Future Allocations

The Future Allocation section displays the default allocations for the policy.  These default allocations are set-up from the Allocation link in the Left Navigation menu.  

 

set default allocations from left navigation menu

Allocations Link in Left Navigation Menu

 

Steps to Configure Future Allocations

  1. Select Allocations on the Left Navigation menu.

  2. Find the Future Allocations section.

  3. Select the number of funds from the drop down list.

  4. Select the allocation method from the drop down list.

  5. Select the fund(s) from the drop down list.

  6. Enter the percent to be allocated to each fund.

  7. Click Save.

 

future allocation default settings

Future Allocation Section of Allocation Screen

 

Update Allocations for a Specific Activity

Allocations can be modified for specific activities.  Changes are made through the Activity Detail window.  Click the Activity Detail icon next to the activity to open the Activity Details window.  Then, click the Allocations link and made the necessary changes.  

 

change allocations in activity window

Allocations Link in Activity Detail Window