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:

     • Confirmed — allocation approved and active

     • Unconfirmed — waiting for approval

     • Used Up — 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