---
sourceDocument: Xanadu Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/xanadu/it-business-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Bucket assignments

# Bucket assignments {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Setting up an allocation means assigning the expenses in a bucket to an account in a
segment or to several accounts in a segment.

The expenses in the bucket automatically roll up based on the allocation rules you created for
rollups. When you assign expenses, the application creates an allocation rule with the prefix
BCK:ALLC: in the name and gives it an order value of 10 more than the highest value, not
including the values for the rules created for rollups. Rules that the application creates for
rollups have a default value of 1,000,000. The application also creates a method that specifies
the percentage allocated to the account.
* **[Assign a bucket to a segment or an account](https://www.servicenow.com/docs/5ZW5twMc6KzF~znAxof9tA)**   
  During the Allocation Setup stage in the workbench, you can assign expenses from buckets to accounts in the hierarchy.

**Related concepts**   

* [Rollups for allocations](https://www.servicenow.com/docs/3cKIWoS0BWp~rN6GIBqpew "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.")  
**Related tasks**   

* [View bucket contents](https://www.servicenow.com/docs/fmhhmAN4uQjKwJUDuOgAsQ "You can modify what you see in the list of buckets in the Bucketing stage of the IT Finance workbench.")
* [Split buckets](https://www.servicenow.com/docs/TqTMP3NxbAc21tOeQj2WFg "Buckets contain groomed general ledger expenses. These expenses can be associated with items like a cost center, vendor, department, or location.")
* [Review assigned expenses](https://www.servicenow.com/docs/FetHVFX7zE_Kkh9m~3SV6Q "Review the expenses assigned to accounts and verify the information is correct in the Total Amount Allocated section in the right pane.")
* [Verify the total amount allocated](https://www.servicenow.com/docs/giLdVVAX12Q0KZcW9LLThw "The donut chart on the right shows the assigned expenses for all segments.")
* [Preview an allocation from a bucket](https://www.servicenow.com/docs/VZm3jaFEjX9nkWlC~NWgVg "You can preview a graphical representation of how the workbench allocates the expenses in the bucket by opening the allocation viewer.")
* [Revert bucket assignments](https://www.servicenow.com/docs/WKDOb6aV593MSB447wGmLA "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.")