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About Allocations

Proliance uses allocations to assign workspace budget and costs to different documents, and to link these amounts to cost accounts. There are two types of allocations:

• Budget:Budget allocations contain the budget amounts and budget ACR columns for those amounts within Proliance documents. Budget can correspond to the revenue on a workspace or just the budget on its own. You can add a budget allocation to revenue documents (such as revenue contracts and invoices), cost event line items of type 'Revenue' or 'Both', scope documents, transfer documents, and cost accounts.  

• Cost:Cost allocations typically describe workspace expenses. You can add a cost allocation to expense documents, such as expense contracts and invoices, cost event line items of type 'Expense' or 'Both', scope documents, transfer documents, and cost accounts.

The information from each allocation is linked to a single cost account. However, an allocation is controlled by a cost account only if it was added directly to that cost account, in the Cost Account - Line Items page. Otherwise, the allocation can be edited only through its controlling document. For example, if you add an allocation to a contract, you can edit that allocation from the contract, but not from the cost allocation that the allocation is linked to.

You work with allocations on the Cost Account Allocation Grid and on the Schedule of Values page.