Processing allocations overview
This table contains the flow of processing allocations.
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. |