Processing allocations

The Manage and Process > Process Allocations tab allows you to run allocations for a specific period.

To process allocations:

  1. Click Organizational Profitability on the FI Command Center home page.

  2. On the Manage and Process Data tab, click the Process Allocations sub-tab.

  3. On the Process Allocations sub-tab, select the desired allocation type from the Results Type list:

    • Actual
    • Budget
    • Forecast
  4. If you selected Actual in the Results Type list, do the following:
    1. In the Calculate Year list, select the year you want to process.
    2. In the Calculate Month list, select the first month you want to process.
    3. In the End Month list, select the last month you want to process. To process a single month, set End Month to the month selected in step 5.
  5. If you selected Budget or Forecast in the Results Type list, you must also select the budget you want to process in the Budget File Groups list.
  6. Click Process.
  7. Click OK at the prompt.