About the EM Allocation Initialize Form
Use this form to initialize cost types, revenue codes, equipment, departments and/or categories for allocation.
Access this form by selecting any of the following options from the File menu of EM Allocation Codes.
File Menu Option | Allocation Basis | "To Allocate" Option |
|---|---|---|
Initialize Cost Types | Cost | – |
Initialize Revenue Codes | Hours or Revenue | – |
Initialize Equipment | – | Assigned Equipment |
Initialize Departments | – | Assigned Departments |
Initialize Categories | – | Assigned Categories |
Upon entry to this form, you are provided with a list of ‘codes’ to initialize. The list of codes available will depend on which option you selected from the File menu (of EM Allocation Codes). Select the codes to initialize using the Shift key for consecutive selection or the Ctrl key for random selection. Then click the Add button to move your selections to the ‘include in allocation’ list. If you are initializing all allocation codes, click the Add All button. Once you have finished selecting codes, click the Update button to begin initialization. This will add selected codes to the related tab in EM Allocation Codes. For example, if you selected to initialize cost types, initialization will add them to the Allocation Cost Type tab.
