Manage Allocation Templates Dialog Box

Use the Manage Allocation Templates dialog box in conjunction with the Estimated Revenue tab of Settings > Opportunity Settings to create or update the allocation templates that are used as the basis for Opportunity Forecast reports.

This includes inserting and/or editing grid rows that contain description, time frame, and percent of total revenue details. You may also delete details as needed.

This dialog box is available if your firm uses the Deltek CRM Professional application.