Hello there. On the Allocation tab of the Space Planner, you can add a new Organization Area based on pre-existing values in the ORG_LEVEL_1 field. When these areas are created, any Units with a matching Occupant based on ORG_LEVEL_1 are automatically allocated to that new Org Area. This is great and makes sense, as obviously the Unit is being used by that specific group if somebody from the group is assigned there. However, if you were to move the initial occupant out of that Unit and then assign a new Occupant from a different group that desk is not automatically allocated to the new Occupant's group.
Since Space Planner users have to move Occupants on one tab and then go to another tab to manually re-allocate the Unit in this scenario, we've found that over time the second step is sometimes forgotten and the Allocation information can become increasingly out of sync with what Occupants are sitting where. To correct this, you'd have to go around one by one and verify that each Unit is still allocated to the matching group of the assigned Occupant. Another scenario is if you are doing a large rearrangement of Occupants (perhaps moving departments between floors) it can be complicated to re-allocate each Unit to match (especially if teams aren't fully lumped together in ways that make it easy to draw a box around all of them to re-allocate). And lastly, sometimes the Allocation tab is simply more useful to see where teams are, rather than restricting where they are allowed to be.
To ease these scenarios, it would be great if there was a "recalculate" button or similar that could manually trigger that initial auto-allocation function again based on the Occupant assignments. Perhaps both an option to recalculate all areas at once (for orgs with many departments/teams) and another option to recalculate just for one specific organization area.
Options to only "upsert" (add or update allocations) versus a full overwrite (add, update, & remove allocations) based on Occupant changes would be helpful too.
