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.