Professional Services Automation Data Dictionary

Revenue_Forecast_Version__c

Label: Revenue Forecast Version

Stores the records used in different versions of a revenue forecast.

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
Apex_Job_Id__c Apex Job ID Fall 2020 The ID for the Apex job executing the revenue forecast version batch process.

Text(20)
Batch_Process__c Batch Process Fall 2020 A lookup to the batch process record used for the revenue forecast version.

Looks up to: fflib_BatchProcess__c
Lookup
Batch_Processing_Status__c Batch Processing Status Fall 2020 The current status of the batch job.

Picklist:
Complete
Error
Pending
Processing
Corp_Currency__c Corp: Currency Fall 2020 The corporate currency of the org at the time the revenue forecast was run.

Text(3)
Exclude_Opportunity_Probabilities__c Exclude Probability from Opportunities Spring 2021 Indicates whether probabilities were excluded from opportunity revenue forecasts when this revenue forecast version was created.

Checkbox false
Include_Best_Case__c Include Best Case Spring 2021 Indicates whether the opportunity best case threshold was applied when this revenue forecast version was created.

Checkbox false
Include_Worst_Case__c Include Worst Case Spring 2021 Indicates whether the opportunity worst case threshold was applied when this revenue forecast version was created.

Checkbox false
Locked_Datetime__c Date and Time Locked Summer 2023 The date and time the revenue forecast version was locked.

DateTime
Locked__c Locked Fall 2020 If selected, the revenue forecast version is locked and adjustments can no longer be made.

Checkbox false
Opportunity_Best_Case_Threshold__c Opportunity Best Case Threshold (%) Spring 2021 The opportunity best case threshold that was specified on the active revenue forecast setup record at the time this revenue forecast version was created.

Percent(3,0)
Opportunity_Expected_Case_Threshold__c Opportunity Expected Threshold (%) Spring 2021 The opportunity expected threshold that was specified on the active revenue forecast setup record at the time this revenue forecast version was created.

Percent(3,0)
Opportunity_Worst_Case_Threshold__c Opportunity Worst Case Threshold (%) Spring 2021 The opportunity worst case threshold that was specified on the active revenue forecast setup record at the time this revenue forecast version was created.

Percent(3,0)
Status__c Status Fall 2020 Indicates whether this revenue forecast version record relates to the current version of the forecast, or to the previously generated version.

Picklist:
Current
Previous
Version_Grouping_Primary__c Object for Version Grouping Spring 2021 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


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