Allocations
Creating an Allocation:
Once you are logged in, select ‘New Allocation’ from ‘My Dashboard.’
- Choose the job you want to link your allocation to.
- Choose the ‘Allocation Type’.
- Type in any instructions for the Allocation.
- Click Save.
Once you have created the allocation, you will be able to navigate to Linked Estimates, Work orders, Asset/Equipment Items, WHS Items and Linked documents.
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