Search/Edit an Allocation

Search for a Allocation

1. Click the Store icon on the Admin Panel. In the menu bar, select Allocation Builder. The Allocation Builder page appears.
   

2. In Search Allocations in the left pane, enter one or more of the following search criteria. The more filters you enter, the more specific the search result will be.
   

   • Name.
   • Status: Choose from the drop-down list.
   • Time Period: Choose from the drop-down list.
     

3. Click Search. The results matching your criteria will appear on the right pane. You may Edit or Delete allocations from the results pages.

Edit Allocation

First Search for Allocations and a list of allocations will appear in the right pane of screen.

1. From the list of allocations, click the Edit icon (pencil) of the allocation you want to edit.
   

2. If you wish to edit the information located on the tabs, click here more detailed information on these tabs.
   
   Click Save on each tab.
   
   Learn more about the tabs at Allocation Builder: Add a Allocation.
   
   
   
   
   
   

3. Once you are done viewing and/or editing the Allocation, click SAVE.