Create an account bucket

You can create account buckets in the workbench, but you can also create them with the Bucket form.

Before you begin

Role required: cost_transparency_admin

Procedure

1. Navigate to All > Financial Modeling > Cost Models > Buckets.
2. Click New.
3. Fill out the fields on the form as appropriate (see table).
4. Click Submit.

   Figure 1. The Bucket form

   

   Table 1. Bucket form fields

   Field	Description
   Number	Auto-generated identification number for the bucket.
   Name	Descriptive name for the bucket.
   Bucket type	The type of bucket: Selector: a split bucket Expenses: standard buckets (non-split)
   Cost Model	The cost model associated with this bucket. Select the cost model. If you open the cost model record, the buckets associated with it appear in the Buckets related list. These are the buckets that are available to that cost model on the Workbench when you put expenses into buckets.
   Exclude from cost model	If the bucket is not used for allocations.
   Parent bucket	Parent bucket that this bucket is associated with.

   When you put expenses into buckets, you can also add new buckets and create conditions for buckets that filter the data that goes into the bucket.