Create allocation groups

Allocation groups help you categorize metrics and methods. Allocation metrics must be associated with an allocation group. Allocation methods can be associated with an allocation group, which then limits the selection of the metric to only those metrics in that group.

About this task

Note: The application uses the ITSM allocation group by default for methods and metrics that are created by the workbench. The system also creates an allocation group specifically for rollups. This rollup group cannot be deleted.


  1. Navigate to Financials > Cost Models > Allocation Groups.
  2. Click New.
  3. Provide a name for the group.
  4. Click Submit.