Allocation settings
Note: The ability to work with allocations is in Limited Availability (LA) for some of our customers. Currently, you can view and run existing allocations, and view settings. Look for full support and general availability in a future release.
From Allocations, Settings, customize options that will help you effectively configure and run allocations for your organization.
Rates
Define values and associate them with projects and endowments. Use these values to calculate the amount of indirect costs that can be reimbursed from a grant. Use rates only if your organization plans to use indirect cost or portfolio allocations.
Allocations business rules
Customize the way you identify and reference management and money manger fees.
Fee schedules
Set fixed amounts and percentages to apply to balances in expense distributions. Use fee schedules only when creating expense allocations.
Pools
Designate groups of entities to help determine relative balances when allocating amounts.