How can I make sure the sales territory hierarchy mirrors the resource hierarchy?

If you've enabled sales forecasting by territory owner, your territories mirror your resource hierarchy and organizations. When your resource hierarchy changes, you must run the Refresh Territories from Resources process to reflect the changes in the territory structure. This process doesn't apply if you didn't enable forecasting by territory owner and you're using territory dimensions for assignment and forecasting.

The Refresh Territories from Resources process runs automatically before each forecasting window. If you run the process immediately after importing sales users, you assure that users get to see forecasts immediately rather than having to wait for the next forecasting period. The process updates the territory hierarchy to match your resource hierarchy, with the resources as territory owners.

1. Click Navigator > Tools > Scheduled Processes.

2. On the Overview page, click Schedule New Process.

3. In the Schedule New Process window, enter Refresh Territories from Resources in the Name field and press Return.

4. Select the process and click OK.