How to create team allocation?
Click on "+Allocate capacity" button
select the task
select "team" option and choose team from dropdown menu
if you want assign users from team to task, use "Assign users to task" checkbox. Allocations can be planned also without assigning users to task - it means, hours tracked by this users will be displayed in task as "tracked by unassign users"
select the date or set the repetitions
save changes
How to edit teams / repetitive allocations?
When working with repeating or team allocations, you have the flexibility to edit them for a specific user, all users for/from a given day, or for all allocations.
Simply choose a preferred option and make changes as needed.
In case of repetitive allocations, if you want to apply changes starting from a specific day, edit the allocation on that particular day. Alfred will then prompt you to confirm whether you wish to update all occurrences or only those from the chosen day.
How to Delete a User from Teams Repetitive Allocations?
Navigate to the allocation details.
Click on the pencil button to edit.
Choose whether to edit only this allocation or all occurrences.
Utilize the Bin button to delete a particular user from the allocation series.
If you wish to delete a user from the series starting from a specific day, make the changes in allocation on that particular day. Alfred will prompt you to confirm whether you want to update all occurrences or only those from the chosen day.
How to delete teams / repetitive allocations?
Go to allocation detail
Use Bin icon to delete allocation
Choose if you want to delete This allocation or All occurences
In case of All occurrences, you can choose, whether you want to delete all allocations or that from the selected day and following ones
Important Notes:
If any allocation within the series is edited by another user, saving changes for the entire series will override any duration changes made previously by individual users. For example, if User XY edits their allocation duration from one hour to two hours and the traffic manager changes the duration for the whole series, changes made by User XY will be overridden.
If a user moves or edits an allocation from the series outside of the series, it becomes disconnected and requires separate editing. For instance, if the repetition is set from 4.12.2023 to 7.12.2023, and somebody moves their allocation from 7.12. to 9.12., the moved allocation will be disconnected from the series.