Creating an Allocation Top Down workbook

An Allocation Top Down workbook uses the Decision Package Top Down workflow. For each Allocation Top Down workbook that is created, there is only one, corresponding workflow configuration. After the workflow configuration is completed, the responsible person or group can see the Allocation Top Down workbook on the Tasks page.

  1. Click the Home icon.
  2. Select Business Configuration > Configuration Set-specific Settings > Workbook Wizard.
  3. Click the New Workbook icon to open the Workbook Template Editor page, and then click Allocation Top Down in the Workforce Planning section.
    The Allocation Top Down Details dialog box is displayed, with a description of the header, tabs, and configuration options.
  4. Click SELECT to open the Set Name dialog box.
  5. Specify a name and, optionally, a description for your workbook and click OK.