Work with capacity allocations: edit, track time, duplicate, delete

A capacity allocation is a time block in Planning. Think of it as a calendar entry where you reserve time to work on a specific task.

There's no allocation without a task. Time tracking is built into Planning, and in Allfred time is always tracked on a task under a specific position. That's why every allocation needs a task, a person, their position and a duration.

Click an allocation to open its detail. You'll see the related project, budget item and task, the duration, tracked and planned time, the note, the creator and the date of creation.

Click the pencil icon to change the task, people, date, duration, repetition, creator, title or note. To change only the duration, drag the bottom edge of the allocation. To move it to another person or day, drag and drop it.
👉 How to edit a capacity allocation

Track time directly from the allocation with the Play button (timer), the clock icon (manual entry) or the Complete button (tracks the planned time and marks the allocation as done).

⚠️ Completing an allocation doesn't close the task or change its status. It only means your planned work on the task is done for that day.

👉 How to track time in Planning

Create a copy of an allocation and adjust it before saving.
👉 How to duplicate a capacity allocation

Remove a single allocation, all allocations on a day, or a whole series. Time already tracked on the allocation is never deleted.
👉 How to delete a capacity allocation
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