The Apportionments page allows you to define standard ways of splitting costs between the entities in your recharge group. Some common ways are to apportion costs by headcount (either overall or department-specific, to split costs such as the CRM license used by the sales team), revenue, or by the time spent working for the different entities.

The apportionments page gives you a single place to create and update these splits. When you update an apportionment, the change is automatically propagated to any rules which use it.

Note: final calculations won't be affected. For more information, see 'Marking Calculations as Final'.

To create an apportionment, click the '+ Add new' button above the list of entities. When creating a new apportionment, you can choose whether it is a 'Unit' or 'Percentage' apportionment:

Once you've set a name, chosen the units, and entered the values, use the 'Save' button in the bottom-right to store your apportionment.

With Recharger, you can split costs and revenues between account codes or tracking categories both within and between entities. If you want to create inter-departmental recharges, follow the steps in 'How do I create Intra-entity Recharges?'

The figures in your apportionments are likely to change on a semi-regular basis, so the Apportionments page makes it easy to update the numbers from one place before running your recharge calculations.

Once on the Apportionments page, simply update the required numbers and use the 'Save' button in the bottom right.

Once saved, any rules which used those apportionments will automatically be updated to use the latest figures. This means that any calculations which aren't marked as final will be recalculated and will use the latest apportionment figures. Any calculations marked as final will use the apportionments as they were when the calculation was closed.