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Adding Forecast Series Participants (Administrator)
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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Siebel Forecasting Guide Published: 18 April 2003 |