Filter Jobs of Revenue Forecast Clients Based on Status

Use Revenue Forecast in the Follow-Up submodule in the Tasks module to filter the jobs of revenue forecast clients based on status.

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

To filter the jobs of a revenue forecast client based on status:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks page, 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 jobs that you want to filter based on status.
4. Highlight the revenue forecast client of the jobs that you want to filter based on status.
5. In the bottom grid, click the Job tab.
6. Select Active Jobs or Closed Jobs, as applicable.