Auto rollover hours

This guide explains how to enable and use auto rollover hours on a project.

Where to enable

Go to the relevant project, open the Advanced section, and switch on Auto rollover hours.

How it works

• Runs automatically each week on Sunday.
• Checks each assigned resource's forecast(planned) hours against their actual hours worked for the previous week.
• If there is not enough room in the upcoming weeks to absorb the extra hours, the rollover may not be completed automatically and the schedule may need to be reviewed manually.
• If a resource worked fewer hours than planned, the unworked hours are added to that resource's upcoming planned hours.
• Consult will spread the rolled-over hours across the next few scheduled weeks rather than adding everything into one week.
• Past planned hours are not changed to match actual hours, only future planned hours are adjusted.

INFO

• This is enabled per project, not globally.
• If the resource's remaining scheduled weeks do not have enough capacity to absorb all rolled-over hours, Consult will not apply a partial rollover.
• Instead, it leaves the future planned hours unchanged and notifies the project managers.