Functions of the Grid: Adding an Allocation

When filling out certain forms to add check requests, reimbursements, etc., you will be offered the option to add an allocation.

You should do this when the overhead cost needs to be divided and attributed to smaller fees.

You should have arrived at a pop-up tab entitled New Allocation. Refer to the action’s specific guide if you are having trouble arriving at this screen.

1. Choose a project

2. Choose an expense type

3. Describe the line item

4. Enter amount

5. Click Done