Calculated results - automatic allocation
You can use the Assignment Report page to perform labor configuration on a consolidated element. Several examples explain how the assignment configuration and the driver option that was selected determine the splashing of the allocated values in the assignment report. You can see that the calculated results are allocated proportionally to the actual FTE numbers. The calculation results on base elements can be provided even if only the high level configuration on a consolidated element was done.
Data assignment process
You can use the Assignment Report page to calculate FTEs for the configuration set, version, and the calculation method that were selected in the assignment context. The calculations are performed for the planning dimensions that are defined for the selected calculation method.
These are the steps of the data assignment process:
- Select the assignment context for the calculations.
- Add drivers and for each dimension, select the driver option to be used in the calculations.
- Define factor values and driver weights for assigned drivers.
Calculations are performed for the saved configurations. After the assignment configuration is saved, the calculation results allocation is performed.
Automatic allocation
Your selection of the driver option in the Assignment report determines whether splashing is used to allocate data.
If you use the Detail Element option for a selected dimension, calculations are performed in the Assignment report. But no allocation across the selected dimension is done.
If you select Detail, Parent, Aggregated Parent Data, or Total option for the selected dimension, the data is allocated across that dimension. The allocation is done proportionally to the actual FTE across the planning dimensions.
The calculated results that are displayed in the Assignment Report result from the assignment configuration but the calculated values do not include allocation. You can see the calculation results after allocation when you select the corresponding account in the Version Comparison Report or the Labor Comparison Chart.
These examples show how data is allocated and how splashing is used for calculations.
Example 1: Allocation across the Organization dimension
This example shows the results of assignment configuration and the allocation of these results across the Organization dimension. The assignment configuration is created for the All Organization element. The resulting FTE that was calculated is 70. The last column shows how this FTE value is distributed across the organizations. The allocated values are calculated proportionally to actual FTE. The total number of dedicated actual FTE is 20. Line 501 has the dedicated actual FTE value of 3. This value corresponds to 15% of the total FTE value. If you multiply the Assignment result by 15%, the resulting value of 10.5 represents the calculated FTE result that is allocated to Line 501.
This table shows the assignment results before and after allocation. Both dedicated and aggregated results after allocation are shown. The splashing across organizations is done proportionally to the Actual FTE as % column. (C) after an element name signifies a consolidated element.
| Organization | Dedicated actual FTE | Actual FTE as % | Assignment results | Calculated results after allocation - dedicated FTE | Calculated results after allocation - aggregated FTE |
|---|---|---|---|---|---|
| All Organization (C | 1 | 5 | 70 | 3.5 | 70 |
| Material (C | 5 | 25 | 17.5 | 52.5 | |
| Purchase | 10 | 50 | 35 | 35 | |
| Production (C) | 1 | 5 | 3.5 | 14 | |
| Line 501 | 3 | 15 | 10.5 | 10.5 | |
| 100 | 70 | 70 |
If the Detail Element option is selected for the assignment configuration, the Assignment results and Calculated results after allocation - dedicated FTE numbers are identical. The Detail Element option is used to forecast the dedicated employees and therefore no allocation to child elements is done. The value of 70 would be assigned to All Organization. This value would be identical to calculated FTE numbers from assignment configuration and dedicated FTE results after allocation.
Example 2: Allocation across the Organization dimension
The assignment configuration is created for the Material and the Production consolidated elements. The splashing of the calculated FTE results is done across the Organization dimension, proportionally to the Actual FTEs.
A configuration is created for the Material element. The value of 50 is allocated between the Material and Purchase organizations. A value of 16.67, that is 33.3% of 50, is allocated to Material. The remaining 66.67% corresponds to the value of 33.33 and is allocated to the Purchase organization.
Another configuration is created for the Production organization. The value of 40 is calculated for Production. This amount is allocated between the Production organization and Line 501 proportionally to their actual FTE. The value of 10, that is 25% of 40, is assigned to Production. And 30, that represents 75% of the total value of 40, is assigned to Line 501.
This table shows the assignment results before and after allocation. The splashing across organizations is done proportionally to the Actual FTE as % column. (C) after an element name signifies a consolidated element.
| Organization | Dedicated actual FTE | Actual FTE as % | Assignment results | Calculated results after allocation - dedicated FTE | Calculated results after allocation - aggregated FTE |
|---|---|---|---|---|---|
| All Organization (C) | 1 | ||||
| Material (C) | 5 | 33.33 | 50 | 16.67 | 50 |
| Purchase | 10 | 66.67 | 33.33 | 33.33 | |
| Production (C) | 1 | 25 | 40 | 10 | 40 |
| Line 501 | 3 | 75 | 30 | 30 |
If the Detail Element option is selected for the assignment configuration, no allocation is done. The Assignment results column represents the values that are assigned to selected elements. The value of 50 would be assigned directly to Material and 40 would be assigned to Production.
Example 3: Allocation across Job dimension
This example shows the results of assignment configuration and the allocation of these results across jobs. The assignment configuration is created for these elements:
- Line 501 element from the Organization dimension
- Total Jobs element from the Jobs dimension
The Line 501 element is a base element, therefore allocation is done only across the Job dimensions and not across the Organization dimension.
