To maintain position allocations:
Perform steps 1-4 inMaintaining General Position Data.
Perform any task on the Allocations tab:
To create allocations, right-click, select Add Allocation Information, and then perform these tasks:
When prompted, specify a start and end date.
On the Allocations form, click cells to specify recipient and allocation settings. For example:
Object Segment Description— Allocation type, such as Overtime
Fund Segment Description—Target fund pool, such as Teachers Retirement or Educational Services
Program Segment Description—Target program such as Special Education
Percentage Allocation—Portion to provide
To remove allocations, right-click, and then select Delete Allocation.
Important: Ensure that multiple allocations do not overlap, causing the total allocation percentage to exceed 100%, by right-clicking and then selecting View Overlapping Allocations.