Previous Topic: Add an Acquired CompanyNext Topic: Contacts


Add a Company Allocation

You can add a company allocation to list the software assets that your organization is internally approved to use, as specified in your software license agreement. For example, you are licensed to use 25 copies of version 4.0 of a software product in a sales office.

Note: You can view an audit history for this relationship.

Follow these steps:

  1. Click Directory, Company.
  2. Search for the list of available companies.
  3. Click the company for which you want to add a company allocation.
  4. Expand Relationships on the left and click Software Allocation.
  5. Click Select New to search for and select an asset.
  6. Click the Edit Record icon and enter the company allocation details.
  7. Click Save.

    The software asset that your company is internally approved to use is added.