| Active__c |
Active |
Spring 2020 |
Indicates the revenue forecast setup record used for revenue forecast calculations. You can only have one active revenue forecast setup record.
|
Checkbox |
false |
| Actuals_Cutoff_Day__c |
Actuals Cutoff Day |
Spring 2024 |
The day of the week that serves as the cutoff day when using the Use Mid Month Forecast Calculations setting. Revenue Forecasting excludes scheduled hours that fall on or before the cutoff day.
|
Picklist:
Friday
Monday
Saturday
Sunday
Thursday
Tuesday
Wednesday |
|
| Assignment_Bill_Rate_Field__c |
Assignment Bill Rate Field |
Summer 2023 |
The API name, including namespace, of the field on the Assignment object you want to use as the assignment bill rate in forecasting calculations. If left blank, the value in the Bill Rate field is used.
|
Text(255) |
|
| Assignment_Percent_Comp_Weighting_Field__c |
Assignment % Complete Weighting Field |
Summer 2023 |
The API name, including namespace, of the number field on the Assignment object you want PSA to use when calculating weighting on % Complete revenue forecasts. You can use an existing number field or create your own custom field.
|
Text(255) |
|
| Custom_Date_For_Deliverable_Expenses__c |
Custom Date for Deliverable Expenses |
Spring 2023 |
API name of the custom field on the Expense object that is used to determine the monthly time period any Deliverable expense is added to. This enables you to control the month in which expenses are placed.
|
Text(255) |
|
| Custom_Date_For_Deliverable_Milestones__c |
Custom Date for Deliverable Milestones |
Summer 2022 |
API name of the custom field on the Milestone object that is used to determine the monthly time period any Deliverable milestone revenue is added to. This enables you to control the month in which milestone revenue is placed.
|
Text(255) |
|
| Custom_Date_For_Deliverable_Misc_Adjusts__c |
Custom Date for Deliverable Misc Adjusts |
Spring 2023 |
API name of the custom field on the Misc Adjustment object that is used to determine the monthly time period any Deliverable misc adjustment revenue is added to. This enables you to control the month in which the revenue is placed.
|
Text(255) |
|
| Custom_Filter_Field_Set__c |
Custom Filter Field Set |
Winter 2021 |
API name of the field set on the Revenue Forecast Version Detail object that contains the project, opportunity, and milestone fields you want to use as custom filters on the Review Forecast Version page.
|
Text(255) |
|
| Exclude_Actuals_After_Cutoff_Day__c |
Exclude Actuals After Cutoff Day |
Spring 2024 |
If selected, Revenue Forecasting excludes from % Complete forecasts any actuals that are after the specified cutoff day. This setting is used in conjunction with the Use Mid Month Forecast Calculations and Actuals Cutoff Day settings.
|
Checkbox |
false |
| Exclude_From_Forecast_Assignment_Field__c |
Exclude from Forecast Assignment Field |
Summer 2023 |
The API name, including namespace, of the checkbox field on the Assignment object that controls whether an assignment is excluded from forecasting calculations. If the checkbox field is selected on the record, the record is excluded.
|
Text(255) |
|
| Exclude_From_Forecast_Resource_Req_Field__c |
Exclude from Forecast RR Field |
Summer 2023 |
The API name, including namespace, of the checkbox field on the Resource Request object that controls whether a resource request is excluded from forecasting calculations. If the checkbox field is selected on the record, the record is excluded.
|
Text(255) |
|
| Exclude_Opportunities_For_Versions__c |
Exclude Opportunities for Versions |
Fall 2020 |
If selected, opportunities are excluded from revenue forecast versions.
|
Checkbox |
false |
| Exclude_Opportunities__c |
Exclude Opportunities |
Spring 2020 |
If selected, opportunities are excluded from revenue forecast scheduled jobs.
|
Checkbox |
false |
| Exclude_Opportunity_Probabilities__c |
Exclude Probability from Opportunities |
Winter 2021 |
If selected, probabilities are not applied to opportunity revenue forecasts.
|
Checkbox |
false |
| Exclude_Resource_Requests_On_Project__c |
Exclude Resource Requests on Project |
Spring 2020 |
Indicates whether revenue relating to held resource requests is excluded from revenue forecasts.
