WorkBook

Add New Pipeline Responsible Records

Use Revenue Forecast Methods in the Finance submodule in the Settings module to add new pipeline 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 pipeline 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 pipeline 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 pipeline responsible record, and in the bottom grid, click the Pipeline Responsibles tab.
    Note: A profit forecast method automatically has a pipeline responsible record for the pipeline responsible 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 role to which you want to add a pipeline responsible record and click OK.
  7. If you want the pipeline role to be a viewer, select the Viewer check box.
  8. If you want the pipeline role to be NRF responsible, deselect the role that is currently NRF responsible and then select the NRF Responsible check box.