Working with unit rate allocations

You can use a unit rate to allocate expenses across departments in addition to the existing method of use a percentage. You can use unit rates with actual expenses, budgets, and forecasts.

Unit rate allocations overview

  1. Begin by defining an allocation (either an existing allocation or a new one). See Adding allocations for information about adding an allocation.

  2. Add the unit rate for the allocation. See Adding unit rates for step-by-step instructions.

  3. Process your allocations rules. See Processing allocations for more information.

  4. Review your allocations. See Reviewing allocation calculations for detailed information. You can also view allocation reports by clicking the View Reports tab on the Organizational Profitability page.

Adding and editing unit rates

Prerequisite: Verify that a completed allocation exists with the dates and departments for your allocation.

  1. From the Command Center, click the Organizational Profitability tile.

  2. Select Manage and Process Data from the menu.

  3. Click the Add or Edit Unit Rates sub-tab .

  4. Click Open.

    NOTE: If no one has previously set up a unit rate allocation, no table may display. Click Download Template to download any empty spreadsheet with the correct columns.

  5. On the Manage AllocationUnitRate table, click Add Row to create a new allocation.

  6. Enter the following information in the new empty row.

AllocID

The ID for this allocation. You can locate this ID by accessing the Organizational Profitability page > Manage and Process Data tab > Add or Edit Allocations sub-tab.
Year Enter the budget year for the allocation.
FileGroupName Enter the name of the file group, such as Budget 2022.
Description Enter a description for the allocation.
Months 1-12 Enter a unit rate for each month. You can use the same rate for ever month or different rates for one or more months, if needed.

After you save, a message displays information about how many rows in the database were updated, deleted, or added.

A scheduler job is created, beginning with the start date you specified in the allocation. and ending on the month you specified for the end date.