Use a custom allocation scheme

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.

Re-use a previously defined custom allocation on a single amount

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.

Re-use a previously defined custom allocation on multiple amounts

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.

Modify a previously defined custom allocation scheme

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.