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Adding a Cost Allocation

You can add a cost allocation to a cost account, transfer, scope document, pre-commit expense contract, expense change order, 'Normal' (not 'Retainage Release') auto-commit expense invoice, or cost event.

When you add cost allocations, Proliance automatically creates offsetting budget allocations. For more information, see "Synchronizing Budget Allocations".

 To add a cost allocation

  1. Open the document to which you want to add the cost allocation.

  2. Depending on the document with which you are working, click Line Items, Schedule of Values, or Cost Line Items pages, then click Edit.
    3. If you are working with Do this

    A cost account

    Select Cost Items from the drop-down list

    Any other document

    Continue to step 3
  3. Above the grid containing the allocations, click Add Row, Add CA Allocation, Add Multiple CA Allocations or Add Cost Line.

    4. Proliance adds a new cost allocation to the grid. For more information on each column in the cost allocation row, refer to the help topic for the appropriate page.

Note:

  • Proliance can automatically add cost allocation to a cost account or scope document when you add a budget allocation. In the Cost Account document, select Create Cost Offset for New Budget Line on the Settings page. In the Scope document, select Enable Cost Offset on the Settings page.
  • Proliance can automatically add cost allocations to a cost account to match each budget allocation that results when you split an existing budget allocation. There is an automatic budget offset in this situation. For more information, see "Adding a Budget Offset".