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.

Review and sort each list of options to determine how you want the info to display. Select Columns, choose details to include, and select Apply changes. If necessary, drag and drop the headers to reorder each column. You can also search, filter, or export to an Excel .XLSX file.

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.

Customize the way you identify and reference management and money manger fees.

Set fixed amounts and percentages to apply to balances in expense distributions. Use fee schedules only when creating expense allocations.

Designate groups of entities to help determine relative balances when allocating amounts.