Review and Approve Revenue Forecasts for Selected Clients
Depending on your role in WorkBook, you can review and approve revenue forecasts for selected clients in the Revenue Forecast submodule. You can also use this option to change the net revenue forecast status of individual clients. The reviewers are determined by the selected revenue forecast method. In addition, you can change the reviewer per job or pipeline activity in the RF Responsible column in the bottom grid.
To perform this procedure, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.
To review and approve revenue forecasts for selected clients:
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On the module toolbar, click
Finance & Administration
.
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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 that you want to review or approve.
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On the top grid toolbar, use the drop-down list
to select the revenue forecast that you want to review or approve. To display the revenue forecasts for all the companies in the system, select
Include All Companies. To display inactive forecasts, select
Include Inactive Forecasts.
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On the top grid toolbar, click
Click Revenue Forecast Options
> Review Actions > Flexible Review.
WorkBook displays a check box under the first column for each client row in the grid. -
On the top grid toolbar, click
Click Revenue Forecast Options
> Review Actions and select an option from the drop-down menu.
Option Description Send Selected to Review Sends the revenue forecast for the selected clients to reviewers. Set Selected Under Preparation Reverts the status of revenue forecasts that have already been sent to reviewers to Under Preparation. This is useful when you want to make changes to the values in a revenue forecast that was already sent for review. Approve and Lock Selected Approves and locks the revenue forecast for the selected clients. You cannot change the status of a locked revenue forecast line. Cancel Flexible Review Cancels the flexible review option and hides the check boxes for the clients.