Allocation Data Actions in a Story
Allocations are run in the story using data actions.
Example: Electric Telephone Water Allocation - Before and After
In the example below, the Utilities cost center expenses for electric, water, and telephone are allocated based on kilowatt hours and number of people.
In this example, the Utilities cost center is being treated as a pass-through for the electric, water, and telephone costs. Correspondingly, the same accounts that collect the costs are also being used as the sending accounts.
As a result, the Utilities cost center is zeroed out.
Example: HR Allocation - Before and After
HR Allocation - Before
HR Allocation - After
In the example below, you can see that the HR cost center expenses are allocated based on the number of people in the receiving cost centers.
In this example, the HR expenses are allocated using a separate sending account: Human Resources. As a result, the HR cost center is zeroed out in total, but a comparison can still be made between actual and plan values since a separate account is being used for the allocation.