Adding an Allocation

You can add allocations to a variety of documents. The following table shows the documents to which you can add an allocation, as well as the type of allocation that you can add:

Document to which you can add an allocation Type of allocation

Cost account

Cost or Budget

Cost event

Expense auto-commit invoice

Cost

Expense change order

Expense pre-commit contract

Scope

Cost or Budget

Transfer

Note:

  • The Description, Cost Account, ACR Column, and Book Type columns are required information for every allocation.
  • The Cost Account column does not appear if you are viewing allocations on the Line Items page of a cost account.
  • The default value of the Amount column is zero (0), except where it is synchronized to a line item on the document.