1. User's Guide
  2. Working with Standard Profitability and Cost Management Applications
  3. Calculating Standard Profitability Models
  4. Calculating Direct Allocation Data

Calculating Direct Allocation Data

The Allocation tab of the Manage Calculation screen is used to calculate the results of direct assignments for source and destination intersections.

The results for each level contribute to the results and calculations for the next level.

From this option, you can select the stages for which you want to generate and run the calculation scripts. If a selected calculation script is obsolete, a warning message is displayed, and the calculation script should be regenerated.

To calculate direct allocation data:

  1. In an open model, from Task Areas, select Calculate, then Manage Calculation.

    The Allocation tab of the Manage Calculation screen is displayed.


    Use the Manage Calculation screen to generate and run calculation scripts.
  2. Select the action to be performed for the selected stage:

    • Clear Calculated to remove previously calculated data

    • Clear All to remove any existing data

    • Generate to generate the calculation scripts

    • Calculate to calculate the data

  3. Optional: Review the date and time of the last deployment of the calculation and reporting databases.
  4. Optional: Select Transfer data after calculation to automatically transfer both the Cost and Revenue data to the Reporting database after the calculations are complete. The calculated data must be transferred to the ASO Reporting database in order to view the Stage Balancing report, or to generate validation reports.
  5. Perform one of the following tasks:

    • Click Run Later to schedule a date and time to deploy the Calculation scripts, run the calculations or clear data. See Scheduling Task Flows

      Note:

      If this option is not selected when the task is created, you will not be able to schedule the task.

    • Click Run Now to deploy the Calculations scripts, run the calculations or clear data immediately. A confirmation message indicates that the job has started, and identifies the assigned taskflow ID.

      Caution:

      Depending on the size and complexity of the model, this operation may take a significant amount of time.

  6. Monitor the progress of the deployment using the taskflow ID, as described in Monitoring Standard Profitability Job Status.
  7. After the Calculation database is calculated, transfer data to the Reporting database, as described in Transferring Data.