Overview
The Allocations view provides single-row actions (via the row actions dropdown) and bulk actions (via the Bulk Actions toolbar button). Both share the same set of operations but differ in scope.
Single Row Actions
Each allocation row has an actions dropdown (the ✚ button). Click it to see available actions:
Row actions dropdown showing 8 available actions: Manage labels, Add comment, Create case, Create manual event, Add to case, Add task, Split Allocation, Undo
Action | Description |
|---|---|
Manage labels | Add, remove, or create labels for this allocation (see dialog below) |
Add comment | Open the comment dialog (see dialog below) |
Create case | Create a new CMMS case linked to this allocation's root cause event |
Create manual event | Create a manual alarm and optionally set as root cause (see dialog below) |
Add to case | Add this allocation's event to an existing case |
Add task | Create or link a maintenance task |
Split Allocation | Split at a specific time (see dialog below) |
Undo | Delete this manual allocation (see dialog below) |
Bulk Actions
Select one or more rows by clicking on them then click Bulk Actions in the toolbar. The dropdown menu shows all 12 available operations:
Bulk Actions dropdown showing all 12 operations: Manage Labels, Add comments, Create case, Add to case, Change Category, Create manual event, Split by time period, Lock, Unlock, Export, Undo, Merge
1. Manage Labels
Opens the Manage Labels dialog with three tabs for comprehensive label management:
Manage Labels dialog showing the Add labels tab with search, Select All/Clear, and affected allocations table
Add labels tab — Search and select from existing labels to add to the selected allocations. Use "Select All" or "Clear" for quick selection. The table below shows each affected allocation with its Asset, Start Time, End Time, and current Labels
Remove labels tab — Lists labels currently assigned to the selected allocations. Uncheck labels to remove them
Create label tab — Create a brand-new label (requires create permission) and immediately assign it
Click "Add label" (green) to apply or "Cancel" to discard.
2. Add Comments
Opens the Add Comment dialog to add the same comment to all selected allocations:
Add Comment dialog with rich text input, formatting toolbar, and affected allocations table showing Asset, Event, Categories, and Time
The dialog contains:
Comment text area — Rich text input with
@mentions(to mention users) and#labels(to add labels directly from comments)Formatting toolbar — Icons for attachments, flags, checkboxes, mentions, and formatting
Affected allocations table — Shows each allocation's Asset, Event code/name, full Categories hierarchy, Time range, and a 🗑 Remove button to exclude individual allocations
3. Create Case
Creates a new case and attaches all selected allocations' events. Requirement: all selected allocations must have root cause events set. Opens the Edit Case form from Event Operations with fields for case name, description, priority, and assignments.
4. Add to Case
Adds selected allocations' events to an existing case. Same root cause requirement. Opens a search dialog to find and select the target case.
5. Change Category
Bulk-change the allocation category for all selected records. The dialog provides:
Toggle switch: "Keep current categories" vs. "Change categories"
Category dropdown — Shows only categories valid for the selected allocation type
Comment text area — Document the reason for the category change
Affected allocations table — Review which allocations will be changed
Restrictions: Cannot change categories on allocations that are system-adjusted, locked, or overridden.
6. Create Manual Event (as Root Cause)
A multi-step workflow that creates a manual event and sets it as the root cause for all selected allocations:
Select an event source — Choose from available manual event sources
Select event template & alarm — Use the Alarm Picker to choose the alarm type
Set time range — Start/End date-time pickers, timezone selection (Client/Site), "Is Still Active" checkbox
Choose save option:
— "Save Event Only" — Creates the event without setting as root cause
— "Create and Save as Root Cause" — Creates event AND sets it as root cause, then shows category modification panelCategory modification (if root cause) — Toggle "Do Not Update Categories" vs "Update Categories", review current vs. new categories side by side
7. Split by Time Period
Splits selected allocations at a specific date/time boundary:
Split allocations by time period confirmation dialog showing the number of selected allocations and the time period
The dialog confirms: "Are you sure you want to split the N selected allocations in the time period YYYY-MM-DD - YYYY-MM-DD?"
Click "Yes" (green) to proceed or "Cancel" (blue) to abort
For single-row Split, a more detailed dialog appears with a Date/time picker, "Split by specific time" checkbox, and min/max time validation
Restriction: Time display must be set to Site Time (not UTC) for splitting. Cannot split locked or overridden allocations.
8. Lock Allocations
Locks allocations from further editing. The Lock dialog offers two options:
"Split and Lock" — First splits allocations by the current filter time range, then locks all resulting allocations
"Lock Only" — Locks without splitting
Requirements: Must be in "All in Query" selection mode, locking must be enabled in settings, time display must be Site Time, and all allocations in query must be selected.
9. Unlock Allocations
Reverses a previous lock operation, allowing allocations to be edited again. Only appears when locked allocations are selected.
10. Export
Exports selected allocations to a file (CSV/Excel). Includes all category information, time ranges, and properties. Respects timezone settings. Only enabled when "Select all in query" is active.
11. Undo
Deletes manually-created allocations with a confirmation warning:
Undo confirmation dialog: 'Are you sure you want to revert this allocation back to original state?' with Cancel and Confirm buttons
Click "Confirm" (green) to delete the manual allocation and restore the original state, or "Cancel" to abort. Cannot undo locked allocations.
12. Merge
Merges adjacent allocations for the same asset into a single allocation. Requirements: minimum 2 selected allocations, all must be for the same asset. Cannot merge locked or overridden allocations.
Creating a New Allocation
Click + New Allocation in the toolbar to open the creation dialog:
Create New Allocation dialog with Start/End date pickers, Asset selector, and Categories dropdown
Required fields:
Start / End — Define the time period in the asset's registered time zone
Asset — Select the target asset
Categories — Choose the event category
Preview Mode
When Preview Mode is enabled in Settings, any change to an allocation's time boundaries triggers the Allocation Preview dialog before changes are committed. The preview shows:
Original timeline vs New timeline — Side-by-side visual comparison with category colors
Show filter — Toggle "Original", "New", or "Both" views
"Discard Changes" / "Confirm Changes" buttons