To display the projects in the Forecast view in Planner, these conditions must be met:
Which criteria need to be met?
Status
The employee must be booked as Preliminary (and with the status Added or Offered) or Assigned. The visual planner does not show preliminary status Rejected, Revoked, or Deferred.
The start or End date
Must be set in the role to be visible in the Planner views. Note that Roles without a start or end date will be included in the calculated utilization rate for an employee within a team but not visible in the overviews.
Team
The employee who is preliminary/assigned must also choose which team this role will belong to. By default, this is registered for employees with only one team but can be changed by selecting edit. The team must be registered for the role to appear in the forecast.
Only one employee can be submitted per role. If a role is Assigned to a consultant, all other preliminary employees booked will no longer appear in the forecast.
The user needs to have the CompanyUser permission.