Microsoft Invest - Update splits
The below topics cover all that you can do to update splits.
Edit a split
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.
Duplicate a split
- 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.
Activate/Deactivate a split
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.
Delete a split
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.
Remove all splits
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.