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Managing Budget Offsets

By default, Proliance automatically creates offsetting cost allocations for each budget allocation. If you did not enable this automatic offset feature or if you wish to adjust the offsets, you can manage the budget offsets for yourself.

While in the edit mode on the Cost Account - Line Items page, select a row and then click the "Manage Offsets" button.

The following table summarizes the actions available while managing budget offsets.

When managing budget offsets, you can… Click

Add an offset. You can use any existing cost allocation that is not currently offsetting any other budget allocation.

Add Offset

Remove an offset. The offsetting cost allocation that is removed can be used to offset another budget allocation.

Remove Offset

Change the settings that Proliance uses to determine the offsets.

Offset Settings

Exit the budget offsets mode.

Return

Select another budget allocation to view its offsetting cost allocations.

Budget allocation drop-down list.

Tips:

  • You can turn on or off the automatic creation of budget offsets using the Auto-Create Offsetting Cost Lines settings on the Settings page of the cost account.
  • If you have no eligible offsets to use, click Add Cost Line instead of Add Offset to create a new offsetting cost line. For more information, see "Adding a Cost Allocation".