Revert bucket assignments

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.

Before you begin

Role required: cost_transparency_admin or cost_transparency_analyst

About this task

You can revert bucket assignments for a single bucket or all buckets.

Note:

You can also revert expenses outside the workbench.

Procedure

1. To revert bucket assignments for a single bucket, perform the following actions:
   1. Click the information icon on a bucket to open the account summary.
   2. Click Unallocate Bucket.
2. To revert bucket assignments for a single bucket and delete existing allocation lines for that working fiscal period, perform the following actions:
   1. Click the unassign bucket icon () on the bucket.
   2. Click Yes on the confirmation window.
   3. You can also delete existing allocation lines for all fiscal periods by clicking click here on the confirmation window, and then clicking Delete.

   Figure 1. The Unallocate Bucket window

   

3. To revert all bucket assignments, perform the following actions:
   1. Click the Gear icon () next to Allocation Setup.
   1. Click Unassign All Buckets.
   2. Confirm the action.

Related concepts

• Rollups for allocations
• Bucket assignments

Related tasks

• View bucket contents
• Split buckets
• Review assigned expenses
• Verify the total amount allocated
• Preview an allocation from a bucket