We are excited to announce the latest update to AllocateIt, your no-code OneStream Allocation Manager. This release focuses on usability, adaptability, and resilience to deliver a more reliable and robust solution. We improved the ease of allocation maintenance, simplified out-of-the-box Genealogy reports, and enhanced solution governance.
Jump to Features:
- Simple Fixed Percentage & Partial Allocations
- Easier Than Ever Allocation Maintenance
- More Control in Genealogy Reports
- Improved Governance & Guidance
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How This Release Helps You Succeed
We know that efficient allocation management is essential to your daily operations. This release is designed to make your processes faster and more intuitive, freeing up your time to focus on high-value tasks.
Simple Fixed Percentage & Partial Allocations
Sometimes your allocations are simple—all you want is to quickly key in a percentage to allocate. Now, you can!
In the Allocation Maintenance dashboard, you can now simply enter a percent of a source amount to allocate. This enables fixed percentage allocations and supports scenarios where you only need to allocate a partial amount.
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Easier Than Ever Allocation Maintenance
Get back to business with a more streamlined allocation maintenance process that saves time and reduces steps.
On Save’ Setup Validations
When creating and defining allocations, it can be hard to know if you’ve made a mistake somewhere in your setup or perhaps made a typo while defining a Member Filter. To combat this, we’ve introduced system validations that run on save when you create or update an allocation definition. Now you can be confident that your allocations are properly defined from the start.
Seamless Import from Excel
We know you live in Excel, so we’ve improved our import templates to make your bulk updates smooth and seamless.
- All-in-One Import Template: No more managing and uploading multiple individual files! Allocations and factors can now be loaded from a single Excel file, simplifying the import process.
- Replace, Merge & Update from Excel: Merge in new allocation definitions and update existing ones – all from Excel. Or easily start from scratch using “Replace” to synchronize all your allocation definitions without any added clicks.
Backup and Restore from CSV
You’ve always been able to easily back up your allocation definitions to a CSV file. Now, you can upload that same file right back into AllocateIt with no extra steps for easier restoration and migration.
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More Control in Genealogy Reports
Listening to your feedback, we improved the clarity and gave you more control of the out-of-the-box Genealogy reports.
Transparent Allocation Math
We improved the way we show allocation math to make it easier to understand. We kept the proof column for immediate insight, and now you also have the key driver values and percentages in separate columns when diving deeper into the details of how an allocation amount was derived.
SV121 Allocation Calculation Proof
Bonus: You can now export this information to Excel for more analysis with less hassle, as the individual calculation amounts are already split out.
Filterable Fields
All data grids in Genealogy are now filterable, allow you to show, hide, or rearrange columns, and automatically save your preference. Now you can focus on just the fields that are relevant to you!
Drill Down by Target Dimension
We separated the allocation target intersection into separate columns so you can filter by dimension to find the exact allocated intersection to continue drilling down for analysis.
SV120 Allocation Target Intersection with Dimension Detail
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Improved Governance & Guidance
We heard that you want more control over who could view and manage allocations, so we added more granular security. To better assist you when setting up your no-code allocation definitions, we have introduced ‘On Save’ validations that ensure each of your inputs is valid and your allocation is configured properly.
“View Only” Access
Not everyone needs access to manage the setup of allocations. To let more people see the definitions without the ability to change them, we’ve added a “View Only” security role. This improvement increases transparency and allows you to have separation of responsibilities.
Human-Readable & Helpful Error Messages
We do our best to deliver a bug-free experience, but sometimes we don’t account for your unique OneStream setup in our solution. To better assist you and enable quicker error resolution, we’ve added additional error-trapping and more detail to our error logs with refined messages to provide actionable next steps to troubleshoot an error.
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Continuous Improvements
This release also includes various minor fixes aimed at keeping your experience seamless and bug-free. Please refer to the AllocateIt PV730_SV121 Release Notes for the complete list of updates in these releases.
These enhancements are part of our commitment to providing the tools you need for an efficient, informed, and seamless administrative process. We’re excited for you to try these improvements and welcome your feedback.
Need Help?
As always, we’re here for you if you need assistance. Please visit http://support.finit.com/ for any support.
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Curious What’s Coming Next?
Interested in sneak peeks, feedback opportunities, and staying up to date on the latest innovations at Finit? Consider joining Finit Labs—our community of like-minded innovators!
Stay tuned for more updates and thank you for being an essential part of our journey towards excellence!