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How do you edit the forecast hierarchy?

Knowledge Article Number 000003893
Description How can I edit / change Forecast Hierarchy?
Resolution

You cannot directly edit the roles in the forecast hierarchy. The forecast hierarchy is a copy of your organization's role hierarchy. If you change your organization's hierarchy, the changes will also be made in the forecast hierarchy.

If your organization is using Territory Management, the forecast hierarchy will be based off of the TM hierarchy.


Note:
This information applies only to Customizable Forecasting and not to Forecasts (Classic) or Collaborative Forecasting. Refer to What’s the difference between Forecasting features?  for additional information about versions.





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