Adding an alllocation value

If your organization has configured the Financials tab to include allocation data, such as costs and benefits, you may be able to add those allocation values from within the Financials tab.

To add an allocation value

  1. Open the Projects module.
  2. Select an item.
  3. Select the Financials tab.
  4. Select the tab containing a cost, benefit, or split to which you want to add an allocation value.
  5. Click the name of the cost, benefit, or split.
  6. In the lower pane, click New New. Enter the value and set the start and finish dates. Add a description.
  7. Click Save Save.