Cost Allocations Unit

Unit-level cost allocation is the process of assigning costs to individual units of Segments, whether they are products, services, projects, or customer accounts. This approach provides a detailed understanding of the costs associated with each unit, facilitating more accurate financial analysis and operational decisions.

Steps to create cost allocation at the unit level:

1. Click on the segment you wish to create the Unit

   On clicking the segment you will see the screenshot below

2. Click on the +unit link
   

3. Enter name & description

4. Select scope like perspective/custom/manual entry

   1. Perspective: If you select a perspective, you must choose the data source option. Based on your selection, the perspective will be displayed, and the units will be calculated and displayed automatically.

   2. Custom: If you select custom, then you can choose the filter of your choice

   3. Manual Entry: If you select manual entry, then you can input the cost or percentage i.e. what amount of cost you want to allocate to a particular segment, and for the percentage you need to enter the amount of percentage you wish to inherit from the segment level allocation

5. Enter the start date and end date i.e. from which month you want to start the unit allocation and until which month you want to see the unit allocation ( note: the start date and end date should fall under the root/segment cost allocation )

6. Select the owner of the unit cost allocation

7. If you wish to set the budget for the unit cost allocation you can do it by setting the budget from the budget tab

8. Click on create

   

9. Unit allocations are created and displayed as shown below

   

Steps to preview cost allocation units

1. Click on preview icon

   

2. Preview will be displayed as shown below.

   

3. You can change the chart type by clicking on the chart type icon

   

4. You can download the chart data by clicking on the download icon

   

5. If you want to see the charts in fullscreen then you can do it by clicking on the full-chart view icon

   

6. To view in a separate dashboard, click on the view icon at the last

   

7. After Clicking the view icon you will see the cost allocation dashboard as shown below
   

   

Steps to edit unit:

You can only edit name, description, owner, and budget amount for the existing segments

1. Click on the edit icon

   

2. On clicking edit icon you will see the below view
   

   

3. Edit the fields you wish to and click on update

Steps to download units:

1. Click on the download icon

   

2. On clicking the Download icon the details of the segments will be downloaded in CSV file

Steps to delete unit allocation:

1. Click on the delete icon

   

2. On clicking delete icon you will see the delete confirmation box

   

3. On Clicking delete icon the unit allocation will be deleted