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Allocation Assignments

Allocations spread values from one set of rows (“source”) to another (“target”) using driver data and rules. PlaidCloud supports rule-based tagging, allocation split, dimension-driven allocation, and recursive allocations for transfer pricing, IT chargeback, and similar cost-distribution problems.

source pool $1,000 drivers / basis usage · headcount… 50% 30% 20% Target A — $500 Target B — $300 Target C — $200 recursive: a target can feed the next pass
Values from a source pool are split across targets in proportion to driver data. Recursive models feed results back in for another pass until the numbers settle.