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.

Note

• If in your system the "Adaptive Cards" function is activated and configured, the Send Info module is not opened after clicking on the button but instead, an Adaptive Card with your forecast will be sent to the project manager via e-mail.