Apportioning plan by period

This page allows you to apportion the plan amount for a location over a period of time. Tell me more.

Select the “Apportion Plan by Period” link from the bottom of the “Select Plan” page.

The “Apportion Budget Plan” page appears.

The system displays the following fields:

Plan No.	The plan for which apportionment must be done.
Current Loc.	The location for which apportionment must be done.
Financial Year	The financial year in which the plan was created.

Enter the following fields:

Type	Use the drop-down list box to retrieve the allocation details of the plan for a specific work type. The system fills in all the types of work order for which allocation has been done.
Category	Use the drop-down list box to retrieve the allocation details of the plan for a specific work category. The system fills in all the categories of work order for which allocation has been done. On selecting a type in the “Type” field, the system fills in this field with all the categories for which apportionment has been done for the selected type.

Click the “Get Details” pushbutton.
Enter the following fields in the “Apportionment Criteria” group box:

Apportionment Type	Use the drop-down list box to select the apportionment type. The system provides the following options:
	Monthly – Select this option if you wish to apportion the plan amount for every month.
	Quarterly – Select this option if you wish to apportion the plan amount for every quarter.
	Half Yearly – Select this option if you wish to apportion the plan amount for every half year.

The system displays “Monthly”, by default.

Note: If the “Apportionment Type” field is changed from “Monthly” to “Quarterly” or from “Quarterly” to “Half Yearly”, the system adds up the apportioned amounts. But if the “Apportionment Type” field is changed from “Half Yearly” to “Quarterly” or from “Quarterly” to “Monthly”, the system deletes the details of the previous apportionment that is done.

Apportioned By %

Use the drop-down list box to indicate whether the plan amount must be apportioned as a percentage. Set the field as “Yes”, if you wish to apportion the plan amount as a percentage. Set the field as “No”, if the plan amount is not to be apportioned as a percentage. The system displays “No”, by default.

The system displays the following fields in the “Allocation Details Of Above Combination” group box. The system displays the allocation that is done for the “Plan – Current Location – Financial Year – Type – Category” combination.

Total Amt.	The total amount that is allocated for the specific combination.
Skills Amt.	The amount that is allocated towards the expenditure on skills.
Parts Amt.	The amount that is allocated towards the expenditure on parts.
Tools Amt.	The amount that is allocated towards the expenditure on tools.
Other Res. Amt.	The amount that is allocated towards the expenditure on other resources.
Misc. Amt.	The amount that is allocated towards miscellaneous expenditure.
Outsourced Amt.	The amount that is allocated towards the expenditure on outsourced resources.
Buffer Amt.	The amount that is allocated towards any additional expenditure.

The system displays the following field in the “Apportionment Details” multiline:

Period

The period for which the apportionment must be done. The system displays this field based on the option that is selected in the “Apportionment Type” field.

Enter the following field in the “Apportionment Details” multiline if you have set the “Apportion By %” field as “Yes”.

Percentage	The percentage for which the apportionment has been done (Decimal). If the user has selected “Yes” in the “Apportionment Type” field, ensure
	the user has entered at least one percentage in the multiline.
	total of all the percentages entered in this field is less than or equal to “100”
	the percentage entered is not negative

Enter the following fields in the multiline, if you have set the “Apportion By %” field is set as “No”. Ensure that the amount entered in the following fields is not negative:

Total Amt.	The total amount that is apportioned for the expenditure for the specified period (Decimal). Ensure that the amount entered here is greater than or equal to the sum of the amounts entered in the “Skill Amt.”, “Parts Amt.”, “Tools Amt.”, “Other Resources Amt.”, “Misc. Amt.” and “Outsourced Amt.” fields in the multiline. Also ensure that the sum of the values entered in this column is less than or equal to the amount displayed in the “Total Amt” field in the “Allocation Details Of Above Combination” group box.
Skill Amt.	The amount that is apportioned for the expenditure on skills for the specified period (Decimal).
Parts Amt.	The amount to be apportioned for the expenditure on parts for the specified period (Decimal).
Tools Amt.	The amount to be apportioned for the expenditure on tools for the specified period (Decimal).
Other Res. Amt.	The amount to be apportioned for the expenditure on other resources for the specified period (Decimal).
Misc. Amt.	The amount to be apportioned for miscellaneous expenses for the specified period (Decimal).
Outsource Amt.	The amount to be apportioned for the expenditure on outsourced resources for the specified period (Decimal).

The system displays the following field in the multiline:

Buffer Amt.

The buffer amount to be utilized for any additional expenditure. The difference between the total amount and sum of all the resources amount is utilized as a buffer amount.

Click the “Apportion” pushbutton to apportion the plan amount for the specified period.
If you have set the “Apportioned By %” field as “Yes”, the system apportions the plan amount in the following manner:

Total Amt. in the multiline = Percentage * Total Amount in the “Allocation Details Of Above Combination” group box.

Skill Amt. in the multiline = Percentage * Skills Amt. in the “Allocation Details Of Above Combination” group box.

Parts Amt. in the multiline = Percentage * Parts Amt. in the “Allocation Details Of Above Combination” group box.

Tools Amt. in the multiline = Percentage * Tools Amt. in the “Allocation Details Of Above Combination” group box.

Other Resources Amt. in the multiline = Percentage * Other Res. Amt. in the “Allocation Details Of Above Combination” group box.

Misc. Amt. in the multiline = Percentage * Misc. Amt. in the “Allocation Details Of Above Combination” group box.

Outsource Amt. in the multiline = Percentage * Outsourced Amt. in the “Allocation Details Of Above Combination” group box.

Buffer Amt. in the multiline = Percentage * Buffer Amt. in the “Allocation Details Of Above Combination” group box.

The system displays the following fields in the “Record Statistics” group box:

Created By	The login ID of the user who made the apportionment.
Created Date	The date and time at which the apportionment was made.
Last Modified By	The login ID of the user who last modified the apportionment.
Last Modified Date	The date and time at which the apportionment was last modified.

What you can do in this page

Specify the apportionment type

Specify the mode of apportionment

Specify the apportionment type

You can specify the type of the apportionment that is to be done for the location.

Set the “Apportionment Type” field as “Monthly” if you wish to apportion the plan amount for every month.
Set the “Apportionment Type” field as “Quarterly” if you wish to apportion the plan amount for every quarter.
Set the “Apportionment Type” field as “Half Yearly” if you wish to apportion the plan amount for every half year.

Specify the mode of apportionment

You can specify the mode in which the apportionment must be done, whether it must be done as a percentage or as an actual amount.

Set the “Apportioned By %” field as “Yes” if you wish to apportion the plan amount based on a percentage.
Set the “Apportioned By %” field as “No”, if you do not wish to apportion the plan amount based on a percentage.

Apportioning plan by period – An overview

This page allows you to apportion the plan amount for a location over a period of time. You can apportion the plan amount that has been allocated to the location for a specific type and category of work order. You can apportion the allocated amount on a monthly, quarterly or a half yearly basis. The apportionment can be done based on a percentage or on the actual amount. The apportioned amount can again be disbursed among the expenditure on various resources required for the location for the specified period.

You can also use this page to modify an existing apportionment.

The following points must be borne in mind before making an apportionment:

The total amount that is apportioned for the entire year must be less than or equal to the total amount that has been allocated to the location and for a specific work type and work category combination.
The total amount that has been apportioned for a particular period must be greater than or equal to the total amount that has been apportioned for the resources.

The system makes the apportionment and stores the login ID of the user who made the apportionment along with the date and time at which the apportionment was made.

Prerequisite

Allocate Cost Plan