Manage Cost Creation Setups

Use this screen to set up the cost portion of your cost pools.

In addition, you can use this screen with the Manage Base Creation Setups screen and the Create Pool Links screen to quickly establish or add to your cost pools. To use the Manage Cost Creation Setups screen, you must first use to select a valid cost pool. Before you can use this subtask, you must have already established and saved the cost pool on the Manage Cost Pools screen and entered the default allocation credit account on the Default Accounts subtask.

Use the wildcard feature to help you quickly set up the account/organization combinations that form the cost (numerator) portion of your cost pool. Instead of using the wildcard feature, you also can enter individual cost account/organization combinations in this screen, which is helpful if some of your combinations are not easily set up using wildcards. As an alternative, you can establish your cost pools by selecting them in the Manage Cost Pools screen, using the Pool Cost subtask.

You can add only new account/organization combinations in this screen; you must perform modifications or deletions to existing combinations on the Pool Cost subtask of the Manage Cost Pools screen.

After completing this screen and, optionally, the Manage Base Creation Setup screen, you can establish the links for the accounts and organizations selected on the Create Pool Links screen. After completing the Create Pool Links, you can review and fine-tune the combinations, if necessary, on the Pool Cost subtask of the Manage Cost Pools screen.

Use this screen when initializing a cost pool or service center. After you have initialized cost accounts, you need to use this screen only to add additional account/organization combinations. Review this screen and run the Create Pool Links process each month to ensure that all modifications and additions to the account/organization structure are incorporated in the pools structure.