In Workbook you can add “viewers” to a specific revenue forecast, so they can view the forecast once it’s published.
Viewers have read only access, they cannot edit the forecast.
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ADDING VIEWERS TO THE FORECAST
There are two ways to add viewers to a revenue forecast:
Automatically Add Viewers
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
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:
The finance & administration module > general ledger > revenue forecast
Select the forecast you wish to add a viewer/s to
For each job within the revenue forecast 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 FORECAST
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 FORECAST
In order for viewers to see the revenue forecast, you will need to publish it.
Select the revenue forecast you wish to publish > go to revenue forecast options menu
Select Publish / Unpublish
If you wish to unpublish a revenue forecast, repeat the steps above
VIEWING THE FORECAST
To view an evenue forecast as a “viewer” go to:
The tasks module > follow up > revenue forecast
Select the revenue forecast you wish to view from the drop down
