The Allocation Analysis report in Personnel Budgeting > Reports displays employees and dimensions on rows and can display the dollar amounts, FTE counts, percentages, or hours by month depending on how the report criteria are set.
A default allocation is automatically displayed for the current budget year. Select an alternate allocation from the dropdown View with Allocation and click Load if desired.
Report Criteria
A variety of filters are available on the Allocation Analysis report.
Rows - Determines how the rows are grouped.
- Employee - Displays each employee, and the dimensions associated with each segment allocation.
- Dimension - Displays each combination of dimensions, and the employees and allocation segments associated with each combination.
Columns - Determines the columns that are displayed.
- Compensation Amount - Annual and monthly compensation amounts are displayed.
- Percentage - Annual compensation and percentage of total annually and per month are displayed.
- FTE - Annual compensation and total FTEs annually and per month are displayed.
- FTE & Monthly Hours - Annual compensation, FTE and Hours annually and per month are displayed.
Filters - Filters are available for Title, Employee, Position Type, and all dimensions.
Note: If statistical accounts are in use for any pay types, they are not included in totals with GL accounts.
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