Running Data Allocations

You can allocate data from a source account in an entity to a destination account in a list of entities. The entity for which you run allocations can be a base or parent entity. To run allocations, you must be assigned the Run Allocation security role.

Before you can run allocations, you must first create allocation rules. See the Oracle Hyperion Financial Management Administrator's Guide.

To run allocations:

  1. Open a data grid.
  2. Select a cell for which to run allocations.
  3. Right-click and select Allocate.