Allocations Management (Formerly AllocateIt) Release PV8.4.0 SV1.0.2

The theme for this Hotfix release is bug fixes and performance improvements.

Enhancements

Targeted performance improvements in genealogy enabled allocations. (MP2-4711, MP2-4717, MP2-4716)

The Allocations Management dashboard loads successfully from OnePlace regardless of the active time profile. (MP2-4707)
Enhanced processing of genealogy enabled allocations through improved record cleanup operations. (MP2-4711)
Use the Exact Records clear type with genealogy storage disabled. In this configuration, clearing automatically falls back to the Anchor Dim clear method. (MP2-4712)
Anchor dim clear type skips redundant overlapping target filters. The affected member is now skipped and logged instead of aborting the remaining clear batch. (MP2-4712)
Process large genealogy data sets faster during allocation runs. (MP2-4717)
Enabled caching to re-use allocation filters at run time. (MP2-4715)
Genealogy enabled allocations execute single commit to the database. (MP2-4716)
Solution version displays in dot-separated format for consistency with other Marketplace solutions. For example, PV9.0.0 SV3.0.1. (MP2-4735)

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The theme for this Hotfix release is bug fixes.

Updated Help icon to open a dialog box with a link to the latest OneStream documentation.

XFBR expressions in factor fields can now return and process multiple members correctly during allocations, ensuring all returned members are included in the calculation results. (MP2-4619)
When an allocation source was configured as a parent group member, data failed to reach the configured target members. Allocations now post to the intended targets regardless of whether the source is a single member or a parent group. (MP2-4657)

Member names that include a period will cause the Allocation Engine to fail. Avoid using periods in member names until this issue is resolved in a future release.
Users may experience slow UI performance on the Allocation Maintenance screen when working with large volumes of allocations and factors. This will be addressed in a future release.
A 30-second SQL timeout error may occur when running Allocation Data Management jobs in underpowered environments with logging enabled. As a workaround, consider disabling logging or upgrading the environment resources.

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This is the initial release of Allocations Management. The solution is compatible with OneStream Platform Release 8.4.0 or later.

Members with periods (‘.’) in the name cause the Allocation Engine to break.
Slow UI performance on Allocation Maintenance screen with thousands of Allocations & Factors.
SQL 30 second timeout error when running Allocation DM jobs in underpowered environments with logging turned on.

Contact OneStream Support by registering at: