Update a Revenue Forecast

Depending on your role in WorkBook, you can update revenue forecasts in the Revenue Forecast submodule. Normally, you run the revenue forecast after closing a certain month. However, in cases where you performed new transactions after creating the revenue forecast, such as additional finance postings or time entries, it is advisable to update the forecast to get accurate numbers even if the month is not yet closed.

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

To update a revenue forecast:

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 that you want to update.
4. On the toolbar of the top grid, use the drop-down list to select the revenue forecast that you want to update. To display the revenue forecasts for all of the companies in the system, select Include All Companies. To display inactive forecasts, select Include Inactive Forecasts.
5. On the top grid toolbar, click Click Revenue Forecast Options > Update Entire Revenue Forecast.
6. When WorkBook asks if you want to update the selected revenue forecast, select any of the following options:

   Option	Description
   Update and Keep Manually Edited Values	This will keep the manually edited values in the forecast.
   Update and Recalculate Everything	This will remove the manually edited values from the forecast.

   Workbook loads the new values for the selected revenue forecast.