Select Accounts

Use the Select Accounts dialog to display the account structure from the library where you can select which account to assign to an activity.

Ways to access

  • On the Allocations (planned) tab, click Allocate (cost) icon on the right side.

Options

Open the dialog Select Accounts inside the tab Costs with a click Add Cost to display the account structure from the library. Activate all accounts that should be allocated to the activity. The summary is listed in the lower half of the dialog.

  • Unselect All - Removes all selections on all levels of the account structure.

  • Select All - Selects all accounts on all levels of the account structure.

  • Select Sub-Tree - Selects an account folder and all subordinate accounts are selected using this button.

  • Unselect Sub-Tree - Selects an account folder and all subordinate accounts are removed using this button.

Note: Should the selection be used for further activities, check the Keep account selection for the next use box.