Setting up Services Forecasting

To set up services forecasting for your organization:

1. Check the forecasting settings in the Forecasting configuration groupA collection of configuration options contained in the configuration groups tab that defines behaviour of a FinancialForce PSA object or feature. are appropriate for your organization. For further information, see "Forecasts Settings".
2. Ensure that each RPGAbbreviation of region, practice, group. or project to be included in forecasting has the correct owner set and that the Include In Forecasting checkbox is selected.
3. 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".

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