A planning period (formerly called allocation project) is created in an “integration” called allocations. By default, a workspace has an allocation called “onboarding default” that will be active. This can be renamed (e.g. to Q2).
How to create a new
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planning period guide:
| 1 | Go to settings Click on ‘Data integration’ Click on ‘Open’ next to ‘allocations’ |  |
| 2 | Click on ‘+ Add new allocation project’ planning period’ |  |
| 3 | Enter in a name for the allocation project planning period (eg: Q2 FY24) |  |
| 4 | Select the dates for this planning period for this allocation project |  |
| 5 | Optional: If you have a rate card, you will need to enter in the number of working days for the specified planning period | |
| 6 | Click ‘Update’ | |
| 7 | To calculate baseline, refer to How to execute calculation of baseline |
How to edit an existing
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planning period:
Go to the allocation project that you want to make configuration changes to and click on the ‘Edit’ button
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