---
schema_version: "1"
id: 363fc48c4a080f67aba05545949b935d29f5de2dd05a5257b421e8aa603fd495
title: Who Can Adjust Pipeline Forecasts
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/forecasts3_adjustments_who.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.forecasts3_adjustments_who.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3dcfe86ce909fdb97b3e1571e3160c8ed1d2cbb16a31340203bddc2847c54fe8
description: Forecast adjustments at the rollup level provide an assessment about the tpta; sales that the forecast owner feels confident to close during the forecast period. Your system settings and your place in the forecast hierarchy determines if you can view and make adjustments.
products:
  - Sales Cloud
release: "264"
---
# Who Can Adjust Pipeline Forecasts

Forecast adjustments at the rollup level provide an assessment about the tpta; sales that the forecast owner feels confident to close during the forecast period. Your system settings and your place in the forecast hierarchy determines if you can view and make adjustments.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Adjustments available in: both Salesforce Classic and Lightning Experience in <strong>Professional</strong>, <strong>Performance</strong>, and <strong>Developer</strong> Editions and in <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Sales</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">&nbsp;</td></tr></tbody></table>

## Role-Based Forecasts

Review who can view your forecast and adjust your forecast total. The details in this table apply to role-based forecasts only.

  
| User | Can they view your forecasts? | Can they adjust your role-based forecasts? |
| --- | --- | --- |
| Your manager’s manager | Yes | No |
| Your manager | Yes | Yes. Managers adjust forecasts from their own forecasts pages. |
| You | Yes | Yes, if enabled by your admin. You can adjust forecast totals only, not the subtotal for My Opportunities. |
| Your subordinate in the role-based hierarchy | No | No |
| The subordinate of your subordinate in the role-based hierarchy | No | No |
| Anyone you shared your forecasts with | Yes | Yes, if you selected **View and Edit** as the access level. |

Review whose forecasts you can view and adjust. The details in this table apply to role-based forecasts only.

  
| User | Can you view role-based forecasts? | Can you adjust role-based forecasts |
| --- | --- | --- |
| Your manager’s manager | No | No |
| Your manager | No | No |
| You | Yes | Yes, if enabled by your Salesforce admin |
| Your subordinate in the role-based hierarchy | Yes. However, if you select a direct subordinate’s forecast, you see the same view as that subordinate, so your adjustments aren’t visible. | Yes. You can adjust these forecasts from your own forecasts page. |
| The subordinate of your subordinate in the role-based hierarchy | Yes. You see the same view that the subordinate sees. | No. Your direct reports can adjust their own direct reports’ forecasts. |
| Anyone who has shared their forecasts with you | Yes. You see the same view that the sharer sees. | Yes, if they selected **View and Edit** as the access level. |

## Territory Forecasts

Review who can view your territory forecast and adjust the territory’s forecast total. The details in this table apply for territory forecasts only.

  
| User | Can they view the territory’s forecasts? | Can they adjust the territory’s forecasts? |
| --- | --- | --- |
| Parent Territory’s forecast manager | Yes | Yes |
| Another territory’s forecast manager | Yes, if the territory is above the territory in the hierarchy | Yes, if the user is the forecast manager for the territory. |
| Anyone you shared your forecasts with | Yes, the user sees the same view that the sharer sees | Yes, if you selected **View and Edit** as the access level when you shared the forecast. |

Review whose forecasts you can view and adjust. The details in this table apply to territory forecasts only.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d18856e379">Are you assigned as the territory’s forecast manager?</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d18856e382">Can you view the territory’s forecasts?</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d18856e385">Can you adjust the territory’s forecasts?</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Are you assigned as the territory’s forecast manager?" class="slds-cell-wrap" style="vertical-align:top;" headers="d18856e379 ">Yes</td>

            <td data-label="Can you view the territory’s forecasts?" class="slds-cell-wrap" style="vertical-align:top;" headers="d18856e382 ">Yes</td>

            <td data-label="Can you adjust the territory’s forecasts?" class="slds-cell-wrap" style="vertical-align:top;" headers="d18856e385 ">Yes, if owner adjustments are enabled.</td>

          </tr>
          <tr class="">
            <td data-label="Are you assigned as the territory’s forecast manager?" class="slds-cell-wrap" style="vertical-align:top;" headers="d18856e379 ">No, but I’m assigned as another territory’s forecast manager.</td>

            <td data-label="Can you view the territory’s forecasts?" class="slds-cell-wrap" style="vertical-align:top;" headers="d18856e382 ">Yes, if the territory you’re assigned to as forecast manager is above this
              territory in the hierarchy.</td>

            <td data-label="Can you adjust the territory’s forecasts?" class="slds-cell-wrap" style="vertical-align:top;" headers="d18856e385 ">
              <p>Yes, if:</p>
              <ul>
                <li>The territory you’re assigned to as forecast manager is above this territory
                  in the hierarchy.</li>
                <li>Manager adjustments are enabled.</li>
              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Are you assigned as the territory’s forecast manager?" class="slds-cell-wrap" style="vertical-align:top;" headers="d18856e379 ">No, I’m not assigned as forecast manager for any territory.</td>

            <td data-label="Can you view the territory’s forecasts?" class="slds-cell-wrap" style="vertical-align:top;" headers="d18856e382 ">
              <p>Only if:</p>
              <ul>
                <li>The territory has no forecast manager assigned.</li>
                <li>You’re assigned to the territory.</li>
              </ul>
            </td>

            <td data-label="Can you adjust the territory’s forecasts?" class="slds-cell-wrap" style="vertical-align:top;" headers="d18856e385 ">
              <p>Only if:</p>
              <ul>
                <li>The territory has no forecast manager assigned.</li>
                <li>You’re assigned to the territory.</li>
                <li>Owner adjustments are enabled.</li>
              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Are you assigned as the territory’s forecast manager?" class="slds-cell-wrap" style="vertical-align:top;" headers="d18856e379 ">Shared forecast&nbsp;from another Territory forecast manager </td>

            <td data-label="Can you view the territory’s forecasts?" class="slds-cell-wrap" style="vertical-align:top;" headers="d18856e382 ">Yes, the user sees the same view that the sharer sees</td>

            <td data-label="Can you adjust the territory’s forecasts?" class="slds-cell-wrap" style="vertical-align:top;" headers="d18856e385 ">Yes, if they selected <strong class="uicontrol">View and Edit</strong> as the access level
              when you shared the forecast.</td>

          </tr>
        </tbody>
      </table>