PMO Accelerator Object Views › GL Allocation and Resource Credit › GL Allocation and Resource Credit List Views

GL Allocation and Resource Credit List Views

To view a list of debit rules:

1. Open Home.
2. From the menu, click an investment type, such as Projects.
3. Click the Chargebacks tab.
4. Select Debit Rules from the drop-down list.

   The List Column view appears by default. From this view, you can do the following:

   Debit Rules

   • Link to the properties page for the debit rule by clicking the Properties icon.
   • Link to the debit rule details list page by clicking the chargeback description.
   • View the Chargeback Description, Charge Code, Transaction Class, Input Type Code, User Value 1, User Value 2, and Status.

   Debit Rule Details

   • Link to the debit rule detail properties page by clicking the GL Account.
   • View the GL Account and Department.
   • View a Time-Scaled Value displaying allocation percentage by period.

To view a list of standard, overhead, or credit rules:

1. Open Administration.
2. From Chargebacks, click Standard Rules, Overhead Rules, or Credit Rules.

   The List Column view appears by default. From this view, you can do the following:

   Standard Rules

   • Link to the properties page for the standard rule by clicking the Properties icon.
   • Link to the standard rule details list page by clicking the chargeback description.
   • View the Chargeback Description, Entity, Charge Code, Transaction Class, Input Type Code, User Value 1, User Value 2, and Status.

   Standard Rule Details

   • Link to the standard rule detail properties page by clicking the GL Account.
   • View the GL Account and Department.
   • View a Time-Scaled Value displaying allocation percentage by period.

   Credit Rules

   • Link to the properties page for the credit rule by clicking the Properties icon.
   • Link to the credit rule details list page by clicking the credit rule description.
   • View the Credit Rule Description, Entity, Department, Location, Transaction Class, Resource Class, and Status.

   Credit Rule Details

   • Link to the credit rule detail properties page by clicking the GL Account.
   • View the GL Account and Department.
   • View a Time-Scaled Value displaying allocation percentage by period.

   Overhead Rule Details

   • Link to the overhead rule detail properties page by clicking the GL Account.
   • View the GL Account, Entity and Department.
   • View a Time-Scaled Value displaying allocation percentage by period.