Exclude Non-billable Jobs from Revenue Forecast Methods

Use the Revenue Forecast Methods submodule to exclude non-billable jobs from revenue forecast methods.

To use the Revenue Forecast Methods submodule, you must have access to Settings as defined in the User Access Rights submodule 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 system, use the drop-down list above the left pane of the Settings screen to select the company containing the revenue forecast method that you want to exclude non-billable jobs from.
3. In the left pane of the Settings screen, click Finance > Revenue Forecast Methods.
4. Highlight the revenue forecast method that you want to exclude non-billable jobs from and select the applicable check box.