Manage Allocation Templates Dialog Box
If you want to provide templates for default allocations of project estimated fees to specific dates, use the Manage Allocation Templates dialog box to create those allocation templates. Vantagepoint uses the templates to determine the default dates to receive fee allocations and the default percentages of the total estimated fees to allocate on those dates. Those defaults can be overridden for individual projects.
This dialog box is only available if the CRM, CRM Plus, or Resource Planning module is activated.
- Related Topics:
- Display the Manage Allocation Templates Dialog Box
You display this dialog box from the Contract Management settings form. - Contents of the Add Allocation Templates Dialog Box
If you want to provide templates for default allocations of project estimated fees to specific dates, use the fields and options on this dialog box to set up those allocation templates.
Parent Topic: Fields and Options