Reviewing Forecasts from Other Users

You can review forecasts from other users if you are designated as a reviewer on the My Responsibilities page.

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.
After a user submits a forecast for review, you receive an in-app and email notification that an organization has submitted if notifications are set up.
  1. Select Forecasting > My Responsibilities from the menu.
  2. Verify that you are on the My Reviewees tab and viewing the Submitted section.
    A list of the users that you can review appear in the list by status of Pending, In Progress, Submitted, or Approved.
  3. Select Review to open the Forecasting Detail page and review the submitted forecast.
    Note: You inherit the account permissions of the end user that you are reviewing. What you see in the Forecasting module is the same as the end user.

    Use the standard forecasting views, navigation, and techniques to review the forecast.

  4. Review the submitted forecast in the Forecasting Detail and Forecasting Summary pages.
    CAUTION:
    You are allowed to edit the forecast, but the submitter cannot edit it once it is submitted for review.
Parent topic: Distributed Forecasting Training Videos - Review and Approval Process