22.35 Add An Allocation Status. Version 1.0. Last updated January 2026. 

Add An Allocation Status

This guide details how to add a new allocation status. Contractor Workspace has several existing, default allocation statuses that are locked, but custom statuses can be added. 

Go to Administration.

Under Allocations, click on Allocation Settings.

Select the Settings tab.

Click Create Status.

Label your new Allocation Status.

Select a status type. This relates to where in the process the allocation is: Active, Completed, or Cancelled (i.e. In Progress, would have a status type of Active).

Ensure the Active box is checked (you can uncheck this in future if you wish to make a document type not visible).

Save changes.