> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Cost Allocation

> Tabbed hub for managing indirect cost pools, IDC rates, cost allocations, and allocation bases.

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`

<Frame caption="Cost Allocation — indirect cost pools and the current approved IDC rate.">
  <img src="https://mintcdn.com/encoreos/9uGfYOeeHogjmoRk/images/fa/cost-allocation.png?fit=max&auto=format&n=9uGfYOeeHogjmoRk&q=85&s=d2900ee7b654a30ab4f20765f2a3449f" alt="Cost allocation hub showing IDC pools and approved rate" width="1440" height="900" data-path="images/fa/cost-allocation.png" />
</Frame>

## 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`).

## Who it's for

Requires permission: `fa.idc.view`

## Before you start

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

## Steps

<Steps>
  <Step title="Navigate to Cost Allocation">
    Go to `/fa/cost-allocation`.
  </Step>

  <Step title="Review summary stats">
    Check the current approved IDC rate and total allocated YTD.
  </Step>

  <Step title="Manage IDC Pools">
    Select the Pools tab to view and manage indirect cost pools.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Review Allocations">
    Select the Allocations tab for allocation records and amounts.
  </Step>

  <Step title="Manage Allocation Bases">
    Select the Allocation Bases tab to configure the bases used in allocation calculations.
  </Step>
</Steps>

## 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.

## Related

<Columns cols={2}>
  <Card title="Finance & Revenue" icon="building-columns" href="/fa/overview">
    Finance & Revenue core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  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.
</Note>

<Accordion title="Documentation sources">
  * 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
</Accordion>