Professional Services Automation Data Dictionary

pse__Revenue_Forecast__c

Label: Revenue Forecast

Stores the revenue forecast for a project or an opportunity.

Field NameField LabelCreated in VersionDescriptionTypeRequiredDefault Value
pse__Account__c Account Spring 2025 Lookup to the account the revenue forecast relates to.

Looks up to: Account

Lookup false
pse__Actual_Hours__c Actual Hours Spring 2023 The number of actual hours included in the % Complete revenue forecast calculation for this month.

Number(18,2) false
pse__Actual_Weighted_Effort__c Actual Weighted Effort Summer 2023 The weighted effort associated with actual hours for a given monthly time period. This field is only relevant if you are using the Weighting feature for % Complete monthly forecast calculations.

Number(18,2) false
pse__Actuals__c Actuals Fall 2019 Contains the combined value of the Revenue Recognized to Date and the Revenue Pending Recognition fields.

Formula:
pse__Revenue_Recognized_To_Date__c + pse__Revenue_Pending_Recognition__c
Currency(18,2) false
pse__Corp_Actuals__c Corp: Actuals Fall 2020 Contains the combined value of the Corp: Revenue Recognized to Date and the Corp: Revenue Pending Recognition fields.

Formula:
pse__Corp_Revenue_Recognized_To_Date__c + pse__Corp_Revenue_Pending_Recognition__c
Number(18,2) false
pse__Corp_Currency__c Corp: Currency Fall 2020 The corporate currency of the org at the time the revenue forecast was run.

Text(3) false
pse__Corp_Pending_Revenue_Before_Carryover__c Corp: Pending Revenue Before Carryover Summer 2025 In the corporate currency, the revenue that is ready for recognition minus any pending revenue carried over when the relevant time period was closed for forecasting.

Summary
pse__Corp_Pending_Revenue_Carried_Over__c Corp: Pending Revenue Carried Over Summer 2025 In the corporate currency, the unfulfilled pending revenue that was ready for recognition and was carried over when the relevant time period was closed for forecasting.

Summary
pse__Corp_Revenue_Pending_Recognition__c Corp: Revenue Pending Recognition Fall 2020 In the corporate currency, the revenue that is ready for recognition on this revenue forecast.

Summary
pse__Corp_Revenue_Recognized_To_Date__c Corp: Revenue Recognized to Date Fall 2020 In the corporate currency, the revenue that has already been recognized on this revenue forecast.

Summary
pse__Corp_Scheduled_Revenue__c Corp: Scheduled Revenue Fall 2020 In the corporate currency, the revenue that is scheduled for recognition on this revenue forecast.

Summary
pse__Corp_Unfulfilled_Pending_Revenue__c Corp: Unfulfilled Pending Revenue Summer 2025 In the corporate currency, the pending revenue that was ready for recognition but was not fulfilled before the relevant time period was closed for forecasting.

Summary
pse__Corp_Unfulfilled_Scheduled_Revenue__c Corp: Unfulfilled Scheduled Revenue Summer 2025 In the corporate currency, the scheduled revenue that was not fulfilled before the relevant time period was closed for forecasting.

Summary
pse__Corp_Unfulfilled_Unscheduled_Revenue__c Corp: Unfulfilled Unscheduled Revenue Summer 2025 In the corporate currency, the unscheduled revenue that was not fulfilled before the relevant time period was closed for forecasting.

Summary
pse__Corp_Unscheduled_Revenue__c Corp: Unscheduled Revenue Fall 2020 In the corporate currency, revenue that is currently unscheduled. If there are months that do not contain any scheduled or actual revenue, the unscheduled revenue is spread evenly across those months, except for empty months that fall between months containing scheduled or actual revenue.

Summary
pse__Last_Updated__c Last Updated Fall 2019 Date and time when this revenue forecast was last updated.

DateTime false
pse__Milestone__c Milestone Fall 2019 Lookup to the milestone this revenue forecast relates to.

