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Adjusting a Standard Depth Forecast

In a standard depth forecast, each revenue line item in the Details view is rolled up through the reporting hierarchy. As a result, a manager can see the detailed line item records of subordinates and of the manager from the forecast Details view. Users can only make adjustments in the Summary view, but can review the revenue details of subordinates in the Details view.

If the detail depth is Standard, a manager can edit the Adjustment field for subordinates only in the Forecast Summary view. In the manager's Forecast Detail view, the subordinate Adjustment field is read-only as shown in Table 10.     

To adjust a standard depth forecast

1. Navigate to the Forecasts screen.
2. In the Forecasts list, drill down on the forecast you want to adjust.
3. Click the Summary tab and then select the summary record you want to adjust.
4. Change the Adjustment field as required.

   Repeat Step 3 through Step 4 for each line item you want to adjust.

   Adjustments to summary records immediately update the totals for the Forecast record.