How do I adjust project fee amounts?

Projects

Use the options on the Fees tab in Modify Existing Projects to delete a fee, recalculate a fee, or update a fee amount.

Deleting a fee from a project

Remove a fee and recalculate the project amount.

Do this...

1. Open Connect Community Development > Projects > Modify Existing Projects.

2. Look up a project and then press Enter.

Look up bar

3. Click to select the Fees tab.

Fees tab

The fees on the project display in the grid.

Fees grid

4. Find the fee in the grid and then click the Dynamic button that's next to it.

Dynamic button

5. Select Delete Fee.

Delete Fee

The fee is deleted from the project.

Updated 20Mar2018

Recalculating a fee on a project

If the fee amount or quantity is updated, use recalculate to use the updated fee amount and quantity to calculate a new fee balance. For example, City XYZ sets up a fee. Later that year, City XYZ changes the fee amount after the project has already been created. City XYZ uses the option to recalculate a fee to update the fee amount on the project to show the new fee amount.

Do this...

1. Open Connect Community Development > Projects > Modify Existing Projects.

2. Look up a project and then press Enter.

Look up bar

3. Click to select the Fees tab.

Fees tab

The fees on the project display in the grid.

Fees grid

4. Find the fee in the grid and then click the Dynamic button that's next to it.

Dynamic button

5. Select Recalculate Fee.

Only fees that allow you to recalculate the fee will have the menu option to Recalculate Fee.

Recalculate Fee

If the fee has applied payments, you will be prompted to unapply the applied payments to recalculate the fee. After the fee is recalculated you can apply the unapplied payments to the fee. (See the help topic titled How do I apply payments to a project?)

The fee is recalculated. If you unapplied payments, you will need to apply the unapplied payments to the fee, see the help topic titled How do I apply payments to a project?

Updated 20Mar2018

Manually overriding a fee amount on a project

You can replace the fee amount on a project with a new fee amount. You do not need to use the option to "recalculate fee" when you're done. For example, City XYZ has adjusted a fee amount, and City XYZ wants to replace the value with the original fee amount.

Note: When you run the manual override option, you will lose the calculation notes that are stored in the Fee Detail. (Click the Dynamic button and then select Additional Information to show the Fee Detail.)

Comments field in Fee Detail

Do this...

1. Open Connect Community Development > Projects > Modify Existing Projects.

2. Look up a project and then press Enter.

Look up bar

3. Click to select the Fees tab.

Fees tab

The fees on the project display in the grid.

Fees grid

4. Find the fee in the grid and then click the Dynamic button that's next to it.

Dynamic button

5. Select Manually Override Amount.

Only fees that allow you to manually override the amount will have the menu option to Manually Override Amount.

Manually Override Amount

If the fee has applied payments, you will be prompted to unapply the applied payments. After the fee is recalculated you can apply the unapplied payments to the fee. (See the help topic titled How do I apply payments to a project?)

The amount is replaced with the override amount. If you unapplied payments, you will need to apply the unapplied payments to the fee, see the help topic titled How do I apply payments to a project?

Updated 20Mar2018

Adding a fee to a project

See the help topic titled How do I add a fee to a project?

Updated 20Mar2018