Create Gross Revenue Forecast Methods

Use Revenue Forecast Methods in the Finance submodule in the Settings module to create gross revenue forecast methods.

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

To create a gross revenue forecast method:

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 for which you want to create a gross revenue forecast method.
3. In the left pane of the Settings page, click Finance > Revenue Forecast Methods.
4. On the grid toolbar, click Create New Profit Forecast Method .
5. In the Create Revenue Forecast Method Dialog dialog box, enter the name that you want to use, and from the Net or Gross drop-down list, select Gross Revenue.
6. To include stakeholders, select the applicable check boxes or options from the drop-down lists under Clients, Jobs, Price Quotes, Price Quote Forecasting, Pipelines, and Pipeline Quote Forecasting.
7. Click OK.