Create a CSA (Contract Sum Adjustment)

Setup required before use	Who Can Use It?	Where Is It?
Turn on manual sum adjustments Create CSA document template	User Assist. Project Manager Project manager Director Administrator System Administrator	Contracts > Contract Sum Adjustments tab

1. Enter a Quote number (if applicable).
2. Specify a Quote date (if applicable).
3. Type a reason for the adjustment.
4. Fill in the work items table.
5. Save.
6. Click Approve to finalise the adjustment.
7. Click to issue the CSA instruction in MS Word®.

This is an automatically generated number and allows you to have multiple items and amounts within the one contract sum adjustment to make up the adjustment as a whole.

This will only appear if you are using a Contract Breakdown.  When creating a sum adjustment, select which breakdown item to apply the sum adjustment to.

If a new breakdown item is required for the variation/adjustment, the new item must first be entered in the Contract Breakdown tab with a contract amount of $0.00. Return to apply an adjustment to the new item.

Enter a short description of the item, this can appear on your CSA Instruction document.

Enter the details of the instruction for that item, this can appear on your CSA instruction.

Use this to link the Sum Adjustment item to an existing contract instruction.  You can only link a sum adjustment item to an instruction if the status of the adjustment is Pending Approval.

The value of the adjustment for that particular item excluding tax. Negative sum adjustments can also be added:

Example

Masonry original breakdown value is $5,000. A variation has been received that will reduce the item by $500. The adjustment of -$500 will be processed as a CSA and can be viewed on the Contract Performance tab. The negative adjustment value cannot exceed the original breakdown item. The total negative adjustments cannot exceed the original $5,000.

These will appear in place of the 'Amount' column if the adjustment was created from an approved quote for a specific variation.

This is the default status assigned to a new Manual Adjustment when it is first created.

It indicates that the adjustment is draft and not yet active.

This status is assigned to an adjustment automatically once it has either been generated from an approved Variation Quote or once a manual adjustment has been approved.

1. Select the adjustment you want to cancel.
2. Click Cancel.
3. Type a reason for the cancellation.
4. Save.
5. Click YES to confirm the cancellation.

The reason for cancellation will appear in the details of the CSA Audit Trail.