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ADDED Requirements

Requirement: Generate allocation report

The system SHALL generate monthly allocation reports showing who is allocated to what projects.

Scenario: View allocation report for month

  • WHEN viewing allocation report for February 2026
  • THEN the system displays allocation matrix with projects as rows
  • AND team members as columns
  • AND each cell shows allocated hours

Scenario: Allocation report with totals

  • WHEN viewing allocation report
  • THEN the system displays row totals (total hours per project)
  • AND displays column totals (total hours per team member)
  • AND displays grand total (all allocated hours for the month)

Requirement: Show utilization percentages in allocation report

The system SHALL display utilization percentages alongside allocated hours.

Scenario: Display team member utilization

  • WHEN viewing allocation report
  • THEN for each team member column, the system displays:
    • Capacity (e.g., "160h")
    • Allocated hours (e.g., "140h")
    • Utilization percentage (e.g., "87.5%")

Scenario: Display project allocation percentage

  • WHEN viewing allocation report
  • THEN for each project row, the system displays:
    • Approved estimate (e.g., "120h")
    • Allocated hours (e.g., "100h")
    • Allocation percentage (e.g., "83.3%")
    • Status indicator (GREEN/YELLOW/RED)

Requirement: Filter allocation report by team

The system SHALL allow filtering allocation reports by team, role, or team member.

Scenario: Filter by team member

  • WHEN filtering allocation report to show "John Doe" only
  • THEN the system displays all projects where John has allocations
  • AND hides other team members' columns

Scenario: Filter by role

  • WHEN filtering to show "Backend Developer" role
  • THEN the system displays only team members with that role in the matrix

Requirement: Filter allocation report by project

The system SHALL allow filtering allocation reports by project, status, or type.

Scenario: Filter by project status

  • WHEN filtering to show only "In-Progress" projects
  • THEN the system displays only projects with that status

Requirement: Multi-month allocation view

The system SHALL allow viewing allocations across multiple months.

Scenario: View quarter allocation

  • WHEN viewing allocation report for Q1 2026 (Jan-Mar)
  • THEN the system displays a matrix showing each month as a separate column group
  • AND shows how allocations change month-to-month for each person

Requirement: Highlight allocation changes

The system SHALL highlight recent allocation changes for visibility.

Scenario: Show new allocations

  • WHEN viewing allocation report
  • AND an allocation was created in the last 7 days
  • THEN the system highlights the cell with a "NEW" badge or distinct color

Scenario: Show modified allocations

  • WHEN an allocation was updated in the last 7 days
  • THEN the system shows a "UPDATED" indicator
  • AND optionally shows previous value on hover