AllocationsΒΆ

Allows to manage allocations to project.

Offers a global view of allocation.

Hint

  • You can use filters.

Section: Description

Field Description
Id Unique Id for the allocation.
Resource Name of the allocated resource.
Or contact Name of the allocated contact.
Profile Selected profile.
Project Project allocated to.
Rate Allocation rate for the project (%).
Start date Start date of allocation.
End date End date of allocation.
Closed Flag to indicate that the allocation is archived.
Description Complete description of the allocation.

* Required field

Fields: Resource & Contact

  • You can select resource or contact.
  • If none is selected then the user connected is used to define the allocation.
  • If a contact is a resource and inversely, then resource or contact name will be selected too.