This article explains what allocations are in Altivo, how to create and manage them, how pro-rata value suggestions work, how unit conflict detection operates, and what the allocation statuses and expiry tracking mean.
Allocations
An allocation assigns a specific asset to a specific sponsor for a defined time period. Every allocation answers four questions: (1) Which sponsor? (2) Which asset? (3) When? (4) How much?
Click Add Allocation
Select Sponsor, Asset, and optionally a Sponsorship
Enter Start date, End date, and Units allocated
The Agreed value is auto-suggested based on pro-rata calculation for priced assets
Set Status and click Save
For priced assets, Altivo calculates a suggested value based on price, duration type, dates, and units. The value field is locked by default - click the pencil icon to override with a different agreed value. A note shows the original suggestion so you always know when a discount was applied. Unpriced assets have no suggestion and require manual entry.
Altivo prevents over-allocation. If you attempt to allocate more units than are available for the selected dates, you will see a conflict error. To resolve it: reduce the number of units, change the dates to avoid overlap, or free up units by cancelling or completing an existing allocation.
| Status | Meaning |
|---|---|
| Draft | Being prepared, not yet confirmed |
| Pending | Confirmed but future start date |
| Active | Currently running |
| Fulfilled | School has delivered on the allocation |
| Completed | Period has ended |
| Cancelled | Deal cancelled (units restored to available pool) |
| Expiry status | Condition |
|---|---|
| OK | 60+ days remaining |
| Warning | 30-59 days remaining |
| Critical | 1-29 days remaining |
| Expired | Past end date |
Review expiring allocations weekly via the Admin Dashboard to start renewal conversations proactively.
Check how many units of the asset are available for your selected dates. Other sponsors may have overlapping allocations. Either reduce your unit count, adjust the dates, or cancel/complete an existing allocation on that asset.
The asset is unpriced (no price set). Enter the agreed value manually. See the asset record to confirm whether a price needs to be set.
If you previously overrode the suggested value using the pencil unlock button, the system keeps your custom value on date changes. Click the pencil icon again and reset the value to recalculate.
The allocation is soft-deleted: hidden from views but data is preserved. The units are returned to the asset's available pool, and the value is removed from the sponsor's total allocated figure.
Last updated: March 2026 | Version 1.0