Revenue Forecast Fields

The revenue forecast record includes the following fields.

Field Description
Actuals Contains the combined value of the Revenue Recognized to Date and the Revenue Pending Recognition fields.
Actual Hours The number of actual hours included in the % Complete revenue forecast calculation for this month.
Actual Weighted Effort

The weighted effort associated with actual hours for the relevant monthly time period. This field contains the value returned after weighting has been applied to the value in the Actual Hours field. The unit of measurement used for the value in this field depends on the field you are using to base your weighting on. For example, if you have specified pse__Average_Cost_Rate_Number__c in the RR % Complete Weighting Field on the active revenue forecast setup record, this field will contain a weighted monetary value, such as a dollar value.

Note:

This field is only relevant if you are using the Weighting feature for % Complete monthly revenue forecast calculations. For more information on setting up the Weighting feature, see Applying Weighting (% Complete Revenue).

Corp: Actuals Contains the combined value of the Corp: Revenue Recognized to Date and the Corp: Revenue Pending Recognition fields.
Corp: Currency The corporate currency of the org at the time the revenue forecast was run.
Corp: Revenue Pending Recognition In the corporate currency, the revenue that is ready for recognition on this revenue forecast.
Corp: Revenue Recognized To Date In the corporate currency, revenue that has already been recognized within the relevant time period.
Corp: Scheduled Revenue In the corporate currency, the revenue that is scheduled for recognition on this revenue forecast.
Corp: Unscheduled Revenue In the corporate currency, revenue that is currently unscheduled.


For projects, if there are unscheduled hours on a milestone or project and there are months that do not contain any scheduled or actual revenue, the unscheduled revenue is spread evenly across those months, with the exception of empty months that fall between months containing scheduled or actual revenue.

Note:

Unscheduled revenue is only relevant to the % Complete recognition method for projects. For more information, see % Complete Recognition Method.


For opportunities, the value in this field is calculated by multiplying the value in the Amount field on the opportunity by the value in the Probability (%) field.

Last Updated The date and time when this revenue forecast was last updated.
Milestone A lookup to the milestone this revenue forecast relates to.
Opportunity A lookup to the opportunity this revenue forecast relates to.
Opportunity Probability (%) The probability of the opportunity that this revenue forecast relates to.
Project A lookup to the project this revenue forecast relates to.
Revenue Pending Recognition The revenue that is ready for recognition.
Revenue Recognized to Date The revenue that has already been recognized within the relevant time period. If you are using the integration between PSA and Revenue Management, this field is populated using data from Revenue Management.
Scheduled Hours The number of scheduled hours included in the % Complete revenue forecast calculation for this month.
Scheduled Revenue The revenue that is scheduled for recognition.
Scheduled Weighted Effort

The weighted effort associated with scheduled hours for the relevant monthly time period. This field contains the value returned after weighting has been applied to the value in the Scheduled Hours field. The unit of measurement used for the value in this field depends on the field you are using to base your weighting on. For example, if you have specified pse__Cost_Rate_Amount__c in the Assignment % Complete Weighting Field on the active revenue forecast setup record, this field will contain a weighted monetary value, such as a dollar value.

Note:

This field is only relevant if you are using the Weighting feature for % Complete monthly revenue forecast calculations. For more information on setting up the Weighting feature, see Applying Weighting (% Complete Revenue).

Time Period A lookup to the time period set on this revenue forecast.
Time Period End The end date of the time period this record relates to.
Time Period Start The start date of the time period this record relates to.
Unscheduled Hours The number of unscheduled hours included in the % Complete revenue forecast calculation for this month.
Unscheduled Revenue

The revenue that is currently unscheduled.

For projects, if there are unscheduled hours on a milestone or project and there are months that do not contain any scheduled or actual revenue, the unscheduled revenue is spread evenly across those months, with the exception of empty months that fall between months containing scheduled or actual revenue.

Note:

Unscheduled revenue is only relevant to the % Complete recognition method for projects. For more information, see % Complete Recognition Method.


For opportunities, the value in this field is calculated by multiplying the value in the Amount field on the opportunity by the value in the Probability (%) field.