Allocations by Percentage or Flat Amount Using the Source Quantity

Understanding the Source Quantity

The Source Quantity can be any number (without commas!) from which you want to allocate a portion or all of the items in your selected Source Lines for this allocation segment. Any percentage amount not allocated remains in the home department. The default is 100.00.

Allocate by Percentage

The most common practice is to use a value of 100 in order to allocate on a simple percentage basis. Then, you'll set up the allocation targets with the percentage of compensation to be assigned to them. For example, an employee works 20% for one department and 10% for another department, then you'll set up two targets: 20% for one target department and 10% for the other target department. The unallocated percentage (70%) remains in the employee's home department.

Allocate by Hours

Source Quantity can also be used as a monthly number of hours to allocate. The quantity entered in each Target Line is then divided by the Source Quantity to calculate a percentage to be allocated for each month in that allocation segment. For example, if a Source Quantity of 166.67 is used (representing 2000 hours divided by 12 months), and a Quantity of 20 hours is entered on a Target Line (representing 20 hours allocated per month), the resulting allocation to that target will be 12% each month.

Allocate by Dollar Amount

Source Quantity can also be a dollar amount, such as monthly salary.

Example of Allocation by Percentage

In this example, the Source Quantity is set to 100. The Target Line is then used to enter a percentage to allocate each month.  Show Percentages indicates what percentage of the Source Lines is allocated to that Target Worksheet.

The Allocation Analysis tab shows the results of the allocation segment.

Example of Allocation by a Flat Amount (Salary)

In this example, a position's total monthly salary is entered into the Source Quantity. The Target Line is then used to enter a flat amount to allocate for each month. Show Percentages indicates what percentage of the flat amount is allocated to that Target Worksheet.

The Allocation Analysis tab shows the results of the allocation segment.

Notes:

• Make sure you do not have any commas in the Source Quantity.