# Creating a New Allocation

### To request a new allocation:

1. Click the **+CREATE** button at the top-right of the Allocations page<br>

   <figure><img src="https://1509523314-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtTeOhWZMIoe7StHRQIrr%2Fuploads%2FSbpaenxQtKviHxkH6qFH%2Fimage.png?alt=media&#x26;token=60194e27-4f12-4cc6-a7fa-626a6cc383bd" alt=""><figcaption><p>Allocations View</p></figcaption></figure>

2. **Fill out the form:**<br>

   <figure><img src="https://1509523314-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtTeOhWZMIoe7StHRQIrr%2Fuploads%2F54RxC0VtI2Ar8DUQh3ut%2Fimage.png?alt=media&#x26;token=cd7ff3dd-3423-460e-b61a-005b2ec33f94" alt=""><figcaption><p>New Allocation Form</p></figcaption></figure>

3. **Select the project** the allocation applies to.

4. **Choose the timeframe** for which the allocation will be valid (start and end dates).

5. **Define the allocation type**:
   1. Total hours – sets the overall limit for the full period
   2. Total per day – sets a daily reporting limit
   3. Both – applies both limits

6. **Add a comment** explaining the reason for this allocation (e.g. project phase, extended work, split team).

7. Click **Submit** to send the request for approval.

{% hint style="success" %}
Once submitted, your manager or allocation approver will review and either confirm or return your request for clarification.
{% endhint %}

{% hint style="info" %}

#### Why Allocations Matter

* They define how your working hours are tracked for each project
* Help ensure accurate and traceable reporting
* Support automated monthly summaries and payroll/invoice reviews
* Serve as the reference for hour-based integrations (e.g. YouTrack sync)
  {% endhint %}