Remove Revenue Forecast Methods

Use the Revenue Forecast Methods submodule to remove revenue forecast methods.

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

To remove a revenue forecast method:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company from which you want to remove a revenue forecast method.
3. In the left pane of the Settings screen, click Finance > Revenue Forecast Methods.
4. Highlight the revenue forecast method that you want to remove and on the grid toolbar, click Remove Selected Forecast Method .
   Note: There is no confirmation dialog box for this action. WorkBook removes the revenue forecast method at once.