Set Default Target Values

This article provides information and directions for setting default target values. Default target values overwrite distributions made at the parent level. The default target value you set becomes the new bottom-up adjustment for that target on that particular node in the hierarchy. Setting the default value is a part of the rolling-up operation.

Steps to set the Default Value:

1. Access your Fullcast instance and switch plans if applicable. 
2. Click Manage Targets on the Territories tile. 
3. Locate the applicable node and locate the appropriate target. 
4. Click the More Options icon (three vertical dots) and select View Details/Edit option from the dropdown menu. 
5. On the Target landing page, click the Actions button and select Edit target details. 
6. Check the box “Automatically distribute the target to child nodes.”
7. Input a value in the Default Distribution Amount field. 
8. Click Apply.

How to check the changes in the target after setting the default target

1. Go to the parent node in the hierarchy. 
2. Pick View Details from the drop-down after selecting the three vertical dots on the right-most corner of the target. 
3. On the Tops Down vs. Bottoms Up tab, Select the + button to view the bottom-up changes.