Allocations Overview

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Overview

There are new fields on the Account, Case, and Opportunity object (as seen below). Which allows you to set your Allocation of Hours (Number of Hours) and/or Allocation of $(Dollar amount). As your users track time the # of Hours Tracked and the $ of Hours Tracked will be automatically rolled up to that record and update the balance fields. You can also add this feature to an other Standard or Custom objects in Salesforce. See Track Allocations on Objects Using Time Tracking Flow > Template.

Video Demonstration and Set Up

https://youtu.be/yFZi4VUoccY?si=BXq99O7k6kIegWB-

Fields

The following fields have been added to these objects.

Objects	Field Name	Description
Account, Case, & Opportunity	`Allocation of Hours`	Number field - Set the amount of hours allocated to this record.
Account, Case, & Opportunity	`Allocation of $`	Currency field - Set the Dollar amount allocated to this record.
Account, Case, & Opportunity	`# of Hours Tracked`	Number field - Show the sum of `Hours (As Number)` on Time Tracking Summary records related to this record.
Account, Case, & Opportunity	`$ of Hours Tracked`	Currency field - Show the sum of `Total Hourly Rate` on Time Tracking Summary records related to this record.
Account, Case, & Opportunity	`$ of Hours Balance`	Currency field - Is a formula field that subtracts `$ of Hours Tracked` from `Allocation of $`
Account, Case, & Opportunity	`# of Hours Tracked`	Number field - Is a formula field that subtracts `# of Hours Tracked` from `Allocation of Hours`

Flow Templates for Addtional Object Set Up

See Track Allocations on Objects Using Time Tracking Flow Template