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.