Reviewing or Modifying Financial Allocation Values through the Outcome View Screen
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Why Review or Modify Work or Strategic Entity Financial Allocation Values on the Outcome View Screen?
Financial allocation values of work and strategic entities are used for effort columns, financial columns, summarization, and rollups. A work financial allocation value indicates the percentage of the work's effort that's to be expended in supporting the outcome. A strategic entity's financial allocation value indicates the percentage of the entity's effort that's to be expended in supporting the outcome. The total cost of a work item or strategic entity is based on its financial allocation value.
The Outcome View screen can display a list of financial allocation values relevant to work or strategic entities currently associated with a particular outcome. Depending on your system's configuration, you can review work or strategy financial allocation values on the screen's Associated Work tab or Associated Strategies tab (respectively). If you can review values for an outcome's associated work or strategic entities, your system's configuration determines whether you can also modify those values on the relevant tab.
TIPS
- The Outcome View screen also supports associating work with outcomes, associating strategic entities with outcomes, and deleting those associations.
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A work item or strategic entity can be associated with multiple outcomes. This article describes reviewing or modifying financial allocation values of work or strategic entities currently associated with a particular outcome. Depending on your system's configuration, you can also perform the following operations:
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Access the Work View screen's Associated Outcomes tab so you can review or modify the financial allocation values of outcomes currently associated with a particular work item.
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Access the Strategy View screen's Associated Outcomes tab so you can review or modify the financial allocation values of outcomes currently associated with a particular strategic entity.
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Why Review or Modify Work or Strategic Entity Financial Allocation Values on the Outcome View Screen?
Financial allocation values of work and strategic entities are used for effort columns, financial columns, summarization, and rollups. A work financial allocation value indicates the percentage of the work's effort that's to be expended in supporting the outcome. A strategic entity's financial allocation value indicates the percentage of the entity's effort that's to be expended in supporting the outcome. The total cost of a work item or strategic entity is based on its financial allocation value.
The Outcome View screen can display a list of financial allocation values relevant to work or strategic entities currently associated with a particular outcome. Depending on your system's configuration, you can review work or strategy financial allocation values on the screen's Associated Work tab or Associated Strategies tab (respectively). If you can review values for an outcome's associated work or strategic entities, your system's configuration determines whether you can also modify those values on the relevant tab.
TIPS
- The Outcome View screen also supports associating work with outcomes, associating strategic entities with outcomes, and deleting those associations.
-
A work item or strategic entity can be associated with multiple outcomes. This article describes reviewing or modifying financial allocation values of work or strategic entities currently associated with a particular outcome. Depending on your system's configuration, you can also perform the following operations:
-
Access the Work View screen's Associated Outcomes tab so you can review or modify the financial allocation values of outcomes currently associated with a particular work item.
-
Access the Strategy View screen's Associated Outcomes tab so you can review or modify the financial allocation values of outcomes currently associated with a particular strategic entity.
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Review Financial Allocation Values of Work or Strategic Entities Associated with an Outcome
To review the financial allocation values of work or strategic entities associated with an outcome:
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Click the appropriate tab (Associated Work or Associated Strategies).
Depending on which tab you selected, it includes financial allocation values for the work or the strategic entities currently associated with the outcome. A value displayed in the tab's Financial Allocation % column indicates the percentage of the relevant work or strategic entity's effort that's to be expended in supporting the outcome. The total cost of a work item or strategic entity is based on its financial allocation value. For more information about the tabs, see Columns of the Associated Work and Associated Outcome Tabs and Dig Deeper.