You can select one or more rows from the Average Price, Doneaway, Exec/DAway, Execution, or Ticket views, and then the Create/Edit Allocation Template shortcut menu item to access the Allocations dialog box. From there, you can create, edit, view, and save allocation templates, designating the accounts to which you want to allocate shares, and the percentage of the shares to be allocated. Once saved, you can apply an allocation template by selecting it from the Allocation templates shortcut menu.
The Allocations dialog box can also be used as a one-time only, manual allocation entry mechanism; you can simply designate accounts and their corresponding shares, change the accounts and/or allocation percentages and quantities without saving the configurations as a template. See the Allocation topics under the Average Price View, the Doneaway View, the Exec/DAway View, the Execution View, or the Ticket View for more information.