Search for Revenue Forecast Methods

Use Revenue Forecast Methods in the Finance submodule in the Settings module to search for 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 search for 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 that contains the revenue forecast method for which you are looking.
3. In the left pane of the Settings page, click Finance > Revenue Forecast Methods.
4. On the grid toolbar, use the Search field to enter a keyword that is associated with the revenue forecast method.