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Administrator Guide
Last Updated: 2024-09-20
Group Allocation Definitions in AP&C

Group Allocation Definitions in AP&C

By grouping allocation definitions in Adaptive Planning and Consolidation (AP&C), you can:
  • Run allocations for a particular company and time frame (monthly, quarterly, annually).
  • Set interdependencies between allocations within and between groups so that they run in order.
  • Monitor allocation processing in an organized manner.
You can't change the details of an allocation group set that has pending allocations. Cancel or finalize pending allocations before changing these settings.
  1. Access the
    Create Allocation Group Set
     task.
  2. As you complete the
    Details
     section, consider:
    Option Description
    Time Frame
    Workday uses your selection to determine the time frames available for processing allocation definitions in a group set.
    Ledger/Plan Structure
    You can select 1 or more plan structures that you specified as targets in your allocation definitions.
    Inactive
    Workday limits you to 1 active allocation group set for each allocation definition.
    Allocation Definitions Included in Group
    If your allocation group set is active, you can only select an allocation definition that isn't already in use by another allocation group or group set for the same company.
You want to include facilities costs as part of your marketing costs before allocating those marketing costs to sales. Create an allocation group set, and make the
Marketing Cost to Sales
 allocation definition dependent upon the
Facilities
 allocation definition.
Test allocations.