Add Allocation Groups

Use allocation groups to run up to five allocations in a precise, automated sequence. Any pre‑allocation reports included in the group also generate automatically, giving you a streamlined, hands‑off workflow from start to finish.

1. From Allocations, under Groups, select Add.

   Tip: The steps below also apply to editing. To update, select Edit from a group's menu, then save your changes. A message informs you when your save completes. At any time, you can view the message under your top-level navigation bell.

2. Enter a unique group name and description, and specify who can run and edit the group.

   Choose whether the group should stop if an error occurs.

3. Select up to five allocations to include in the group and use the Top and Bottom arrows to arrange your sequence.

4. When ready, select Save.

   You return to the Groups tab where you can select Run from a group's menu.

   Pre-allocation reports associated with a group's allocations will also generate.