Edit Revenue Forecast Method Settings

Use Revenue Forecast Methods in the Finance submodule in the Settings module to edit the settings of 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 edit the settings of a 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 that contains the revenue forecast method for which you want to edit the settings.
3. In the left pane of the Settings page, click Finance > Revenue Forecast Methods.
4. Highlight the revenue forecast method for which you want to edit the settings, and select or deselect the appropriate check boxes.