Run allocations by task (PM502000)
For more information about how to do this, see: Run allocations by task
The window toolbar
- Allocate
- Processes the project tasks you have selected and performs allocation of transaction amounts.
- Allocate all
- Processes all listed project tasks and performs allocation of transaction amounts.
The top part
You can use the elements in this part to filter the project tasks for which you want to run the allocation procedure.
- Allocation rule
- The allocation rule whose tasks you want to list. If you do not select any value here, the list in the table will include the project tasks for all allocation rules.
- Project
- The project whose tasks you want to list. If you do not select any value here, the list in the table will include all the active project tasks.
- Project task
- The particular project task. If you do not select any task, the list in the table will include all the active project tasks.
- Customer class
- The customer class for which you want to display data. If you select a value here, the list in the table will include only the active project tasks for the selected customer class.
- Customer
- The customer for which you want to display data. If you select a value here, the list in the table will include only the active project tasks for the selected customer.
- Posting date
- The date to assign all the allocation transactions that will be generated when running the allocation procedure.
- From
The start of the date range for which you want to allocate transactions.
The system will allocate only transactions from the date range specified in the Date range restrictions section. If you do not select any value here, the system will allocate transactions starting with the oldest allocation transaction in the system.
- To
The end of the date range for which you want to allocate transactions.
The system will allocate only transactions from the date range specified in the Date range restrictions section. If you do not select any value here, the system will allocate transactions up to the last allocation transaction in the system.
The table
- Project
- The identifier of the project.
- Task ID
- The identifier of the project task.
- Description
- The description of the project task.
- Allocation rule
- The allocation rule associated with the task. This allocation rule will be used for the allocation operation.
- Customer
- The customer associated with the project and the project task.