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Siebel Forecasting Guide > Setting Up Forecasting > Creating a Forecast Series > Adding Forecast Series ParticipantsThe 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:
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 SeriesTo add participants to a forecast series, complete the steps in the following procedure. To add participants to a forecast series
Defining a Forecast-Specific Hierarchy For Participants in a Forecast SeriesTo 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
For more information about defining a forecast-specific hierarchy for a forecast series, see Setting Up Customer Adaptive Forecasting. |
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