Performing a Distribute Down Forecast

You can consolidate projections to the branches and centers using a top-down approach with a distribute down forecast on the Forecasting Consolidations page.

When completing a projection at a consolidated organization, a distribute down forecast first calculates the differences between the account balances in the selected consolidated organization and the sum of the balances of its child organizations. Then, the differences are distributed to the child organizations.

Select Forecasting > Consolidations.
Select Distribute Down.
Select a What If Model.
Enter an Ending Month or select a date from the calendar.
The distribution applies to all projected months up through the selected time frame.
Select any consolidating organization to distribute down from Levels to Distribute Down.

If you select a middle-level consolidated organization, then the distribution action only affects its child organizations. Run a distribute down forecast separately for each mid-level organization.

If you select the top organization, then the numbers distribute to the lowest level branches, which you can consolidate back up to any mid-level organizations.
Select View Differences for additional options.
The numbers in the grid's months columns are the differences between the source organization and the sum of its child organizations. The difference is the selected method.
Select Suppress Zeroes to hide accounts with no values in any time frame.
Select the type of accounts to distribute.
The options are Balance Sheet, Income Statement, and Offering Rates.
Select the Method to distribute the projected balances for each account.

Distribution actions set up on subtotals apply to the detailed accounts that add into those subtotals. The available methods are:

None

This method performs no distribution action for that account.

Pro-Rata Selected

This method distributes projected balances proportionately to the selected branches and centers. Choose the Select link in the Organizations column to choose specific organizations.

Pro-Rata All

This method distributes projected balances proportionately to all branches and centers.

Evenly Distribute Selected

This method distributes projected balances evenly to the selected branches and centers. Choose the Select link in the Organizations column to choose specific organizations.

Evenly Distribute All

This method distributes projected balances evenly to all branches and centers.

Rate Copy

This method copies the offering rate from the source organization to all the child organizations. This method is available when you select Offering Rates.

Rate Fill

This method copies the source organization offering rates to the child organizations that are missing offering rates and show 0.000 percent. This method is available when you select Offering Rates.
Select Save.
Select Start to run the distribution.