Edit an Allocation Component

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

Scenario

To edit an allocation component:

1. Navigator > General Accounting: Journals > Create Allocation Rules link.

2. Navigate menu > Administration > Calculation Manager.

3. In the System View, select File menu, New, Rule. Expand the Essbase Application Type, the Application, and the Calculation Type, Plan Type, or Database and Rules.

4. Select the rule that contains the allocation component you want to edit.

5. Right-click the rule, and select Open.

6. 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.

   1. The member whose data you want to allocate.

   2. The level 0 members to which you want to allocate data.

   3. The data and the amount of the data you want to allocate.

   4. How you want the data processed:

      • The total amount of the data allocated written to an offset member.

      • The data allocated evenly or in different amounts using a driver.

      • The allocated data rounded, and if so, how it should be rounded.

7. Select File, Save.