Unable to render embedded object: File (Teach_Centre_Navy.png) not found.

Skip to end of banner
Go to start of banner

Net Revenue Forecast > Viewers

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 8 Next »

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:

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

  • No labels

© Tangram 2022. All rights reserved.

Unable to render embedded object: File (Partner-page-smaller_footer.jpeg) not found.