Allocation Group (AC37.1)

Use Allocation Group (AC37.1) to organize allocations in an allocation group for processing and update. Allocation groups are used for step allocations, which are allocations based on previous allocations and must occur in a stepped order. Steps are not required unless order is important; then the sequence needs to be specified. Steps are also required if subsequent allocations in the group have pools that include transactions from the prior allocation.

Allocation groups also let you group allocations together for running as part of a cycle. For example, you could use an allocation group to run allocations on a monthly, yearly, or end-of-project basis.