Looks up to: pse__Milestone__c
Lookup false
pse__Opportunity_Probability__c Opportunity Probability (%) Spring 2021 The probability of the opportunity that this revenue forecast relates to.

Percent(3,0) false
pse__Opportunity__c Opportunity Spring 2020 Lookup to the opportunity this revenue forecast relates to.

Looks up to: Opportunity

Lookup false
pse__Pending_Revenue_Before_Carryover__c Pending Revenue Before Carryover Summer 2025 Revenue that is ready for recognition minus any pending revenue carried over when the relevant time period was closed for forecasting.

Summary
pse__Pending_Revenue_Carried_Over__c Pending Revenue Carried Over Summer 2025 Unfulfilled pending revenue that was ready for recognition and was carried over when the relevant time period was closed for forecasting.

Summary
pse__Project__c Project Fall 2019 Lookup to the project this revenue forecast relates to.

Looks up to: pse__Proj__c
Lookup false
pse__Revenue_Pending_Recognition__c Revenue Pending Recognition Fall 2019 The revenue that is ready for recognition on this revenue forecast.

Summary
pse__Revenue_Recognized_To_Date__c Revenue Recognized to Date Fall 2019 The revenue that has already been recognized on this revenue forecast.

Summary
pse__Scheduled_Hours__c Scheduled Hours Spring 2023 The number of scheduled hours included in the % Complete revenue forecast calculation for this month.

Number(18,2) false
pse__Scheduled_Revenue__c Scheduled Revenue Fall 2019 The revenue that is scheduled for recognition on this revenue forecast.

Summary
pse__Scheduled_Weighted_Effort__c Scheduled Weighted Effort Summer 2023 The weighted effort associated with scheduled hours for a given monthly time period. This field is only relevant if you are using the Weighting feature for % Complete monthly forecast calculations.

Number(18,2) false
pse__Time_Period_End__c Time Period End Fall 2020 End date of the time period this record relates to.

Formula:
pse__Time_Period__r.pse__End_Date__c
Date false
pse__Time_Period_Start__c Time Period Start Fall 2020 Start date of the time period this record relates to.

Formula:
pse__Time_Period__r.pse__Start_Date__c
Date false
pse__Time_Period__c Time Period Fall 2019 Lookup to the time period set on this revenue forecast.

Looks up to: pse__Time_Period__c
Lookup true
pse__Unfulfilled_Pending_Revenue__c Unfulfilled Pending Revenue Summer 2025 Revenue that was ready for recognition but was not fulfilled before the relevant time period was closed for forecasting.

Summary
pse__Unfulfilled_Scheduled_Hours__c Unfulfilled Scheduled Hours Summer 2025 Scheduled hours that were not fulfilled before the relevant time period was closed for forecasting or any associated milestones or projects were completed or closed.

Number(18,2) false
pse__Unfulfilled_Scheduled_Revenue__c Unfulfilled Scheduled Revenue Summer 2025 Scheduled revenue that was not fulfilled before the relevant time period was closed for forecasting.

Summary
pse__Unfulfilled_Unscheduled_Hours__c Unfulfilled Unscheduled Hours Summer 2025 Unscheduled hours that were not fulfilled before the relevant time period was closed for forecasting or any associated milestones or projects were completed or closed.

Number(18,2) false
pse__Unfulfilled_Unscheduled_Revenue__c Unfulfilled Unscheduled Revenue Summer 2025 Unscheduled revenue that was not fulfilled before the relevant time period was closed for forecasting.

Summary
pse__Unscheduled_Hours__c Unscheduled Hours Spring 2023 The number of unscheduled hours included in the % Complete revenue forecast calculation for this month.

Number(18,2) false
pse__Unscheduled_Revenue__c Unscheduled Revenue Spring 2020 Revenue that is currently unscheduled.

Summary
pse__Unscheduled_Weighted_Effort__c Unscheduled Weighted Effort Summer 2025 The weighted effort associated with unscheduled hours for a given monthly time period. This field is only relevant if you are using the Weighting feature for % Complete monthly forecast calculations.

Number(18,2) false


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