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User Interface Guide

This guide provides an overview of the AutoAllocate interface, helping you navigate the application and manage your allocation projects effectively.

1. Login​

Access AutoAllocate by signing in with your credentials. Our secure login ensures that your project data and resource configurations remain private and protected.

2. Projects Overview​

Upon logging in, you are greeted by the Projects Overview dashboard. This is your central hub for Managing Projects. Here you can:

  • View all your active and archived allocation projects as cards.
  • Start quickly using Industry Templates.
  • Evaluate features using the Load Demo Data button.
  • Create new projects to solve new allocation puzzles.

3. Project Details​

Clicking on a project opens the Project Details view. This area is organized into six tabs, representing the lifecycle of an allocation task:

Overview Tab​

A summary of the project’s purpose, current status, and key metrics. This is your high-level dashboard for a specific allocation problem. Here you can Customize Labels, manage Privacy, and define Attributes.

Resources Tab​

This is where you define what you are allocating to (e.g., Staff, Rooms, Vans).

Targets Tab​

This is where you define what is being allocated (e.g., Tasks, Projects, Student Assignments).

  • Like resources, you can upload these via Excel or CSV.
  • Define the "Size" or weight of each target.

Rules Tab​

The Dynamic Rule Engine. Here, you define the constraints that govern the allocation:

  • Matching requirements (e.g., "This task requires a staff member with X skill").
  • Exclusion rules (e.g., "This target cannot be assigned to that resource").
  • Capacity limits.

Solution Tab​

The "Engine Room". Once your targets, resources, and rules are set:

  • Trigger the solver to find the optimal allocation.
  • Review the results in real-time.
  • Export the solution back to your preferred format.

History Tab​

An audit log of all solver runs and changes made to the project. Review previous versions of your allocation to track improvements or changes over time.

4. User Menu​

Located in the navigation bar, the User Menu allows you to:

  • Manage your account settings.
  • Configure organization-wide preferences.
  • Securely log out of the application.