Revenue Forecast > Viewers

In Workbook you can add “viewers” to a specific revenue forecast, so they can view the forecast once it’s published.

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

Open

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

Open

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

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 a revenue forecast as a “viewer” go to:

• The tasks module > follow up

• Scroll down to revenue forecast > and select the revenue forecast you wish to view from the drop down

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