FAQ
Frequently asked questions
Requirements
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What needs a user for Allocatus?
As a project manager your need for Allocatus any version of the Microsoft Project desktop app (classic Windows application).
If you do not have a version of Microsoft Project, we can provide you with a free trial version.
All other stakeholders, who want to see their tasks from Microsoft Project in their Outlook calendar need Exchange Online which is part of Microsoft 365.
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Which consent do you need from your IT for Allocatus?
The first user who creates an Allocatus subscription gets an email that allows him/her to grant Allocatus access to their calendar. This is only possible if your organization allows users to add apps to their Microsoft 365 environment.
This can be configured in Azure Active Directory under Enterprise Applications/Consent and permissions/User Consent Permissions.
Users can add the Allocatus app to their Azure tenant if the option Allow user consent for apps or Allow user consent for apps from verified publishers, for selected permissions (Recommended) is activated. For the second option you need to grant the following permission under the section Permission classification for Microsoft Graph:
User.Read Sign in and read user profile openid Sign users in MailboxSettings.ReadWrite Read and Write mailbox settings offline_access Maintain access to data you have given access to Calendars.ReadWrite Have full access to user calendars If the option Do not allow user consent is activated, you will see the Need admin approval dialog.
Your Microsoft 365 Global Administrator can allow Allocatus for your organization by clicking the following link:
If the admin gives consent without any further configuration, all users in your organization can grant Allocatus access their calendar (delegated permission).
Once the project managers adds a resource to the project and publishes it for the first time to Allocatus an e-mail is sent out to the user asking for consent.
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How do I get Microsoft Project?
In case the desktop app of Microsoft Project is not installed on your local PC, you can ask your IT department to assign a Microsoft Project Plan 3 in the Microsoft 365 Admin Portal to your user and install the software on your computer (Microsoft Online Desktop Client).
Also, we are happy to provide your with a free trial version of Microsoft Project.
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Where can I download the Allocatus Project Add-In?
The first user, who request Allocatus in our organization, get a link to download the Allocatus Add-In for Microsoft Project. The link points to
https://holert.blob.core.windows.net/allocatus/setup.exe
To install the add-In you do not need administrator permission, so any project manager can download the add-in theirselves and get subsequent updates automatically.
Setup and operations
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How do I communicate my schedule with my team?
Assing resources to tasks and publish to schedule to Allocatus.
Please note: In the resource information your need to make sure that the field Email Address is accurate. Please find more info here:
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Where do I get more information about Allocatus?
You can find more resource about Allocatus here:
Knowledge base:
Forums:
https://www.allocatus.com/forums
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How do the other PMs who require to use the app get registered, do we need to supply a list of email addresses?
The first user/project manager can add other project managers as resources to the schedule with or without assigning task to them. Once the schedule has been published to Allocatus they get an invitation e-mail. When they confirm it they can connect their Allocatus Project Add-In with Allocatus and can publish task to others.
Pricing & Licensing
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What is the licensing requirement is it for PMs who use the add in only or is it for all users who receive calendar invites via assignments?
Project managers and team members require a valid Allocatus license.
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If a user leaves the organization, do we need to inform you to cancel their license?
You can inactivate any user at any time so that the sync stops and you do not need a license anymore.