Scheduling Revenue Forecast Versions

Prerequisites

The following projects and opportunities are included in revenue forecast version scheduled jobs:

• Projects with the Include In Forecasting checkbox selected
• Opportunities that do not have a project associated with them, do not have a type of Closed/Lost in the Stage field, and have the Is Services Opportunity checkbox selected

Setup

You can use the settings available under Forecast Version Batch Settings on the active revenue forecast setup record to further control what is included in revenue forecast version scheduled jobs:

• You can choose to exclude:
  • All opportunities
  • Unscheduled revenue on projects and milestones
• You can specify the forecast period that you want the version to cover, for example, Rolling 3 Months. The version forecast period uses the end date recorded on the relevant time period record to work out the current month, quarter, or year.
• You can specify the probability thresholds for the best case, expected, and worst case scenarios for opportunity revenue forecasts. By default, the total unscheduled revenue is the opportunity amount multiplied by the probability.

For more information, see Revenue Forecast Setup Fields and Setting up Forecasting.

Permissions

To set or change the settings on the revenue forecast setup record, you must have been granted permission to configure the setup for a revenue forecast.

To schedule a revenue forecast version, you must have been granted the following:

• Salesforce permission to schedule an Apex job
• Permission to run a revenue forecast
• Permission to view and update revenue forecast versions

For more information, see Revenue Forecasting Permissions.

Scheduling a Revenue Forecast Version

Tip:

To create a revenue forecast version on demand, click Create Revenue Forecast Version on the Services Revenue Forecasting workspace. For more information, see Services Revenue Forecasting Workspace.

To set up a schedule for creating revenue forecast versions:

1. Do one of the following:
   • From the Revenue Forecast Setup tab, open the active revenue forecast setup record. If one does not already exist, you must create one.
   • From the PSA Administration tab, scroll down to the Revenue Forecasting section.
2. Click Schedule Version.
3. Select a frequency for the batch job. The options are:
   • Weekly: Select the day or days of the week.
   • Monthly: Specify the day of the month, either as a fixed date such as day 17 of every month, or as a relative date such as the third Tuesday of every month.
     
4. Enter a start time for the job. We recommend you set this to a time outside business hours. The job uses your time zone.
5. Click Create Scheduled Job.

Note:

If you subsequently create a new active revenue forecast setup record, you do not need to reschedule the batch job.

To view or delete the RevenueForecastVersionScheduler job, from Setup, enter Jobs in the Quick Find box, then select Scheduled Jobs.

To view details of an error, navigate to the relevant revenue forecast version and check the Message field on the Revenue Forecast Batch Logs related list.

After the scheduled job has run, "Current" is displayed in the Status field on the most recent revenue forecast version record and "Previous" is displayed on the previously generated revenue forecast version record. This enables you to identify the two most recent revenue forecast versions easily so that you can make a side-by-side comparison. There can only be one record with a status of "Current" and one record with a status of "Previous".