FAQ
Questions, answered
Person-months, payment, and what happens to your data. If something is not covered here, ask us directly.

What is a person-month (PM)?
A person-month represents one person working full-time for one month. In AllocBoard, you can track partial allocations, for example 0.5 PM means someone working half-time on a project for a month.
How does overload detection work?
AllocBoard automatically sums up all allocations for each team member across all projects. When someone exceeds 100 percent allocation (1.0 PM) in any month, the system highlights this with visual warnings so you can rebalance before issues arise.
What does the Allocation Optimizer do?
The Allocation Optimizer uses a deterministic algorithm to automatically balance staff workloads across your projects. It looks at your budgets and staff availability, then suggests adjustments to maximise everyone's time while staying within budget. You can apply suggestions one by one or all at once.
Does AllocBoard handle travel, equipment and other non-staff costs?
Yes. Expenses are a first-class part of a project, not an afterthought to the allocations. You define your own categories to match how your group tracks spending, log planned and actual amounts by month, and see them per project and per staff member alongside salary costs. Budget ceilings apply to expenses as well as allocations, so an actual line that would take a project over its award is refused.
How do the monthly expense estimates work?
Each month AllocBoard emails your staff a secure link, with no login needed, where they enter the expenses they expect to incur on each project they are assigned to. Submissions land in an admin review queue where you approve them, query them or send them back. Next month's spend is forecast by the people who actually know what they are about to book, rather than extrapolated from last month's numbers.
Is there a free trial?
Yes. Sign up and you get 14 days free, with every feature switched on and no credit card required. If your group needs longer than a fortnight to evaluate it, email us and tell us what you want to try. We extend trials on request, at our discretion and for a limited period, with the same full access and still no card.
What happens when the trial ends?
You can purchase a paid plan to continue using AllocBoard. If you choose not to, your account will be paused but your data will be retained so you can pick up where you left off.
How does payment work?
Paid plans are billed monthly by card. Payments are processed securely through Stripe. Extra staff and manager seats beyond your plan's limits are billed monthly alongside the plan, and you can add or remove them at any time. There is no minimum term.
Can I cancel?
You can cancel at any time. Your access continues to the end of the month you have paid for. Refunds are not provided for partial periods.
Can I switch between research groups?
Absolutely. If you manage multiple research groups, you can easily switch between them in AllocBoard. This is especially useful for PIs or admins with cross-group responsibilities.
Where is my data stored?
Core application data is hosted in the UK (London). We use Neon PostgreSQL with row-level security ensuring complete tenant isolation.
Can other organisations access my data?
No. Each organisation gets its own encryption key, and row-level security policies enforce strict tenant isolation at the database level.
What happens to data when we cancel?
Your data is retained for 30 days after account closure. Personal data is then permanently anonymised. Audit logs are kept for as long as your account is open on any paid plan, and for 1 year on the free trial, before being permanently deleted after a 90-day grace period.
Ready to see your whole portfolio in one place?
Purpose built for research teams. Swap spreadsheet chaos for complete project visibility. Start a free 14-day trial with every feature switched on, and no credit card to get in the way.
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