Allocations

The Allocations tab allows you to add or remove allocated members from a client. Resource allocation is the process of assigning client resources to tasks and monitoring workload to keep your client’s projects running smoothly and on time.

To view allocations for the entire Clients module, go to the Clients module and click the Time Tracking tab. If you want to view allocations for an individual client, go into the client's page and click the Time Tracking tab from there. Then, click the Allocations tab.

The value next to the time icon at the bottom of each month displays the total hours of work on a client by a dedicated team.

Hover over the plan icon to view that allocations vs plan and allocated man days are OK.

Dedicated Team and Additional Personnel

The Allocations page is divided into a Dedicated Team and Additional Personnel section.

The Dedicated Team are personnel who have been assigned at least 10% client allocations for the current month.

Additional Personnel are personnel who can log their time (CLT) under a client without having a client allocation at a specific percentage value assigned to them.

The light blue bars represent client allocations as a percentage, and the dark blue bars indicate the percentage of hours worked against the allocations. Ideally, they should be the same.  

How to add an allocation

To add an allocation for the entire Clients module, go to the Clients module and click the Time Tracking tab. If you want to add an allocation for an individual client, go into the client's page and click the Time Tracking tab from there. Then, click the Allocations tab.    

Click ... in the top right corner and then click add allocation.

An Add New Allocation modal window will pop up.

Fill out the fields about the new allocation:

• Resource – Select the team member from the dropdown list. Resources can be defined in the Personnel module.
• Month – You can manage individual team members’ allocations per month here. You can plan your resources 2 months ahead.
• With Expiration – Set an expiration date for a team member allocation.  

Note! If you exceed an employee’s allocation across all entities, the percentage number changes color from green to red.  

Review the information and click Save.  

How to copy an allocation from the current month to next month

To copy an allocation from the current month to next month for the entire Clients module, go to the Clients module and click the Time Tracking tab. If you want to copy an allocation from the current month to next month for an individual client, go into the client’s page and click the Time Tracking tab from there. Then, click the Allocations tab. 

Click ... in the top right corner and then click copy allocation from current to next month.

Click OK to confirm your choice.

How to edit an allocation

To edit an allocation for the entire Clients module, go to the Clients module and click the Time Tracking tab. If you want to edit an allocation for an individual client, go into the client’s page and click the Time Tracking tab from there. Then, click the Allocations tab.

Find the allocation you wish to edit. Click ... at the end of the selected allocation row and click edit allocation.

An Edit Allocation modal window will pop up.

Update the relevant information and click Save. 

How to delete all allocations

To delete an allocation for the entire Clients module, go to the Clients module and click the Time Tracking tab. If you want to delete an allocation for an individual client, go into the client's page and click the Time Tracking tab from there. Then, click the Allocations tab. 

Click ... at the end of the selected allocation row and click delete all allocations.

To minimize the risk of accidental deletion, you must confirm your intention to delete all allocations. Click OK and all the allocations will be deleted.

How to delete future allocations

To delete future allocations for the entire Clients module, go to the Clients module and click the Time Tracking tab. If you want to delete future allocations for an individual client, go into the client’s page and click the Time Tracking tab from there. Then, click the Allocations tab.

Click ... at the end of the selected allocation row and click delete future allocations.

To minimize the risk of accidental deletion, you must confirm your intention to delete all future allocations. Click OK and all future allocations will be deleted.