Allocation Group Properties dialog - Costs tab
You use the Costs tab of the Allocation Group Properties dialog to maintain the default allocation settings of all cost centres within the selected allocation group.
Any changes you make on this tab are applied to all the cost centres within the selected allocation group. However, if you assign the cost centres individually (not as part of an allocation group), their own default allocation settings still apply. Once you assign the selected allocation group to tasks, you can edit the allocation information for each specific allocation.
How to access the Allocation Group Properties dialog
To access the Allocation Group Properties dialog, right-click an allocation group in Library Explorer or the project view and select Properties.
Explanation of the fields on the dialog
| Field | Description |
|---|---|
| Type | Specify whether allocations of the cost centres within the allocation group relate to cost or income amounts by default. |
| Calculation type |
Specify the way in which allocations of the cost centres are calculated by default - either as a fixed amount, or based on time or task work.
|
| Start type |
Specify whether allocations of the cost centres should start on a fixed date, or relative to the start or finish of the tasks to which they are allocated.
|
| Start delay |
If the start of allocations is relative to the start or finish of the tasks to which they are allocated, enter any period by which the start of the allocations is delayed in relation to the start or finish of the task.
|
| Start date | If allocations should start on a fixed date, enter the date and time on which they should start by default. |
| Finish type |
Specify whether allocations of the cost centres should finish on a fixed date, or relative to the start or finish of the tasks to which they are allocated.
|
| Point spend |
Select this check box to specify that allocations of the cost centres should be milestones, indicating that the cost or income occurs at a single point in time, or clear the check box to specify that the cost or income occurs over the duration of a task.
|
| Finish delay |
If the finish of allocations is relative to the start or finish of the tasks to which they are allocated, enter any period by which the finish of the allocations is delayed in relation to the start or finish of the task.
|
| Finish date | If allocations should finish on a fixed date, enter the date and time on which they should finish by default. |
| Cost | Enter the amount to be allocated by default. The amount you enter here is allocated per time unit or per unit of task work if you have selected a Calculation type other than Fixed. |
| Accounted for elsewhere | Select this check box to exclude the allocations' completed costs from any task cost calculations, including roll-up costs on parent tasks, or clear the check box to include the costs in such calculations. |
How do I...
... maintain the default allocation settings of the cost centres within the selected allocation group?
Use the fields on the dialog to make your selections.