Revenue Forecast Setup Fields
The Revenue Forecast Setup object includes the following fields.
See also Setting up Forecasting.
Setup Details
Key: Descriptions of checkbox settings describe the selected (true) case.
Field | Description |
---|---|
Active | Indicates the revenue forecast setup record used for revenue forecast calculations. You can only have one active revenue forecast setup record. |
Revenue Forecast Setup Name | The revenue forecast setup record identifier. The format is RFS followed by a generated number. |
General Settings
Project Settings
Key: * – Mandatory field
Descriptions of checkbox settings describe the selected (true) case.
Field |
|
Description |
Default Value |
---|---|---|---|
Actuals Cutoff Day | The day of the week that serves as the cutoff day when using the Use Mid Month Forecast Calculations setting to obtain accurate scheduled hours for the current month. Revenue Forecasting excludes scheduled hours that fall on or before the cutoff day. The cutoff day is the most recent day of the week that matches the day of the week selected. For example, if today is Friday and you have selected Sunday as your cutoff day, Revenue Forecasting excludes all of the scheduled hours in the week up to and including last Sunday from forecast calculations for the current monthly time period. Similarly, if today is Friday and you have selected Friday as your cutoff day, Revenue Forecasting excludes all of the scheduled hours in the week up to and including last Friday. | None | |
Assignment % Complete Weighting Field | The API name of the number field on the Assignment object you want PSA to use when calculating weighting on % Complete revenue forecasts. You must include the namespace, for example pse__Custom_Field__c. You can use an existing number field (for example, Cost Rate Amount) or create your own custom field. The custom field must be a Number, Currency, or Percent field type, or must be a formula field that returns one of those field types. | None | |
Assignment Bill Rate Field | The API name, including namespace, of a numeric field on the Assignment object you want PSA to use instead of the bill rate in deliverable revenue forecast calculations. The field must be a Number, Currency, or Percent field type, or must be a formula field that returns one of these field types. If left blank, PSA uses the value in the Bill Rate field on the assignment record. | None | |
Custom Date for Deliverable Expenses |
The API name, including namespace, of the custom field on the Expense object you want PSA to use to determine the monthly time period the relevant deliverable expense revenue is added to. The custom field can be a formula field if you want the date to update automatically each month. The date in this field must fall within a monthly time period of the revenue forecast for the revenue to be included and must be a day in the month you want the revenue to appear in. |
None | |
Custom Date for Deliverable Milestones |
The API name, including namespace, of the custom field on the Milestone object you want PSA to use to determine the monthly time period the relevant deliverable milestone revenue is added to. The custom field can be a formula field if you want the date to update automatically each month. The date in this field must fall within a monthly time period of the revenue forecast for the revenue to be included and must be a day in the month you want the revenue to appear in. |
None | |
Custom Date for Deliverable Misc Adjusts |
The API name, including namespace, of the custom field on the Misc Adjustment object you want PSA to use to determine the monthly time period the relevant deliverable misc adjustment revenue is added to. The custom field can be a formula field if you want the date to update automatically each month. The date in this field must fall within a monthly time period of the revenue forecast for the revenue to be included and must be a day in the month you want the revenue to appear in. |
None | |
Exclude from Forecast Assignment Field | The API name, including namespace, of the checkbox field on the Assignment object that controls whether an assignment is excluded from revenue forecast calculations. If the checkbox field is selected on the record, the record is excluded. You can use an existing checkbox field or create a new one on the Assignment object. | None | |
Exclude Actuals After Cutoff Day |
Indicates that Revenue Forecasting excludes from % Complete forecasts any actuals that are after the specified cutoff day. This setting is used in conjunction with the Use Mid Month Forecast Calculations and Actuals Cutoff Day settings. |
Deselected | |
Exclude Scheduled Hrs in Closed Periods | Indicates that scheduled hours in closed periods for projects and milestones are excluded from calculations for % Complete revenue. | Deselected | |
Exclude Resource Requests on Project | Indicates that revenue relating to held resource requests on projects and milestones is excluded. | Deselected | |
RR % Complete Weighting Field | The API name, including namespace, of the number field on the Resource Request object you want PSA to use when calculating weighting on % Complete revenue forecasts. You can use an existing number field (for example, Average Cost Rate Number) or create your own custom field. The custom field must be a Number, Currency, or Percent field type, or must be a formula field that returns one of those field types. | None | |
Total Hours Field on Project | * | The
API name of the field on the Project object you want PSA to use to calculate the value in the % Hours Completed for Recognition field. You can select from:
|
Estimated_Hours_at_Completion__c |
Total Revenue Field on Project | The API name, including namespace, of a numeric field on the Project object you want PSA to use as the total revenue for fixed fee projects. The field must be a Number, Currency, or Percent field type, or must be a formula field that returns one of these field types. If left blank, PSA uses the value in the Bookings field on the project record. | None | |
Total Revenue Field on Milestone | The API name, including namespace, of a numeric field on the Milestone object you want PSA to use as the total revenue for forecasted milestones. The field must be a Number, Currency, or Percent field type, or must be a formula field that returns one of these field types. If left blank, PSA uses the value in the Milestone Amount field on the milestone record. | None | |
Use Mid Month Forecast Calculations | Indicates that Revenue Forecasting ignores any scheduled hours that fall on or before the cutoff day and only includes actual hours in the calculations. This setting is used in conjunction with the Actuals Cutoff Day field and applies to forecast calculations for the Deliverable and % Complete recognition methods. | Deselected | |
Use Sched and Actual Hrs for % Complete |
Indicates that if the total number of scheduled and actual hours on projects and milestones exceeds the value in the field specified in Total Hours Field on Project, the total number of scheduled and actual hours is used as the denominator to calculate the value in the % Hours Completed for Recognition field. |
Deselected | |
Use Weighting for % Complete | Indicates that weighting is applied to % Complete revenue forecast calculations for scheduled and actual hours on assignments and resource requests. Use the Assignment % Complete Weighting Field and RR % Complete Weighting Field settings to specify the fields you want PSA to use in the calculations. | Deselected |
Opportunity Settings
Key: * – Mandatory field
Descriptions of checkbox settings describe the selected (true) case.
