Modifying Cost Allocation Systems
You can modify your cost allocation system at any time. There are several ways in which you can do this:
- adding one or more allocation blocks
- removing one or more allocation blocks
- shifting the start date (calendar-based systems only)
- changing the time period (calendar-based systems only)
- renaming one or more allocation blocks (non-calendar systems only)
- re-ordering allocation blocks (non-calendar systems only)
You may only make one type of change at a time. If, for example, you want to both shift the start date and add an extra block, you must do so in two separate operations.
Adding Allocation Blocks
You can increase the number of allocation blocks, up to a maximum of 64. If you do so, Mandrel will first check that this will not cause overflow in any cost item. (The maximum number of independent costs that any cost item can have is 256/N, where N is the number of allocation blocks, so increasing N decreases the allowable number of independent costs.) If a potential overflow is detected, the increase will be disallowed. If the increase is acceptable, Mandrel will then rearrange the data in every cost item to conform to the new allocation system.
Removing Allocation Blocks
You can reduce the number of allocation blocks, down to a minimum of 2. (Reducing the allocation system to a single block is equivalent to removing the entire allocation system, which is not permitted since this can result in catastrophic data loss.) Calendar-based systems can only have blocks removed from the beginning or end of the sequence, but you can remove blocks from any part of a user-defined system. Once the blocks have been removed, Mandrel will then proceed to remove the corresponding data from every cost item. This data will be permanently lost.
Shifting the Start Date (Calendar-Based Systems Only)
Shifting the start date would typically be done when a project's start date is being brought forward or put back. For example, if your system encompassed the calendar years 2011 to 2014 and the project was put back by a year, you would shift the start date to 2012 so the new allocation system encompasses the years 2012 to 2015. Shifting simply causes each block to be renamed and does not result in any cost item data changes.
Changing the Time Period (Calendar-Based Systems Only)
You can change the time period from, say, calendar years to fiscal years, provided you do not add or remove any periods at the same time. (Changing from calendar years to fiscal years, or calendar quarters to fiscal quarters is functionally similar to shifting the start date.) However, if you were to make a more substantive change, from, say, calendar years to calendar quarters, you would presumably have to revisit all your cost data since the time span of each period will have been reduced from 12 months to 3 months.
Renaming Allocation Blocks (Non-Calendar Systems Only)
You can rename one or more allocation blocks of a user-defined system at any time, provided you do not add, remove or re-order any blocks at the same time. Renaming does not result in any cost item data changes.
Re-Ordering Allocation Blocks (Non-Calendar Systems Only)
You can change the order of the allocation blocks in a user-defined system at any time, provided you do not add, remove or rename any blocks at the same time. Mandrel will then re-order the data in every cost item to conform to your changes.