Allocations Overview

Owned by Jordan Junkermeier
Last updated: Jul 08, 2024Version comment
2 min read

Contents

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

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 Additional Object Set Up

See Track Allocations on Objects Using Time Tracking Flow Template.