Delete Draft Forecast Records for Users by Year

Warning:

The Forecast Revenue feature will be removed from Spring 2025. We recommend you migrate to recognition schedules and use the Revenue Scheduled By Period report (RM Report Templates folder) or build your own reports on recognition schedule data to gain insight into a company's future revenue position. For information about migrating to recognition schedules, see Migrating from Actuals to Recognition Schedules.

Alternatively if Revenue Management is integrated with PSA, you can use PSA's Revenue Forecasting feature.

Revenue Management administrators can delete draft forecast records so that old data does not accumulate.

1. Open the Revenue Management Task Launcher tab.
2. Click Delete Draft Forecasts.
3. Select the users for which you want to delete draft records.
4. Select the years for which you want to delete draft records.
5. Click Delete.

Warnings:

You need administrator permissions to perform this action.

This process might take some time.