Managing allocations

Allocations show how much of a person's time goes to each group, like an initiative, product vertical, or cost center. Admins can import allocations, review them on each group, and report on who's over or under allocated.

Before you begin

Allocations must be enabled for your org. If you don't see the Supports allocations setting on your Group Type configuration, contact your ChartHop rep.

Only admins whose role grants permission to edit group types and groups can set up and import allocations.

The groups you allocate people to must already exist. To create groups in bulk, see Managing groups.

How allocations work

An allocation is a decimal share of a person's time on a group. 0.5 = 50%.

Allocations are effective dated, with a start date and an optional end date.

A person can be split across groups in different group types, like 50% in an initiative and 50% in a product vertical. ChartHop sums allocations across all group types.

Allocations work with any group type membership setting, including Single and Multiple.

Totals are measured against 100%. Above 100% is over allocated; below 100% is under allocated.

0% allocations are allowed. Use them to show someone in a group for visibility, with no FTE impact.

Turn on allocations for a group type

Go to Settings > Groups.

Select the group type, like Initiatives.

In the group type details, check Supports allocations.

Select Save.

Import allocations

Open the list of groups for a group type that supports allocations.

Select Import allocations at the top of the page.

Upload your CSV file and select Continue.

Confirm your columns are matched correctly and select Continue.

On the preview page, choose whether to add people to groups they aren't in yet (see below).

Review any errors, then commit the import.

The importer covers every group that supports allocations, not just the group type you started from.

CSV columns

Column	Required	Details
Group	Yes	Group name. Use the lowest-level group (like a sub-initiative), not the full hierarchy.
Person	Yes	Work email, job ID, or employee ID.
Allocation	Yes	Decimal, like 0.5 for 50%.
Effective date	Yes	When the allocation starts.
End date	No	When it ends. Useful for allocations that only last a quarter, a year, or a few weeks.
Notes	No	Saved with the change.

Adding people to groups on import

Select the checkbox on the preview page to add anyone who isn't already a member of the group.

If you leave it unchecked, rows for non-members show an error and aren't imported.

The importer adds membership but never creates groups.

Updating allocations

Same effective date: the new value replaces the existing allocation.

New effective date: ChartHop adds a new change and keeps history, like other effective-dated data.

View allocations

Groups

On a group type's page, switch to the table view to see each member's allocation start and end dates.

On Group Detail, manage members, allocations, and dates inline. Saving shows a summary of changes to confirm.

To remove someone, select ⋯ on their row, then Remove.

The sidebar shows the group's FTE equivalent, like 7.3 FTE.

Person Profile

The profile shows a person's active allocations by group type, with totals. This view is read-only.

Data sheet and scenarios

Column	Shows
Group allocations	Every group the person is allocated to, with the percentage.
Allocations total	Sum across all group types.
Over-allocated	Yes if the total is over 100%; otherwise No.
Under-allocated	Yes if the total is under 100%; otherwise No.

Filter with CQL to find under or over allocated people, for example: allocations.isUnderallocated.

Build a smart bucket for a single over/under/at-100% column.

Add these columns to scenarios to view them.

Good to know

Allocations can't be edited in scenarios yet.

The import preview can't show every row on very large files (around 10,000 rows). Watch for error patterns before you commit.

ChartHop flags over allocation but doesn't block it.

Built-in allocation dashboards and cost per group aren't available yet. Use data sheet columns and CQL for now.

Import issues? Contact ChartHop support.

See also: Managing groups, Sharing Groups, Data Sheet