To apply custom allocation, click the Custom Allocation icon in the Group Level group on the Forecasting tab or select Forecasting > Group Level > Custom Allocation from the Navigator’s context menu.
Note that Custom Allocation is only available when you have defined the proportions in a file, table or query and read it into Forecast Pro using the Definitions row in the Data Manager, and it is only available for the group(s) one hierarchy level above the level at which the proportions are defined. Consult Definitions: Custom Allocations in Setting up Your Optional Data for details.
The procedure begins by creating forecasts for the specified group and then using the user-defined proportional factors to allocate the group forecast down one level. Any additional lower levels are adjusted via a top-down procedure unless they too are using Custom Allocation. Please see Custom Allocation for more details.
Custom Allocation uses the following modifier:
- \CALL: Directs Forecast Pro to use user-defined proportionalities to allocate the group-level forecast down to the next level.: