My Responsibilities

All users have a My Responsibilities page in Forecasting where they can see an overview of their organizational forecasts and other user's forecasts that they are responsible for if they are a reviewer.

Tip: To watch a training video that explains this process, enroll in the FPS Distributed Forecasting - My Responsibilities training video course on Jack Henry University. You can also enroll in the Distributed Forecasting in Financial Performance Suite learning plan.

The tabs on this page include:

My Organizations

This tab is available for all users and shows an overview of their assigned organizations for forecasting. Use the In Progress, Submitted, or Approved tabs to show organizations with the respective statuses. You Submit your organizational forecasts for the next level of approval from this tab.


My Responsibilities My Organizations tab.

My Reviewees

This tab is for users who Administrators set up as reviewers. The In Progress, Submitted, and Approved tabs show each direct reviewee that they are responsible for reviewing, as well as their status and last login information.

The Pending tab allows reviewers to see organizations below their direct reviewees. This option allows you to view multiple approval levels below your direct reviewees.


My Responsibilities My Reviewees tab.

Selecting the Status link for a reviewee shows a detailed breakdown of the organization status for the listed user.


My Responsibilities Organization Status.

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