Filling Multiple Entities with Values

You can select multiple entities and update the entities with the same value for a particular account. When you use the Fill option, the changes that you make to values apply to all selected entities for the period selected in the point of view.

You use the check boxes next to the rows to select multiple rows and apply the value in one row to multiple rows. You can also select all entities in the list at a time.

For example, you can select the entities California, Connecticut, and Florida and enter a value of 90 for California. When you select Fill, the system applies a value of 90 to California, Connecticut, and Florida. You can also apply a value that you previously entered by highlighting that value, and selecting entities to which to apply the value.

  To fill multiple entities with values:

  1. From the Ownership Management grid, select entities using one of these methods:

    • Select the check box next to the row or rows to fill.

    • To select all, select the box at the top of the list next to Entities.

  2. Highlight the account from which to fill values, and click Fill.

    The system applies the current value to all the selected entities.

  3. Take one of these actions:

    • To save the current values to the database and refresh the data, click Save.

    • To reset the data to the values that were last saved in the database, click Reset.