Change the Way Amounts are Allocated to Projects

Before you can perform this task

Switch to single-user mode (Premium)

Select the transaction type you want to change the project allocation method for:

Payroll transactions

  1. In the Home window, on the Setup menu, choose Settings.
  2. On the left side of the window, select Projects and then Allocation.
  3. In the Allocate Payroll Transactions by section, select the method that you will use to enter the allocations:
    • Amount. Project(s) will be allocated by entering dollar amounts.
    • Percent. Project(s) will be allocated by entering percentages of the total dollar amounts.
    • Hours. Project(s) will be allocated by entering employee time in hours.
  4. Click OK.

All other transactions

  1. In the Home window, on the Setup menu, choose Settings.
  2. On the left side of the window, select Projects and then Allocation.
  3. In the Allocate Other Transactions by section, select the method that you will use to enter the allocations:
    • Amount. Project(s) will be allocated by entering dollar amounts.
    • Percent. Project(s) will be allocated by entering percentages of the total dollar amounts.
  4. Click OK.

What do you want to do?

Learn about allocating to projects

Use Tab key to enter project allocations on transactions