Define  allocations

In detailed planning, allocations allow you to share DPO costs among departments, projects, and so on. If you define allocations, they only run when all calculations are complete.

Using allocations is typically a two-part process: an administrator creates the allocations (in effect, a template), and later detailed planning users (for example, department managers) assign the allocations to individual DPOs.

1. Define an allocation

  Tip:  To save time, you can duplicate an existing allocation to use it as the starting point for a new one.

1. Select  Administration >  Allocations.
2. In the lip panel click .

3. Type a Name (up to 250 characters) for the allocation.

     Note:  You can give the same name to more than one allocation, provided the allocations don't apply to the same combination of scenario, time period, and conditions. Name sharing allows the same allocation to be applied to different subsets of DPOs with different parameters.

     Tip:  The read-only field ID appears next to Name and stores a unique identifier that you can use to distinguish one allocation from another.

4. Use Scenario(s) to control what scenario the allocation applies to. The default is All Scenarios, but you can restrict the allocation to the Default Scenario, or to some other single scenario.
5. Turn on Discretionary if you want the allocation to be applied on an employee-by-employee basis instead of to all employees. (Enabling this property enables the Applies To tab, described below.)
6. Turn on Inactive if you want to make this allocation unassignable and for it to be ignored by calculations and the posting process.

7. Use Source Calculation to select what calculations to apply the allocation against. The default setting is All calculations.

     Note:  For this and the remaining settings on this tab, turning on Adjustable means that the setting can be overridden for a given DPO.

8. Use Allocation % to set the percentage amount of the source calculations that is allocated. You can choose from several source types, or select Value and input a number.
9. Target Department determines where the allocation is transferred to. The target can be a member of the Geography dimension or any optional dimension. If you do not select a member the default is Same as Source. If you do not want the data from the allocation transferred anywhere, turn on No target.
10. By default Start Period and End Period are set to the start and end of the scenario, but by clicking the links you can set them to any members in the Time dimension of the Detailed Planning Model.
11. Click OK.

2. Define conditions for the allocation

Optionally, you can set rules for when the allocation runs and what DPOs it applies to.

1. Select the Conditions tab.
2. Click .
3. Select an Attribute.
4. Select a logical Operator. (The available operators depend on the data type of the Attribute.)
5. Select a Value (can be multiple). (If the Attribute uses a dimension, you can open Selector.)
6. To add another condition, repeat the above steps.
7. Click OK.

3. Define the DPOs for a discretionary allocation

If you enabled the Discretionary option above, you can specify the DPOs the calculation affects.

  Note:  You can also assign discretionary calculations directly to a DPO in its Discretionary tab.

1. Select the Applies To tab. The tab lists all the DPOs in the model.

     Note:  If the allocation applies to more than one scenario and in the Definition tab you set Scenario to All scenarios, the Scenario column appears and you can assign based on scenario.

2. Select/deselect DPOs.

     Tip:  To more easily manage a large set of DPOs, you can use the column filters and/or the Conditions tab to narrow the selection, and then click  or  to select/deselect all the DPOs in the set. To filter out the unselected DPOs, click ,

4. Finish

• Click OK.

  The allocation details appear in the  Allocations panel.

Manage allocations

• In the  Allocations panel, use the options in the lip to add, edit, and delete allocations.