Thank you for your patience. Here's my attempt at a written explanation:

Each row is an instance of a valve test requiring performance at a site. Currently the testing is very haphazard. The goal is to combine all valve testing for one site in a single year. The testing can be moved ahead (from 2017 to 2015) but testing cannot be postponed. I then want to be able to distribute the testing relatively evenly among a 5 year test interval (approximately 14 per year using the sample data in the attached spreadsheet). Because distributing the testing will take some finagling and shifting things around, I wanted a simple (but elegant) way for my boss to look at the data to pick and choose how he wants to consolidate the testing.
Of course, my actual dataset is much larger than the one provided.