Adding Allocations

[JessAlle]

Good morning!

For our allocations, Concur has us input our allocations as:

Project/Work Order > Project No./Work Order No. > Activity No./ Task No. 

Is there any way we can input only the Activity No./Task No. so that it then generates the preceding information? We are often given just the Activity No./Task No. and then must switch applications (IFS) to look up the Project No./Work Order No. for every allocation. Being that this information is already tied together, I was hoping to simply reverse the "tree" to match our current administrative processes.

Thank you!

[dlamont]

Hmm, interesting question, AND we are also on IFS with a project tree (4 levels 😐). I think it would depend on how your project tree is built.  Our tree is Project type> Project name/ID > Sub-Project > Activity and each one limits or filters the data to the next level. Is that how your's works? If your project tree can be set up to "look backwards", at least from the flow you show, then Concur should be able to assist you with that.  OR do you just have to "pick" each field and each one looks at the entire set of data?

Thanks,