Allocation settings

Note: Currently, you can view and run existing allocations, and manage settings. Look for the ability to add and edit allocations in a future release.

From Settings, Allocations, customize options that will help you effectively configure and run allocations for your organization.

Review and sort each list of options to determine how you want the info to display. Select Columns, choose details to include, and select Apply changes. If necessary, drag and drop the headers to reorder each column. You can also search, filter, or export to an Excel .XLSX file.