Enter Program Information

In the first step of adding a new allocation,  you will provide general information including the name, description, and time frame.

1. Fill in the information under the Program tab.
2. Type in an Allocation Name.
3. Type in an Allocation Description. The description can help clarify what coverages, accounts, or time frames are involved.
4. Select a Program Period.
5. Select a Rounding method. You can round to the dollar at the most sensitive level, or up the ten thousands place.
   
    
6. At the bottom of the page, click Next.