About the Project Cost Adjustment Assistant

This topic provides an overview of the Project Cost Adjustment Assistant and explains when you can use it to transfer a single project cost transaction to the correct project, task, contract, funding source, expenditure type, or project role, when the transaction supports that adjustment.

What This Assistant Supports

This assistant supports single-transaction transfer adjustments. It helps you:

• Identify the transaction you want to adjust.
• Refine the search when you do not know the transaction number.
• Review the transfer details before submission.
• Ask for more information about the transaction or its attributes.
• Confirm the adjustment before it is submitted.
• Understand approval or validation outcomes after submission.

What This Assistant Does Not Support

This assistant does not:

• Adjust multiple transactions at once.
• Guess missing values.
• Perform external corrective actions, such as opening a period or reactivating a task.
• Submit a transfer without your explicit confirmation.

Before You Start

Have one of these ready:

• A transaction number.
• A project, task, and transaction date.

If you do not have the transaction number, start with the details you know. The assistant asks for one more detail if needed.