WorkBook

Add New Job Responsible Records

Use Revenue Forecast Methods in the Finance submodule in the Settings module to add new job responsible records for a selected profit forecast method.

To use Revenue Forecast Methods in the Finance submodule, you must have access to Settings as defined in User Access Rights under Settings.

To add a new job responsible record:

  1. On the main toolbar, click Settings .
  2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the profit forecast method to which you want to add a new job responsible record.
  3. In the left pane of the Settings page, click Finance > Revenue Forecast Methods.
  4. Highlight the profit forecast method to which you want to add a new job responsible record, and in the bottom grid, click the Job Responsibles tab.
    Note: A profit forecast method automatically has a job responsible record for the job Account Manager role and indicates it as NRF responsible.
  5. On the toolbar of the bottom grid, click Add New .
  6. In the Role is Required dialog box, use the drop-down list to select the job role for which you want to add a job responsible record and click OK.
  7. If you want the job role to be a viewer, select the Viewer check box.
  8. If you want the job role to be NRF responsible, deselect the role that is currently NRF responsible, and then select the NRF Responsible check box.