Allocation of Indirect Costs
Step 1: In Consumption Groups select the date of competency.
Step 2: Search for the object to be prorated and click on the Group balance.
Step 3: Click on Transfer Rules, Static Relationships or Dynamic Relationships.
Transfer Rules: Transfers the values ​​of a specific rule to another Consumption Group to be informed.
Static Relations: Use this option when you want to prorated of statically way, informing the percentage for each cost center.
In this example, the cost of Project Two - Prod is 100% paid by Project Two.
Competency Relations: This is the effective relations that the selected month will use.
For each related checking account, the system allows you to edit the percentage by clicking the "
", icon next to the value.
Default Relations: It is possible to determine a default relations, but if the relations by competence is defined, it will be prioritized by the system when used.
Dynamic Relations: use this option when you want to prorated of dynamically way, informing only the cost centers and the percentage will be calculated proportionally.
In this example, the Shared Cost is being prorated proportionally according to the expenses of the following projects.
Competency Relations: This is the effective relations that the selected month will use.
Default Relations: It is possible to determine a default relations, but if the relations by competence is defined, it will be prioritized by the system when used.
Click Close.
That's it, prorate created!
Attention! The configured prorate will only be reflected in the Group statement after the transactions have been reprocessed.
Manage transactions
Step 1: In Lighthouse / Budgets / Consumption Groups, click on the desired Competency.
Step 2: Search for the desired consumption group.
Step 3: Click on the balance of the desired Consumption Group.
Step 4: Inform the competency and click on New Transaction.
Step 5: Inform the transfer date.
To: Select the Consumption Group from the list
Amount to be transferred: Inform the amount
When to transfer: Inform the transfer date
Last updated