Click on Edit to the far right within the Cost Segments
Update Cost Segment (Parent)
Enter Name
Entering Project Code for this example
Enter Description
In this example we are using Project Code Associated with Trip
This is the parent field therefore Subsegment of will be left at None (Independent segment)
Click on Active
Click on radio button next to Cost Allocation
Click on Yes or No to the right of Cost Segment Required?
Move to the bottom of the screen and click on Save
Click on Add a New Segment just under Cost Segments box to create child cost segment
Update Cost Segment (Child)
Enter Name
Entering Project Name for this example
Description
You can leave blank
Subsegment of - Click on Project Code
This is the parent segment associated to this field
Click on Active
Enable Cost Allocation
Inherited from parent segment
Move to the bottom of the screen and click on Save
You will see both parent and child cost segments
Note: To confirm both the parent and child cost segments are active, click on each cost segment name under the Cost Segment box. You will see a green check to the far right under Active.
Parent showing Active
Child showing Active
Fields have been created now time to create the upload file