---
schema_version: "1"
id: f313fc5a9c0ba78c679bdfaab2dda049a83b9061bbb6c8e29db642b55236cb7b
title: Enable Partner Portal Users to Add Opportunities to Pipeline Forecasts
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/forecasts3_prm_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.forecasts3_prm_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8aa472a60975e553e6d63d79be83b635db880bdfcfbc9a58ed8e612ef1a961c9
description: If your sales team works with partners, you can include the forecasts from partner user opportunities and add partner portal users to your team’s role-based forecast hierarchy. Your partner portal users can’t access the Forecasts page or its functionality.
products:
  - Sales Cloud
release: "264"
---
# Enable Partner Portal Users to Add Opportunities to Pipeline Forecasts

If your sales team works with partners, you can include the forecasts from partner user opportunities and add partner portal users to your team’s role-based forecast hierarchy. Your partner portal users can’t access the Forecasts page or its functionality.

### 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;">Available in: both Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available 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></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d28312e74">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d28312e74 ">To enable forecasts users:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d28312e74 ">
              <p>Manage Internal Users</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Customize Application</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d28312e74 ">To assign partner profiles to partner portals:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d28312e74 ">Customize Application</td>

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

1. Make sure that you’ve done the following.
    - Enabled partner portals.
    - Created a partner portal.
    - Created a partner profile and assigned it to your partner portal.
    - Enabled an account as a partner, and enabled partner portal login for a contact of that account.
2. From Setup, in the Quick Find box, enter Users, and then select **Users**
3. Select the partner portal contact that you created.
4. Make sure that **Active** and **Allow Forecasting** are selected.
5. Enable the partner portal user in the role-based forecast hierarchy. Make sure that the person is assigned to an active forecast manager in the role-based forecast hierarchy.