Fixed percentage allocation
A fixed percentage allocation allocates amounts or units using a percentage you define for each post-to activity. You can use these fixed percentage allocation to perform these tasks:
- Allocate amounts or units from a single pool
- Manually specify the percentage allocated to each post-to activity
- Allocate less than 100% of the pool to activities
Optionally, you can auto-zero the percentages in the allocation every time you post it. This requires that you re-specify the percentages for each post-to activity before you use the allocation again.
Fixed percentage example
Moose Wood Outfitters allocates design costs for one of its new store projects to other activities in the project. They defined these allocations:
| Pool | Driver | Post-to activity | Allocation |
|---|---|---|---|
|
Activity: DESIGN Account Categories: 03000 to 03099 Amount: $10,000 |
50% | Activity: DECORATING Account Category: 03040 | $5,000 |
| 20% | Activity: CARPENTRY Account Category: 03040 | $2,000 | |
| 30% | Activity: ELECTRICAL Account Category: 03040 | $3,000 |