Use the fields on this dialog box to set up allocation templates for use with
Opportunities.
| Field | Description |
|---|
| Allocation Template
|
Enter the name of the allocation template.
|
| Description
|
Enter a description for the template. The description that you enter here displays in the
Description field on the Estimated Revenue tab of the
Opportunities Hub.
|
| Time Frame
|
Select the time frame: Days, Weeks, Months, or Years. This field is used in conjunction with the
Time From Est. Start Date field to populate the
Revenue Date field in the Estimated Revenue Allocation grid on the Estimated Revenue tab of the
Opportunities Hub. This field is required if a number other than 0 is entered in the
Time from Est. Start Date field.
|
| Time From Estimated Start Date
|
Enter the time from the estimated start date This field is used in conjunction with the Time Frame field to populate the
Revenue Date
field in the Estimated Revenue Allocation grid on the Estimated Revenue tab of the
Opportunities Hub.
|
| Percent of Total Revenue
|
Enter the percent of total revenue. The number you enter cannot be less than 0 or more than 100. The
Percent of Total Revenue is totaled at the bottom of the grid and is used to populate the
Percent of Total Revenue field on the Estimated Revenue Allocation grid on the Estimated Revenue tab of the
Opportunities Hub.
|
| + Add Milestone
|
Select
+Add Milestone to insert a grid row on the Manage Allocation Templates dialog box and add a milestone to the template.
To copy or delete a milestone on the grid, click
 , and select the desired option.
To filter the grid results, click
 . Use the blank fields above each column to enter the criteria you want to filter or search on. The grid updates to display the appropriate records.
|
