Creating an Allocation Dynamic request

After an Allocation Dynamic workbook is created, completed, and published, a planner can create allocation requests.

As a planner, you can use this procedure to create a request that is based on an Allocation Dynamic workbook.

  1. Click the Home icon.
  2. Select Applications > Sub Plan > Workforce Planning > Reporting > WP Decision Packages.
  3. Select the Allocation Dynamic workbook to use for your request.
  4. Specify the Decision Package Dynamic name.
  5. Select the person or group to approve the request.
  6. Select one or more periods.
    You can select from the current and previous periods.
  7. Select the account from which you want to allocate the values.
    You can select from the accounts that were predefined by your administrator.
  8. 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.
  9. 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.
  10. Optionally, select the filters.
  11. Click Add allocation.
  12. 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 as an 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.
  13. Click Submit.
    If you do not submit the request, it remains available on the Tasks page as an unsubmitted task.