Allocate a cost center, department, or workplace entity

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 3 minutes de lecture

    • Assign either a cost center, department, or workplace entity to a workplace location. Manage space consumptions, expenses, workplace assignments, and reservations based on an employee cost center, department, or workplace entity.

    Avant de commencer

    Important :
    Starting from Workplace Core version 2.16.1, the allocation type Department and cost center is no longer available. A new allocation type Workplace entity is introduced that provides more advantages.

    Role required: sn_wsd_spcmgmt.manager

    Procédure

    1. Navigate to All > Workplace Core > Space Administration.
    2. Select the applicable module.
      • Spaces
      • Rooms
      • Areas
      • Floors

      For example, if you want to allocate a cost center, department or a workplace entity to a floor, select the Floors module.

    3. Select the location to which you want to add the allocation.
    4. On the form, scroll down and select New in the Allocation related list.
    5. On the form, fill in the fields.
      Remarque :
      The Start date and End date fields follow the system time zone. Ensure that you fill in the dates in the context of the workplace location.
      Tableau 1. Allocation form
      Field Description
      Type Option to specify if you want to add a cost center, a department, or a workplace entity.
      Cost center Cost center to which you want to assign the floor. This field appears only when Cost center is selected in the Type field.
      Department Department to which you want to assign the floor. This field appears only when Department is selected in the Type field.
      Workplace entity Workplace entity to which you want to assign the space. This field appears only when Workplace entity is selected in the Type field. A parent entity and its child entity can be allocated to the same workplace location. The start and end date of the child entity must be within the start and end date of the parent entity.
      Start date Date on which the allocation begins.

      If the start date and end date are not filled, the allocation is considered permanent. If the start date is filled but the end date is not filled, the allocation is considered permanent after the start date.
      End date Date on which the allocation ends. You can set an end date only after setting a start date.

      After an allocation reaches the end date, the Deactivate expired allocations scheduled job sets the allocation record to inactive.

      When the end date of the allocation is within thirty days, the Allocation Expiry Notification scheduled job sends a notification to the following users:
      • User assigned to the Primary contact field of the department
      • User assigned to the Manager field of the cost center
      • Users assigned to the Managed by group or Managed by field of the building
      • Users assigned to the Managed by group or Managed by field of the workplace entity
      Allocation Profile Specify if the allocation is for rent or for ownership. If the allocation is rented, select Tenant, otherwise, if the allocation is owned, select Owner.
      Allocation Percentage Specify the percentage of the allocation out of 100%. Ensure that the allocated percentage sums up to 100% including other allocations with the same allocation profile of the location.

      For example, if A and B allocations have Tenant as the allocation profile, then the allocation percentage of both A and B's tenancy in total must be 100 %, like 50-50%, or, 25- 75%, or any sum.
      Active Option to activate the allocation.
      Location Location for which you’re allocating the cost center, department, or a workplace entity. This field is automatically set to the name of the workplace location to which you’re adding the allocation.
    6. Select Submit.

    Résultats

    The allocation is added to the workplace location.

    You can assign the allocation to the child locations such as areas, rooms, and spaces. Select the Push down option on the Floor or Area form to apply the allocation. The allocation is applied depending on the Push down setting specified in the child locations.

    Remarque :
    For time-bound allocations, only the dates are considered for allocation.