Configuring an Allocation Top Down workbook

  1. In the Configuration field, select the configuration set and frequency.
    Frequencies, for which an active calculation method with the same planning frequency exists are available for selection.
  2. Select the version.
    The version selection depends on the selected frequency.
  3. In the Allocate from section, select which analysis dimensions and segments you want to use.
    Note: The additional dimensions that you select are automatically preselected in the Allocate from widget.
  4. Click inside the Organizations field to:
    1. Specify a search term, then click the Search icon.
    2. Select the element, then click Save.
      If a consolidated element is selected, all its base elements are later available for selection.
    Note: If you do not want to limit the selection, keep the Total element selection.
  5. Click inside the Job Dimension field to open the Select Element dialog box.
    1. Specify a search term, then click the Search icon.
    2. Select the element, then click Save.
      The selected element can be either a base or a consolidated element. If a consolidated element is selected, all its base elements are later available for selection.
    Note: If you do not want to limit the selection, keep the Total element selection.
  6. To further configure the selected Analysis Dimensions and Segments, click inside the field to open the Select Element dialog box.
    1. Specify a search term, then click the Search icon.
    2. Select the element, then click Save.
      The selected element can be either a base or a consolidated element. If a consolidated element is selected, all its base elements are later available for selection.
    You can repeat these steps to add elements to other Analysis Dimensions and Segments.
  7. In the Account menu, select the accounts to transfer from.
    You can select an FTE account or any base Hours accounts. If the FTE account is selected, no further account is available for selection. Hours accounts allow multiple selections.
  8. Click Copy selections to target to copy elements that were selected in the Allocate from section.
  9. Optionally, in the Allocate to section, you can adjust the element selection.
  10. In the Account menu, select the accounts to transfer to.
    If the FTE account was selected in the Allocate from section, this account is also selected in the Allocate to section. If one or more Hours accounts were selected in the Allocate from section, the corresponding Hours accounts are available for multiple selection in the Allocate to section.
  11. Click Apply.
    Your new Allocation Top Down workbook is now available in the workbook library.
  12. Click the Wrench icon in the workbook library under the selected workbook and click Publish.
    The workbook is now available for workflow configuration.