Allocating spaces to organizations

You can track the prorated arrangement of organizations that are financially responsible for the space by using space-level allocations.

Procedure

  1. Open a space record. If its status is Active, select the Revise action.
  2. On the Allocation tab, in the Chargeback Allocations section, find and select one or more organizations that are financially responsible for the space.
  3. In the Occupancy Allocations section, if the organizations are different from the chargeback organizations, find and select one or more organizations that are occupying the space.
  4. Save or activate the record.
    The application generates a new space level allocation record for each associated organization.