Allocating Amounts Across Plan Cells

You can use allocations to distribute an amount across plan cells within a row using equal spread, percentage, or custom allocation types.

Equal Spread

For example, your allocation might look like the Example 1: Allocation Using Equal Spread table. In this example, the allocation amount is 6,333, the From is 2025 / 001 / Home, and the To is 2025 / 003 / Home.

Example 1: Allocation Using Equal Spread
Year 2025
Period 001 002 003 004
Account Home Home Home Home
Existing Values        
Company 1 8,463 7,333 5,759 6,865
Updated Values        
Company 1 2,111 2,111 2,111  
Resulting Values 10,574 9,444 7,870 6,865
Notes:
  • If you have read-only access to some cells because an access rule is restricting your access, the allocation is not applied to the read-only cells. In the Example 1: Allocation Using Equal Spread table, if period 002 is read-only, the value is not changed for that cell and the original allocation amount is spread equally between periods 001 and 003. This results in an increase of 3,167 for period 001 and 3,166 for period 003.
  • If unit standardization is applied to the plan, all the values are displayed in the standardization unit. After you finish allocating the amounts and you save the plan, the resulting values are converted back into the original unit of the cell using the relevant rates from the related rate table. For more information, see Standardizing Planning Units in a Plan.

To allocate using equal spread:

  1. Navigate to the plan where you want to allocate to.
  2. Next to the row you want to apply your allocation to, click .
  3. Click Allocate. The New Allocation window opens.
  4. Select the "Equal Spread" allocation type.
  5. Enter an allocation amount. The allocation amount must be a whole number without decimals.
  6. In the Measure field, select the columns you want to apply your allocation to.
  7. [Optional] In the From field, select the column where you want to start the allocation amount.
  8. [Optional] In the To field, select the column where you want to end the allocation amount.
  9. Click Apply.
  10. Click Save.

Percentage

Your allocation might look like the Example 2: Allocation Using Percentage table. In this example, the allocation percentage is 10, the From is 2025 / 001 / Home, and the To is 2025 / 003 / Home.

Example 2: Allocation Using Percentage
Year 2025
Period 001 002 003 004
Account Home Home Home Home
Existing Values        
Company 1 8,463 7,333 5,759 6,865
Updated Values        
Company 1 10% 10% 10%  
Resulting Values 9309 8,066 6335 6,865
Notes:
  • If you have read-only access to some cells because an access rule is restricting your access, the allocation is not applied to the read-only cells. In the Example 2: Allocation Using Percentage table, if period 002 is read-only, the 10% increase is not applied to that cell.
  • If unit standardization is applied to the plan, all the values are displayed in the standardization unit. After you finish allocating the amounts and you save the plan, the resulting values are converted back into the original unit of the cell using the relevant rates from the related rate table. For more information, see Standardizing Planning Units in a Plan.

To allocate using percentage:

  1. Navigate to the plan where you want to allocate to.
  2. Next to the row you want to apply your allocation to, click .
  3. Click Allocate. The New Allocation window opens.
  4. Select the "Percentage" allocation type.
  5. Enter an allocation percentage. The allocation percentage must be a whole number without decimals.
  6. In the Measure field, select the columns you want to apply your allocation to.
  7. [Optional] In the From field, select the column where you want to start the allocation amount.
  8. [Optional] In the To field, select the column where you want to end the allocation amount.
  9. Click Apply.
  10. Click Save.

Custom

Your allocation might look like the Example 3: Allocation Using Custom table. In this example, the allocation amount is 21,084.

Example 3: Allocation Using Custom
Year 2025
Period 001 002 003 004
Account Home Home Home Home
Existing Values        
Company 1 8,463 7,333 5,759 6,865
Updated Values        
Company 1 5,000 5,692 3,392 7,000
Resulting Values 9309 8,066 6335 6,865
Note:

If unit standardization is applied to the plan, all the values are displayed in the standardization unit. After you finish allocating the amounts and you save the plan, the resulting values are converted back into the original unit of the cell using the relevant rates from the related rate table. For more information, see Standardizing Planning Units in a Plan.

To allocate using custom:

  1. Navigate to the plan where you want to allocate to.
  2. Next to the row you want to apply your allocation to, click .
  3. Click Allocate. The New Allocation window opens.
  4. Select the "Custom" allocation type.
  5. Enter an allocation amount. The allocation amount must be a whole number without decimals.
  6. In the Measure field, select the columns you want to apply your allocation to.
  7. Enter your desired custom amounts in the updated values cells. When the discrepancy is zero, this means that you have entered your entire allocation amount.
  8. Click Apply.
  9. Click Save.
Note:

If you want to change how an allocation amount is distributed, you can do so by changing the amounts in the individual cells after selecting Apply. The original allocation amount must stay the same and you cannot save your changes unless the discrepancy field reads zero. To save your changes, click Save.