Microsoft Invest - Update splits
The below topics cover all that you can do to update splits.
You can edit splits from the Edit Line Item screen. Expand the Programmable Splits section. Select a split from the Splits table or select the pencil icon next to the split name.
- Select the split(s) you'd like to duplicate and select Actions > Duplicate Selected.
- By default, the new splits have the same names as the original splits but with "COPY" as a prefix. If necessary, update the names for the new splits.
Once you duplicate a split, you will need to manually readjust allocations and priorities.
Select the split(s) you'd like to activate or deactivate and select Actions > Activate Selected or Actions > Deactivate Selected.
When you activate a split:
- It will automatically receive the lowest priority, which you can adjust at will.
- It is allocated 0% of the line item budget. You will need to adjust allocations manually.
When you deactivate a split:
- Priorities will readjust automatically.
- The split allocation is reassigned to the line item remainder.
For more information, see Create an Augmented Line Item.
Select the split(s) you'd like to activate or deactivate and select Actions > Delete Selected.
Note
You cannot recreate a deleted split. Deleted splits will still appear in reporting.
Select the split(s) you'd like to activate or deactivate and select Actions > Remove All Splits.
Note
You cannot recreate a deleted split. Deleted splits will still appear in reporting.