Manage Allocation Rules

Use allocation rules to define which target a transaction expression applies to for a selected dataset.

Activity Steps

1. On the Dashboard, under Budgeting, click Allocation Rules.

   The Edit Budget Budget screen displays.

2. Select the dataset in the left pane.
3. Select the rule in the rules list you want to
4. Review or update the Seq and Expression if required.
5. Select the Target Group.

6. Select the Target.

   The available targets depend on the selected target group.

7. Review the target list and Share(%) values if required.
8. To view or edit the rule XML, expand Xml Details.
9. Click Save or Save and Close.