Here is a description of the custom fields on an opportunity product record.
Key: Descriptions of checkbox settings describe the selected (true) case.
| Field | Description | |
|---|---|---|
| Added to Project | Indicates this opportunity product was previously added to a project during the project creation process and will not be picked up in the next project creation process. | |
| Is Services Product Line | Indicates this opportunity product is a services product. |
Concepts
Project Team Schedule Overview
Project Planning Methodologies
Task-Based Resourcing Overview
Finding Your Way Around Revenue Forecasting
Revenue Forecasting Calculations Overview
Revenue Forecast Versions Overview
Deliverable Recognition Method
Equal Split Recognition Method
Services Revenue Forecasting Workspace Overview
About Billing Forecast Overrides
How Billing Forecasting Calculations Work
Tasks
Configuration for Creating a Project Using the PSA Actions: Project Creation Lightning Components
Creating a Project from an Existing Project or a Template
Creating a Project from an Opportunity
Viewing Gantt from a Project Record
Using the Project Team Schedule
Creating a Project from a Template
Copying Information from a Project Template
Updating Baseline Version Fields
Viewing the Project Cost and Revenue Summary
Setting up Project Tracking Against a Billing Cap
Tracking Projects Against a Billing Cap
Adding Project Tracking to the Project Detail Layout
Adding Assignments from a Template
Adding Milestones from a Template
Adding Resource Requests from a Template
Adding Records from a Template
Adding Project Tasks from a Template
Viewing and Updating Project Variance
Setting up Financial Information on Project Tasks
No Integration with Revenue Management
Integration with Revenue Management
Marking Time Periods as Closed for Revenue Forecasting
Running Project Revenue Forecasts
Running Opportunity Revenue Forecasts
Viewing Revenue Forecast Records
Reporting on Revenue Forecasts
Scheduling Revenue Forecast Versions
Reviewing Revenue Forecast Versions
Adjusting and Locking a Revenue Forecast Version
Managing Curves for Billing Forecasts
Overriding Billing Forecast Values
Running Billing Forecast Calculations
Viewing Billing Forecast Calculations
Updating Billing Forecasting Data Spring 2019
Reference
Create Project from Template Fields
Adding Records from Template Fields
Copying from Project Template Fields
Project Variance Batch Log Fields
Project Variance Batch Settings
Permissions for Adding Assignments from a Template
Permissions for Adding Milestones from a Template
Permissions for Adding Project Tasks from a Template
Permissions for Adding Resource Requests from a Template
Permissions for Adding Records from a Template
Permissions for the PSA Actions: Project Creation Lightning Component
PSA Actions: Project Creation Lightning Component Fields
Permissions for Creating Resource Requests from Project Tasks (Lightning)
Task-Based Resourcing Settings
Permissions for the Project Gantt Lightning Component
Project Gantt Lightning Component Properties
Project Team Schedule Lightning Component Fields
Project Team Schedule Lightning Component Properties
Project Task Assignment Fields
Gantt Buttons, Controls, and Fields
Revenue Forecast Batch Lock Fields
Revenue Forecast Batch Log Fields
Revenue Forecast Batch Status Fields
Revenue Forecast Preview Fields
Revenue Forecast Version Fields
Revenue Forecast Version Adjustment Fields
Revenue Forecast Version Batch Log Fields
Revenue Forecast Version Detail Fields
Billing Forecast Batch Settings
Billing Forecast Calculation Fields
Billing Forecast Calculation Log Fields
Billing Forecast Curve Detail Fields
Billing Forecast Detail Category Fields
Billing Forecast Detail Fields
Billing Forecast Override Fields
Billing Forecast Run Info Fields
Billing Forecast Setup Category Fields
SECTIONS