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Project Cost Allocation by Financial Plan Type basis — Cloud Customer Connect
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Project Cost Allocation by Financial Plan Type basis

Received Response
edited Jan 23, 2021 11:35AM in Project Management 2 comments


Hi Guys,

I am trying to setup the allocation rules based on "Financial Plan Type" however "Resource Breakdown Structure" LOV not showing anything. I have enable the "Use for Allocation" checkbox in the "Reporting Breakdown Structure" but still not luck.

Basically client requirement is to apportion the contractor cost from the allocation project to the target projects(where the he/she worked during the month).based on their rates & hours

Any idea if I am missing something else and if above requirement can be met by the allocation rule




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