---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/de-DE/it-business-management

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Review assigned expenses - Legacy

# Review assigned expenses - Legacy {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

Review the expenses assigned to accounts and verify the information is correct in the
Total Amount Allocated section in the right pane.

## Vorbereitungen

Role required: cost_transparency_admin or cost_transparency_analyst

## Prozedur

1. Click the information icon (![The information icon]()) on an account to view the allocation summary.  
   The following information appears:
   * The total amount allocated.
   * The buckets that are assigned to the account.
   * The rollups to this account.
   {#t_ReviewAssignedExpenses__ul_q1j_xkd_yq}
2. Click the information icon (![The information icon]()) next to the bucket to view the bucket summary.  
   Abbildung : 1. An account summary window
**Zugehörige Konzepte**   

* [Rollups for allocations - Legacy](https://www.servicenow.com/docs/McyN3uRyWnTaAJiL3Ng6~A "A rollup is an allocation rule that specifies how a lower-level account in the segment hierarchy connects to other accounts above it in the hierarchy. Rollups allow you to allocate expenses to the lower-level account and have expenses automatically allocated to the higher-level accounts.")
* [Bucket assignments - Legacy](https://www.servicenow.com/docs/axF~4n_125b8BtXzDpOOyQ "Setting up an allocation means assigning the expenses in a bucket to an account in a segment or to several accounts in a segment.")  
**Zugehörige Tasks**   

* [View bucket contents - Legacy](https://www.servicenow.com/docs/IozUxIy5RVp6T8Pjm02DqA "You can modify what you see in the list of buckets in the Bucketing stage of the IT Finance workbench.")
* [Split buckets - Legacy](https://www.servicenow.com/docs/1AkV8UkAizpeV36~u0RpQg "Buckets contain groomed general ledger expenses. These expenses can be associated with items like a cost center, vendor, department, or location.")
* [Verify the total amount allocated - Legacy](https://www.servicenow.com/docs/Tgn6oj1F9WnljsbK8Z9gDQ "The donut chart on the right shows the assigned expenses for all segments.")
* [Preview an allocation from a bucket - Legacy](https://www.servicenow.com/docs/Fy5Y~dX3WOFoPZ6TchLtLA "You can preview a graphical representation of how the workbench allocates the expenses in the bucket by opening the allocation viewer.")
* [Revert bucket assignments - Legacy](https://www.servicenow.com/docs/ELk_8OioWvbCeyF3zodSFw "Reverting bucket assignments means taking the expenses out of the segments and accounts and leaving it in the bucket. Reverting buckets also deletes existing allocation lines for the working fiscal period that are associated with this bucket.")