Everything you need for research project management
Purpose-built tools for managing EU, EPSRC, and other research grants. Track allocations, budgets, salaries, travel expenses, and more.
Project management at the research group level
Tools like Worktribe are built for university-wide reporting. AllocBoard is built for the people who actually manage research projects day to day.
Plan ahead, not just report back
Institutional systems record what already happened. AllocBoard helps you plan and adjust allocations and expenses as they happen — so you catch problems early, not at the next reporting deadline.
The detail that matters
See exactly who is allocated where, for how many person-months, in which period. Track travel, equipment, and salary costs alongside allocations. The granular view that spreadsheets can't give you, without the complexity.
Start without waiting
No institution-wide rollout needed. AllocBoard works at the research group level — the PI, the project manager, the researchers. Set up in minutes, not months.
See your entire portfolio at a glance
Project View
A complete overview of each project — expenses, allocations, and a month-by-month timeline all in one place.
Interactive Timeline
Assign staff allocations and log expenses directly on the timeline. Drag, click, done.
Staff View
See any staff member's commitments across all their projects — who's working where, for how many person-months, and when.
Track every person-month with precision
Person-Month Tracking
Built for person-month tracking. Supports partial allocations like 0.4 PM with monthly precision.
Overload Detection
Automatic highlighting when staff exceed 100% allocation. Visual warnings prevent scheduling conflicts.
Multi-Project Support
Staff can work across multiple projects simultaneously. Total allocations are always tracked.
Plan ahead with confidence in active projects
Staff Availability Forecast
See who has capacity for upcoming projects at a glance from the dashboard.
Smart Allocation
Automatically balance staff workloads across projects. Apply smart suggestions one by one or all at once.
Risk Assessment
Track progress, catch risks early
Reporting Periods
Define named reporting periods (e.g., RP1, RP2) to track milestones, budgets, and allocations across project phases.
Risk Assessment
Budget risk is calculated automatically based on your allocation and spending data. Get clear verdicts, cost drivers, and recommended actions for every project. Optionally generate detailed risk narratives with AI — staff data is pseudonymised before processing, so no personal names or emails leave your account.
Portfolio Risk Analysis
Weekly risk snapshots across your entire project portfolio, calculated automatically. Track how budget risk evolves over time with history and trend data.
Plan projects before the grant is awarded
Hypothetical Staffing
Create placeholder roles (e.g. "Senior Postdoc", "Research Engineer") with pay scales to model costs before committing real staff.
Budget Simulation
Build complete budgets with salary estimates, work packages, and expense forecasts. See projected costs update in real time as you plan.
Staff Feasibility Analysis
Check if your current team can deliver the project. See which roles are covered and where you need to hire.
Go Live in One Click
When the grant is awarded, convert your plan to a live project. Placeholders map to real staff and all allocations, expenses, and work packages carry over.
Track every penny across your portfolio
Expense Tracking
Log actual and planned expenses by category (travel, equipment, consumables) with per-staff breakdowns and monthly summaries.
Work Packages
Organise projects into work packages with person-month budgets. Distribute effort using smart methods — equal split, proportional, or custom monthly allocation.
Budget Forecasting
Forecasts that predict where your budget is heading. Accuracy improves automatically as more spending data comes in, using statistical methods matched to your project's stage.
Reporting Period Comparison
Compare spending, staffing, and budgets side-by-side across reporting periods to spot trends.
Budget Ceiling Enforcement
Set hard budget ceilings to prevent over-allocation. AllocBoard blocks allocations that would exceed your approved budget.
UK GDPR compliant by design
Data Encryption
All sensitive data — names, emails, salaries — is encrypted at rest using AES-256 encryption.
Data Subject Access Requests
Built-in DSAR handling. Users can export all personal data we hold about them in one click, meeting GDPR Article 15 requirements.
Audit Logging
Every action is recorded with timestamps and user attribution. Sensitive fields like salaries and personal data are automatically masked in logs. Filter, search, and export audit trails for funder reviews.
Log Retention
Audit logs kept for 1, 3, or 5 years depending on your plan.
Automatic Anonymisation
When staff are removed, their personal details are permanently erased after 30 days.
Get started in minutes, not days
Worktribe Import
Import projects straight from Worktribe CSV or Excel exports. Categories and budgets are mapped automatically.
CSV Template Import
Import projects using a simple CSV template with budget breakdowns.
CSV Export
Download your allocations, audit logs, and reports as CSV files.
Built for managing multiple research groups
Multi-Group Support
Create and manage multiple research groups with isolated data. Switch between them instantly.
Staff Roles & Pay Scales
Define custom roles (Research Associate, PI, Co-I) with grade-based pay scales. AllocBoard uses these to calculate accurate salary costs across projects.
Custom Expense Types
Create your own expense categories to match how your research group tracks spending.
Ready to simplify your research project management?
Purpose-built for research teams. Switch from spreadsheet chaos to complete project visibility. Join the pilot programme — no credit card required.