Project Settings - Allocations

Project Settings - Allocations

Allocations
Below is how Allocations appear on ALL of the input dialogs. 
  • Allocations in the drop down menu will depend on what is set up in the Allocations Settings dialog
  • You can also Add allocations to the Allocation Table by typing them here

Below is found on the Project Settings Dialog

To Add Allocations
  1. Open Allocation Table and Click on ADD (see image below)

To Modify an Existing Allocation Entry
  1. To Modify Click on the Allocation Item you want to modify
  2. Once the Item is Highlighted - Click on the MODIFY button to open Input Dialog
  3. Make your Modifications then Click ENTER and CLOSE

To Remove an Existing Allocation Description
  1. Click on the Allocation you want to remove to highlight
  2. Once item is highlighted click on the REMOVE button - A confirmation will appear
  3. Click Yes to Remove the Allocation

To Import Allocation List
  1. User can Import a List of Allocation Descriptions from and Excel® spreadsheet.
  2. User can create a Allocation Description List and / or Keep Updating a List and import this into the Program.
  3. The Spreadsheet must meet the format requirements to import - To create a Blank Template (see export below)

Export Allocation Descriptions | No Allocation Descriptions Listed then Export a Blank Template
  1. User can Export a Allocation Description List to Excel® -
  2. User can ADD | MODIFY | REMOVE Allocation description to list and then import back into program without importing duplicates
  3. Need a Blank Template?  Program will still export even if nothing is listed and creates a blank template for user.

Excel® Export Examples of Allocation Descriptions Listed and Blank Template
  1. This is an actual copy of an export of Allocation Descriptions - User can ADD | MODIFY | REMOVE from this spreadsheet
  2. User CANNOT modify the headers found on Line # 1  - This must remain in place as it is with NO CHANGES
  3. User can continue to ADD to this list and Import without importing duplications. 



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