|
Checkbox |
false |
| Exclude_Revenue_Recognition_Actuals__c |
Exclude Revenue Recognition Actuals |
Winter 2021 |
If selected, revenue recognition actuals from the integration with Revenue Management are no longer included in revenue forecast calculations.
|
Checkbox |
false |
| Exclude_Scheduled_Hrs_in_Closed_Periods__c |
Exclude Scheduled Hrs in Closed Periods |
Summer 2022 |
If selected, scheduled hours in closed periods for projects and milestones are excluded from calculations for % Complete revenue.
|
Checkbox |
false |
| Exclude_Unscheduled_Revenue_For_Versions__c |
Exclude Unscheduled Revenue for Versions |
Fall 2020 |
If selected, any unscheduled revenue on projects or milestones is excluded from revenue forecast versions.
|
Checkbox |
false |
| Forecast_Factor_Batch_Size__c |
Forecast Factor Batch Size |
Spring 2020 |
Number of records to be processed at the same time, such as timecards and expenses.
|
Number(4,0) |
200 |
| Hover_Details_Field_Set_On_Milestone__c |
Hover Details Field Set on Milestone |
Winter 2021 |
API name of the field set on the Milestone object that controls the hover details displayed for a milestone in the Forecast Breakdown grid. If you do not enter a field set, default hover details apply.
|
Text(255) |
|
| Hover_Details_Field_Set_On_Opportunity__c |
Hover Details Field Set on Opportunity |
Winter 2021 |
API name of the field set on the Opportunity object that controls the hover details displayed for an opportunity in the Forecast Breakdown grid. If you do not enter a field set, default hover details apply.
|
Text(255) |
|
| Hover_Details_Field_Set_On_Project__c |
Hover Details Field Set on Project |
Winter 2021 |
API name of the field set on the Project object that controls the hover details displayed for a project in the Forecast Breakdown grid. If you do not enter a field set, default hover details apply.
|
Text(255) |
|
| Include_Best_Case__c |
Include Best Case |
Winter 2021 |
If selected, the best case threshold is applied to opportunity revenue forecasts.
|
Checkbox |
false |
| Include_RRs_on_Opportunities__c |
Include RRs on Opportunities |
Spring 2024 |
If selected, resource requests are included in opportunity revenue forecast calculations.
|
Checkbox |
false |
| Include_Worst_Case__c |
Include Worst Case |
Winter 2021 |
If selected, the worst case threshold is applied to opportunity revenue forecasts.
|
Checkbox |
false |
| Milestone_Total_Revenue_Field__c |
Total Revenue Field on Milestone |
Summer 2023 |
The API name, including namespace, of the field on the Milestone object you want to use as the total revenue for forecasted milestones. If left blank, the value in the Milestone Amount field is used.
|
Text(255) |
|
| Opportunity_Batch_Size__c |
Opportunity Batch Size |
Spring 2020 |
Number of opportunities and opportunity line items to be processed at the same time.
|
Number(4,0) |
200 |
| Opportunity_Best_Case_Threshold__c |
Opportunity Best Case Threshold (%) |
Winter 2021 |
The minimum percentage probability for an opportunity to be included in the best case scenario.
|
Percent(3,0) |
|
| Opportunity_Expected_Case_Threshold__c |
Opportunity Expected Threshold (%) |
Spring 2021 |
The minimum percentage probability for an opportunity to be included in the expected scenario.
|
Percent(3,0) |
0.00 |
| Opportunity_Scheduler_Batch_Size__c |
Opportunity Scheduler Batch Size |
Spring 2023 |
Number of opportunities to be scheduled for processing at the same time.
|
Number(4,0) |
200 |
| Opportunity_Worst_Case_Threshold__c |
Opportunity Worst Case Threshold (%) |
Winter 2021 |
The minimum percentage probability for an opportunity to be included in the worst case scenario.
|
Percent(3,0) |
|
| Persist_Adjustments_Across_Versions__c |
Persist Adjustments Across Versions |
Spring 2024 |
If selected, any suitable adjustments in a revenue forecast version are copied into the next version that is generated.
|
Checkbox |
false |
| Project_Batch_Size__c |
Project Batch Size |
Spring 2020 |
Number of projects to be processed at the same time.
|
Number(4,0) |
5 |
| Project_End_Date_on_Opportunity__c |
Expected Project End Date Field on Opp |
Spring 2020 |
The API name of the field on the Opportunity object you want to use as the expected project end date.
