Cost Allocations

Cost allocations is more intuitive and powerful feature, designed to help you create hierarchical structures for your costs using Cost Allocation Segments. These segments enable you to map costs to various organizational entities such as business units, teams, applications, or services. You can create up to three segments as needed by your business. Budgets can now be setup directly in the cost allocation page at any level which will allow you to track your expenses in one place. Finally, a cost allocation dashboard for the cost allocations can now be launched from the cost allocation report at any level. From here you can assess your costs further similar to the cost dashboard.

Cost Allocation Actions and Behavior

Cost Allocations allow users to organize and distribute costs across business units, teams, applications, projects, or other ownership structures. The Cost Allocations page also includes common actions that help users manage, review, and update allocation data.

Common Page Actions

The Cost Allocations page may include the following actions:

Action	Description
Search	Search for cost allocations by name or related details.
Sort	Sort records by available table columns.
Column Settings	Show, hide, or reorder columns in the table.
Reload	Refresh the latest cost allocation data.
Share	Copy or open a shareable link to the current view.
Screenshot	Capture the current page or view.
Help	Open the related help documentation.
Subscribe	Subscribe to updates or reports, if available.
Bookmark	Save the page or view for quick access.

Recalculation Behavior

When a cost allocation is created, edited, deleted, imported, or updated, Mavvrik may need to recalculate allocation results.

Recalculation may be required when users:

Create a new cost allocation.
Edit allocation scope, filters, dates, or cost options.
Add, update, or delete segment levels.
Add, update, or delete shared costs.
Update shared cost split methods or split ratios.
Import cost allocation configurations.

After recalculation is complete, updated allocation values are reflected in the Cost Allocation views and reports.

Expired Cost Allocations

Cost allocations may move to the Expired tab when their configured end date has passed.

Expired allocations:

Are no longer active for current allocation periods.
Can be reviewed for historical reference.
May include expired business allocations, segment allocations, or shared cost records.
Can be searched, sorted, or reviewed from the expired allocation view.

Import and Export Cost Allocations

Cost Allocations can be imported or exported when users need to manage allocation configuration in bulk or move configuration between environments.

Export Cost Allocation

Use export to download an existing cost allocation configuration.

Steps:

Go to Cost Allocations.
Select the allocation you want to export.
Open the action menu.
Click Export.
Download the exported file.

Import Cost Allocation

Use import to upload a cost allocation configuration file.

Steps:

Go to Cost Allocations.
Click Import.
Upload the supported file.
Review the imported allocation details.
Save or publish the imported allocation.

After import, review the allocation name, scope, filters, dates, segment levels, and shared cost rules before publishing.
Cost Allocation can be created at three levels