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Setting a Default Cost Account Allocation

From the list of line items controlled by a cost account, you can select one budget and one cost allocation as a default allocation for each book type. Proliance uses these defaults when the cost account is associated with a line item in another document, such as a contract or change order.

 Example

Until you set your own defaults, Proliance uses the first budget and cost allocations on the Line Items page as the defaults.

 To set a default allocation

A contract is set to automatically create drawdowns. You add a line item to the Schedule of Values, then add a BCM allocation. When you select a cost account for the allocation, Proliance uses the cost account's default allocation as the source for the drawdown.

1. Open the Cost Accounts register.
2. Select the cost account to open.
3. Click the Line Items page.
4. Click Edit.
5. Select the type of items to view from the drop-down list: Budget Items or Cost Items.
6. Select the line item to be used as the default.
7. Click Set Default.

Proliance confirms your selection and prompts you to save your changes. The default is set only when you save the cost account.