---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/it-business-management

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Allocate expenses with the workbench - Legacy

# Allocate expenses with the workbench - Legacy {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 min. de leitura

If any of this information looks incorrect, go back to a previous stage and make the
necessary modifications.

## Antes de Iniciar

Role required: cost_transparency_admin or cost_transparency_analyst

## Procedimento

1. [Verify your allocation
   settings](https://servicenow-prod.fluidtopics.net/AHJbpzaLseePdsqfERQetg "Configure the level of detail for allocation lines on the Configuration tab of the workbench.") on the Configuration tab.
2. Navigate to the Review stage of the workbench.
3. Choose what kind of allocation lines you want to generate:
4. Click Allocate Expenses.  
   Nota:  
   If you are a non-analyst licensed customer, ensure that the number of accounts in each segment and the total number of accounts in the cost model is within the threshold values 4000 and 12000 respectively.

## Resultado

The system allocates the expenses, creates allocation lines, and changes the
State field on the general ledger record to
Allocated. The values of all allocation lines created
from the allocation add up to the value of the general ledger expense. If no rules
apply to the general ledger expense, no allocation lines are created and the state
of the general ledger record remains Unallocated.  
Nota:  
The system rounds allocation lines to two decimal places. An allocation totaling $100.495 is rounded up to $100.50. An allocation totaling $100.494 is rounded down to $100.49. If an allocation is rounded down to $0.00, the system does not create an allocation line.