Considerations for Allocations Basis Methods

When you define an allocation rule, you specify a basis method. The basis method determines how the amounts in the source pool are divided among the target lines. Each target line identifies projects and tasks.

The following is a list of the basis methods used in allocations:

• Spread Evenly

• Target Percentage and Spread Evenly

• Prorate

• Target Percentage and Prorate

Here's a graphic that explains the various basis methods used in allocations.

Note: Oracle Projects doesn't support the client extension basis method.

Spread Evenly

The allocation rule divides the source pool amount equally among all the chargeable target tasks included in the rule. This is the most simple and direct basis method.

Target Percentage and Spread Evenly

Specify the percentage of the source pool that must be allocated to each target line. The total specified target percentage must always equal 100 percent. The allocation rule calculates the amount to allocate to the target line, and then spreads the results evenly among the chargeable tasks.

Prorate

Allocation generation uses the attributes defined in the allocation rule to derive the rate at which the source pool amount is apportioned among the target projects and tasks. For this basis method, the allocation rule uses the basis attributes to apportion the source amount among all the tasks defined by the rule. The Prorate basis method provides precise control over how the rule distributes the source pool.

Target Percentage and Prorate

The allocation rule first uses the target percentage to calculate the amount to allocate to the line, and then apportions the results among all the tasks. The Target Percentage and Prorate basis method provides precise control over how the rule distributes the source pool.