Click to select an allocation group and fiscal year for which to set up the pool processing sequence. Group 1 is the primary allocation group, in that all the pools in that group allocate to projects. However, you can select any valid allocation group. This is a required field. The adjacent field displays the description of the allocation group.

This non-editable field displays the fiscal year for the allocation group/fiscal year combination selected.

Use this column to assign a sequence number that corresponds to each pool within the allocation group. Example: If pools 1, 3, and 5 are put in sequence 1, they allocate before pools 2 and 8, which are put in sequence 2.

This non-editable column displays all of the pool numbers that belong to the allocation group specified.

This non-editable column displays the name of each cost pool.

Use this check box to select the calculation of a pool base. Select this check box to take the pool base amounts from the ledger for each base account/organization combination specified for the pool. Clear this check box to take the pool base from the Allocation Journal. For manual service centers, this check box must always be cleared.