Allocation Summary

The Allocation Summary screen provides a detailed breakdown of all costs associated with your Job, organized by cost centre. 

You can find this screen within the Job Budget section for a specific Job, after clicking to view the Job Budget.

Click the Budget drop-down on the right and click Allocations Summary.

Viewing and Filtering the Summary

By default, the summary shows all costs for Today. 

You can use the filtering options to narrow down the data to exactly what you need.

Filtering by Date

Use the date controls at the top of the screen to change the time frame.

Specific Day: Click the date picker to select a specific day from the calendar.

Week / Month: Select these toggles to view data for the current week or month. Use the left (<) and right (>) arrows to navigate backward or forward by one week or month at a time.

Forever: This filter displays all costs for the entire duration of the Job. When 'Forever' is selected, the date picker will be hidden.

Filtering by Budget Item

To isolate costs related to a specific part of your budget:

Click the Budget Item dropdown menu.

Select the desired item from the list.

(Optional) Use the Sub-item dropdown to further refine your results.

Note: You can combine date filters and item filters to get a very specific view of your costs (e.g., view all 'Labour' costs for last month).

Actions

From the Allocation Summary screen, you can add new costs or export the current view.

Manually Adding a Cost

If you need to add a cost that hasn't been automatically captured, you can do so manually.

Click the + Add Cost button.

Fill in the required details in the form that appears.

Exporting to CSV

You can export the current view of your summary to a CSV file for reporting or offline analysis.

First, set your desired date and item filters to ensure the export contains the correct data.

Click the Export to CSV button.

Your file will automatically download to your computer.

Understanding the Export Filename

The exported CSV file is automatically named based on the Job and the date filter you have selected. This helps you easily identify the file's contents.

The standard naming convention is: ALLOCATIONSSUMMARY_[JobName]_[StartDate]_[EndDate].csv

Here is how the filename changes based on your filter:

Export naming convention: ALLOCATIONSSUMMARY_[Job Name]_[start date]_[end date]
Day: ALLOCATIONSSUMMARY_Example Budget Job_14_10_2025-14_10_2025
Week: ALLOCATIONSSUMMARY_Example Budget Job_13_10_2025-19_10_2025
Month: ALLOCATIONSSUMMARY_Example Budget Job_01_10_2025-31_10_2025
Forever: ALLOCATIONSSUMMARY_Example Budget Job