To access the Project Cost Allocations document list, open Project Costing > Project Costing Documents > Project Cost Allocations.
Cost allocations are performed to distribute various types of costs to projects. You can select costs, specify their amounts to be allocated and choose the projects to which you want to allocate the amounts. Also, you can define the proportion in which each amount should be distributed between projects.
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:
- Indirect Cost Allocation: To allocate the indirect costs to selected projects.
- Labor Cost Allocation: To manually allocate the labor costs to selected projects.
- Manual Allocation: To manually allocate any 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.