Siebel Forecasting Guide > Forecasting Prerequisites >

About Setting Up Employee Positions and Employee Reporting Structure for Forecasting

Siebel Forecasting relies on employee positions and positional hierarchies when creating a forecast. The forecast participants must appear in the employee table and have a position to create a forecast. Employee relationships between a manager and an employee are established by way of the parent position field on the employee's position record and on the organization to which they belong.

For more information on adding employees and employee relationships, see the chapter that discusses initial setup in Siebel Applications Administration Guide.

Alternatively, for a forecast of type My Revenues - Indirect Sales, you can define a forecast-specific hierarchy in the Forecast Series Participants view. For more information about defining a forecast-specific hierarchy, see Setting Up Customer Adaptive Forecasting.