Once a forecast is set up, it typically does not need to be updated unless certain events take place
which two events may require an update of the forecast definition?
A.
Creating a new forecast report In Analytics
B.
Creating a new access profile for a role including in the forecast
C.
Deactivating employees with the roles Included In the forecast
D.
Changing the expiration date of the forecast alert message
E.
Changing the reporting structure
Explanation:
After you set up your forecast definition, certain changes that you make to user records will
require you to update your forecast definition settings.
You must update your forecast definition settings after you make the following changes to user
* Adding or removing employees from the roles included in the forecast (B). If you add or remove
employees from employees from the roles that are included in the forecast, you must update the
forecast definition settings.
* Deactivating users who are participants in the forecast hierarchy (C). When an employee leaves
your company, you must change the status for that user to Inactive. If the inactive e mployee was a
forecast participant, the Reports To field for any forecast users reporting to that employee must also
be updated, unless you select the option to allow forecasts for inactive users. If you assign users to anew manager when you make a former manager inactive, make sure that the new manager’s role is
also included as part of the forecast definition.
* Changing the name in the Reports To field in a participant’s user details. When you change the
name in a participant’s Reports To field, make sure that the new manager’s role is also included in
the forecast definition. The forecast participant hierarchy must include managers for everyone
except the person at the top level. If the role assigned to the new manager is not one that is
currently included in the forecast definition, add it in Step 3 of the setup wizard.