Example Scenario: Collecting Data for a Monthly Forecast

Learn how assignees and reviewers work together to enter, submit and review data for a monthly forecast.

Context

This example scenario shows how the assigned people work on a monthly forecast in either a composite task that covers both the data entry step and the review step, or in separate tasks for data entry and review. It is based on this example scenario description: Example Scenario: Modeling a Monthly Forecast Planning Process

Entering Monthly Forecast Data and Reviewing them in a Composite Task

Context

In this example, the following people are involved:

  • As the regional manager of APJ, you're notified that a composite task to enter forecast data for North America has been assigned to you.

  • As a reviewer of review round 1, you're notified to review the entered data in this composite task once the assignee has submitted his or her work.

  • As a reviewer of review round 2, you're notified to review the entered data in this composite task once the reviewer of review round 1 has submitted his or her work.

The owner can monitor the progress of the composite task in the List view or the Gantt view. In the Details panel, the owner can see the progress overview.

Procedure

  1. Open the "Monthly Forecast" link in the email notification.
  2. In the "Monthly Forecast" story, enter your data and select Submit from the calendar menu bar in the story.

    The reviewer of review round 1 gets a notification to review the data you entered.

  3. As reviewer of review round 1, open the "Monthly Forecast" link in the email notification.
  4. In the "Monthly Forecast" story, review the data and select Accept from the calendar menu bar in the story.

    The reviewer of review round 2 gets a notification to review the data you entered.

  5. As reviewer of review round 2, open the "Monthly Forecast" link in the email notification.
  6. In the "Monthly Forecast" story, review the data and select Accept from the calendar menu bar in the story.

    The composite task is set to Accomplished and the owner is notified.

Entering Monthly Forecast Data and Reviewing them in Separate Tasks

Context

In this example, the following people are involved:

  • As one of the co-responsible regional managers of North America, you're notified that a general task to enter forecast data for North America has been assigned to you.

  • As a reviewer, you're notified to review the entered data in a separate review task once the general task has been accomplished.

The owner can monitor the progress of the general task and the review task in the List view or the Gantt view.

Procedure

  1. Open the "Monthly Forecast" link in the email notification.
  2. In the "Monthly Forecast" story, collaborate with the other regional managers assigned to this task and enter your data.
  3. Decide who'll submit the work: One of you selects Submit from the calendar menu bar in the story.

    The general task is set to Accomplished and the reviewer gets a notification to review your data entry.

  4. As reviewer, open the "Monthly Forecast" link in the email notification.
  5. In the "Monthly Forecast" story, review the data and select Accept from the calendar menu bar in the story.

    The review task is set to Accomplished and the owner is notified.