Services Forecasts Overrides Overview

Use overrides to generate more accurate forecasts, based on top-level insight, for your services organization.

An override is a forecast, entered by a user in a parent role, that adjusts the forecasted amounts entered by a subordinate. Override amounts for both RPGs and projects are entered in the standard way but on the appropriate Override row; for example, the "Region Override" row in the Regions category is used for forecast overrides entered by the Region owner.

The Services Forecasts page always privileges forecast overrides:

• When calculating a forecast total for an RPG
• When calculating a forecast total for a project
• When summing up a total project forecast to an RPG forecast.

However, entering a forecast override is not essential.

To get started, read "Overriding a Services Forecast".

Note

If you are an RPG owner or Project Manager, you can override some forecasts without having been granted permission controls—see "Services Forecasting Permissions Overview" for more information.

© 2009-2015FinancialForce.com, inc All rights reserved. FinancialForce and FinancialForce.com are registered trademarks, and the FinancialForce.com logo is a trademark. Other product names appearing herein may be trademarks.
This document contains proprietary information of FinancialForce.com, inc and its licensors, and is subject to change without notice.