Allocations
Allocations Overview
Allocations are defined sets of related rules within your formulas.
Create a New Allocation
From Allocate, select Configuration.
Select Allocations.
Select + New Allocation.
Modify the fields in the provided form.
Select Save.
Edit an Allocation
From Allocate, select Configuration.
Select Allocations.
Select the pencil icon.
Modify the fields in the provided form.
Select Save.
Delete an Allocation
From Allocate, select Configuration.
Select Allocations.
Select the trash can icon.
Select OK.
Upload Allocations
From Allocate, select Configuration.
Select Allocations.
Select Upload Allocations.
Select Download CSV Template.
Modify your template.
Drag and drop your file to upload.
Select Upload.
Map the fields in your file.
Select Review and Confirm.
Select Confirm and Save.
Explanation of Fields
Field Name | Description | Format | Example |
|---|---|---|---|
Name Required | The name of the Allocation. Must be unique. | Characters | Allocation A |
Code | Include code of any existing allocation you'd like to update, if applicable. If left blank, a new code will automatically be created for this allocation. | Characters | 101 |
Allocation Description | Brief description of the allocation's purpose. | Characters | Allocation for all non-teacher salaries. |
Allowed Expense Types Required | Indicate if the allocation is for non-personnel, positions, supplemental pays, or a combination of the three. | Characters | non_personnel,positions,supplemental_pays |
Staffing Resource Type | If the allowed expense type is positions, indicate whether you will allocate Dollars OR FTE only. | Characters | dollars |
Pay Type | If you'd like to use the employee's actual pay for positions planned in this allocation, mark "employee". If you'd like to use the job's assigned pay for positions planned in this allocation, mark "job" | Characters | employee |
Benefits | If you'd like to use the employee's actual benefits for positions planned in this allocation, mark "employee". If you'd like to use the job's assigned benefits for positions planned in this allocation, mark "job" | Characters | job |
Segment Type | A segment type from your chart of accounts that you wish to scope the allocation to. | Characters | fund/object/program/function/etc. |
Operator | How you want to match account codes within the given segment type. | Characters | equals/not equals/range includes/range does not include/starts with/does not start with |
Segment Code | The code(s) you want to match against. For ranges use `-` in between the codes. | Characters | fund equals 10029, object range includes 1-999, function starts with 70 |
Jobs | The allowed Job Codes (from Manage > Configuration > Jobs) which can be planned for inside this Allocation. Users can leave blank to allow all Jobs to be planned from this Allocation. | Characters | 991,993,213,881 |
Roles Required | The Role Codes for those roles who should be allowed to edit existing or create new expenses inside an allocation. | Characters | 123,999,281,329 |