---
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


---

# Verify the total amount allocated - Legacy

# Verify the total amount allocated - 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

The donut chart on the right shows the assigned expenses for all segments.

## Antes de Iniciar

Role required: cost_transparency_admin or cost_transparency_analyst

## Por Que e Quando Desempenhar Esta Tarefa

By default, the calculations in both the donut chart and the segment hierarchy
include data from the new rules that you created in the workbench, and any existing
rules that you previously created. You can choose to turn off the pre-existing
rules, called User Rules, so that you see only the
calculations from your newly created rules.

## Procedimento

1. On the Preview tab, select a segment from the Total Amount Assigned list to view the allocation for that segment.  
   The breakdown for each account appears below the donut chart.
2. To change whether or not to refresh the information in the donut chart automatically when you make changes, click the gear icon (![The gear icon]()) on an account to view the allocation summary, and click the Refresh Automatically toggle.  
   Figura 1. The Preview tab
3. Click the User Rules tab to view the allocation rules and rollups that you manually set up outside of the workbench.  
   On this tab, you can perform the following actions:
   * Click a rule name to open the Cost Allocation Rule form for that rule.
   * Click the preview icon (![The preview icon]()) to preview the allocation for that rule in the allocation viewer.
   * Click the Show check box to include allocation lines from existing, user-created rules in the calculations for assigned buckets. When you select this check box, the application includes existing allocation lines that are active on the accounts. The amounts that you see in the segments and in the donut chart are affected by the inclusion of these allocation lines. You shouldn't select this option if you want the calculated values to show only what you assign from buckets.
   * Click See all rules to see a list of all allocation rules in the application.Figura 2. The User Rules tab
   {#t_VerifyTotalAmountAllocated__choices_nhb_3md_yq}
**Conceitos relacionados**   

* [Rollups for allocations - Legacy](https://servicenow-prod.fluidtopics.net/O02DSZaLu_e5cp9yulJo_w "A rollup is an allocation rule that specifies how a lower-level account in the segment hierarchy connects to other accounts above it in the hierarchy. Rollups allow you to allocate expenses to the lower-level account and have expenses automatically allocated to the higher-level accounts.")
* [Bucket assignments - Legacy](https://servicenow-prod.fluidtopics.net/glEeUbdjlOIy6X4nkRyOQQ "Setting up an allocation means assigning the expenses in a bucket to an account in a segment or to several accounts in a segment.")  
**Tarefas relacionadas**   

* [View bucket contents - Legacy](https://servicenow-prod.fluidtopics.net/pHJQnlNjSA4W_aR5KozDZQ "You can modify what you see in the list of buckets in the Bucketing stage of the IT Finance workbench.")
* [Split buckets - Legacy](https://servicenow-prod.fluidtopics.net/_bmOYuT4~DnZEZ9RKFAgoA "Buckets contain groomed general ledger expenses. These expenses can be associated with items like a cost center, vendor, department, or location.")
* [Review assigned expenses - Legacy](https://servicenow-prod.fluidtopics.net/NqudpISSVSRuO3_gNdJ_CQ "Review the expenses assigned to accounts and verify the information is correct in the Total Amount Allocated section in the right pane.")
* [Preview an allocation from a bucket - Legacy](https://servicenow-prod.fluidtopics.net/SQJrZxFj3r26LTrU1qsQrg "You can preview a graphical representation of how the workbench allocates the expenses in the bucket by opening the allocation viewer.")
* [Revert bucket assignments - Legacy](https://servicenow-prod.fluidtopics.net/ihPpMFOG5Zkkm2cf3sgngQ "Reverting bucket assignments means taking the expenses out of the segments and accounts and leaving it in the bucket. Reverting buckets also deletes existing allocation lines for the working fiscal period that are associated with this bucket.")