Create your workspace
Set the organization details and working preferences that establish a useful planning foundation.
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Find step-by-step instructions and answers to common questions.
25 topics
Add people
Create complete people records for availability, skills, staffing, time, and cost planning.
Read guidanceCreate clients
Record the company or internal client context used by projects, contacts, and delivery reporting.
Read guidanceCreate projects
Create a dated delivery record with ownership, scope, client context, and commercial information.
Read guidanceCreate milestones
Define measurable delivery points that organize project timing, progress, and reporting.
Read guidanceAdd work items
Break delivery into actionable work with type, status, ownership, estimates, dependencies, and evidence.
Read guidanceCreate resource allocations
Reserve a person’s capacity for a project across a defined period.
Read guidanceRead the capacity view
Interpret usable supply, commitments, forecast demand, gaps, and available time by period.
Read guidanceRecord time
Capture actual effort against the correct project and work context.
Read guidanceSubmit timesheet
Review a completed time period and send it through the configured approval workflow.
Read guidanceConfigure rates
Set hourly cost and billable rates for a person and choose when they apply.
Read guidanceRead project budgets
Understand planned budget, actual cost, billable work, remaining forecast, revenue, and expected margin.
Read guidanceGenerate reports
Create an authorized, current report for a defined audience and period.
Read guidanceConfigure report branding
Set organization details, branding, and regional formats used by generated reports.
Read guidanceConfigure roles
Build role groups that give people the access their responsibilities require.
Read guidanceConfigure Microsoft Entra sign-in
Connect an eligible organization to its Microsoft-managed sign-in flow.
Read guidanceUse AI project summary
Generate a reviewable summary from project evidence available to the current user.
Read guidanceUse AI risk explanation
Explain project risk using current blockers, dates, estimates, capacity, time, budget, and recorded risks.
Read guidanceManage subscription
Review the current plan, active-team-member usage, billing period, invoices, and available changes.
Read guidanceCancel subscription
Stop renewal while preserving a clear effective date, export window, and authorized decision record.
Read guidanceAPI access
Read your organization’s projects, work items, people, and generated-report metadata from a trusted service using the Allocyn public API.
Read guidanceWebhooks
Send outgoing HTTPS notifications to a service you control when supported Allocyn business events occur, and verify each notification before accepting it.
Read guidanceZoom meetings
Connect your Zoom account, invite project meeting participants, and safely disconnect or remove access.
Read guidanceGoogle Meet meetings
Connect Google Calendar to create Google Meet invitations for project meetings and manage or remove access.
Read guidanceMicrosoft Teams meetings
Connect your Microsoft account to invite project participants to Teams meetings and manage or remove access.
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