Methods for defining allocations

Several methods are available for defining allocations in Project Accounting. Each method is based on the type of driver you want to use in the allocation. You can find details about each of these methods in the following chapters.

Method	Description	For details:
Fixed percentage allocations	A fixed percentage allocation allocates amounts or units from a single pool using the percentage you define as the driver to determine the allocation. Use a fixed percent allocation when you want to allocate a set percentage of amounts or units to an activity.	See Defining allocations
Factor allocations	A factor allocation allocates amounts or units from a single pool based on a factor. Fixed factors such as square footage are entered in each post-to line in the allocation record. Dynamic factors such as total sales or hours worked are stored as amounts or units in other activities.	See Defining allocations
Mixed allocations	A mixed allocation allocates amounts or units from a single pool using any combination of fixed percentages, fixed factors, or dynamic factors.	See Defining allocations
Computed allocations	In a computed allocation, the pool balance is allocated using a compute statement as the factor. With a computed allocation, you can allocate balances from a single pool or you define a different pool for each post-to activity.	See Defining computed allocations
List allocations	A list allocation allocates the pool balance to a list of activities. List allocations use compute statements as drivers.	See Defining list allocations

After you define an allocation, you can then process it to calculate and review it before creating and posting allocation transactions. See Processing allocations.