Approving or Rejecting Submitted Forecasts

You can approve or reject a submitted forecast based on your review on the My Responsibilities, Forecasting Detail, and Forecasting Summary pages.

To watch a training video that explains this process, enroll in the FPS Distributed Forecasting - Reviewing and Approving Forecasts training video course on Jack Henry University. You can also enroll in the Distributed Forecasting in Financial Performance Suite learning plan.
There are two ways to approve or reject the forecast based on your preference.
  1. Select an option from the menu.
    • Select Forecasting > My Responsibilities.
    • Select Forecasting > Detail.
    • Select Forecasting > Summary.
    If you are on the My Responsibilities page, then verify that you are on the My Reviewees tab and viewing the Submitted section. If you are on the Forecasting Detail or Forecasting Summary page, then verify that you are viewing the forecast as the submitted user.
  2. Select Approve or Reject.

    If approved, then the forecast approves for the submitter. The forecast is added to the reviewer's list of forecasts that must be submitted up their review chain.

    If rejected, then the forecast is pushed back down to the original submitter for revision, and it becomes editable again for the submitter.

Parent topic: Distributed Forecasting Training Videos - Review and Approval Process