Recalculate and distribute top down targets (v2)

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Early access feature

This feature is currently available for early access. Contact your CSM for more information.

  1. Find the top down target you want to revise.

  2. Click the menu â‹® > Recalculate & Distribute.

    The menu and the Recalculate & Distribute option highlighted.

  3. From the left menu, select one ore more nodes you want to include.

  4. Complete the following sections, as needed:

    Section

    Description

    Effective Date

    1. Toggle on to schedule a date when the recalculations and roll up will take affect.

    2. From the dropdown, select a month.

    Recalculate

    1. Toggle on to include the selected nodes in the recalculation for the target.

    Distribute Down

    1. Toggle on to distribute the target down into the selected nodes.

  5. Click Update Target.