Configuring Forecast Edit Restrictions

  1. In Reporting and Analytics, click Forecasting, click Forecasting Admin, click Forecast Configuration, and then click Forecast Edit Restrictions.
  2. For each user or role, enter the edit restriction percentage, and then click Save.

    For example, you can assign a zero percentage to users who should not have the ability to edit a forecast. If you assign a percentage of 5%, the user can edit the forecast above and below the generated value by 5%. Leaving the field blank allows the user role the ability to edit a generated forecast between -100% to +1000%.