Setting up Services Forecasting
To set up services forecasting for your organization:
- Check the forecasting settings in the Forecasting are appropriate for your organization. For further information, see "Forecasts Settings".
- Ensure that each or project to be included in forecasting has the correct owner set and that the Include In Forecasting checkbox is selected.
- Ensure that the users who are to carry out forecasting activities have appropriate Forecast Edit and Forecast View permission controls. To understand default access for RPG owners and Project Managers, see "Services Forecasting Permissions Overview".