Project Settings - Allocations

Project Settings - Allocations

Allocations
Below is how Allocations appear on ALL of the input dialogs. 
  • Allocations in the drop down menu will depend on what is set up in the Allocations Settings dialog
  • You can also Add allocations to the Allocation Table by typing them here

Below is found on the Project Settings Dialog

To Add Allocations
  1. Open Allocation Table and Click on ADD (see image below)

To Modify an Existing Allocation Entry
  1. To Modify Click on the Allocation Item you want to modify
  2. Once the Item is Highlighted - Click on the MODIFY button to open Input Dialog
  3. Make your Modifications then Click ENTER and CLOSE

To Remove an Existing Allocation Description
  1. Click on the Allocation you want to remove to highlight
  2. Once item is highlighted click on the REMOVE button - A confirmation will appear
  3. Click Yes to Remove the Allocation

To Import Allocation List
  1. User can Import a List of Allocation Descriptions from and Excel® spreadsheet.
  2. User can create a Allocation Description List and / or Keep Updating a List and import this into the Program.
  3. The Spreadsheet must meet the format requirements to import - To create a Blank Template (see export below)

Export Allocation Descriptions | No Allocation Descriptions Listed then Export a Blank Template
  1. User can Export a Allocation Description List to Excel® -
  2. User can ADD | MODIFY | REMOVE Allocation description to list and then import back into program without importing duplicates
  3. Need a Blank Template?  Program will still export even if nothing is listed and creates a blank template for user.

Excel® Export Examples of Allocation Descriptions Listed and Blank Template
  1. This is an actual copy of an export of Allocation Descriptions - User can ADD | MODIFY | REMOVE from this spreadsheet
  2. User CANNOT modify the headers found on Line # 1  - This must remain in place as it is with NO CHANGES
  3. User can continue to ADD to this list and Import without importing duplications. 



    • Related Articles

    • Using Allocations

      Using Allocations Allocations are a very powerful feature and it is important to understand how it works IMPORTANT NOTE: It is not recommended to use the Allocation Function for Internal Tracking Reports. This is not designed to be a tracking ...
    • Allocation Settings

      Project Settings - Allocations Allocations appear the same on ALL Input Dialog. What is set up on the Allocations Settings will appear in the drop-downs. You can also type an Allocation here, and it will be added to the Allocation Table. Below is ...
    • Project Settings Dialog

      Project Settings Dialog  ​To Open Project Settings Dialog, Click on the Project Files Menu to Expand. Click on Project Settings File - See Image Below Copyright © 2022. All rights reserved - T&M Pro Suite - www.timeandmaterial.com - Setting the ...
    • Project Settings Dialog

      Project Settings Dialog To Open Project Settings Dialog  Click on the Project Files Menu to Expand.  Click on Project Settings File - See Image Below Copyright © 2020. All rights reserved - G&E Software - www.timeandmaterial.com - Setting the ...
    • Project Settings Buttons

      Project Settings - Control Buttons  The Following Buttons Defined ENTER - Click Enter To Set Your Changes Made On the Project Settings Dialog to the Bill  ENTER - This is also used to Refresh the Bill - This will refresh and recalculate bill.  SAVE ...