Managing Allocation Dates
Overview
An allocation is the date range during which a team member is assigned to a project. After a resource or crew is assigned, you can update those dates at any time — extending, shortening, or shifting the assignment window as plans change.
You can also control two per-assignment permissions from this same screen: whether the person can punch in and out on the project, and whether they have safety representative access.
For how to assign resources to a project in the first place, see → Assigning Resources and Crews to a Project.
--[Image: Edit Allocation modal showing the resource name, project name, date pickers, and permission toggles]--
How to Open the Edit Allocation Modal
Open the project edit form
From the Project Managementscreen, click Edit on the project card.
Go to Team Assignment
Navigate to the last tab to see the full list of assigned resources.
Click the edit icon on the resource row
Each assigned resource row has an edit button. Click it to open the Edit Allocation modal for that person.
The Edit Allocation Modal
The modal shows the resource's name and project name at the top as read-only context. Below that, two sections let you make changes:
Allocation Period
Update the start and end dates for this person's assignment.
| Field | Notes |
|---|---|
| Start Date | The day this person's assignment begins |
| End Date | The day this person's assignment ends — must be after the start date |
Dates are constrained to the project's own date range. You cannot set allocation dates outside the project's start and end dates.
You cannot backdate a start date that has already passed. If the current start date is in the past, you cannot move it further back — only forward or to today.
Permissions
Two optional toggles control what this specific person can do on the project:
| Toggle | What it controls |
|---|---|
| Allow punch in/out | Whether this person can punch in and out on this project from the mobile app |
| Safety Rep Role | Whether this person has safety representative access on this project |
These permissions are per-assignment, not per-project. The same person can have different permission settings on different projects.
Saving Changes and Conflict Detection
Click Update to save. Before confirming, the system checks whether the new date range conflicts with another project this person is already assigned to during the same period.
If No Conflict
Changes save immediately. The assignments table updates with the new dates.
If a Conflict Is Detected
A confirmation dialog appears:
"Resource is already assigned to a project for the selected date range. Are you sure you want to assign this project?"
| Option | What happens |
|---|---|
| Yes | Saves the allocation with the overlapping dates |
| No | Returns to the Edit Allocation modal without saving |
Confirming an overlap does not remove the other assignment. Both allocations remain active — the system allows overlapping assignments but warns you first.
Things to Know
Allocation date changes take effect immediately. Once you click Yes to confirm, the resource's assignment window updates right away. If the new dates no longer cover today, the person will be unable to punch in from the mobile app starting immediately.
Removing a resource from a project is separate from editing dates. If you need to end an assignment entirely rather than change the dates, use the Remove button on the assignments table instead. See → Assigning Resources and Crews to a Project.