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Rejecting a Subordinate's Forecast

A manager can select any subordinate's forecast and reject his or her forecast by clicking the Reject button. After the forecast has been rejected for a subordinate, the subordinate can update the forecast and re-submit it.

To see the details of a subordinate's forecast, drill down on the Owner hyperlink.

To reject a subordinate's forecast

  1. Log in as Manager.
  2. Navigate to the Forecasts screen.
  3. In the Forecasts list, drill down on the forecast that includes subordinate forecasts.
  4. Click the Subordinates view tab.
  5. Locate the record that requires rejecting and click the Reject button.

To update a rejected forecast

  1. Log in as Subordinate.
  2. Navigate to Forecasts Screen.

    The status for the forecast changes to Active.

  3. Make changes to the forecast and resubmit it.
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