SECTIONS
This topic describes the buttons and fields for the Revenue Forecast Preview Lightning action on the PSA Administration page.
Buttons
| Button | Description |
|---|---|
|
Reloads the Revenue Forecast Preview. This is useful if records are added or changed after you loaded the preview, or if you have made a change on a different tab. |
Fields
The following field is displayed above the Preview grid.
| Field | Description |
|---|---|
| Project | The project whose revenue forecast data you want to preview. |
The following fields are displayed in the Preview grid.
| Field | Description |
|---|---|
| Currency | The currency set on the record. This is usually the project currency. |
| Object | The object that is associated with this record, for example Milestone, Miscellaneous Adjustment. |
| Recognition Method | The recognition method set on this record for Revenue Forecasting. |
| Record Name | The name of the record that will be included in the revenue forecast. To view the contents of a record, click the record name. |