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Administrator Guide
Last Updated: 2023-06-23
Create Allocation Pools

Create Allocation Pools

Security:
Set Up: Allocation Pool
 domain in the Financial Accounting functional area.
You can create allocation pools to track the distribution of costs or revenue.
  1. Access the
    Create Allocation Pool
     task.
  2. As you complete the task, consider:
    Option Description
    Allocation Pool ID
    When you don't enter an ID, Workday creates it when you save the allocation pool.
    When you submit the allocation pool, the allocation pool ID becomes the reference ID for integration purposes. Only an administrator can change the allocation pool ID and reference ID.
    Include Allocation Pool ID in Name
    Select to add the allocation pool name to the allocation pool ID. Workday uses the allocation pool ID to create a unique name, enabling you to use a name multiple times.
    Assign Roles
    You can create or assign a role to associate with the allocation pool. Example: Configure an Allocation Pool Manager role.