CREATE POOL LINKS

Use this screen to create the cost and base account/organization combinations that have been entered in the Cost Creation Setup (Projects » Cost and Revenue Processing » Cost Pool Setup) and Base Creation Setup (Projects » Cost and Revenue Processing » Cost Pool Setup) screens. In the Cost Creation Setup and Base Creation Setup screens, you can use wildcards to designate the accounts and organizations that will compose your cost pool setup. You also enter the associated allocation and variance combinations. After entering this data in the Setup screens, use the Create Pool Links screen to create the different combinations. After you create the combinations, you can review and fine-tune them, if necessary, in the Cost Pools screen (Projects » Cost and Revenue Processing » Cost Pool Setup), using the Pool Cost and Pool Base subtasks. You cannot use this screen to delete or change cost pool information; you can only create new combinations, which have been entered in the setup screens. To make changes to the combinations, use the subtasks of the Cost Pools screen.

Use this screen whenever you enter new account/organization combinations in either the Cost Creation Setup or Base Creation Setup screens. You should review the Base Creation Setup and Cost Creation Setup screens and run this process each month to ensure that any additions or changes to the account/organization structure are incorporated in the pool structure.

Select Allocation Group

Use this group box to select the allocation for which you would like to create pool links.

Group No

Enter, or use to select, a valid allocation group number. This is a required field. The adjacent field displays the description of the selected allocation group.

Select Pool

Use the fields in this group box to limit the pools for which you will be creating links.

Range Option

Use this drop-down list to select the range of pools for which you want to create pool links. Valid options are:

• All

• One

• Range

• From Beginning

• To End

From

Enter, or use to select, the starting pool for which you want to create pool links. If you select All or From Beginning in the Range Option field, this field will be inactive.

To

Enter, or use to select, the ending pool for which you want to create pool links. If you select All, One, or To End in the Range Option field, this field will be inactive.

Fiscal Year

Use this drop-down list to select a valid fiscal year for which the pool links should be created. This is a required field.

Include

To create any pool/account/organization links, you must select at least one of the check boxes in this group box.

Pool Cost Accounts

Select this check box to create the pool cost account/organization combinations.

Pool Base Accounts

Select this check box to create the pool base account/organization combinations.

Active Account/Orgs Only

Select this check box to link only active account/org combinations.

Create Links

Click the Execute icon on the toolbar to create pool links.

If an account/org combination is not found in the ORG_ACCT table, the system displays a soft warning. Click the Print icon to print or view an error report.