Methods for defining allocations

Several methods are available for defining allocations in Project Accounting. Each method is based on the type of driver that you can use in the allocation.

This table shows the methods that you can use for defining allocations:

Method	Description	Additional 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 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 Define computed allocations .
List allocations	A list allocation allocates the pool balance to a list of activities. List allocations use compute statements as drivers.	See Define list allocations.

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

See Allocation process.