In order to create a new Cost Plan click the View Icon next to the Cost Plan menu item. This will navigate you to the cost plan area. Click the Create New Cost Plan button in the lower right corner of the screen. This will open the New Cost Plan dialog. You can also click the + icon next to the Cost Plan Filter in the Navigation Menu in order to open the New Cost Plan dialog. Fill out the following fields:

  • Name - The Name is the name that will be shown in the Summary and Nav Bar of your Allocate account. This name will not show up anywhere on the report.

  • Report Title - This is the name of the cost plan that will display on the generated report.

  • Plan Type - The Plan Type field allows you to identify what type of report this is, for example, Full Cost or 2CFR Part 200.

  • Notes - In the Notes field you can take any notes that relate to this cost plan. This information does not show up on the final report.

  • Based On -  The Based On field allows you to say whether your cost plan is based on Budgeted or Actual expenditures. 

  • For Use Year - The year in which the budget on the plan will be used (this is dependent on your agency and the type of plan you are preparing). Typically for a full cost plan, the “for use in year” will be the year directly following the Fiscal year listed above i.e. if the fiscal year is 2013-2014, “for use in year” will be 2014-2015. An OMB A-87 plans typically are two years in arrears and would show two years after the fiscal year (in this case 2015-2016).

  • Significant Changes - In the Significant Changes section you can call out to an auditor any major changes that have happened in your agency that may effect the numbers for this cost plan. For example if you have taken on a new project that would increase the cost of a particular department.

  • Officer Name - Name of the person responsible for signing off on the plan.

  • Officer Title - Title of the CFO within your organization.

  • Signature Date - Date on which the final plan is completed.


If you would like to cancel creating this plan, click DISCARD button in the upper right corner.


When you have finished editing your Cost Plan make sure to click SAVE in the upper right corner.


Once you have created a Cost Plan, the next step is to create a Report Order for that Cost Plan. For directions on creating your Report Order see our related article.