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Working with the Allocation Homepage

The Allocation Homepage is the starting point for managing allocations.

NOTE: Your company administrator can customize the layout of your Allocation Homepage. In addition, if your user role includes the Personalize Homepages privilege, you can add sections to the page and remove sections from the page.

Before you begin. To work with allocations, your user role must include the Enable Basic Samples Operations privilege.

Creating an Allocation

The samples administrator creates a new allocation by clicking the New button in the Recently Modified Allocations section. For more information, see Creating Records and Allocation Fields.

Working with Allocation Lists

The Allocation List section shows a number of filtered lists. Filtered lists are subsets or groups of records that allow you to limit the number of records to work with at a time. Oracle CRM On Demand comes with a set of standard lists. All standard lists are public and visible to everyone. You and your managers can create additional lists, based on different criteria. These custom lists appear above the standard set of lists.

The following table describes the standard lists for allocations.

Allocation List

Filters

All Allocations

All allocations to which you have visibility, regardless of who owns the allocation.

Recently Modified Allocations

All allocations with your name in the Owner field, sorted by the modified date.

To view a list, click the list name.

To create a new list, click New. For more information about creating lists, see Creating and Refining Lists.

To review all available lists, create a new list, or view, edit, or delete an existing list, click Manage Lists. The Manage Lists page also includes the standard lists delivered with Oracle CRM On Demand. These lists are view-only. So, you cannot edit or delete them.

Viewing Recent Allocations

The Recently Modified Allocations section shows the allocations that were modified most recently.

Click Show Full List to expand the list.

Adding Sections to your Allocation Homepage

If your user role includes the Personalize Homepages privilege, you can add some or all of the following sections to your Allocation Homepage:

  • Recently Created Allocations
  • Recently Modified Allocations
  • My Recently Created Allocations
  • My Recently Modified Allocations
  • Additional report sections (Your company administrator can make report sections available for display on your Allocation Homepage.)

To add sections to your Allocation Homepage

  1. On the Allocation Homepage, click Edit Layout.
  2. On the Allocation Homepage Layout page, click the arrows to add or remove sections, and to organize the sections on the page. Click Save.

Related Topics

See the following topics for related information about allocations:


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.