Updating an Allocation Template

If a Lease BP record is in Edit mode, you can make changes to the Allocation Templates. If the record is in View mode, you can view the templates, but you cannot update them.

To update an Allocation Template:

  1. Go to the shell tab, and switch to User mode.
  2. In the left Navigator, select Logs, and then select the applicable sub-node, such as Leases.
  3. From the Leases log, open the applicable Lease BP record.
  4. From the More Actions menu, select Allocation.
  5. In the Allocation Templates window, select the applicable template.
  6. Make the applicable changes, and then select Save.

See Also

Creating and Using an Allocation Template

Creating an Allocation Template

Deleting an Allocation Template



Last Published Monday, October 13, 2025