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Allocation Editor

Allocation editor screenshot

The Allocation Editor is an interactive modal that provides powerful tools for editing time allocations with visual feedback and intuitive controls.

🎯 Overview​

The Allocation Editor allows you to:

  • Set hours for each category
  • Use quick-fill buttons for common percentages
  • Drag percentage bars to adjust allocations
  • Enter custom percentages
  • See parent budget warnings
  • Track remaining hours
  • Undo/redo changes

🚀 Opening the Editor​

From Time Budget Block​

  1. Click the Edit allocations button
  2. The Allocation Editor modal opens

📊 Editor Interface​

Summary Section​

At the top of the editor, you'll see:

  • Fill parent button: Inherit allocations from parent period (only shown if parent exists)
  • Undo button: Revert recent changes
  • Allocated: Total hours allocated across all categories
  • Remaining: Hours still available
  • Total: Total hours available in the period
  • Redo button: Restore undone changes
  • Status indicators: Color-coded (green/yellow/red)

Category List​

Each category displays:

  • Color dot: Visual category identifier
  • Category name: The name you defined
  • Input field: Direct hour entry
  • Quick-fill buttons: 10%, 25%, 50%, Max
  • Custom percentage input: Enter exact percentage
  • Percentage bar: Visual representation (draggable)
  • Percentage label: Shows current allocation percentage
  • Parent budget info: Shows parent allocation status (if applicable)
  • Child budget info: Shows child allocations (if applicable)

🎮 Interaction Methods​

1. Direct Input​

Type hours directly in the input field:

  1. Click the input field
  2. Type the number of hours (e.g., 8)
  3. Press Enter or click away
  4. Allocation updates automatically

Features:

  • Supports decimals (e.g., 8.5)
  • Auto-updates on input
  • Validates against total available hours

2. Quick-Fill Buttons​

Click preset percentage buttons:

  • 10% - Allocates 10% of available hours
  • 25% - Allocates 25% of available hours
  • 50% - Allocates 50% of available hours
  • Max - Allocates maximum available hours

How it works:

  • Calculates from total available hours
  • Respects "Fill from parent" setting
  • Updates input field and percentage bar

3. Drag Percentage Bar​

Drag the percentage bar to adjust allocation:

  1. Click and hold on the percentage bar
  2. Drag left or right
  3. Release to set the value
  4. Hours update automatically

Features:

  • Smooth dragging experience
  • Visual feedback during drag
  • Works on desktop and touch devices

4. Custom Percentage Input​

Enter exact percentages:

  1. Type percentage in the custom input field (e.g., 35)
  2. Click Set or press Enter
  3. Allocation updates to that percentage

Calculation:

  • Based on total available hours
  • Respects "Fill from parent" setting
  • Rounds to nearest 0.1 hours

🔄 Inherit from Parent Period​

Fill Parent Button​

Click the "Fill parent" button (shown at the top when a parent period exists) to instantly fill all categories based on the parent period's percentage distribution.

Learn more: Auto-Inherit Parent Percentages

Per-Category Fill from Parent Checkbox​

Each category has a "Fill from parent" checkbox that changes how quick-fill buttons calculate percentages - they'll use the parent budget instead of the child's total available hours.

Learn more: Fill from Parent

⚠️ Budget Warnings​

Parent Budget Warnings​

When you exceed a parent budget:

  • ⚠️ Warning icon appears
  • Text shows: ⚠️ Parent: Xh / Yh (Z%)
  • Category item highlighted in red
  • Percentage bar shows over-budget status

↶ Undo/Redo​

Using Buttons​

  • Click Undo to revert changes
  • Click Redo to restore changes
  • Buttons are disabled when no history available

Keyboard Shortcuts​

  • Ctrl/Cmd + Z - Undo
  • Ctrl/Cmd + Shift + Z - Redo

Features:

  • Tracks all allocation changes
  • Maintains separate undo/redo stacks
  • Preserves input focus during undo/redo

💾 Saving Changes​

Save Allocations​

  1. Click Save allocations button
  2. Allocations are written to note frontmatter
  3. Modal closes
  4. Time budget block updates

Cancel​

  1. Click Cancel button
  2. All changes are discarded
  3. Modal closes
  4. Original allocations remain unchanged

🎨 Visual Feedback​

Percentage Bars​

  • Color matches category color
  • Width represents allocation percentage
  • Draggable for easy adjustment
  • Updates in real-time

Summary Indicators​

  • Color-coded status classes
  • Percentage display
  • Clear visual hierarchy

Related: Learn about Time Budgeting and Visual Statistics.