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.