---
title: "Revenue Forecast > Viewers"
canonical: "https://technology.bytangram.com/space/TGKB/885915653/Revenue%20Forecast%20%3E%20Viewers"
format: markdown
---
In Workbook you can add “**viewers**” to a specific revenue forecast, so they can view the forecast once it’s published. 

> 📝 Viewers have read only access, they cannot edit the forecast.

| **ON THIS PAGE YOU WILL FIND:** |
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| > Macro (toc) |

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## ADDING VIEWERS TO THE FORECAST

There are two ways to add viewers to a revenue forecast:

**Automatically Add Viewers**

- To add a viewer automatically this is done via the **settings** module >** finance** > **revenue forecast methods** and is part of the revenue forecast configuration process

![image](media://1e7c7683-505a-4e08-9d4d-ec4c5012e4da)


> ℹ️ For more information on the RF configuration go to:- [https://tangram.atlassian.net/wiki/spaces/TGKB/pages/769916929](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/769916929)


### Manually Add Viewers

To add viewers manually to a revenue forecast go to:

- The **finance & administration** module > **general ledger** > **revenue forecast**
- Select the **forecast** you wish to add a viewer/s to

![image](media://e25aa191-bac6-4ac2-8537-fd2b7f11ed82)


For each job within the revenue forecast you can add viewers by going to:

- Selecting the **client **> then select the **job responsible **tab
- Select the** job **> click the **edit icon** (pencil)

![image](media://f1d49151-4c15-4c39-af60-2eaf77f7c14e)


- Search for the **resource** you wish to add as a viewer
- Select the **resource **> click the **+ icon**

![image](media://30a352fd-c0a3-44ea-b1e5-fd97ee068a80)


- You can **add** as many viewers as you wish
- Once you have selected **all the viewers** > click **ok**

![image](media://e6674e6d-eb2e-4308-8b96-0c424c574b3b)


- **Repeat** the process in the **pipeline responsible** tab (if applicable)

![image](media://c0d64e7f-0fae-477d-866c-2e5f125f5c81)


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## REMOVE VIEWERS FROM THE FORECAST

If you wish to remove a viewer:

- Select the **forecast** you remove the viewer from
- Select the **client **> then select the **job responsible **tab
- Select the** job **> click the **edit icon** (pencil)
- Select the **resource** you wish to remove > click the **x icon**
- Click **ok**

![image](media://62da3a8f-72c9-479a-b9f5-6adfeebb9885)


> 📝 There is no confirmation for this action, WorkBook removes the resource immediately

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## PUBLISHING THE FORECAST

In order for viewers to see the revenue forecast, you will need to publish it. 

- Select the **revenue forecast** you wish to publish > go to **revenue forecast options menu **

![image](media://f75b4701-8457-49dd-b5dc-1050e0ab877b)


- Select **Publish / Unpublish**

![image](media://3a02ba30-0625-46e2-acc3-63e7d2162e28)


- If you wish to **unpublish** a revenue forecast, **repeat** the steps above

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## VIEWING THE FORECAST

To view a revenue forecast as a “viewer” go to: 

- The **tasks** module > **follow up**

![image](media://c65b19b6-4346-4fa1-b88c-0eda97bc722c)


- Scroll down to **revenue forecast **> and select the **revenue forecast** you wish to view from the drop down

![image](media://cef57310-df00-43a0-952d-df940e56a249)


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### Related articles

> Macro (contentbylabel)