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Alloc Intelligence

Beta

Ask your portfolio a question. Get an answer you can check.

Ask about your grants and staff in plain English and get the answer in seconds, from your own records. It also keeps watch over every project and tells you what needs attention while there is still time to fix it. Two things in one add-on: Ask Alloc and Alloc Agent.

A hand-drawn figure with an open hand raised towards a planning board, beside a card showing an answer with a green tick, a line running from the card to the one cell on the board the answer came from.

Answers in seconds, not an afternoon in spreadsheets

Ask Alloc takes your question the way you would ask a colleague, and answers from your own records.

Answers you can trust

Every answer is drawn from your own records, never guessed.

Check it yourself

Every answer shows where it came from, so you can open the page and see for yourself.

Nothing changes by accident

Asking a question never changes your data.

It asks rather than guesses

If a name could mean two people, it asks which one you meant instead of answering about the wrong person.

Only what you can already see

Answers only ever cover the projects you already have access to.

Your questions are not kept

AllocBoard does not keep a record of what you ask.

A weekly review of every project, done for you

Alloc Agent is the review nobody has time to run. It happens every week without anyone running it, and you only hear about what is worth acting on.

Nobody quietly overloaded

Spot anyone committed to more than they can deliver across all their projects, before it turns into burnout or a missed milestone.

Overspends seen coming

Know a project is heading over budget while there are still months left to change course.

Overspends caught at once

Hear about spend that has already gone past its budget straight away, not at the next reporting deadline.

Funding put to use

Find money at risk of going unspent before the deadline, so it goes on the research rather than back to the funder.

Costs with a home

Catch work booked against a budget that does not exist, before it becomes a difficult conversation with finance.

Salary costs you can trust

Know when a staff cost cannot be relied on, and why, before it finds its way into a report.

No facility overbooked

Hear when a shared facility is booked for more hours than the month holds across all your projects, before two groups turn up for the same microscope.

Periods closed properly

Get a nudge when a reporting period has ended but was never closed off, so your remaining budget is always right.

Findings you can act on with confidence

See why, not just what

Every finding shows what it is based on, so you can judge it in seconds.

Know how long you have

Every finding tells you the last date it can still be fixed, and the most urgent rise to the top.

Always up to date

If things have changed since a finding was raised, you see it straight away, and one that has resolved itself says so.

Your judgement counts

Dismiss what you already knew about or have decided to accept, and it stays out of your way.

Only your projects

Everyone sees findings only about the projects they already have access to.

One add-on for your whole team

£83per month

With an annual subscription, £990 billed up front, a saving of 17%. £99 if billed monthly.

Ask Alloc and Alloc Agent come together, for your whole team, on the Group and Portfolio plans. Ask Alloc runs to 1,000 messages a month across the workspace on Group and 2,000 on Portfolio. Try both free during the 30-day trial before you decide.

  • Plain-English answers about your portfolio in seconds
  • A weekly review of every project, without anyone having to run it
  • Available to everyone in your workspace, 1,000 Ask Alloc messages a month on Group and 2,000 on Portfolio
  • Billed monthly or yearly alongside your plan

Ready to see your whole portfolio in one place?

Purpose built for research teams. Swap spreadsheet chaos for complete project visibility. Start a free 30-day trial with every feature switched on, and no credit card to get in the way.

  • 30-day free trial
  • No credit card required
  • UK GDPR compliant