Operating manual

Global planning and forecasts

Read tickets, projects and tasks without counting containers twice.

Before you begin

  • Planning enabled; current estimates, assignments and calendars.

Step by step

  1. Choose an authorised department or aggregate scope.

  2. Filter status, type, planning coverage and order in Queue.

  3. Use Hierarchy to distinguish direct and rolled-up effort.

  4. Inspect Gantt and agent Load for conflicts and overload.

  5. Recalculate and save the forecast after estimate or availability changes.

The result to check

A deterministic forecast distributes remaining work using configured capacity.

Limits and considerations

  • Missing estimates and unknown capacity remain explicit.
  • Membership or calendar changes require recalculation.

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