Allocate

1.0 - Allocate Data - Overview
In order to create a system which is easy to use yet has everything you need for your Agency, we have created a different way of storing data. This allows y...
Tue, 27 Nov, 2018 at 1:26 PM
2.0 - Navigating Allocate
In Allocate, we have made it as easy as possible to get to your data when you need it. The Navigation Menu On the left hand sidebar of Allocate is t...
Tue, 27 Nov, 2018 at 1:26 PM
3.0 - Creating Your Agency's Structure
One of the first things you will want to do in Allocate is create your Agency’s Structure. The Structure is one of the most fundamental pieces of data ...
Tue, 27 Nov, 2018 at 1:27 PM
3.1 - Creating Organizations
Each Agency's Organization structure is unique.  The Organization structure you choose to use is strictly up to your Agency. It is typical to follow...
Tue, 27 Nov, 2018 at 1:27 PM
3.2 - Creating Funds
Each Agency's Fund structure is unique.  The Fund structure you use is strictly up to your Agency. It is common to follow a similar layout as your b...
Tue, 27 Nov, 2018 at 1:27 PM
3.3 - Creating Departments
Each Agency's Department structure is unique.  The Department structure you use is strictly up to your Agency. It is common to follow a simila...
Tue, 27 Nov, 2018 at 1:27 PM
3.4 - Creating Divisions
Each Agency's Division structure is unique.  The Division structure you use is strictly up to your Agency. It is common to follow a similar layout a...
Tue, 27 Nov, 2018 at 1:27 PM
4.0 - Creating a New Cost Plan
In order to create a new Cost Plan click the View Icon next to the Cost Plan menu item. This will navigate you to the cost plan area. Click the Create New C...
Tue, 27 Nov, 2018 at 1:28 PM
4.1 - Creating the Report Order
Each Cost Plan has a Report Order. The Report Order determines which Structure Items (Funds, Departments, and Divisions) you want to include in this cost pl...
Tue, 27 Nov, 2018 at 1:28 PM
5.0 - Creating and Editing Fiscal Periods
In Cost Allocation, no matter if you are doing a 2 CFR, Full Cost, Citywide or an Interdepartmental plan, you need to specify some period of time for which ...
Tue, 27 Nov, 2018 at 1:28 PM