---
title: "Create cost adjustments"
slug: "create-cost-adjustments"
updated: 2026-05-14T19:30:03Z
published: 2026-05-14T19:30:03Z
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create cost adjustments

## Overview

Use the Cost Adjustment Editor to create and manage cost adjustments directly from the *Budget vs Actual* table in the project financials section of a project.

Cost adjustments update project costs without affecting revenue, such as adding unplanned materials or correcting expense amounts. Instead of leaving the financials screen, you can open the editor, adjust expense line items, and save your changes in one place.

---

### 

#### Who uses this feature

- Administrators, office employees, managers, accountants, and bookkeepers
- Primarily for Residential Construction and Commercial Construction business types
- Applies to all trades

#### Feature configuration

- This feature is currently in Early Access and available for specific accounts. It is subject to change.
- Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details.

## Things to know

- The Cost Adjustment Editor is only available with Project Management.
- You can create cost adjustments in both the Segments and GL views of the editor. The **Edit** icon appears on expense line items only. It does not appear on revenue account rows.
- Cost adjustments cannot be applied to revenue accounts. The pricebook item selector filters out items associated with revenue accounts. The dropdown does not display items by default. Begin typing to search for and select a pricebook item.
- Item allocation amounts and percentages must equal the total adjustment amount before you can apply the adjustment.
- The Number of Adjustments counter at the top of the editor shows how many adjustments you have made compared to the total number of editable expense line items in the current view.
- You can save an adjustment as a draft to continue editing it later. When a draft adjustment exists for a project, the dropdown label changes from **Create Adjustment** to **Edit Draft Adjustment**.

## Cost Adjustment Editor overview

You access the *Cost Adjustment Editor* from the **Cost Adjustment** dropdown at the top of the *Budget vs Actual* table.

The editor opens as a full-screen view with the same table structure as the Budget vs Actual table, including Segments and GL tabs. Use the **Edit** icon in the *Cost Adjustment* column to open the *Adjust* pop-up for each expense line item.

![Cost adjustment editor displaying budget details and committed costs for various expenses.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/cost-adj-editor-glview.png)

## Create a cost adjustment

1. Search for and go to the project you want. The Project screen opens.
2. In the side menu, click **Financials**.
3. On the *Financials* screen, scroll down to the *Budget vs Actual* section.
4. Click **Cost Adjustment** **> Create Adjustment**.

![Overview of actual expenses and cost adjustments in a budget table.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-cost-adj-option.png)

1. The *Cost Adjustment Editor* opens. To rename the adjustment, click the **Edit** icon next to Untitled Adjustment and enter a name.
2. Click the **Segments** or **GL** tab to choose your view.
3. In the *Cost Adjustment* column, click the **Edit** icon next to the expense line item you want to adjust.
4. In the *Adjust* dialog that opens for the selected line item, enter the **Adjustment Amount**.
5. Under *Item Association*, select a pricebook item from the **Select a Pricebook item** dropdown.
6. Optionally, enter a **Cost Code** and **Cost Type** for the item.
7. Enter the **Quantity**, **Value**, and **Percentage** to allocate the adjustment amount. The **Total Allocation** field at the bottom of the section shows the running total.
8. To add more items to this adjustment, click **Add Item** and repeat steps 9–11.
9. Review the summary at the bottom of the dialog and when finished, click **Apply Adjustment**.
10. Repeat steps 7–14 for each expense line item you want to adjust.
11. When finished, click **Save**.

![Adjustment form showing cost allocation for bad equipment and total amounts.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/adjust-popup.png)

## Edit a draft cost adjustment

If you saved an adjustment as a draft, you can return to it later to continue editing.

1. Search for and go to the project you want. The Project screen opens.
2. In the side menu, click **Financials**.
3. On the *Financials* screen, scroll down to the *Budget vs Actual* section.
4. Click **Cost Adjustment** **> Edit Draft Adjustment**.
5. The *Cost Adjustment Editor* opens with your draft. Make your changes and click **Save**.

![Cost adjustment details for construction budget, highlighting expenses and adjustments made.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-cost-adj.png)

## Want to learn more?

- See [Understand Budget vs Actual](/v1/docs/understand-budget-vs-actual)
- See [Understand project financials](/v1/docs/understand-project-financials)
- See [Project management](/v1/docs/project-management-overview)