There are cases when allocations can be auto-generated by Birdview PSA. The main condition for it is the availability of scheduled hours.
The Generate allocation action is only available for resources (users or unnamed resources) who have scheduled hours on some activities. This means the resources need to be assigned on activities with start and end dates and estimated hours set. If no scheduled hours are associated with the resource, the action will be disabled for it, and a corresponding tooltip will appear on hovering the pointer over the information icon ().
The Generate allocation action will create allocations for weeks with scheduled hours assigned with no existing allocations for that week. If an allocation already exists for a given week, the action will skip that week to prevent overlapping allocations and ensure that the "Generate allocation" action is idempotent.
For each suitable week a soft allocation will be created with a Total minutes value equal to the scheduled hours for that week. If two or more consecutive allocations have the same minutes-per-day value (with a small tolerance), they will be merged into a single allocation.
For instance, suppose we have the following pattern of scheduled hours by week:
The following allocations will be created:
Note that the Week 2 to 6 allocations were merged into one.
To avoid any gaps in the schedule, allocations are created for the entire week, including weekends, irrespective of the company's "Treat weekends as workdays" setting.
To auto-generate allocations for a resource:
- Click Show to turn on displaying scheduled hours. This step is recommended but not mandatory.
- Hover the mouse pointer over the resource for whom allocations are to be auto-generated.
- Click More actions ().
- Select Generate allocations.