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11.6. Allocations

Allocations and H1 Ratios

 

The option to add Allocations and view current Allocations, as well as H1 Ratios, is found under the Financial tab.

 

 

On this screen you will see the name of the Allocation, or Event, as well as the Type, Description, Estimated Percent, Federal Expense percentage, and Federal Contribution percentage.

You will also be able to view any H1 Ratios that may be currently in your database. You can do so by clicking the H1 Ratios tab.

 

 

On this screen you'll see the Federal Ratio percentage, Description, Start and End Date, and also the Filing Committee this ratio is associated with.

 

Adding Allocations and H1 Ratios

 

In order to add a new Allocation, click on the New Event button in the upper right corner. A small window will appear and here you can add the following: Name, Federal Percent, and a chosen option from the Type menu.

 

 

In the Description dropdown menu, you can choose New Ratio, Revised Ratio as Previously Reported, and Same Ratio as Previously Reported.

 

 

Once you have added the details to the New Allocation window, click the Save button.

When adding a new H1 Ratio, click the New H1 Ratio button in the top right corner. A small window will appear and you will then be able to add the Start and End dates, as well as the Ratio percentage.

 

 

You will also be able to link the ratio to a specific Filing Committee. Again, once the needed fields are completed, click the Save button.