Send Forecast MOD009D2B

Access

• Employee → Own Planning → Employee Board → Time Recording → 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 header area of the Time Recording 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 take note of the requirements for e-mail dispatch in PLANTA project described in the topic of the Send Info module.