Set Review Status of Jobs or Pipelines of Revenue Forecast Clients

Use the Revenue Forecast submodule to set the review status of the 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 set the review status 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 review status you want to set.
4. Highlight the revenue forecast client of the job or pipeline whose review status you want to set.
5. In the bottom grid, click the Job tab or Pipeline tab, as applicable.
6. Highlight the job or pipeline whose review status you want to set.
7. In the corresponding Review status field, click the icon of the current status and select Under preparation, Send for review, Lock, or Unlock, as applicable.