Commit a cost to accounts

This guide explains how to commit a cost in a Collaboration Hub project to the accounts that pay for it. You can assign a whole cost to one account, or split it across several. Commit a cost when it’s final.

What you see here depends on your workspace’s configuration. Your workspace settings control which accounts you can commit a cost to. If an account you need isn’t available, contact your administrator.

Prerequisites

Before you begin, ensure you have:

Access to the project, through a group set up by your administrator.
The owner or editor role on the project. To assign project roles, use Manage project collaborators.
A cost on the project that isn’t committed yet. To create one, use Add a cost.

Commit a cost to one account

Commit a cost to one account when that account pays all of it.

Select Content Portal from the app switcher in the left navigation.
Select Collaborate, then select the All Projects tab.
Select a project.
Expand Finance in the project’s menu, then select the Costs tab.
Open the cost’s menu and select Commit.

The Commit Cost modal opens with one allocation.
Select an Account.

The list only includes accounts that use the cost’s currency and fiscal type.
Check that Value is the full value of the cost.
Optionally, enter a Label for the allocation. The default label is the current project’s name.
Check the cost’s details, then select Submit.

You can’t change or delete a cost after you commit it.

The cost’s menu no longer appears, and on the cost line shows that the cost is committed.

Split a cost across several accounts

Split a cost when more than one account pays for it, for example, when two brands share a production cost.

On the project’s Costs tab, open the cost’s menu and select Commit.
Complete the first allocation:
1. Select an Account.
2. Enter the Value to assign to that account.
3. Optionally, enter a Label.
Select Add Allocation to add another allocation.
Complete each allocation in the same way. Each allocation can use a different account and label.

To remove an allocation, select on that allocation. A cost always needs at least one allocation, so you can’t remove the last one.
Check that the allocation values add up to the full value of the cost.

You can’t commit the cost until they do.
Select Submit.

You can’t change or delete a cost after you commit it.

View a committed cost

On each cost line, shows that the cost is committed, and shows that it has attachments.

On the Costs tab, select a committed cost.

The cost’s allocations display, each with its account and value, and a count of allocations.

Troubleshooting

Each of these problems is a common cause of trouble when you commit a cost. Select one to display its solution.

Problem: The account you need isn’t in the list.

Solution: the list only includes accounts that use the cost’s currency and fiscal type. Check that the cost has the right currency and fiscal type. To change the currency of a cost that isn’t committed yet, use Change a cost. You can’t change a cost’s fiscal type, so if it’s wrong, delete the cost and create a new one. If the account still isn’t in the list, contact your administrator.

Problem: You can’t commit the cost.

Solution: the allocation values must add up to exactly the full value of the cost. Adjust the values until they match, then select Submit.

Problem: The cost has no menu.

Solution: the cost is already committed. After you commit a cost, you can’t change it or commit it again.