Use this subtask to select a pre-existing allocation group for use in project budgeting. These allocation groups were created in the Allocation Groups screen ( Projects » Cost and Revenue Processing » Cost Pool Processing and Reporting) and are maintained in the Cost Pools screen ( Projects » Cost and Revenue Processing » Cost Pool Setup). Allocation groups contain a pool name, type and number, fiscal year, and default credit account and organization. You cannot use service centers and intermediate pools for import into Costpoint Advanced Project Budgeting. If you are using the same account/org combinations in budgeting as you are using in your costs pools, this may be the most efficient way to set up cost pool bases for budgeting purposes.
Use the drop-down list to select the allocation group to be imported for use in project budgeting.
Use this drop-down list to select the fiscal year to include in the import process.
Use this drop-down list to select the pool to be included in the import process.
Click this button to import the selected allocation group for the selected fiscal periods and cost pools.