The resulting FTE that was calculated is 40 and it is listed in the Assignment result column. The last column shows how this FTE value is distributed across jobs. The allocated values are calculated proportionally to actual FTE. The total number of dedicated actual FTE is 61.
For Management, the dedicated actual FTE value is 1. This value corresponds to 1.64% of the total FTE value. If you multiply the Assignment result (40) by 1.64%, the resulting value of 0.66 represents the calculated FTE result that is allocated to Management.
For Operations, the dedicated actual FTE value is 10. This corresponds to 16.34% of the total FTE value. A fraction of 16.39% of the Assignment result (40) is 6.56 and it is allocated to Operations. The aggregated FTE for the Management consolidated elements is 7.22. It is the sum of the amount that is dedicated to Operations (6.56) and the amount that is dedicated to Management (0.66).
For the Production worker element, the dedicated actual FTE value is 50. This corresponds to 81.97% of the total FTE value. A corresponding fraction of the Assignment result (40) is 32.79 and it is allocated to the Production worker element.
This table shows the assignment results before and after allocation. The splashing across jobs is done proportionally to the Actual FTE as % column. (C) after an element name signifies a consolidated element.
| Organization | Dedicated actual FTE | Actual FTE as % | Assignment results | Calculated results after allocation - dedicated FTE | Calculated results after allocation - aggregated FTE |
|---|---|---|---|---|---|
| Total Jobs (C) | 0 | 0 | 40 | 0 | 40 |
| Management (C) | 1 | 1.64 | 0.66 | 7.22 | |
| Operations | 10 | 16.39 | 6.56 | 6.56 | |
| Production (C) | 0 | 0 | 0 | 32.79 | |
| Production worker | 50 | 81.97 | 32.79 | 32.79 | |
| 100 |
If the Detail Element option is selected for the assignment configuration, the results before and after allocation would be identical. That is, values for the Assignment results and Calculated results after allocation - dedicated FTE numbers would be the same. The Detail Element option is used to forecast the dedicated employees and therefore no allocation to child elements is done. The value of 40 would be assigned to Line 501 and Total Jobs. This value would be identical to calculated FTE numbers from assignment configuration and dedicated FTE results after allocation.
Example 4: Allocation across Organization and Job dimensions
This example shows the results of assignment configuration and the allocation of these results across jobs and organizations. The assignment configuration is created for these elements:
- All Organization element from the Organization dimension
- Total Jobs element from the Jobs dimension
All Organization and Total Jobs are consolidated elements, therefore the allocation is done across both dimensions.
This table shows the calculated FTE numbers from the assignment configuration and the dedicated FTE results after allocation. The splashing across jobs is done proportionally to the Actual FTE as % column. (C) after an element name signifies a consolidated element.
| Organization | Jobs | Dedicated actual FTE | Actual FTE as % | Assignment results | Calculated results after allocation - dedicated FTE | Calculated results after allocation - aggregated FTE |
|---|---|---|---|---|---|---|
| All Organization (C) | Total Jobs (C) | 0 | 0 | 200 | 0 | 200 |
| Material (C) | Total Jobs (C) | 0 | 0 | 0 | 0 | 10.46 |
| Material (C) | Finance Team (C) | 0 | 0 | 0 | 0 | |
| Accounting Staff I | 0 | 0 | 0 | 0 | ||
| Credit Analyst | 0 | 0 | 0 | 0 | ||
| Logistics Team (C) | 0 | 0 | 0 | 0 | ||
| Order Clerks | 0 | 0 | 0 | 0 | ||
| Cargo and Freight Agents | 0 | 0 | 0 | 0 | ||
| Management Team (C) | 0 | 0 | 0 | 10.46 | ||
| General & Operations Manager | 5 | 2.90 | 5.81 | 5.81 | ||
| Purchasing Managers | 4 | 2.33 | 4.65 | 4.65 | ||
| Purchase (C) | Total Jobs (C) | 0 | 0 | 0 | 189.54 | |
| Finance Team (C) | 0 | 0 | 0 | 127.91 | ||
| Accounting Staff I | 50 | 29.07 | 58.14 | 58.14 | ||
| Credit Analyst | 60 | 34.88 | 69.77 | 69.77 | ||
| Logistics Team (C) | 0 | 0 | 0 | 58.14 | ||
| Order Clerks | 30 | 17.44 | 34.88 | 34.88 | ||
| Cargo and Freight Agents | 20 | 11.63 | 23.26 | 23.26 | ||
| Management Team (C) | 0 | 0 | 0 | 3.49 | ||
| General & Operations Manager | 1 | 0.58 | 1.16 | 1.16 | ||
| Purchasing Managers | 2 | 1.16 | 2.33 | 2.33 |
If the Organization element is not a base element, the allocation is done across both Organization and Job dimensions. If a calculation method with three dimensions is selected for the assignment configuration, the allocation is done using three dimensions. The allocation is based on the calculated Actual FTE as % column. The actual FTE as % is then used to distribute the assigned value across the dimensions proportionally to the dedicated actual FTE.