# Allocations Management

#### Overview

The Allocations tab lets you manage your project allocations — predefined time limits used when logging hours in external systems like YouTrack or JIRA.

You can view your existing allocations, check their statuses, and submit new allocation requests when needed.

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#### Who Benefits

#### Employees – see current allocations and request new ones when joining projects

Project Managers – track team allocations and approve requests

Finance & HR Teams – ensure proper time tracking and billing alignment

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#### Steps to View and Request Allocations

**Viewing Allocations**

1. Go to Self Service → Allocations.
2. See the list of your allocations in a table view with:
   * Project Name — which project the allocation applies to
   * State
   * Timeframe — start and end dates
   * Hours — total allowed time
   * Status — indicated by color:
     * <mark style="color:$success;">Confirmed</mark> — allocation approved and active
     * <mark style="color:orange;">Unconfirmed</mark> — waiting for approval
     * <mark style="color:$info;">Used Up</mark> — allocation fully consumed / expired

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**Requesting a New Allocation**

1. Click + Create to open the New Allocation Request form.
2. Complete the form step by step:
   * Project – choose the project you need the allocation for
   * Timeframe – select start and end dates
   * Allocation Type:
     * *Total Hours* — sets a single limit for the entire period
     * *Total per Day* — sets a daily hour limit
     * *Both* — applies both limits simultaneously
   * Comment – briefly explain why you need the allocation
3. Submit the request — the project manager or administrator will review and approve it.

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#### Outcome

* Keeps your time tracking accurate and compliant
* Ensures billing and project budgets stay aligned
* Makes project hour reporting seamless in external systems