Exclude Non-billable Jobs from Revenue Forecast Methods

Use Revenue Forecast Methods in the Finance submodule in the Settings module to exclude non-billable jobs from 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 exclude non-billable jobs from 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 from which you want to exclude non-billable jobs.
3. In the left pane of the Settings page, click Finance > Revenue Forecast Methods.
4. Highlight the revenue forecast method from which you want to exclude non-billable jobs, and select the appropriate check box.