Create an account bucket

You can create account buckets in the workbench, but you can also them with the Bucket form.

  1. Navigate to Financials > Cost Models > Account Buckets.
  2. Click New.
  3. Fill out the fields on the form as appropriate (see table).
  4. Click Submit.
    Figure 1. Example bucket
    The Bucket form
    Table 1. Bucket form fields
    Field Description
    Number Auto-generated identification number for the for the bucket.
    Name Descriptive name for the bucket.
    Bucket type The type of bucket:
    • Selector: a split bucket
    • Expenses: standard buckets (non-split)
    Cost Model The cost model associated with this bucket. Select the cost model. If you open the cost model record, the buckets associated with it appear in the Buckets related list. These are the buckets that are available to that cost model on the Workbench when you put expenses into buckets.
    Exclude from cost model If the bucket is not used for allocations.
    Parent bucket The parent bucket, if any, that is associated with this bucket.

    When you put expenses into buckets, you can also add new buckets and create conditions for buckets that filter the data that goes into the bucket.