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To add a viewer automatically this is done via the settings module > finance > revenue forecast methods and is part of the revenue forecast configuration process
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For more information on the RF configuration go to:- Revenue Forecast > Configuration |
Manually Add Viewers
To add viewers manually to a revenue forecast go to:
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Selecting the client > then select the job responsible tab
Select the job > click the edit icon (pencil)
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Search for the resource you wish to add as a viewer
Select the resource > click the + icon
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You can add as many viewers as you wish
Once you have selected all the viewers > click ok
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Repeat the process in the pipeline responsible tab (if applicable)
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REMOVE VIEWERS FROM THE FORECAST
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Select the forecast you remove the viewer from
Select the client > then select the job responsible tab
Select the job > click the edit icon (pencil)
Select the resource you wish to remove > click the x icon
Click ok
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There is no confirmation for this action, WorkBook removes the resource immediately
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Select the revenue forecast you wish to publish > go to revenue forecast options menu
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Select Publish / Unpublish
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If you wish to unpublish a revenue forecast, repeat the steps above
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VIEWING THE FORECAST
To view an evenue a revenue forecast as a “viewer” go to:
The tasks module > follow up >
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Scroll down to revenue forecast Select > and select the revenue forecast you wish to view from the drop down
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