Allocate a staff to a project

Assign a staff member to a project for a defined period, ensuring their role, capacity, and forecast are visible.

📝Overview

Purpose

Assign staff members to a specific project for a defined period
Track who is working on what, when, and in what role

Who is this for

PMOs managing staffing and resourcing

Pre‑requisites

Projects is already created in the platform
Staff member exists and is active

Permissions required

Access and permission to manage allocations

📹Demo walkthrough

💭How‑to guide

Step 1: Open the allocation modal

Click Add allocation on the top‑right corner of the Allocations page to open the allocation modal.

Step 2: Choose allocation mode

For adding allocations, you can keep the default view for a single allocation or toggle on the Multiple icon on the upper right corner of the modal to allocate several staff at once.

Single allocation view:

Multiple allocation view:

💡 Tip: Use the multiple allocation view when assigning the same project or period to multiple staff to save time.

Step 3: Enter allocation details

Fill in the required fields for allocations, mainly:

Project – where the staff will be allocated
Staff – the person being allocated to the project
Role – the role the staff will perform on the project
Period – start and end dates of the allocation
Allocation - Hours or days the staff is allocated during the selected period
Specific days - Which days the allocation applies to

Step 4: Save the allocation

Click +Add allocation(s) on the lower right bottom of the modal to confirm and save your newly created allocation.

Step 5: Review the allocation

Locate the project or staff you just allocated in the data grid and expand the row to view the allocation details.

💡 Tip: Use the quick search to find the project or staff faster.