Enter a three-digit number to identify a grouping of cost pools for tracking purposes. Group 1 is the primary allocation group, because only Group 1 pools allocate indirect costs to jobs. Pools belonging to any other group are included in the rate computation process and produce a Statement of Indirect Expenses. However, the rates calculated for those pools are not applied to jobs and are for informational purposes only.

Enter the description of the allocation group. If you are retrieving an allocation group using , this field displays the description of the allocation group.

This check box is non-editable. The check box is selected whenever the Base Account (Manage Base Creation Setups screen), Apply Rates To Projects (Manage Cost Pools screen), or Sequence Number (Manage Cost Pools screen) are modified. If you modify any of these fields, the table that is used to apply indirect rates to projects must be rebuilt, and this check box is automatically selected until the Build Rate Application Table process is complete. After that process is complete, the check box is automatically reset back to its cleared state.

The available system-defined pool type numbers are one through six.

Enter a short description for up to six different pool types. Any modifications made to the descriptions for one allocation group are automatically applied across all allocation groups.