To display the projects in the Forecast view in Planner these conditions must be met:
A role created for an employee who has:
- Status: The employee must be booked as Preliminary (and with status Added or Offered) or Assigned. Preliminary status Rejected, Revoked or Deferred is not shown in the visual planner.
- Start and end date must be set in the role.
- Team: The employee who is preliminary/assigned must also choose which team this role will belong to. By default this is registered for those employees who have only one team but can be changed by choosing edit. If no team is registered the role will not appear in the forecast.
- There can only be one employee submitted per role. If a role is Assigned to a consultant, all other employees booked as Preliminary will no longer appear in the forecast.
- The user needs to have the CompanyUser permission.