To access the Project Cost Allocations document list, open Project Costing > Project Costing Documents > Project Cost Allocations.
The Project Cost Allocations list
The list of project cost allocations includes all the documents of this type that are available in the system. If you don't see a specific document, rearrange the list by date or document number or use the Search field to locate the document by a string in its description or company name. You can change the list display settings to suit your particular needs. To learn more about the list display settings, see Working with the item list.
A document of the Project Cost Allocation type cannot be automatically generated based on a document of other type.
There can be documents with the following transaction types:
- Manual Allocation: To manually allocate any costs to selected projects.
- Indirect Cost Allocation: To allocate the indirect costs to selected projects.
- Labor Cost Allocation: To manually allocate the labor costs to selected projects.
To manually create a new document of the Project Cost Allocation type, click the Create button on the toolbar.
To edit an existing document, double-click a line with the document in the Project Cost Allocation list. You can also select the line, right-click it and select Edit or click More actions > Edit on the toolbar. If you need to perform other operations, refer to List Toolbar.