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Administering Oracle CRM On Demand > Business Process Management > Data Rules and Assignment > Updating the Forecast Definition

Updating the Forecast Definition

You can update your company's forecast definition to change the forecast frequency, or to add or remove roles, and so on. In addition, when certain changes are made to user records, or if your fiscal calendar is modified, you must update the forecast definition so that it incorporates the changes.

You must update your forecast definition when any of the following changes are made:

• The manager for a forecast participant is changed. The manager information is stored on the user record of the forecast participant in the Reports To field or the Reports To (Alias) field, depending on which of these fields appears on the page layout for the user record.

  If the manager for a forecast participant is changed, then you must update the forecast definition as follows:

  • If the role assigned to the new manager is not currently included in the forecast definition, then you must add the role to the forecast definition.
  • If the role assigned to the new manager is currently included in the forecast definition, then you must refresh the forecast definition so that the new reporting structure is reflected in future forecasts.

    NOTE: The forecast participant hierarchy must include managers for everyone except the person at the top level.

• Users who are participants in the forecast hierarchy are deactivated.

  When an employee leaves your company, you must change the status for that user to Inactive. If the inactive employee was a manager in the forecast hierarchy, then the user record of any forecast participant who reports to that employee must also be updated.

  In this case, you must update the forecast definition as follows:

  • If the role assigned to the new manager is not currently included in the forecast definition, then you must add the role to the forecast definition.
  • If the role assigned to the new manager is currently included in the forecast definition, then you must refresh the forecast definition so that the new reporting structure is reflected in future forecasts.

    NOTE: If your forecast definition allows forecasts for inactive users, then you do not need to update the forecast definition when a forecast participant is made inactive.

• Users are added to, or removed from the roles included in the forecast definition.

  In this case, you only need to refresh the forecast definition so that it incorporates the changes.

• Changes are made to your fiscal calendar.

  In this case, you only need to refresh the forecast definition so that it incorporates the changes.

  NOTE: You must refresh the forecast definition when a change is made to your fiscal calendar, regardless of the type of fiscal calendar your company uses (standard or custom).

NOTE: When any of the changes described here are made in Oracle CRM On Demand, the forecasts that are generated do not reflect the changes until the forecast definition is updated.

The following procedure describes how to update the forecast definition.

To update the forecast definition

1. In the upper right corner of any page, click the Admin global link.
2. In the Business Process Management section, click the Data Rules & Assignment link.
3. Under the Forecast Administration section, click Forecast Definition.
4. On the Forecast Definition page, click Update.
5. In Step 1: Select Forecast Type, if any changes are needed, make the changes.
6. Click Step 2: Select Forecast Frequency.
7. If any changes are needed in Step 2: Select Forecast Frequency, make the changes.
8. Click Step 3: Select Forecast Roles.
9. If any changes are needed in Step 3: Select Forecast Roles, make the changes.
10. Click Finish.

    Your forecast definition is automatically updated and a summary of the definition, including the updated list of forecast participants, is displayed on the Forecast Definition page.