Copying Allocation Rules

Copy a rule when you want to use an existing rule as a template. You can copy rules only within the same operating unit.

To copy an allocation rule:

  1. In the Allocation Rule window, find an existing rule that you want to use as a template. See Finding and Viewing Allocation Rules.

  2. Choose Copy To.

  3. Enter a new name and optional description, and then choose OK.

    You see the new rule in the Allocation Rule window.

  4. Change the attributes of the rule as needed. See: Deleting or Modifying Allocation Rules.

  5. Save your work.