to select, a valid fiscal year.Use this screen to track the historical costs of the Multi-Job Allocation. These costs are used in the calculation of the Multi-Job Allocation entry to arrive at the current amount to post. This screen is updated during the calculation of the Multi-Job Allocation entry. You can change only the history of allocation codes that were generated as the result of the Compute Multi-Job Allocations process (Projects » Cost and Revenue Processing » Project Cost Processing); you cannot enter new allocation codes.
You can compute the Multi-Job Allocation entry on a period or year-to-date basis only. If you are initializing Costpoint at the beginning of the fiscal year, you do not need to initialize this screen. Also, if you are initializing Costpoint during the fiscal year and did not use a similar function in your previous system, you do not need to initialize this screen. If you are initializing Costpoint during the fiscal year and require the historical cost to properly compute the Multi-Job Allocation entry, you should first compute the Multi-Job Allocation entry. This will populate this screen with the historical information for the entire period or year-to-date, depending on your allocation basis. You can then edit the existing lines or add new lines to reflect the historical allocation amounts. Be sure to delete the original Multi-Job Allocation journal entry that was used to populate this screen before re-computing the entry.
Use Find or Query to access the appropriate allocation code used in the Multi-Job Allocation Setup screen (Projects » Cost and Revenue Processing » Cost Pool Setup).
This non-editable field displays the functional currency of the database in which you are working.
The data in this table is automatically populated by the Compute Multi-Job Allocations process (Projects » Cost and Revenue Processing » Project Cost Processing). You will not usually have to enter data into this table. You should enter data only if you are initializing in the middle of the fiscal year and have had a similar type of allocation in your previous system. If you are using this type of allocation for the first time, the Compute Multi-Job Allocations process will automatically compute the year-to-date amounts needed for the allocation.
Enter, or use to select, a valid fiscal year.
Enter, or use to select, a valid period.
Enter, or use to select, a valid project that received
an allocation amount.
Enter, or use to select, a valid debit account. You
should have designated this account as the debit account for this project/organization
combination in the Multi-Job Allocation Setup screen (Projects
» Cost and Revenue Processing » Cost Pool Setup). When the system
calculates the Multi-Job Allocation entry, it looks to the account entered
here to arrive at the current amount to post.
Enter, or use to select, a valid organization. You
should have designated this organization as the debit organization for
this project/organization combination in the Multi-Job Allocation Setup
screen (Projects » Cost and Revenue Processing
» Cost Pool Setup). When the system calculates the Multi-Job Allocation
entry, it looks to the organization entered here to arrive at the current
amount to post.
Enter the amount previously allocated. This field will be updated after you compute multi-job allocations.
This non-editable field displays the total amount allocated for this allocation code. If you have used this type of allocation in your previous system, you need to manually enter the allocated amount in this column.
Changes to this screen update the PROJ_ALLOC_HS table.