Allocation Settings

Use Allocation Settings to configure pools, fee schedules, rates, and business rules for your allocation workflows. From Settings, select Allocations to review these settings. For information about creating and running allocations, read Allocations.

Tips and Best Practices

• Use allocation pools for indirect cost allocations or to group investment accounts for monitoring.

• Use fee schedules only with expense allocations.

• Set up allocation rates when you use indirect cost or portfolio allocations.

• Review allocation business rules to define fee labels and budget checking for indirect cost allocations.

• Update associated units before running an allocation to help avoid unexpected results.