> 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/planning-tutorials/2-allocations-and-collaboration.md). # 1 - Allocations and collaboration In this tutorial, you build a revenue plan, set a top-down $30M target distributed by prior-year weights, then build a bottom-up sales plan with a sub-category adjustment, a trend distribution, and a segment-wide uplift. ### Prerequisites Complete [1: Introduction to Fabric Planning](/planning-tutorials/1-introduction-to-fabric-planning.md) before starting this tutorial. ### Set the top-down target In this part, you set a top-down 2026 revenue target and let Plan distribute it across regions, categories, and sub-categories using the prior-year mix. You then lock specific quarters to control how additional target increases are distributed. 1. In the **Planning** ribbon, select **Totals** and enable **Column Grand Total** on the left. A grand total column appears showing full-year 2025 actuals. Enabling Column Sub/Grand Total makes it easier to input a single value and have it distribute across the row and column hierarchies. 2. In the **Planning** ribbon, select **Number** > **Copy from another series** > **2025 Gross Revenue**. Enter **2026 Target** as the title and select **Create**. The column is pre-populated with 2025 values. {% hint style="info" %} The native column doesn't allow data input or value changes, so you create a copy to hold the target values — this also keeps the 2025 actuals separate from the 2026 plan and target. {% endhint %}
3. Double-click the Grand Total cell of the *2026 Target* column, enter $28.5*m*, and select the check mark. Plan allocates the values entered proportionally to all regions, categories, and subcategories based on the 2025 revenue mix.
4. Expand the column hierarchy to quarters. Select the Q1 row total cell of the *2026 Target* column, select the distribution icon, and select **Lock all children**. Repeat for the Q2 row total cell. Locked cells turn grey. Locking the children prevents the next data input from distributing into Q1 and Q2.
5. Double-click the grand total cell of the *2026 Target* column, enter $30m, and press enter. The additional $1.5m distributes only across Q3 and Q4, as Q1 and Q2 are locked.
6. Select the Q1 total cell, select the distribution icon, and select **Unlock all children**. Repeat for the Q2 total cell. Unlocking the children once allocation is complete ensures the next allocation or change also applies to Q1 and Q2.
### Build a bottom-up sales plan In this part, you build a bottom-up sales plan by adjusting individual sub-categories and applying bulk edits across regions and categories. This complements the top-down target with granular, ground-level input. 1. In the **Planning** ribbon, select **Number** > **Copy from another series** > **2025 Gross Revenue**. Enter *2026 Sales Plan* as the title and select **Create**. The column is pre-populated with 2025 values.
2. In the footer, select the **Settings** icon and set rows per page to **All**. This action displays all the dimension categories on a single page with a scroll bar. 3. Hover near the *Americas* row, select the row gripper, and select **Collapse** > **Region** to collapse to region level. This action collapses the row hierarchy and displays only the regions.
4. Expand *Americas* > *Beverages* and locate the *Energy & Sports* row. 5. Double-click the grand total cell of the *2026 Sales Plan* column for *Energy & Sports* and append 8*%* to the existing value. Press Enter. The totals roll up to *Beverages* → *Americas*.
6. Select the *Energy & Sports* grand total cell, select **Distribute to column with trend**, and drag the slider to *4%*. The annual total distributes across quarters following a 4% growth trend—Q1 receives the smallest share and Q4 the largest.
7. In the **Planning** ribbon, select **Bulk Edit** and configure the options as follows:
SettingValue
Measure2026 Sales Plan
Region NameAsia Pacific, Europe
CategoryBeverages, Personal Care
Quarter NameQ3
Apply to Row LevelSub-category
Apply to Column LevelMonth Short
TypeAppend By
Value8%
8\. Q3 values for the selected regions and categories increase by 8%.
### Add collaboration columns In this part, you add comments and a status column to the sales plan. These collaboration features let planners document assumptions and track review progress directly in the sheet. 1. Select and right-click the grand total cell of the *2026 Sales Plan* column for *Energy & Sports* under *Americas* → *Beverages*. Select **Add Comment**, enter “*8% uplift agreed with the Americas sales lead. Annual total distributed across quarters with a 4% growth trend”. S*elect **Post**.
2. In the **Planning** ribbon, select **Comments** > **Settings**. Enable **Comments Column** and select **Save**. A comments column appears in the grid.
3. Double-click the comments cell for the *Americas row*. Enter “*Sales Plan reviewed and ready for submission”*, type *@* to tag a team member, and select **Post**.
4. Collapse the column hierarchy. In the **Planning** ribbon, select **List** > **Single Select** to add a dropdown field.. 5. Enter *Status* as the title, select **Options** > **Preset**, select *Process Status*, and select **Apply**, then **Create**. The *Status* column appears in the grid. 6. Set the *Status* cell for the *Americas* row to *In Progress*.
### Set up an approval workflow In this section, you configure a two-level approval workflow and verify it by submitting a change for review. 1. In the **Model** ribbon, select **Approval**. 2. In the approval workflow configuration, select the edit icon next to Level 1. Rename to *Regional Manager.* Select the first-level approver. 3. Select the edit icon next to Level 2. Rename to *Finance Director* and select the second-level approver. Select **Next**.
4. In approval workflow settings, enable **Reset on Rejection** and **Teams Notifications**. Select **Submit**.
5. The *Regional Manager* and *Finance Director* columns appear in the sheet.
6. Expand *Asia Pacific* and double-click the Beverages cell in the *2026 Sales Plan* grand total column, then append 10% by entering "+10%" in the formula bar. Press **Enter**. 7. In the *Regional Manager* column for the *Asia Pacific* → *Beverages* row, select **Submitted** from the dropdown. The *Finance Director* column automatically updates to **Pending**, confirming the submission has been routed for approval.
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