Performing a Management Ledger Allocation Trace

To perform a trace:

  1. Open a Management Ledger Profitability model, and then select Trace Allocations in the Manage Program task area (Figure 10-20).

    Figure 10-20 Management Ledger Trace Allocations Task Area


    In this screen, you select a POV, Model View, and Tracing Dimension, and then display the trace.
  2. In the Trace Allocations area, select POV information and a model view for the focal mode, the starting point for the trace (About Tracing Management Ledger Allocations).
  3. Click Refresh button to validate your selection.
  4. Select a Tracing Dimension, the dimension of interest for your trace.
  5. Indicate whether you want to use aliases instead of names.
  6. Indicate whether you want to select a particular node level or just display the top level (0) for each node.
  7. Click Trace Forward or Trace Back, depending on whether you want to trace allocations coming from the focal node or contributing to it (About Tracing Management Ledger Allocations).
  8. View the trace results (Viewing Management Ledger Allocation Trace Results). You can zoom or move around the results to show more or less detail or a different part of the chart.

To trace further, you can change the POV, model view, dimension, or generation level. For example, you could make a dimension member the focal node for a new trace.