Costpoint Online Help

Using the Help Search
Using the Help Search
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Pool Cost Subtask

Use this subtask to select the account/organization combinations that form the cost portion of a given cost pool.

You can select any combination of any type of account/organization; however, Costpoint enforces the following rules:

  • After you select an account/organization combination as a cost account/organization combination for a given pool, you cannot select it as the base or allocation combination for the same pool within the same allocation group and fiscal year.
  • After you select an account/organization combination as a cost account/organization combination for a given pool, you cannot select it as a cost account/organization combination for any other pool within the same allocation group and fiscal year.

Use this subtask as part of the initialization process for a cost pool or service center. After initializing cost accounts, you need to use this screen only to make modifications. You can set up and maintain the cost pools more easily by using the Create Pool Links screen. This process uses the Manage Base Creation Setups and Manage Cost Creation Setups screens to determine which group of accounts goes into the pools and bases.

Contents

Field Description
Group Number

This non-editable field displays the allocation group number from the main screen.

Pool Number

This non-editable field displays the pool number from the main screen. The adjacent field displays the name of the pool.

Fiscal Year

This non-editable field displays the fiscal year from the main screen. You can modify the data (including cost account/organization combinations) for a given cost pool each fiscal year.

Account/Organization Table (left side of screen)

Click to populate this table. You can combine multiple select statements by clicking the And/Or options, then clicking Add to update your query. To display the number of rows in your new result set, click the Count button. To update the Account/Organization table window, click OK. closes and returns you to the populated Account/Organization table window.

Field Description
Account

This column displays the accounts you selected by clicking . These accounts, combined with the selected organizations, must be active for the Fiscal Year displayed.

Organization

This column displays the organizations you selected by clicking . These organizations, combined with the selected accounts, must be active for the Fiscal Year displayed.

Account Name

This non-editable column displays the name of the account displayed in the Account column.

Organization Name

This non-editable column displays the name of the organization displayed in the Organization column.

Select

To select an account/organization from the table, click this button after highlighting the account/organization that you want to add. The account/organization displays in the pool cost account/organization table located on the right half of the screen.

Deselect

To remove an account/organization from the pool cost account/organization table, click this button while highlighting the account/org that you want to delete.

Selected Account/Organization Table (right side of screen)

Use the Select and Deselect buttons to populate this table.

Field Description
Account

Select accounts for this column from the Account/Organization table. These accounts, combined with the selected organizations, form the cost portion of the pool displayed and must be active for the Fiscal Year displayed.

Organization

These organizations are linked to the selected accounts. These organizations, combined with the selected accounts, form the cost portion of the pool displayed, and must be active for the Fiscal Year displayed.

Account Name

This non-editable column displays the name of the account displayed in the Account column.

Organization Name

This non-editable column displays the name of the organization displayed in the Organization column.