Create splits

When you create split orders, you divide the amount of a purchase order among several activities and planning periods (months).

You can manually split the initial amount across multiple activities and months. To simplify this process, especially with many activities and planning periods, Planner offers a two-stage distribution:

  • Primary distribution: Determines how the amount is divided among activities in the first step. You can choose between Number of periods (Months) per activity or the Number of elements.

  • Secondary distribution: Determines how the amount calculated in the first step is distributed among the selected periods of each activity. You can distribute evenly based on the number of selected periods (months) or weighted based on the number of days in each planning period.

Example of a two-level distribution

A €100,000 order is to be divided across 4 activities. For activities A, B, and C, one period each is chosen; for activity D, the months February and August are selected.

You set:

  • Primary distribution: number of elements

  • Secondary distribution: number of days

Result: Activities A, B, and C are each allocated €25,000. For activity D, the €25,000 is distributed according to the days in each month: €11,864.41 for February and €13,135.59 for August.

For an even distribution across all planning periods, select Number of periods for both primary and secondary distribution. For example, an amount of €65,000 would be distributed at €6,500 for each period if there are ten planning periods.

Prerequisite: ClosedYou have created a purchase order that you want to split.

  1. From the sidebar navigation, click > Planner > Calendar or > Budget and navigate to the activity whose purchase order you want to split.

  2. Double-click the activity to open the detail view.

  3. Switch to the Orders tab.

  4. Select the checkbox of the purchase order you want to split.

  5. Click Split Purchase Order.

    6. The split order dialog appears:

  6. To split the order across multiple activities:

    1. Click Add Element.

    2. In the displayed activity tree, select the checkboxes of the activities to include in the split.

    3. Click OK.

    The selected activities appear in the overview:

  7. For each activity, click each month in which part of the total order is needed:

  8. Click Distribution at the bottom right. Alternatively, switch from the Split Settings tab to the Distribution tab:

  9. Split the amount by either:

    1. Entering partial amounts manually for each planning period, or

    2. Using the automatic distribution mechanism:

      1. Set the primary and secondary distribution options above the list.

      2. Click Recalculate unlocked splits.

    The total amount is redistributed according to your settings. You can repeat this process anytime. To keep certain amounts fixed, click the lock icon next to those fields. A recalculation will then only affect unlocked amounts and periods.

    To have changes automatically trigger a recalculation of unlocked fields, select the Automatic distribution checkbox. This helps you verify that the total amount is distributed correctly.

  10. Verify that you've distributed exactly the total amount. If not, the Total of splits value will appear in red at the bottom left of the dialog. Make corrections if needed.

  11. Click Create splits.

The split orders are created with the properties of the original purchase order (name, order number, cost type, etc.) transferred to each new order. Each split order receives an ID consisting of an automatically defined group ID and a consecutive number.