Allocation Template Dialog Box
Your system administrator can create templates that you can use as the basis for your estimated revenue allocations for individual projects if you want to allocate based on specific dates. Use this dialog box to select a template.
When you select a template, the Estimated Fee Allocation grid on the Estimated Fee tab of the Contract Management form displays default allocations based on that template, but you can make changes to them.
This dialog box is only available if all of the following are true:
- The CRM Plus module is activated.
-
At least one allocation template has been set up on the Estimated Fee tab of the Contract Management settings form (
).
- Related Topics:
- Display the Allocation Template Dialog Box
Display this dialog box from the Estimated Fee tab of the Contract Management form. - Contents of the Allocation Template Dialog Box
Use the field on this dialog box to select an estimated fee allocation method.
Parent Topic: Fields and Options