Demand Management Configurations › How to Set up for Incident Financial Defaults

How to Set up for Incident Financial Defaults

Before a resource can enter financial data for incidents, do the following:

• Set up the rate matrices and financially enable all resources that works with incidents
• Create logical groups of investments

  See the Financial Management User Guide for more information.

• Define default financial properties for investments

Investments only support investment-level allocations and chargebacks.