Understanding Positions and Allocations

In Operating, work on a project is organized into positions and allocations.

• A position is a role someone holds in a project. It can have attributes like rate and (optionally) role or seniority.

• An allocation is a block of time assigned to that position for a specific period.

One position can have many allocations. For example:

• Lauri is a Project Manager on Project X (position)

• His allocations might be:

  • 100% for the first two weeks

  • 50% for the next week

  • A break (no allocation) for two days

  • 4 hours on one day the following week

This structure makes it possible to plan work accurately while preserving history — a position records who held the role, while allocations record when and how much they worked.

To learn how to add, edit, or end allocations, see Managing Allocations on the Timeline.