Editing an Allocation Component

You can edit an allocation component by opening the business rule to which it belongs. When the business rule is displayed in the Rule Designer, you can view the allocation component's properties by selecting it in the business rule's flow chart.

To edit an allocation component:

  1. In System View, right-click the business rule that contains the allocation component, and then select Open.
  2. In the Rule Designer, select the allocation component you want to edit in the flow chart to display its properties. You can edit any of these properties of an allocation component. (See Creating an Allocation Component.)
    • The member whose data you want to allocate

    • The level 0 members to which you want to allocate data

    • The data and the amount of the data you want to allocate

    • Whether you want the total amount of the data allocated to be written to an offset member

    • Whether you want the data to be allocated evenly or to be allocated in different amounts using a driver

    • Whether the allocated data should be rounded, and if so, how it should be rounded

  3. Click Save button.