TruceCost processing allocations overview

Process	Description	Reference	Comments
Run Allocations	Run an allocation to calculate expenses and perform full allocation of expenses based on defined drivers and driver weights. For capacity-based allocations, TrueCost allocates only the portion of the expense item that was utilized based on defined practical capacity.	Calculating allocations	Required.
Reconcile Allocations	After calculating TrueCost in an allocation run, use this procedure to view reconciliation data.	Reconciling allocations	Required.
Generate Unit Cost	TrueCost calculates the unit costs of each cost object in an allocation run by the specified driver events for the unit cost calculation.	Generating unit costs	Required if the allocation run will be finalized.
Generate Cost Behavior	After an allocation run, you can generate and view a cost behavior summary. This summary provides a total cost for each cost behavior for the transactions in the allocation run.	Generating cost behavior summary	Optional.
Update Capacity Volume	You update the capacity volume for any summary volume dimension where the actual volume exceeded the capacity volume.	Updating capacity volumes	Optional.
Finalize an allocation calculation	After allocation runs have been successfully reconciled and unit costs have been generated, they must be finalized to make the information available in Birst analytics.	Finalizing allocations	Required if the allocation run needs to be available for BIRST reporting.
Publish allocations for reporting	A finalized allocation run can be published for Birst to determine which allocation runs to include in Birst reports and dashboards. Only one actuals run and one capacity run for an allocation control per period can be published for Birst reporting.	Publishing allocations for reporting	Optional.

Run Allocations

Run an allocation to calculate expenses and perform full allocation of expenses based on defined drivers and driver weights.

For capacity-based allocations, TrueCost allocates only the portion of the expense item that was utilized based on defined practical capacity.

Calculating allocations

Required.

Reconcile Allocations

After calculating TrueCost in an allocation run, use this procedure to view reconciliation data.

Reconciling allocations

Required.

Generate Unit Cost

TrueCost calculates the unit costs of each cost object in an allocation run by the specified driver events for the unit cost calculation.

Generating unit costs

Required if the allocation run will be finalized.

Generate Cost Behavior

After an allocation run, you can generate and view a cost behavior summary. This summary provides a total cost for each cost behavior for the transactions in the allocation run.

Generating cost behavior summary

Optional.

Update Capacity Volume

You update the capacity volume for any summary volume dimension where the actual volume exceeded the capacity volume.

Updating capacity volumes

Optional.

Finalize an allocation calculation

After allocation runs have been successfully reconciled and unit costs have been generated, they must be finalized to make the information available in Birst analytics.

Finalizing allocations

Required if the allocation run needs to be available for BIRST reporting.

Publish allocations for reporting

A finalized allocation run can be published for Birst to determine which allocation runs to include in Birst reports and dashboards.

Only one actuals run and one capacity run for an allocation control per period can be published for Birst reporting.

Publishing allocations for reporting

Optional.

Processing allocations overview