Allocation Presets

Great news for entering funding into MyExpenses! No more having to remember and type in your funding each time! A new feature called “Allocation Presets” will soon be available in the system. This will allow users to create and select their funding strings from a saved list rather than typing in the funding on each report each time.

To create a Preset, follow the guidelines below:

1. Create a New Report or open a Draft Report.
2. Select a Tile (Airfare, Supplies, etc.)
3. Under the Allocation (funding) section, fill in the funding you want to save for future use.
4. Once the funding is complete, Select “Create Preset”

• Note: Users can enter and save the entire funding string including the funds or expenditure organizations and the line items/functions or expenditure types.

A box will them pop up to prompt you to name your Preset. You can select any name that works best for you to differentiate between your funding strings. Once you have typed in your name, click “Create”.

Once you have created your Presets, you can then select them from your list when entering funding in the future. To select your preset, when entering funding select “Presets”.

Then select your desired funding string from the list.

If at any point in time, you want to delete any existing presets, you can click on the trash can icon to delete them from your list.

If you have any questions, please Contact PCPS.