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Managing Projects

In AutoAllocate, a Project is a dedicated workspace designed to solve a specific allocation problem. Whether you are assigning markers to exam papers or staff to shifts, projects keep your configurations organized and secure.

What is a Project?​

A project is a complete set of definitions tailored to your unique task. It includes:

  • Custom Labels: Rename "Resources" and "Targets" to fit your industry terminology (e.g., "Markers" and "Assignments").
  • Attributes: Define the specific characteristics of your resources and targets that matter for the allocation.
  • Rules: The logic and constraints that the solver must respect.
  • Data Links: Secure references to the resource and target data stored locally in your browser, ensuring your sensitive information never leaves your machine.

The Projects Overview Page​

The Projects Overview page is your central dashboard for managing multiple allocation tasks. Each project is represented by a card displaying its title.

Key Features and Actions:​

1. Create a New Project​

Start from a blank canvas. This allows you to define every aspect of your allocation problem from scratch, including your own custom labels and rules.

2. Industry Templates​

To help you get started quickly, you can select from various Industry Templates. These templates come pre-configured with common labels, attributes, and rules for specific use cases (e.g., Education, Logistics, Healthcare).

  • Detailed templates and examples will be added here in future updates.

3. Load Demo Data​

If you are evaluating AutoAllocate or want to experiment with complex rule configurations, use the Load Demo Data button. This instantly populates a project with sample resources and targets, allowing you to see the solver in action immediately.

4. Open Project​

Click the Open Project button on any card to access the Project Details and begin refining your allocation.