Distributing Contract Adjustments

When a contract adjustment is added to a payment estimate, the system automatically creates the associated distribution records for all the projects and project categories in the payment estimate. The Contract Adjustment Distribution component displays this information in two collapsible sections, one for project-level distributions and the other for distributions at the category level. Each section allows you to distribute the adjustment amount by percentage or dollar amount.

To access this component, navigate to the Contract Adjustments tab on the Contract Payment Estimate Summary and click the link in the Distributed By field.

The upper part of the component displays the following information about the contract adjustment:

The lower part of the component contains two collapsible sections in which you can view details of the distribution of all contract adjustments. You can change the distribution percentage or amount for user-generated adjustments only.

If you change the distribution percentage or amount for a project or category, the system automatically adjusts the percentages and amounts in all other distribution records in the contract adjustment so that percentages always total one hundred percent and amounts always total the full adjustment amount.

Note: To change an existing user-generated adjustment, the payment estimate must be in Draft status.

The first section contains a row for each project associated with the payment estimate. Each row contains an Action button and current values for these fields:

The second section contains a row for each project category associated with the payment estimate. Each row contains an Action button and current values for these fields:

When you have finished adding or changing distribution information, click the Save button to save your work.