Recalculate the Inter-company Values

If your revenue forecast includes jobs with inter-company resources and costs, you need to update the values on a regular basis.

To perform this procedure, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To recalculate the inter-company values:

  1. On the module toolbar, click Finance & Administration .
  2. In the left pane of the Finance & Administration screen, click General Ledger > Revenue Forecast.
  3. If you have more than one company in your system, use the drop-down list above the Finance & Administration menu in the left pane to select the company associated with the revenue forecast for which you want to recalculate the inter-company values.
  4. On the top grid toolbar, use the drop-down list to select the revenue forecast for which you want to recalculate the inter-company values. To display the revenue forecasts for all companies in the system, select Include All Companies. To display inactive revenue forecasts, select Include Inactive Forecasts.
  5. On the top grid toolbar, click Click Revenue Forecast Options > Recalculate the Inter-company Values.
    WorkBook updates the revenue forecast values.