If your revenue forecast includes jobs with inter-company resources and costs, you need to update the values on a regular basis.
To perform this procedure, you must have access to
Finance & Administration as defined in the User Access Rights submodule under
Settings.
To recalculate the inter-company values:
-
On the module toolbar, click
Finance & Administration
.
-
In the left pane of the Finance & Administration screen, click
.
-
If you have more than one company in your system, use the drop-down list
above the Finance & Administration menu in the left pane to select the company associated with the revenue forecast for which you want to recalculate the inter-company values.
-
On the top grid toolbar, use the drop-down list
to select the revenue forecast for which you want to recalculate the inter-company values. To display the revenue forecasts for all companies in the system, select
Include All Companies. To display inactive revenue forecasts, select
Include Inactive Forecasts.
-
On the top grid toolbar, click
.
WorkBook updates the revenue forecast values.