Remove Revenue Forecast Methods

Use Revenue Forecast Methods in the Finance submodule in the Settings module to remove 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 remove 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 from which you want to remove a revenue forecast method.
3. In the left pane of the Settings page, click Finance > Revenue Forecast Methods.
4. Highlight the revenue forecast method that you want to remove, and on the grid toolbar, click Remove Selected Forecast Method .
   Note: There is no confirmation dialog box for this action. WorkBook removes the revenue forecast method immediately.