Allocation
Define how calculated Workforce Budgeting data for a position or employee is allocated across dimensions. Used when allocations are enabled.
There are two types of allocation:
- Position level. The configuration is done by specifying the PositionIdentifier field.
- Position assignment level. The configuration is done by specifying the PositionIdentifier and EmployeeIdentifier fields.
The process uses these tables and stored procedures:
- The staging table is DAT_ALLOCATION_STAGE.
- The stored procedure to validate staged data is
depm_integration_wb_allocation_prepare_staging. - The stored procedure to process staged data is
depm_integration_wb_allocation. - The data is imported to:
- The DAT_ALLOCATION_TRANSFORMED table.
- The WBCCONFIG_ALLOCATION cube.
The output tables are:
- ATT_WBCCONFIG_ALLOCATION contains allocation configuration cube data.
- DIM_BPDNO_ELEMENTS contains BPDNO placeholder elements.
- DIM_BPDNO_PARENTS contains parent/child relationships for the BPDNO dimension.
The entity ID, organization ID, segment dimension IDs, and analysis dimension IDs must exist prior to importing data.
If you are importing allocation data, you must also import position data and employee data if in use.
This table describes DAT_ALLOCATION_STAGE:
| Field | Required | Description |
|---|---|---|
| BPDENTITY | Y | Unique entity ID from BPDENTITY. The related field is ID in the DIM_BPDENTITY_ELEMENTS table. |
| BPDORGANIZATION | Y | Valid organization ID from BPDORGANIZATION. The related field is ID in the DIM_ORGANIZATION_ELEMENTS table. |
| PositionIdentifier | Y | Valid position ID from WBDPOSITION. The related field is Identifier in the DAT_ATCDATA_POSITION_STAGE table. |
| EmployeeIdentifier | Y/N | Valid employee ID from WBDEMPLOYEE. The default is N.A. The related field is Identifier in the DAT_ATCDATA_EMPLOYEE_STAGE table. |
| BPDPSEGMENT | N | Valid primary segment from BPDPSEGMENT. The default is N.A. The related field is ID in the DIM_BPDPSEGMENT_ELEMENTS table. |
| BPDSSEGMENT | N | Valid secondary segment from BPDSSEGMENT. The default is N.A. The related field is ID in the DIM_BPDSSEGMENT_ELEMENTS table. |
| BPDTSEGMENT | N | Valid tertiary segment from BPDTSEGMENT. The default is N.A. The related field is ID in the DIM_BPDTSEGMENT_ELEMENTS table. |
| BPDANALYSIS_nn | N | Valid analysis element from BPDANALYSIS_nn. The default is N.A. The related field is ID in the DIM_BPDANALYSIS_nn_ELEMENTS table. |
| SUBPLAN_WFB_ACTIVE | Y | Home organization. These values are valid:
There is no default. |
| SUBPLAN_WFB_EFFECTIVEDATE | Y | Effective start date of allocation. The format is YYYY/MM/DD. |
| SUBPLAN_WFB_ENDDATE | Y | Effective end date of allocation. The format is YYYY/MM/DD. |
| SUBPLAN_WFB_PERCENT | N | Percent of the allocation expressed as a number without division by 100.
Maximum in total should not each 100. |