|
Text(255) |
|
| Project_Scheduler_Batch_Size__c |
Project Scheduler Batch Size |
Spring 2023 |
Number of projects to be scheduled for processing at the same time.
|
Number(4,0) |
200 |
| Project_Start_Date_on_Opportunity__c |
Expected Project Start Date Field on Opp |
Spring 2020 |
The API name of the field on the Opportunity object you want to use as the expected project start date.
|
Text(255) |
|
| Project_Total_Revenue_Field__c |
Total Revenue Field on Project |
Summer 2023 |
The API name, including namespace, of the field on the Project object you want to use as the total revenue for fixed fee projects. If left blank, the value in the Bookings field is used.
|
Text(255) |
|
| Res_Req_Percent_Comp_Weighting_Field__c |
RR % Complete Weighting Field |
Summer 2023 |
The API name, including namespace, of the number field on the Resource Request object you want PSA to use when calculating weighting on % Complete revenue forecasts. You can use an existing number field or create your own custom field.
|
Text(255) |
|
| Resource_Request_Bill_Rate_Field__c |
Resource Request Bill Rate Field |
Summer 2023 |
The API name, including namespace, of the field on the Resource Request object to use as the bill rate. If blank, the value in the Suggested Bill Rate Number field is used. If that field is also blank, the value in the Requested Bill Rate field is used.
|
Text(255) |
|
| Respect_Permission_Controls__c |
Respect Permission Controls |
Fall 2021 |
If selected, permission controls are respected when viewing or adjusting revenue forecast versions on the Review Forecast Version page.
|
Checkbox |
false |
| Retain_Pending_Revenue_In_Closed_Periods__c |
Retain Pending Revenue in Closed Periods |
Winter 2021 |
If selected when you are not using the integration between PSA and Revenue Management, Revenue Forecasting retains actuals from the previous forecast run for any closed time period. Any remaining pending revenue is moved to the next open time period.
|
Checkbox |
false |
| Total_Hours_Field_on_Project__c |
Total Hours Field on Project |
Spring 2020 |
The API name of the field on the Project object you want to use to calculate the value in the % Hours Completed For Recognition field. If required, you can create your own field and add it to the picklist.
|
Picklist:
pse__Estimated_Hours_at_Completion__c
pse__Planned_Hours__c |
|
| Use_Mid_Month_Forecast_Calculations__c |
Use Mid Month Forecast Calculations |
Spring 2024 |
If selected, any scheduled hours on or before the cutoff date are ignored and only actual hours are included in the calculations.
|
Checkbox |
false |
| Use_Sched_And_Actual_Hrs_In_Percent_Comp__c |
Use Sched and Actual Hrs for % Complete |
Summer 2022 |
If selected, when the total scheduled and actual hours on projects and milestones exceeds the value in the field specified in Total Hours Field on Project, it is used as the denominator to calculate the % Hours Completed for Recognition.
|
Checkbox |
false |
| Use_Weighted_Percent_Comp_Calc__c |
Use Weighting for % Complete |
Summer 2023 |
If selected, weighting is applied to % Complete revenue forecast calculations for scheduled and actual hours on assignments and resource requests. Use the Assignment % Complete Weighting Field and RR % Complete Weighting Field settings to specify the fields you want PSA to use in the calculations.
|
Checkbox |
false |
| Version_Detail_Batch_Size__c |
Version Detail Batch Size |
Spring 2021 |
Number of version detail records to be processed at the same time.
|
Number(4,0) |
2000 |
| Version_Forecast_Period_Override__c |
Version Forecast Period Override |
Spring 2024 |
The rolling number of months covered by a revenue forecast version, including the current month. This overrides the option selected from the Version Forecast Period field.
|
Number(2,0) |
|
| Version_Forecast_Period__c |
Version Forecast Period |
Fall 2020 |
The forecast period covered by the revenue forecast version.
|
Picklist:
Current Quarter
Current Year
Current and Next Quarter
Rolling 12 Months
Rolling 3 Months
Rolling 6 Months |
|
| Version_Grouping_Primary__c |
Object for Version Grouping |
Fall 2020 |
The object that projects and opportunities are grouped under on the Review Forecast Version page.
|
Picklist:
pse__Group__c
pse__Practice__c
pse__Region__c |
|
