Assigning a Forecast Profile to an Organization Level

  1. In Reporting and Analytics, click Forecasting, click Forecasting Admin, click Forecast Configuration, and then click Assignment to Organization Level.
  2. For each location or revenue center:
    1. Click the related profile cell and select a forecast profile from the drop-down list.

      Assign a Primary Profile to generate forecasts for the location or revenue center. You can assign more than one profile to a location or revenue center when using the Advanced Editor.

    2. Select Link to link additional profiles to the location or revenue center.

      This option allows an organization to replicate changes to a profile across a location or revenue center.

      For example, a location with Link enabled is assigned the Airport Locations primary profile and Domestic Locations as profile 2. Both the Airport Locations profile and the Domestic Locations profile are configured to generate forecasts for three weeks. If the organization updates the Airport Locations profile to generate forecasts for two weeks, the system updates the Domestic Locations profile to generate forecasts for two weeks.

  3. Click Save.