Guidelines to Allocate Compensation as Percentage of Budget

You can allocate compensation as a percentage of the budget pool instead of as a percentage of eligible salary or a flat amount.

If you enable the Percentage of Budget column for any component, here's what else you need to do:

• On the Configure Worksheet Page Layout page, Detail Table tab, disable the Percentage of Eligible Salary column for the corresponding component. Also make sure that the Value remains unchanged and Rounding Rule column properties aren't selected. Use the Configure Worksheet Display task.

• On the Configure Modeling page, disable these allocation methods using the Configure Modeling task.

  • Allocate n percent of eligible salary
  • Increase n percent of eligible salary

Rounding Rules

The rounding rule set for the corresponding Compensation Amount column affects the amount calculated for the Percentage of Budget Pool column. For example, a manager whose overall budget is 900 USD enters 4 in the Percentage of Budget Pool column. Here are the amounts when the corresponding Compensation Amount column does and doesn't have a rounding rule of Round to the nearest 10.

Column	Calculation	Amount with Rounding	Amount without Rounding
Component Amount	Entered Percentage / 100 * Overall Budget Amount (4 / 100) * 900	40	36
Percentage of Budget	Compensation Amount / Overall Budget Amount	4.44	4

If you set a rounding rule for a Compensation Amount column, don't set a rounding rule for the corresponding Percentage of Budget Pool column. Or if you select Use currency rounding for the Compensation Amount column, don't select it and the rounding rule property for the Percentage of Budget Pool column. If you want to round the percentage instead of the compensation amount, you do the opposite. Set either the Rounding Rule or the Use currency rounding property for the Percentage of Budget Pool column. And make sure that neither property is set for the Compensation Amount column.