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references/allocations.md

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+# Allocations & Spreading (SAC 2025.23)
+
+Purpose: split source values across target dimension members using drivers or direct assignment within data actions.
+
+## When to use
+- Allocate overheads or top-down plan values to cost centers/products/regions.
+- Control booking to leaf members while preserving totals.
+
+## Setup (data action allocation step)
+- **Source context**: filters + write mode (append/overwrite).
+- **Driver context**: reference dimensions supplying driver values.
+- **Target context**: booking account + write mode.
+- **Allocation rules**: pick Source, Driver, Target dimensions and hierarchies; add rules row-by-row.
+
+## Methods
+- Proportional (driver-based), Equal, Fixed Percentage, or Direct assignment via rules.
+- Supports booking only to leaf targets; ensure hierarchies selected.
+
+## Good practices
+- Keep drivers at same grain as target; avoid non-leaf booking errors.
+- Use parameters for source period/version and target slice to reuse step.
+- Test with small scope before full run; monitor job messages for unmapped members.
+
+Sources: 015-allocation-overview.md, 019-allocation-steps.md (SAC Help 2025.23).