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Use business services with expenses › Cost Management › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Define an allocation unit

Allocation unit records define the capacity and usage of a business service.

Before you begin

Role required: financial_mgmt_admin

Procedure

  1. Navigate to All > Cost > Config > Allocation Units.

  2. Select a record to edit or select New.

    Note: Selecting the name of the configuration item will display the CI record, not the Allocation Units.

    FieldDescription
    Configuration ItemSelect the Business Service to define allocation units for.
    Total UnitsThe total number of units of expense available to allocate. A unit is a generic measurement which can represent anything. Should match the cost center relationship unit. What units represent can be recorded in the Unit Type field. Using the Total units option may result in unallocated expenses if there are unallocated business service units. Using the Allocated unit option always results in 100% expense allocations.
    Allocated UnitsHow many of the total units are allocated. Populated by script.
    Available UnitsHow many of the total units are unallocated. Populated by script.
    UpdatedWhen the units were last updated.
    Unit Type (added by configuring the form)Used to record what the units represent (e.g. seats, licenses, Gigabytes, and so on).

Parent Topic:Use business services with expenses