Allocation type can let you classify allocations based on the nature of the project. Allocation type stores information like cost category and respective target entity.

Fields & its description:

• Code/Name

Create a code and name entry that can best translate how your organization deals with projects. E.g. You can create “Calls” as a type if your project deals with Call registration operations.

• Category

Choose a cost category for your allocation type in this field.

• Entity

This is the GoodBooks entity where your allocation type is applicable. E.g. Call Registration menu.