Changing the allocation of a line item

To change the allocation of a line item in a document:

  1. Click the document on the My Documents tab. The details of the document are displayed.
  2. Select the check box corresponding to a line item for which you want to change the charge code allocation.
    These options are displayed:
    • Copy to Document
    • Copy
    • Delete
    • Change Allocations
    • View/Add Itemizations
    Note: The options displayed are based on the line item status and the line item type for which you want to change the allocation.
  3. Click Change Allocations. The Charge Code Allocations page is displayed.
  4. Specify the Cost Center or the Project.
  5. Click Save.