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Allocation Management

Last post 05-18-2006 1:12 PM by Elsie Curtis. 2 replies.
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  • 05-17-2006 6:19 PM

    Allocation Management

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    Is there any way to allocate a set percentage return to a select number of projects based on their daily average balance over a quarter? We don't want to allocate a specific dollar amount across all projects, we just want to be able to give these certain projects this specific percent return. Thanks.

  • 05-18-2006 8:22 AM In reply to

    Allocation Management

    Reply Contact
    Set up a new allocation pool with just those projects.

  • 05-18-2006 1:12 PM In reply to

    Allocation Management

    Reply Contact
    Thanks, I had created a separate allocation pool for those projects. What is the next step? I went to "allocations" but where in here do I enter that I want to give each project in the pool a 3% return based on that project's average daily balance for the last 3 months?
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