Use a custom allocation scheme

A custom allocation scheme is a percentage or unit allocation that you enter once then save so that the allocation scheme is available for re-use.

Add a custom allocation

Select Ptr Alloc
to open the Special Allocation of
window.

Mark the Specially allocate
checkbox, and select the Percentage
or Units
option.

Enter the details of the partner allocation.

Mark the Custom
checkbox and enter a unique title to save the information.

Select Ptr Alloc
to open the Special Allocation of
window.

Mark the Specially allocate
checkbox, and select the Percentage
or Units
option.

Mark the Custom
checkbox and select the custom allocation title from the dropdown.

Select View
, then Partner Information
.

Select Allocations
, Tasks
, then Apply Custom Allocation
from the menu bar.

Select the desired custom allocation scheme in the Custom allocation to apply
field.

Select the various values you want to apply the designated custom allocation to.

note

If you select a product, activity, or screen checkbox, all values nested under the selection will also select.

Select OK
to close the

Apply Custom Allocation

window and assign the selected custom allocations to the marked values.

Select View
, then Partner Information
.

Select Allocations
and select Custom Allocations
from the dropdown on the Allocations barge.

Select the appropriate custom allocation scheme and make the necessary changes.