Copy Allocations

Copying an allocation is helpful when you need to initiate an allocation that uses many of the same coverages, cost components, assets, and rates as a previous allocation.

1. From within Quadra, open the Allocations module.
2. Select an allocation from the list. Under the action menu, select Copy. 
   
3. Fill out the options for Copy Allocation:
   • For Overrides, select whether or not you would like to keep existing overrides or clear them.
   • For Schedule dates, select whether you would like to keep or clear existing dates or increase dates by one year. 
   • For Renew, whether or not you would like to copy this allocation as a renewal. 
     
     
4. You can now proceed through the steps to make edits as needed for your new allocation.  Read more about creating an allocation.