In Workbook you can add “viewers” to a specific net revenue forecast, so they view the forecast once it’s publish.
Viewers have read only access, they cannot edit the NRF
ON THIS PAGE YOU WILL FIND: |
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ADDING VIEWERS TO THE NRF
There are two ways to add viewers to a net revenue forecast:
Automatically Add Viewers
To add a viewer automatically this is done via the settings module > finance > net revenue forecast methods and is part of the NRF configuration process
For more information on the NRF configuration go to:- Net Revenue Forecast > Configuration
Manually Add Viewers
To add viewers manually to a net revenue forecast go to:
The finance & administration module > GL > net revenue forecast
Select the forecast you wish to add a viewer/s to
For each job within the NRF you can add viewers by going to:
Selecting the client > then select the job responsible tab
Select the job > click the edit icon (pencil)
Search for the resource you wish to add as a viewer
Select the resource > click the + icon
You can add as many viewers as you wish
Once you have selected all the viewers > click ok
Repeat the process in the pipeline responsible tab (if applicable)
REMOVE VIEWERS FROM THE NRF
If you wish to remove a viewer:
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
There is no confirmation for this action, WorkBook removes the resource immediately
PUBLISHING THE NRF
In order for viewers to see the net revenue forecast, you need to publish it.
Select the net revenue forecast you wish to publish > go to net revenue forecast options menu
Select Publish / Unpublish
If you wish to unpublish a NRF then repeat the steps above
VIEWING THE NRF
To view an NRF as a “viewer” go to:
The tasks module > follow up > net revenue forecast
Select the net revenue forecast you wish to view from the drop down
