Managing Allocations

Overview

Once allocations are created, you can easily manage them using drag-and-drop interactions. This makes it quick to adjust schedules, move work between days, and update team assignments.

Drag & Drop Functionality

The Forecast calendar supports intuitive drag-and-drop operations for managing allocations:

Moving an Allocation

To move an allocation to a different day:

1. Click and hold on the allocation block
2. Drag it to the new day position
3. Release to drop the allocation
4. The allocation is automatically saved in the new position

Extending an Allocation

To extend or shorten an allocation duration:

1. Hover over the edge of an allocation block
2. The cursor changes to indicate resize mode
3. Click and drag the edge to extend or shorten
4. Release to apply the new duration

Adjusting Hours by Dragging

For some views, you can also drag the top/bottom edge to adjust the hours allocated per day.

Editing an Allocation

To edit allocation details:

1. Click on the allocation block (single click)
2. The edit dialog opens with current details
3. Modify any fields:
   • Change the project
   • Adjust hours per day
   • Update date range
   • Edit notes
4. Click Save Changes

Deleting an Allocation

To remove an allocation:

1. Click on the allocation block to open the edit dialog
2. Click the Delete button
3. Confirm the deletion

Bulk Operations

For managing multiple allocations at once:

Selecting Multiple Days

1. Hold Shift and click on multiple days
2. Or click and drag to select a range
3. Apply changes to all selected days at once

Deleting a Range

1. Select the date range
2. Click Delete Selected
3. All allocations in that range are removed

Quick Actions

View Options

Switch between different views to manage allocations:

• Week view - See one week at a time with detailed day columns
• Month view - Overview of the entire month
• Team view - Focus on all team members in one view
• Project view - See allocations grouped by project

Handling Conflicts

When dragging would cause conflicts:

• Over-allocation - Warning indicator shows capacity exceeded
• Double-booking - Same project, same day shows merged
• Past dates - Cannot move allocations to past dates

Undoing Changes

If you make a mistake:

• Press Ctrl+Z (or Cmd+Z on Mac) immediately after a change
• Or refresh the page to reload the last saved state

Best Practices

• Use drag-and-drop - It's faster than editing for simple moves
• Check capacity - Watch the indicators when moving allocations
• Review before deleting - Make sure you're removing the right allocation
• Communicate changes - Let team members know when their schedule changes

Related Topics

• Creating Allocations
• Capacity Planning
• Team Management