Siebel Forecasting Guide > Setting Up Forecasting > Creating a Forecast Series >

Adding Forecast Series Participants

The Forecast Series Participants view lists the employees who will participate in the forecast series. Where the visibility of a forecast series is set to My Revenues - Indirect Sales, the Forecast Series Participants view gives you the option of defining a forecast-specific hierarchy for each participant in the forecast. The participant determines:

• Whether an employee can create a forecast within a given series
• The list of individuals for whom an auto-forecast is created when a manager creates a forecast

Although the Forecast Series Participants view appears person-based, it is actually position-based. As employees move from one job to another, Siebel Forecasting maintains the correct participant links.

Adding Participants to a Forecast Series

To add participants to a forecast series, complete the steps in the following procedure.

To add participants to a forecast series

1. Navigate to the Administration - Forecast screen, then the Forecast Administration view.
2. In the Forecast Series list, select a forecast series.
3. Go to the Forecast Series Participants tab.
4. Click Add to a new record, as follows:
   1. In the Add Participants dialog box that opens, select the required participants.
   2. Click OK to add the new participants to the Forecast Series Participants list.

      NOTE:  By default, according to the position hierarchy, all participants in a forecast series report their forecasts to their manager; that is, unless a forecast-specific hierarchy is defined for participants in the forecast, as described in the following procedure.

Defining a Forecast-Specific Hierarchy For Participants in a Forecast Series

To define a forecast-specific hierarchy for participants in a forecast series, complete the steps in the following procedure.

To define a forecast-specific hierarchy for participants in a forecast series

1. Navigate to the Administration - Forecast screen, then the Forecast Administration view.
2. In the Forecast Series list, select a forecast series.
3. Go to the Forecast Series Participants tab, and define a forecast-specific hierarchy for participants in the forecast series, as follows:
   • For each participant in the forecast series, specify a different Submit To position.

     NOTE:  A forecast-specific hierarchy can only be defined for participants in a forecast series when the visibility for that forecast series is set to My Revenues - Indirect Sales.

For more information about defining a forecast-specific hierarchy for a forecast series, see Setting Up Customer Adaptive Forecasting.