Performing an Allocation Trace

You can perform an allocation trace in Profitability and Cost Management.

To perform a trace:

  1. On the Profitability and Cost Management Home page, click Intelligence icon, the Intelligence icon.
  2. Click Trace button to display the Trace Parameters screen.

    Figure 9-5 Trace Parameters Screen


    In this screen, you select a POV, Model View, and Tracing Dimension, and then display the trace.
  3. Select POV information and a model view for the focal mode, the starting point for the trace (About Tracing Allocations).
  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 level of the tracing dimension or just display the bottom level (0).
  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 Allocations).
  8. Click Continue in the upper right part of the screen to View the trace results (Viewing 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.