Forecast overrides Close Date period
SummaryWhen using the Forecast tool, to add an Override amount, a Close Date, and a Category to an Opportunity, the Override close amount and Category are set correctly. However, on filtering the Override territory, the Opportunity displays for the same quarter and year of the Opportunity, instead of in the overridden period.
Error MessagesNot Applicable
Steps to Reproduce
- Add a Forecast on Global territory of an Opportunity.
- Filter Global in the Override level. The Opportunity continues to displays under Q1 instead of Q3.
Root CauseA defect in Pegasystems’ code or rules.
Published October 24, 2018 — Updated December 8, 2018