Use Group Allocation in Estimates

In Ediphi, allocating Use Groups to Line Items helps users determine how much of each Use Group should be assigned to a line item. When multiple Use Groups are assigned to a Line Item, it may not be necessary to distribute an equal amount to each. This article explains how to update Use Groups on a line item, allowing you to specify the percentage allocated to each.

In this article

• How to Allocate Use Groups in a Line Item
• How to Create Allocations
• How to Edit Allocations
• How to Delete Allocations

How to Allocate Use Groups in a Line Item

1. Find the Line Item you wish to allocate, and click the Use Group below the Use Group column.
2. Click on either the gear icon (if there's a Use Group already assigned to the line item), or the new Use Group icon (if no Use Group has been assigned to the line item).
3. Select the specific Use Groups you want to Allocate, and drag the bar to specify the percentage allocation in each (see below gif).
4. Click Save.

How to Create Allocations

By following these steps below, users can create a general allocation that can be assigned to a line item via the allocation dropdown, eliminating the need to manually select Use Groups and set percentages for each item. This allocation acts as a “preset” for the Estimate. If edits are needed later, these steps will automatically update all line items using that allocation, rather than requiring individual modifications.

1. In your Estimate, hover your cursor over Use Groups and select Manage Allocations.
2. Click the New Allocation button.
3. Input the Allocation name and click Save.
4. Next to your new Allocation, enter in the percentages you’d like to see have allocated to each Use Group. The total of the percentages must equal 100%, otherwise a red exclamation mark will be shown. Once the total equals 100%, the red exclamation mark will turn to a green check mark.
5. Once finished, click Save.

How to Edit Allocations

1. In your Estimate, hover your curser over Use Groups.
2. Select Manage Allocations.
3. Make any updates you wish (Description or Allocation Percentages).
4. Click Save.

How to Delete Allocations

1. In your Estimate, hover your cursor over Use Groups.
2. Select Manage Allocations.
3. Right-click on the Allocation you wish to delete.
4. Select Delete Allocation preset.
5. Click the Confirm button.
6. Click Save.

If you have any questions, feel free to contact our support team and we'll be happy to help!