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# Manage work allocations

You can edit, close, and delete work allocations, as follows:

Note: To close or delete work allocations you did not create, you must have the Time Mgmt: Edit All Work Allocations access grant.

1. Log on to PPM.

2. From the menu bar, select Time Management > Allocations > Search Allocations.

3. In the Search Work Allocations page, provide search and sort criteria.

   Field Name (*Required) | Description
   --- | ---
   Search criteria
   Work Item Type | Limits the search to work allocations for a single type of work item.
   Work Item Set | Limits the search to work allocations for a specific work item set.
   Work Item | Limits the search to work allocations for a specific work item. This will return a single work allocation at most.
   Restricted To | Limits the search to work allocations that have been restricted to a specific resource.
   Charge Code | Limits the search to work allocations that have been linked to a specific charge code.
   Creation Date From and To | Limits the search to work allocations created within a specific date range.
   Actual/Budget Over | Limits the search to work allocations for which the ratio of actual hours to current budgeted hours is greater than the percentage you specify.
   Include Closed | Option to include closed work allocations in the search.
   Sort criteria
   Sort By | Parameter to use to sort the search results. The options are as follows: Work Item Type Work Item Set Work Item Original Budget (Hrs) Current Budget (Hrs)
   Ascending or Descending | Displays the results in ascending or descending order.
   *Maximum Lines Displayed | Maximum number of results to display on a page.

4. Click Search.

   Work allocations matching the search criteria are displayed on the Work Allocation Search Results page. The column headings include the Sort By options.

5. Edit, delete, or close work allocations.

   Note: Do not attempt to perform any combination of the following operations at the same time.

   - To edit work allocations, select the check boxes in the left-most column for one or more work allocations (if you want to update all of the displayed work allocations, click Check All), then click Edit.

     The Edit Work Allocations page appears. Edit the page as desired and click Done. For information about the fields, see Create work allocations.

   - To delete work allocations, select the ones to delete using the check boxes in the Delete column, then click Delete. Work allocations that have time logged against them are shown as In use and cannot be deleted.

   - To close work allocations, select the ones to close using the check boxes in the Close column, then click Close.

6. On the Work Allocation Search Results page, click Done.

https://admhelp.microfocus.com PPM 8942
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