The allocation process enables the net billable time per resource to be apportioned across multiple cost objects. Allocation of all hours, other costs, and extra charges must be performed to accurately track all costs against cost objects.
Allocations must be completed before the hours, other costs, and extra charges can be accepted. Before proceeding with the allocation process, all exceptions and overrides for the labor resources must be resolved. Refer to Not Allocated Reports for more information.
After the Allocate Labor screen opens, the cost objects are displayed in the text boxes feature. This method requires the manual cost object entries. Clicking the Drop Down List? button will enable the cost objects drop-down list feature and display the Text Box button. For most companies, the Level Two cost object is a work order. The number of work orders in the database can be quit large. Populating a drop-down list with a vast amount of information is time consuming. Thus, manually enter the information into the Level Two is recommended.
Once an allocation is submitted, it cannot be edited. The allocation must be deleted then reallocated.