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Setting up Forecasting
Enhanced Services Forecasting
For information on how to set up or upgrade Enhanced Services Forecasting, see the "Getting Started with Enhanced Services Forecasting" guide on the FinancialForce Community.
Classic Services Forecasting
To set up classic 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.
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