What is Cepheo Project Cost Allocation

Frank Pedersen Moe Updated by Frank Pedersen Moe

Cepheo Project Cost Allocation

Cepheo Project Cost Allocation - user guide download

Cepheo Project Cost Allocation seamlessly integrates with Dynamics 365 to distribute costs across your entire project structure. You can easily allocate both posted transactions and forecasts by creating new records in target projects while automatically reversing records in source projects. The key benefit: you maintain full access to all existing Dynamics 365 capabilities for project forecasting, invoicing, and accounting across your entire project structure.

Distribute costs flexibly based on your specific business needs while maintaining complete project visibility.

Define how project costs are allocated by simply setting up source projects and selection criteria for transactions. You control exactly how much cost goes to each target project and how detailed those target transactions should be. Need to keep some costs in the original project? No problem - partial allocations let you decide what stays and what moves.

Worried about cost adjustments from recalculations or inventory closing? Cepheo Project Cost Allocation handles this automatically. If a source transaction gets adjusted (due to delayed vendor invoices or pricing corrections), the system creates 'cost adjustment allocations' following your original allocation pattern - eliminating deviations and ensuring accuracy.

Track all allocated costs and forecasts through comprehensive logs and history views that show detailed information for every allocation.

The system updates a detailed log every time a project cost allocation is made, providing complete information for each source project and status for both cost and forecast allocations. All relationships between source, target, and reversal transactions are stored in an Allocated Project Transactions entity - viewable from various levels throughout the system. A Forecast Allocation History form makes it easy to see current forecast allocations for each source project.

The Project Cost Allocation Workspace provides a central command center where users can manage the entire allocation process. Execute allocations, get comprehensive overviews, maintain journals, quickly identify errors, and access all allocation-related forms - all from one convenient location.

Need custom reports or specialized invoices? Cepheo Project Cost Allocation includes dedicated data entities with complete information about all allocated transactions. These entities contain references to each transaction along with details about the allocation setup and rules used. This makes it simple to create customized forms and reports that perfectly match your unique business requirements.

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