How do I set a custom allocation for a specific tenant or cost type?
While the default proportional-to-area method works for most situations, some tenants need a different allocation. For example, a car wash business should pay a larger share of water costs than an office tenant of the same size, because they use far more water.
How to override allocation for a specific tenant
- Go to Cost Allocation → select your building
- Find the cost type you want to adjust (e.g., "Water")
- In the allocation matrix, click the percentage cell for the specific tenant and cost type
- Enter the custom percentage (e.g., change from 20% to 45%)
- Lock the factor — click the lock icon so it shows as locked (is_locked = true). This prevents auto-recalculation from overwriting your custom value.
- The remaining unlocked tenants will have their percentages adjusted to fill the remaining share
Example — car wash water allocation
Building with 3 tenants:
- Office A: 500 m² (50% by area)
- Office B: 300 m² (30% by area)
- Car Wash C: 200 m² (20% by area)
By area, the car wash would pay only 20% of water costs. But since it uses 60% of the water, you can:
- Set Car Wash C's water allocation to 60% and lock it
- The remaining 40% is distributed proportionally between Office A and Office B
- Office A gets 25% (500/(500+300) × 40%), Office B gets 15% (300/(500+300) × 40%)
You can mix methods per cost type. For example:
- Heating: allocated by area (default, all tenants proportional)
- Water: custom factors (car wash locked at 60%, rest proportional)
- Electricity: equal split (each tenant pays the same regardless of area)
- Common area: auto-distributed by area
Using the auto-calculate button
In the allocation matrix, you can click "Auto-calculate" to recalculate all unlocked factors for a cost type. Choose the method (by area, by area × hours, or equal). Locked factors remain untouched and the remaining percentage is split among unlocked tenants.
When to use locked factors
- Lease contracts specify exact cost-sharing percentages
- A tenant's usage pattern doesn't match their area share (car wash, data center, restaurant)
- Temporary special arrangements during renovation or partial occupancy
Where to manage: Cost Allocation → select building → allocation matrix. Click any percentage cell to edit. Use the lock icon to prevent auto-recalculation.