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.