Open Job Cards of Jobs of Revenue Forecast Clients

Use Revenue Forecast in the Follow-Up submodule in the Tasks module to open the jobs cards of jobs of revenue forecast clients.

To use Revenue Forecast, you must have access to Tasks as defined in User Access Rights under Settings.

To open the job card of a job of a revenue forecast client:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks page, click Follow-Up > Revenue Forecast.
3. On the grid toolbar, use the drop-down list to select the revenue forecast of the client of the job whose job card you want to open.
4. Highlight the revenue forecast client of the job whose job card you want to open.
5. In the bottom grid, click the Job tab.
6. Highlight or hover over the job whose job card you want to open.
7. In the corresponding Job field, click Open Job Card .
8. Click Close .