Manage Viewers of Jobs or Pipelines of Revenue Forecast Clients

Use the Revenue Forecast submodule to manage the viewers of jobs or pipelines of revenue forecast clients.

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

To manage the viewers of a job or pipeline of a revenue forecast client:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks screen, 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 or pipeline whose viewers you want to manage.
4. Highlight the revenue forecast client of the job or pipeline whose viewers you want to manage.
5. In the bottom grid, click the Job tab or Pipeline tab, as applicable.
6. Highlight the job or pipeline whose viewers you want to manage and in the corresponding Viewers field, click .
7. In the bottom grid of the Manage Revenue Forecast Viewers dialog box, highlight the resource that you want to add as a viewer and click .
8. If you want to remove a resource as a viewer, in the top grid, highlight the resource that you want to remove and click .
   Note: There is no confirmation dialog box for this action. WorkBook removes the resource at once.
9. Click OK.