Updating Billing Allocation / Chartstring Details for Work Orders in Planon

Learn how to efficiently manage and update billing allocations for your existing work orders within the Planon system. This guide provides a clear walkthrough for adjusting chart strings to ensure accurate financial reporting and project management.

Jennifer Fullerton
11 steps
6 minutes

Dartmouth

Alert! These screenshots show the layouts for the Project Management team. The steps are the same regardless of which layout you are using.

Workflow Navigation

Navigate to <https://facilities.dartmouth.edu/>

Click "PMA work orders"

Click "Work overview - PM"

Click "Orders"

Work Order Selection

Locate the work order you need to update. Using the Open Work Orders filter is an easy way to do that.

Click "Filter name"\ Click "2.1 PM - Open Work Orders"\ Select work order from the list

Billing Allocation Setup

Click "Update Billing allocation details" from the Action Menu at the right side of the screen.

The current chartstring is shown. Click Select a value icon to modify the chartstring

Click "Create new chart string". *The values are pre populated with the existing chartstring segments.* *Click "Entity".* Change the entity value as needed Click "Funding". Change the funding value as needed Click "OK"

Click "Update"

Click No on the overwrite confirmation prompt to update this order only

Click Close to exit the information dialog.

The chartstring for this workorder has now been updated.