KELL Smartpack DocumentationFund Allocations Documentation FAQsWhat happens to Allocations if I change the Fund or Amount on the Opportunity? 2.x

What happens to Allocations if I change the Fund or Amount on the Opportunity? 2.x

There is functionality to make sure that the Opportunity amount stays in sync with its allocations.

Changing Opportunity Amount and Fund

If an opportunity is edited so either or both the Amount or Primary Fund is changes on the opportunity itself...

...then the Allocation is updated to reflect the same Fund/Amount.

Split Opportunities

If an opportunity has already been split...

...and the Opportunity amount is changed...

...the allocations are updated to reflect the same percentage and increased (or decreased) amount.

This works even if the Allocations aren't split evenly. So this split of a $150 gift...

...when the Amount is increased to $200...

...will automatically recalculate based on the same percentage, as shown.