Advanced Enterprise Technologies, Inc.
Table of Contents

Renew an Allocation

When you renew an allocation, Quadra will keep all of the same information as a previous allocation but will include an updated period. You can renew an allocation that is either started for finished.

 It is also possible to renew an allocation by creating a copy. 

 

  1. From within Quadra, open the Allocations module.
  2. Select an allocation from the list. Under the action menu, click Renew.
  3. Type in a new Allocation Name.
  4. Type in an Allocation Description. 
  5. Select a Renewed Allocation.
  6. Select a Period. Because this is a renewal, Quadra will include the current fiscal year as a default.
  7. You can now go through the wizard and make edits as needed for your renewed allocation.  Read more about creating an allocation.