Exporting and Importing Allocations

For those without many allocations, adding them via Martus is the best approach. However, if there are many allocations that need to be entered, adding them via Export and Import may be a better approach. We recommend that you set up a sample of allocation segments prior to exporting to make editing easier.

Exporting the Allocation Template

1. Navigate to Personnel Budgeting > Allocations.
2. Edit the Allocation the template should be based upon.
3. Click Export at the bottom of the page.

Editing the Allocation Template

Do not change the names of the tabs or any of the column headings if you plan to import the file back into Martus.

The First Tab: Allocations

The first tab of the export identifies the allocation name and year. Do not change anything on this sheet.

The Second Tab: Segments

The second tab lists the allocation segments.

• Employee segments are identified by a combination of the employee's external ID, first name, and last name, just as this is used in the Pay Data file.
• The CalendarStartMonth and CalendarEndMonth define the beginning and ending months for this segment. These numbers correspond to the number of the month in the calendar year, not months in the fiscal year.
• The PayType, PositionType, SheetDim1, and SheetDim2, etc., columns are filled in if the allocation segment is based on this information, rather than being based on an employee.
  
  

The Third Tab: AllocationSegmentLines

The third tab lists the allocation for each segment:

• There is one line for each allocation within a segment.
• Enter the desired quantity in each month. If the same quantity applies to all months, then use the Quantity column. If that Quantity does not apply to some months, enter 0 or an alternate number in those months.
• The headings Month1, Month2, etc., apply to the months of the fiscal year.
• The worksheets to which the segment applies are identified by their IDs - SheetDim1, SheetDim2, LineDim1, etc.
• The TargetWorksheetName is optional. It will be filled in during import.

Importing the Allocation

1. Click Edit on the appropriate allocation.
2. Choose the allocation template just completed.
3. Click Import Allocation File (xlsx).
4. Review the results in Personnel Budgeting > Scenarios > Allocation Analysis.