Allocation Key Definition List
| Field Name | Description |
|---|---|
| Allocation Key Definition List | Allocation Keys are database fields the system uses for rate retrieval. Keys include Project, Task, Dimensions, Resource Group, Work Types, Expense Code, G/L Account, or Resource on the transaction. Example: the rates might be based on a combination of Project and Work Type. |
In Allocation Hierarchy set up a Rate Level using the Project and Work Type Keys, then assign a Direct Rate and/or Billing Rate that is used in allocation processing.
The table Key List is a predefined list that cannot be modified.
- Navigate to the Role Center > Setup > Allocation Setup > Allocation Keys.
| Field Name | Description |
|---|---|
| Key |
Specifies the code used for the record. |
| Description | Specifies free-form information for the Key. Used for display purposes in Allocation Hierarchy. |
| Table Source | Specifies the number of the table where the Key is located. |
| Table Name | Specifies the name of the table source. |
| Field Source | Specifies the rates location in the Table Source for the Field Name. |
| Field Name | Specifies the name of the field source. |
