, unlike when adding a cost data line, a popup window will appear asking you to identify which cost data items on your estimate you would like to affect by the selected percentage line.
The image below shows the Apply Percentage window for the example adjustment line 011131100150. In the upper portion of this window are radio buttons to let you specify if you want to Add or Subtract the percentage from the selected cost data lines. In the lower portion of the window you will see the cost data lines that are already on your estimate. To apply the selected adjustment to every item on your estimate, place a check mark on the first line next to the words "LineNumber". Otherwise, place a check mark in the check box next to only those line items that you want the percentage applied to. After making your selections, click the OK button at the bottom of the Apply Percentage window.
After closing the Apply Percentage window you will return to the Construction Estimate screen.
The image below shows a portion of an estimate that has had adjustment line 011131100150 applied to it. Notice that the line number column appears to have duplicate items in it. The first item's line number appears to match the 2nd line number. The first line is the original line item. The second line, which is specially marked by an A (for Adjustment) in the column immediately to the right of the Line Number column, is the result of adding the adjustment line. The value in this line equals 25% of the first item's Total O&P column.
As you can deduce from the image above, an estimate of, for example, 20 lines, will turn into an estimate with 40 lines if you add a single percentage line, or Adjustment line, to apply to every line in that estimate. The lines with the special A marked are the result of adding the Adjustment line. These lines contain the value added or subtracted from the original cost line. Furthermore, if you click on the Notes icon in the Notes column for these lines, there will be a note identifying which adjustment line has been added.
The image below shows the screen that appears when you click the Notes icon under the Notes field for the second line in the image above.
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