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Planview Customer Success Center

Opportunity revenue forecast field is disabled (2012)

QUESTION

The field 'Revenue Forecast' in an opportunity has to be updated, but the field is disabled and cannot be changed. This is despite the user having write access to the opportunity. Also, other fields can be changed and the new value is written to the database.

 


RESOLUTION

Please check the setting 'Lock forecast' in the tab 'Outcome'. When this checkbox is selected, then some changes to the opportunity like modifying the revenue forecast are not allowed.