Remove a Financial Budget from a Revenue Forecast

Depending on your role in WorkBook, you can remove financial budgets from revenue forecasts.

To use the Revenue Forecast submodule, you must have access to Finance & Administration as defined in the Employee Cross-Company Access submodule under Settings.

To remove a financial budget from a revenue forecast:

1. On the module toolbar, click Finance & Administration .
2. In the left pane of the Finance & Administration screen, click General Ledger > Revenue Forecast.
3. If you have more than one company in your system, use the drop-down list above the Finance & Administration menu in the left pane to select the company associated with the revenue forecast that contains the financial budget that you want to remove.
4. On the top grid toolbar, use the drop-down list to select the revenue forecast that contains the financial budget that you want to remove. To display the revenue forecasts for all companies in the system, select Include All Companies. To display inactive revenue forecasts, select Include Inactive Forecasts.
5. On the top grid toolbar, click Click Revenue Forecast Options > Remove a Budget From the Selected Forecast.
6. In the Revenue Forecast Budgets dialog box, use the drop-down list to select the financial budget that you want to remove, and click OK.
   WorkBook removes the column for the selected financial budget from the top grid of the Revenue Forecast submodule.