A forecasting category profile controls which forecast categories a manager can see and assign.
- Select Application Setup > Forecaster Setup > Forecasting Category Profiles.
Note: If there are many existing forecasting category profiles in the table you can more easily find the one you are looking for by selecting an option on the Filter menu, or by typing a keyword in the Search field at the top of the Name column.
- Do one of the following:
- Click New and continue with the next step.
- Select an existing profile and click Duplicate and continue with the following steps, making any appropriate modifications.
- Select an existing profile and click Edit and continue with the following steps, making any appropriate modifications.
- Select an existing profile and click Delete.
Note: You cannot delete a forecasting category profile if it is in use.
- Enter a Name and an optional Description.
- From the business structure to the left, select a forecast category to add to the business structure profile. All forecast categories under the one you select are included, although only the category you selected shows in the Profile Root Categories list.
- Repeat this step until you have selected all the forecast categories that you want to include.
- Select Save and Return.
- Assign the forecasting category profile in People Information for a specific user, under Scheduler > Manager Role - Scheduling > Forecasting Category Profile.