---
sourceDocument: Australia Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/order-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Split allocation

# Split opportunity allocation {#ariaid-title1}

Release version: Australia  
Updated March 30, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Split an allocation row to divide its credit between two contributors while keeping, for example, the same product family and effective date.

## Before you begin

Role required: sn_opty_mgmt_core.opportunity_allocation_writer

## Procedure

1. In the CSM Configurable Workspace, select the List view.
2. Navigate to OpportunityAll, open the opportunity record, and select the Allocations tab.
3. Select Manage Allocations.
4. Select the allocation type that contains the row you want to split.
5. Select Split allocation icon on that row.  
   A new row is inserted immediately below the original. The grouping/dimensions related fields are copied from the original row. All other fields are blank.
6. Update the Percentage (or Amount) on both the original row and the new row so that together they reflect the intended split --- for example, 70% and 30%.  
   Note:  
   If the Require full allocation property is enabled, the combined percentages for the allocation type must total 100% before saving.
7. Fill in the row fields:  
   * Team Member: Select the opportunity team member.
   * Territory: Select one among the active sales territory from the active territory model.  
     Note:  
     When a team member is selected, the territory list includes only territories in which the member is an active territory member.
   * Allocation Percentage: Allocation percentage assigned to the team member for their allocation.
   * Allocation Amount: Monetary value of the allocation.
   * Reason: Additional notes.
   {#split-an-opportunity-allocation__ul_pbs_jws_t3c}
8. Select Save.  
   Note:  
   Users with the Account Executive role in Sales Territory Membership or Opportunity Team Member have create, split, and update access to Revenue-based allocations. Overlay allocations are read-only for these users.  
   The allocation is split into two rows. Both rows are saved and displayed in the Allocations tab under the relevant allocation type.
**Related concepts**   

* [Configuring Opportunity Management](https://www.servicenow.com/docs/jPfUUK9UnBg8EPVmxlXzVg "Install the Opportunity Management application, which enables sales agents and account executives to get pre-sales product recommendations based on customer needs. You then assign the user roles and configure related features, such as needs analysis, used in Opportunity Management.")
* [Opportunity Management](https://www.servicenow.com/docs/3CKu_fWwRYC8ZxOAnU~6xw "The ServiceNow Opportunity Management application enables your sales agents and account executives to analyze customer needs and generate product recommendations for potential customers.")

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