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

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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.