Forecast Version Settings
Key: Descriptions of checkbox settings describe the selected (true) case.
Field | Description |
Default Value |
---|---|---|
Custom Filter Field Set | The API name of the field set on the Revenue Forecast Version Detail object that contains the project, opportunity, and milestone fields you want to use as custom filters on the Review Forecast Version page. | None |
Hover Details Field Set on Milestone |
The API name of the field set on the Milestone object that controls the hover details displayed for a milestone in the Forecast Breakdown grid. If it is a field set from a managed package, you must include its namespace, for example pse__SelectProjectTemplateFieldSet. We recommend you add a maximum of 10 fields to the field set. If you do not enter a field set, the following fields are displayed by default when you hover over a milestone:
|
None |
Hover Details Field Set on Opportunity |
The API name of the field set on the Opportunity object that controls the hover details displayed for an opportunity in the Forecast Breakdown grid. If it is a field set from a managed package, you must include its namespace, for example pse__SelectProjectTemplateFieldSet. We recommend you add a maximum of 10 fields to the field set. If you do not enter a field set, the following fields are displayed by default when you hover over an opportunity:
|
None |
Hover Details Field Set on Project | The API name of the field set on the Project object that controls the hover details displayed for a project in the Forecast Breakdown grid. If it is a field set from a managed package, you must include its namespace, for example pse__SelectProjectTemplateFieldSet. We recommend you add a maximum of 10 fields to the field set. If you do not enter a field set, the following fields are displayed by default when you hover over a project:
|
None |
Include Best Case | Indicates the best case threshold is applied to revenue forecasts. | Deselected |
Include Worst Case | Indicates the worst case threshold is applied to revenue forecasts. | Deselected |
Object for Version Grouping | The object that projects and opportunities are grouped under on the Review Forecast Version page. | Region |
Opportunity Best Case Threshold (%) | The minimum percentage probability for an opportunity to be included in the best case scenario. | None |
Opportunity Expected Threshold (%) | The minimum percentage probability for an opportunity to be included in the expected scenario. | 0 |
Opportunity Worst Case Threshold (%) | The minimum percentage probability for an opportunity to be included in the worst case scenario. | None |
Persist Adjustments Across Versions | Indicates that any suitable adjustments in a revenue forecast version are copied into the next version that is generated, including notes. | Deselected |
Respect Permission Controls |
Indicates that permission controls are respected when viewing or adjusting revenue forecast versions on the Review Forecast Version page. View or adjust permission controls provide access to regions, practices, groups, projects and opportunities. For example, when a revenue forecast is grouped by a region, permission controls for regions are applied.
When false, permission controls are not applied on the Review Forecast Version page.
Regardless of this field, PSA permission sets are still always required to view and review revenue forecasts and revenue forecast versions. For more information, see Permission Sets. |
Deselected |
Forecast Batch Settings
Key: Descriptions of checkbox settings describe the selected (true) case.
Field | Description | Default Value |
---|---|---|
Exclude Opportunities | Indicates that opportunities are excluded from revenue forecast scheduled jobs. | Deselected |
Forecast Factor Batch Size | The number of records to be processed at the same time, such as timecards and expenses. You must enter a whole number from 1 to 2000. | 200 |
Opportunity Batch Size | The number of opportunities and opportunity line items to be processed at the same time. You must enter a whole number from 1 to 2000. | 200 |
Opportunity Scheduler Batch Size | The number of opportunities to be scheduled for processing at the same time. You must enter a whole number from 1 to 2000. | 200 |
Project Batch Size | The number of projects to be processed at the same time. You must enter a whole number from 1 to 2000. | 5 |
Project Scheduler Batch Size | The number of projects to be scheduled for processing at the same time. You must enter a whole number from 1 to 2000. | 200 |
Forecast Version Batch Settings
Key: Descriptions of checkbox settings describe the selected (true) case.
Revenue Management Integration
Key: Descriptions of checkbox settings describe the selected (true) case.
Field | Description | Default Value |
---|---|---|
Retain Pending Revenue in Closed Periods | Indicates that Revenue Forecasting retains actuals from the previous forecast run for any closed time period when you are not using the integration between PSA and Revenue Management. Any actuals created in a closed time period after the period was closed are included in the revenue forecast for the next open period. | Deselected |
Exclude Revenue Recognition Actuals | Indicates that the integration between PSA and Revenue Management is disabled. Revenue recognition actuals from the integration are no longer included in revenue forecast calculations. | Deselected |
Buttons
The following buttons are available:
Button | Description |
---|---|
Schedule Forecast | Creates a revenue forecast scheduled job. |
Schedule Version | Creates a revenue forecast version scheduled job. |