Example: Subgroup Limit and Group Limit Adjustments

In this example, two of the three expense classes in the group are organized into a smaller subgroup with its own limit. The system performs the same calculations that were described in the previous example for each expense class in the subgroup using the subgroup limit to determine the net share. Then the system uses this net share as the basis for calculating the net share (billable amount) for each expense class using the group limit.

By reviewing the resulting calculations, you can see that using group and subgroup limits ensures that the tenant's total expense share does not exceed specific limits.

Review the setup information on the expense participation record:

• E.P. Group: CUT (CAMS, UTIL, TXIN)

• E.P. Subgroup: CT (CAMS, TXIN)

• E.P. Classes: CAMS, UTIL, TXIN

• Group Limit: 9,000

• Subgroup Limit: 6,000

• Gross Share for CAMS: 9,854.89

• Gross Share for UTIL: 6,378.57

• Gross Share for TXIN: 3,262.83

• Sum of Gross Shares for Subgroup (CAMS and TXIN): 13,117.72