Submitting Allocation Top Down tasks

Allocation Top Down tasks are created for the planner directly in the workflow configuration for the selected Allocation Top Down workbook. The planner receives the corresponding task from the workflow that is defined by a user with the Workflow Administrator role.

  1. Click the Home icon.
  2. Click Tasks.
    To display the tasks that are based on the Allocation Top Down workbook, ensure that the version that holds the actuals is selected.
    You can select a version or all versions that were configured for the selected configuration set.
  3. To view tasks that are assigned to you, select the configuration set, version, and entity.
  4. Select a task from the tasks list.
  5. Select one or more periods.
    You can select from the current and previous periods.
  6. Select the account from which to allocate the values.
    You can select from the accounts that were predefined by your administrator.
  7. In the Allocate from section, specify the elements of the dimensions to allocate the values from.
    The amount that is to be allocated and the amount available after allocation for the selected criteria are shown. By default, all employees for the selected criteria are affected by the allocation.
  8. Optionally, select the Employee Selection option to select employees to be affected by the allocation.
    If you select this option, all employees who meet the selected criteria are displayed and you can select employees to be affected by the allocation.
  9. Optionally, select the filters.
  10. Specify the discharge method and the corresponding value to be allocated.
    You can perform allocation that is based on a percentage or on the absolute value.
    Option Description
    Percentage Specify the percentage value to be allocated. The specified percentage value is also represented in absolute value.
    By value Specify the absolute value to be allocated. The available amount is shown.
    You can see the value available for allocation, the value to be allocated, and the value after the allocation.
    The planner can configure up to five allocations for every decision package. The additional allocations can be removed before submitting the request. If multiple allocations are configured, the allocation-related values display the total effect of all allocations. The allocation-related values are the value available for the allocation, the value to be allocated, and the value after the allocation.
  11. Click Approve.

The task is sent to the approver or a group of approvers who are responsible for reviewing the respective stage and step.

If you do not submit the task, it remains available on the Tasks page as an unsubmitted task.