Create an Allocation

You can drag and drop a task onto your calendar to allocate it to yourself if you have the correct permissions.

Attention: Use of this function is permission-controlled. The Create Allocation button is permanently disabled (grayed out) if you do not have permission to self-allocate.

Tip: If you have permission to use the Create Allocation button, you can switch between the Create Allocation and Create Time Sheet functions as required, but if you do have permission to use both, the default setting on login is always Create Allocation.

To create an allocation for a task, complete the following steps:

1. Click Menu > My Traffic > My Calendar.
2. Click the Task Search tab and search for the job to which the task belongs.
3. In the search results, locate the task for which you want to create an allocation.
4. Click Create Allocation if it is not already activated.
5. Click and drag the task from the search results and drop it on the appropriate location in the calendar grid. This action assigns the total amount of available hours in the task to you. If you do not want to take the full amount of available time, edit the number of hours in the Next Allocation Length field before you drag the task onto your calendar.