Defining an Allocation Group

Purpose:  Use this document as a reference for defining an allocation group in ctcLink.

Audience:  Finance staff.

You must have at least one of these local college managed security roles:

  • ZZ General Ledger Allocations

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Defining an Allocation Group

Navigation:  Allocations > Define and Perform Allocations > Define Allocation Group

  1. The Define Allocation Group search page displays.
  2. Select the Add a New Value tab.
  3. Enter SetID.
  4. Enter Allocation Group.
  5. Select Add.
  1. The Allocation Group page displays.
  2. Enter Effective Date.
  3. Enter Description.
  4. Enter Comments.
  5. Select Step.
  6. Select the Update/Create link to open the Define Allocation Step page in a new window.
  7. Select the Continue checkbox if you want the system to continue processing even if the allocation step fails.
  8. Select the Add a New Row [+] icon to continue adding Steps.
  9. Select Save.
Allocation Group page

Video Tutorial

The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.

Video Tutorial via Panopto

View the external link to Defining an Allocation Group. This link will open in a new tab/window.

0 Comments

Add your comment

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.