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Cost Allocation is a tabbed hub for managing indirect cost (IDC) pools, rates, cost allocations, and allocation bases, with summary stat cards for the current approved rate and total allocated year-to-date. Route: /fa/cost-allocation
Cost allocation hub showing IDC pools and approved rate

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Overview

The hub uses useSearchParams to manage the active tab (default: pools). Four tabs are rendered: IDC Pools (IDCPoolsTab), IDC Rates (IDCRatesTab), Allocations (IDCAllocationsTab), and Allocation Bases (AllocationBasesTab). Summary stat cards show the current approved/final rate and the total allocated IDC year-to-date (allocated_idc_amount summed across useCostAllocations).

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Who it’s for

Requires permission: fa.idc.view

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Before you start

  • You must hold the fa.idc.view permission.
  • IDC pools and rates should be defined before allocations are run.

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Steps

1

Navigate to Cost Allocation

Go to /fa/cost-allocation.
2

Review summary stats

Check the current approved IDC rate and total allocated YTD.
3

Manage IDC Pools

Select the Pools tab to view and manage indirect cost pools.
4

Manage IDC Rates

Select the Rates tab to view and manage rate records. The current approved or final rate is highlighted in the stat card.
5

Review Allocations

Select the Allocations tab for allocation records and amounts.
6

Manage Allocation Bases

Select the Allocation Bases tab to configure the bases used in allocation calculations.

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Key concepts

  • useIndirectCostPools — Hook fetching IDC pool records.
  • useIndirectCostRates — Hook fetching rate records; current rate has status approved or final.
  • useCostAllocations — Hook fetching allocation records with allocated_idc_amount.
  • useAllocationBases — Hook fetching allocation base configurations.
  • IndirectCostRateWithRelations — Type for rate records.
  • CostAllocationWithRelations — Type for allocation records.

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fa.tsx
  • src/cores/fa/pages/IndirectCostHubPage.tsx
  • src/cores/fa/hooks/useIndirectCostPools.ts
  • src/cores/fa/hooks/useIndirectCostRates.ts
  • src/cores/fa/hooks/useCostAllocations.ts
  • src/cores/fa/hooks/useAllocationBases.ts
  • src/cores/fa/types/costAllocation.ts
  • src/cores/fa/types/projects.ts