System Variable 962: Use Payment Plans on Pipelines

Use this System Variable to define if WorkBook should use the payment schedule on pipelines instead of evenly distributing the revenue over the duration of the pipeline.

If enabled, this System Variable allows you to specify the amount for each invoice using the Pipeline Billing Plan side toolbar of the Pipeline card.

Note: The Pipeline Billing Plan menu becomes available only if System Variable 962 is enabled.

If this System Variable is disabled, WorkBook forecasts the remaining revenue instead of the fixed payments.

You enable this System Variable by selecting its checkbox; disable it by clearing its checkbox.

This setting is disabled by default.

For information about 12-month summary forecast, see KB Article # 95485.