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Segment Name– Required - is configured in the UI
Allocation Name – Required - maximum length of 45 characters and MUST BE UNIQUE, no duplicate entries allowed
Allocation Description – Not Required - maximum length of 180 characters
Allocation Code – Required if you want to capture a numeric value or string - maximum length of 45 characters
Parent Allocation Name – Required if Nesting one Allocation to another - Optional field unless you are using Nested field
Expense Approver ID - Not applicable for Travel, howver, must be included as a header
Expense Approval Threshold Amount - Not applicable for Travel, however, must be included as a header
Travel Approval External ID – Not Required, however, must be included as a header
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You can also export the template from the site configuration.
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Validations: These are important when uploading cost allocations
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Following combination of special characters in allocation names causes issues in rendering the page: <? ">
While special characters are accepted, we highly recommend using alpha-numeric characters and limited use of special characters
Characters like - (dash), _ (underscore), and . (period) are suggested if special characters are needed
Maximum File Size and Type
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