Viewing apportionment done for the plan

This page allows you to view the apportionment details of the selected plan. Tell me more.

Select the “View Apportionment By Period” link from the bottom of the “Select Plan” page.

The “View Apportionment By Period” page appears. The system displays the following fields:

Plan No.	The plan for which apportionment must be viewed.
Financial Year	The financial year in which the plan was created.
Status	The status of the plan, which can be “Approved”, "Superceded" or “Closed”.
Current Loc.	The location for which the plan amount was apportioned.

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.

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 view the apportioned details for every month.
	Quarterly – Select this option if you wish to view the apportioned details for every quarter.
	Half Yearly – Select this option if you wish to view the apportioned details for every half year.

Note: If you wish to view the apportionment for a period different from the period for which the apportionment have been actually done, the system does the following:

If you wish to view the apportionment details for a higher period, the system adds up the apportioned amount and displays it in the multiline fields accordingly.

If you wish to view the apportionment details for a lower period, the system leaves the multiline fields blank.

Refer to the example for more details.

Apportioned By %	Indicates whether the apportionment has been done based on a percentage on actual amount. The system displays one of the following
	Yes – Indicates that the apportionment is done based on percentages.
	No – Indicates that the apportionment is done based on actual amount.
	If no apportionment was already done, 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 was done. The system displays this field based on the option that is selected in the “Apportionment Type” field.
The system displays the following fields in the “Apportionment Details” multiline:
Percentage	The percentage for which the apportionment has been done.
Total Amt.	The total amount apportioned for the expenditure for the specified period.
Skill Amt.	The amount apportioned for the expenditure on skills for the specified period.
Parts Amt.	The amount apportioned for the expenditure on parts for the specified period.
Tools Amt.	The amount apportioned for the expenditure on tools for the specified period.
Other Res. Amt.	The amount apportioned for the expenditure on other resources for the specified period.
Misc. Amt.	The amount apportioned for miscellaneous expenses for the specified period.
Outsource Amt.	The amount apportioned for the expenditure on outsourced resources for the specified period.
Buffer Amt.	The buffer amount to be utilized for any additional expenditure. The difference between the total amount and the sum of all the resources amount is utilized as a buffer amount.
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.

Example

Consider an already existing apportionment, which was done based on a percentage and apportionment type as “Quarterly”. If the Quarter 1 value is 15%, Quarter 2 is 20%, Quarter 3 is 25 % and Quarter 4 is 20 % and if you have selected “Half Yearly” in the “Apportionment Type” field, the system adds the amount that has been apportioned for Quarter 1 and Quarter 2 to give values corresponding to Half 1 (that is, Quarter 1 + Quarter 2 = Half 1). That is, Half 1 = 15 + 20 = 35% and Half 2 = 25 + 20 = 45%.

Consider an already existing apportionment, which was done based on the actual amount and for every month. If the total amount that is apportioned is Jan $ 5000, Feb $ 6000 and March $7000 and if these three months are part of Quarter 1and the user selects “Quarterly” in the “Apportionment Type” field, then the system sums up these values and show the total as $18000 (5000+6000+7000 = 18000) for Quarter 1.

Viewing apportionment done for the plan – An overview

This page allows you to view the apportionment details of the selected plan. You can view the apportionment details of the selected plan for a specific type and category of work order. The system displays the allocation and apportionment details done for the plan for a specific period.