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Adding Forecast Series Participants (Administrator)

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The Forecast Series Participants view lists the employees who will participate in the forecast series. The participant determines:

Whether an employee can create a forecast within a given series.
The list of individuals for whom an auto-forecast is created when a manager creates a forecast.

Although the Forecast Series Participants view appears person-based, it is actually position-based. As employees move from one job to another, Siebel Forecasting maintains the correct participant links.

To add participants to a forecast series

From the application-level menu, choose View > Site Map > Forecast Administration > Forecast Administration.
In the Forecast Series list, select a series.
Click the Forecast Series Participants view tab.
In the Forecast Series Participants list, click the menu button, and then click New Record.
In the Add Participants dialog box, select participants, and then click OK.

The new participants are added to the Forecast Series Participants list.

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