> For the complete documentation index, see [llms.txt](https://docs.fabricplan.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.fabricplan.com/documentation/plan/planning-sheets/how-tos/7.-planning-budgeting-and-forecasting/allocation-rules-and-controls.md).

# Allocation Rules and Controls

In the previous sections, we have explored the various planning capabilities. Plan offers rule-based controls to manage how data is entered, adjusted, and distributed across your model.

* **Locking Rules** help protect critical data by restricting edits to specific rows, columns, or periods. During allocations, locking cells ensures that they remain intact and their values are not altered.
* **Distribution Rules** streamline how values are allocated across measures and dimensions, ensuring consistency and accuracy.
* **Min-Max Rules** add a layer of validation by enforcing allowable value ranges during data inputs and allocations.

Together, these rules strengthen governance, maintain data integrity, and provide greater control over the planning process.

### Important features

* Configure input and distribution rules for all measures and columns in one place.
* Set global rules for all visual measures and columns, or apply the rules to specific measures.
* Choose the row dimensions, columns, and period range where the rules should apply.
* Configure rules for both existing measures/columns as well as future columns.
* Use filters to select the exact rows and columns you want to target.
* View details such as who created the rule, when it was configured, and the applicable measures, rows, and columns.

These rules can be accessed from the **Plan** tab.

<figure><img src="/files/iCvrRAt950nJrZAqi0fI" alt=""><figcaption><p>Allocation rules</p></figcaption></figure>

This section describes the various rules and constraints you can use to ensure that inputs and allocations to measures are formalized and made reliable.


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