Managing practical capacity volume from an allocation line

Use the Capacity tab of an allocation line record to manage practical capacity volume for the combination of configuration details of the allocation line: finance dimension combination, summary <volume dimension>, driver and driver weight. You can create different practical capacity volume values with different effective dates. This is helpful if you want to specify different capacity volume values for different periods when running the same allocation.
Note: The Capacity tab is available when the when the Practical Capacity field in the allocation line is populated.

Use this procedure to create a practical capacity volume value:

  1. Select TrueCost Allocation Controls and open an allocation control.
  2. On the Allocations tab, open an allocation.
  3. On the Allocation Lines list, open an allocation line.
  4. On the Capacity tab.
  5. On the Practical Capacity Volumes list, click Create.
  6. Specify this information:
    Dimensions
    Specify the required dimensions values.
    Capacity Volume
    Specify a value for capacity volume. This value indicates the estimated capacity for the selected summary volume dimension. For example, if the summary volume dimension is cost object and the summary cost object is cardiac procedures, and the driver is the number of procedures, a practical capacity value represents the number of cardiac procedures for which there is capacity on an event date.
    Effective Date
    Specify the date on which the practical capacity volume value becomes effective. This capacity volume value is used for capacity allocations until another effective date is defined for the same combination of settings. Allocation runs with an allocation post date that is within the effective date range use this capacity volume value for capacity calculations.

    For example, you can specify a capacity volume value for a cost object with an effective date of January 1st and another capacity volume value with an effective date of February 1st. Allocation runs with an allocation post date in January use the first capacity volume value to calculate capacity allocations. Allocation runs with an allocation post date on February 1st or later use the second capacity volume value to calculate capacity allocations.

  7. Click Submit.