When entering a new project ID by copying details from an existing line in a project based pool, the destination account does not update with the new Project ID.
Implementing the "Allocate only to the Pool Projects" feature available when creating a project-based pool will prevent the source and destination distributions from populating incorrect information. To implement this feature:
1. Open the project-based Allocation Management pool. 2. Mark the box, "Allocate only to the Pool Projects" located directly under Details drop-down box. 3. Add a new project to the pool and press the "Copy details from . . ." button at the bottom right of the Project grid.
This feature will remove the Project ID column from the Defaults tab in the pool, as well as the Source and Destination distribution view. This ensures that the system only has the option to populate the current line's project and not the information from the line copied.
NOTE: This feature will also remove the Project ID column from the Source and Destination distribution grid in the Allocation where the pool is applied.
To check that the distribution is correct, unmark "Allocate only to the Project Pools" and review the default distribution for the newly added project. Alternative solution:
1. In Allocation Management, open the allocation pool. 2. Select the Destination tab. 3. Manually update the destination account information with the proper project (account based pool) or class (project based pool). 4. Run the allocation process.