Skip to main content
Member
June 17, 2026
Question

Allocations Management Solution Feedback

  • June 17, 2026
  • 2 replies
  • 36 views

Hi everyone,

We're looking into the Allocations Management solution in OneStream for SG&A allocations and wanted to see if anyone is currently using it.

If so, we'd love to hear about your experience. How has it worked for your allocation processes? Has implementation and maintenance been manageable? Are there any limitations, challenges, or lessons learned that you'd be willing to share?

Thanks in advance!

2 replies

Member
July 15, 2026

Hi 

Feedback after an initial basic tests.

The guide says

You must also provide a valid member filter definition for each of the dimensions from View through UD8. You can utilize a member filter expression that resolves a valid member list.. This would include member expansions, “WHERE” clauses, substitution variables, custom member lists, or XFBR expressions.

Could you give examples of how e.g. substitution variables, custom member lists, or XFBR expressions. can be used? I’ve tried various options but nothing seems to work

Example case. Some parameters are intended to be stored in a central PARAMS entity. The following Nominator should take the driver for the DU entity which is identified in the PARAMS entity IC field. So the Nominator field should be dynamic (=DU entity) instead of hardcoded to Montreal. How can this be done?


With the current functionality it’s only possible to reference but not define values directly in the allocations mgmt module

The PctOfSource default is 0 instead of 100. This did cost me some time to find for the first case ;-)

Unencrypted BRs would be useful, at least the FALL_ALLOCATION

Member
July 15, 2026

Sorry, I got the question wrong… thought it was from OneStream…