Manage Allocation Templates Dialog Box
Use the Manage Allocation Templates dialog box in conjunction with the Estimated Revenue tab of to create or update the allocation templates that are used as the basis for Opportunity Forecast reports. These are also used with the Estimated Revenue tab in the Opportunities hub.
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 DPS CRM Professional application.