Create and modify buckets

You can create a bucket in the Bucketing stage of the workbench if you did not already do so with the standard Bucket form.

Before you begin

Role required: cost_transparency_admin or cost_transparency_analyst

Procedure

Click Create New Bucket on the top-right of the middle pane.

The Bucket form appears. The form is the same as the Bucket form that you can access from the Financials > Cost Model > Account Buckets. See Creating Buckets for more information.

Note: You can create buckets that are excluded from your cost model, meaning that they are not available for assignment to accounts and segments in the next stage: Allocation Setup. If you select the Exclude from cost model option on the Bucket form, the bucket appears at the bottom of the Bucketing page under Buckets Excluded from Cost Model.