Units

Statistical units allow you to allocate amounts based on units and determine when and how to move amounts over time. From Allocations, Statistical units, you can add and maintain unit information, enter counts, and view balances.

Tip: To open a quick view of a unit without leaving the page, you can simply select the unit name. A quick view of the unit opens on the right side of the screen.

  1. From Allocations, Statistical units, select Add unit.

  2. Enter a unique name and description for the new unit.

    Later, when you enter counts for the unit, the unit name appears as the field where you'll enter amounts.

  3. To use decimals when entering counts for units — such as hours worked or square footage — select Show decimal places.

    Otherwise, units — such as number of meals served — are tracked using whole numbers. Your selection determines the numerical format for entering counts as well as a unit's last count and balance information.

  4. Select whether this unit's amounts accumulate from period to period.

    • Yes — tracks the amount's sum, over time.

    • No — tracks the last amount entered.

  5. Select an information element to associate with this unit, such as Project, Fund, or Department. To add additional elements (maximum of three), select Add another element.

    Information elements help you further categorize a unit. For example, you can break down hours worked by project, grant, or other element. By allocating payroll dollars, your filing and reporting process for federal, state, or local grant reimbursement is easier and more efficient.

    To remove an element, select .

  6. Select Save.

To edit a unit from its quick view, select Edit unit. Adjust the information as necessary, such as the unit's name and description, and select Save.

Marking a unit inactive is beneficial when you no longer want to track a unit's data, or perhaps you need to restrict a unit from accepting counts. To mark a unit inactive, from the Edit unit screen, deselect Unit type is active? and select Save. Or, from the quick view of a unit, select Mark inactive.

Tip: You can only edit the name and description of units marked as inactive.

To use unit data for analysis or offline reference, you can download the information to Microsoft Excel.

  1. To export unit data, select the unit name or the unit's last count. From the quick view that appears, select Export.

    When your data has been successfully downloaded, a confirmation appears on the bottom right of your screen.

  2. From the bottom left of your screen, select the .xlsx file.

    Tip: By default, the name of the .xlsx file includes the unit's name and date of the export. To update the file name, rename it after it downloads.