Administrator Usage Example

The administrator:

1. Creates a forecast series with Quarterly summary period type and Monthly Interval period.

2. Specifies simple Auto and Associated Search Specs. For example, the Auto Search Spec is set as follows:

   [Calculated Primary Flag] = ‘N’ AND [Committed] = ‘Y’ 
   

   The Associated Search Spec is set as follows:

   [Calculated Primary Flag] = ‘N’
   

3. Defines the aggregation dimensions as follow:

   Account 1 
   Product Line 2 
   Product 3 
   

4. Defines Forecast Dates, at least one for each quarter.

5. Defines Forecast Participants to include the managers and subordinates.