Contents IT Business Management Previous Topic Next Topic Put expenses into buckets ... SAVE AS PDF Selected Topic Topic & Subtopics All Topics in Contents Other Share Put expenses into buckets After you set up the buckets, simply drag and drop expenses into buckets. Before you beginRole required: cost_transparency_admin or cost_transparency_analyst Procedure In the Accounts pane, find the accounts you want to assign to buckets by typing the account name in the filter box or scrolling through the list. In the Buckets pane, you can show or hide sub-buckets by clicking Collapse All. Drag expenses from the Accounts pane to the relevant sub-bucket. The Total Amount value in the bucket and the Total Amount Assigned on the donut chart in the right pane change based on the assignment. Figure 1. Putting an expense into a bucket Related TasksView account detailsCreate and modify bucketsCreate bucket filter conditionsReview bucket assignments and run bucketing On this page Send Feedback Previous Topic Next Topic
Put expenses into buckets After you set up the buckets, simply drag and drop expenses into buckets. Before you beginRole required: cost_transparency_admin or cost_transparency_analyst Procedure In the Accounts pane, find the accounts you want to assign to buckets by typing the account name in the filter box or scrolling through the list. In the Buckets pane, you can show or hide sub-buckets by clicking Collapse All. Drag expenses from the Accounts pane to the relevant sub-bucket. The Total Amount value in the bucket and the Total Amount Assigned on the donut chart in the right pane change based on the assignment. Figure 1. Putting an expense into a bucket Related TasksView account detailsCreate and modify bucketsCreate bucket filter conditionsReview bucket assignments and run bucketing
Put expenses into buckets After you set up the buckets, simply drag and drop expenses into buckets. Before you beginRole required: cost_transparency_admin or cost_transparency_analyst Procedure In the Accounts pane, find the accounts you want to assign to buckets by typing the account name in the filter box or scrolling through the list. In the Buckets pane, you can show or hide sub-buckets by clicking Collapse All. Drag expenses from the Accounts pane to the relevant sub-bucket. The Total Amount value in the bucket and the Total Amount Assigned on the donut chart in the right pane change based on the assignment. Figure 1. Putting an expense into a bucket Related TasksView account detailsCreate and modify bucketsCreate bucket filter conditionsReview bucket assignments and run bucketing
