Send Forecast MOD009D2B

Introduction

• Employee → Own Planning → Employee Board → Report Hours → Click on the Send Forecast button → Send Forecast

Information

• In case an employee notices upon completion of a task planned for him/her that the effort is higher than planned, he/she has the option to report them to the project manager responsible in the form of a remaining effort forecast.

Procedure

• Click on the Send forecast button in the action bar of the Report Hours module.

  • The Send Forecast module will be opened.

• Enter the estimated remaining effort in the Forecast field in the line of the required task and save.

• Click the Send forecast button in the project line.

• The Send Info module is opened, containing an automatically created message.

• The message contains the following data: sender, actual values of the current week, remaining and forecast values as well as the expected completion date, in case it is filled.

• The project manager of the project is automatically entered as the recipient.

• Click on the Send button. The message is automatically sent to the recipient via e-mail.

  • Please refer to the requirements for sending e-mails in PLANTA projectin the description of the Send Info module.