Adjusting and Locking a Revenue Forecast Version

You can make management adjustments at RPGClosed Abbreviation of region, practice, group., project, opportunity, and milestone level to values displayed in the Forecast Breakdown grid on the Review Forecast Version page. This enables you to achieve more accurate forecasts by taking advantage of your insight into the business and detailed up-to-date knowledge.

Warning:

If you have applied a filter, you cannot adjust summary roll-up values in the grid because values lower down in the hierarchy might have been filtered out, affecting the roll-up values. You can adjust values on projects, opportunities, and milestones as these values are unaffected by filtering, although for projects, you can only adjust the values if there are no milestone filters applied.

You can make several adjustments and then save them to see how they affect the embedded chart and any roll-up values higher up in the RPG hierarchy on the Forecast Breakdown.

If you want to make an adjustment in your local currency, turn on Show Local Currency before making your adjustment.

The Adjusted Forecast line on the embedded chart, visual indicators, and tooltips give other users insight into the changes you have made. For more information, see Reviewing Revenue Forecast Versions.

Notes:

Adjustments only affect revenue forecast versions and not the "live" data in your org.

To make management adjustments to a revenue forecast version, you must have permission to adjust forecast versions. The Revenue Forecast Version Adjust permission control is also required to add adjustments to revenue forecast versions if Respect Permission Controls is selected in your org. For more information, see:

Revenue Forecasting copies suitable adjustments into future versions if Persist Adjustments Across Versions is selected in the active revenue forecast setup record. You can prevent an adjustment from being copied into a future version by setting an expiration date on the individual adjustment. For more information, see “Copying Adjustments into Revenue Forecast Versions” in Setting up Forecasting and Adjusting a Revenue Forecast Version.

If you don't want an adjustment to be included in calculations from now on, you can deactivate it. For more information, see Deactivating a Revenue Forecast Version Adjustment.

Adjusting a Revenue Forecast Version

Warning:

Always apply adjustments at the bottom of the RPG hierarchy first and then work upwards. This is because if you make an adjustment at a higher level and then subsequently update a value below it in the hierarchy, the roll-up at the higher level will not reflect the change made lower down.

To adjust a value on a revenue forecast version:

  1. Do one of the following to go to the Review Forecast Version page:
    • Select the Review Forecast Version tab.
    • Click Review Forecast Version in the Navigation pane on the Services Revenue Forecasting workspace. For more information, see Services Revenue Forecasting Workspace.
  2. [Optional] Click Refresh Data to ensure you can see the latest data on the Review Forecast Version page, including recent adjustments by other users.
  3. [Optional] Turn on Show Local Currency if you want to make the adjustment in your local currency.
  4. Do one of the following:
    • Click the cell in the Forecast Breakdown grid that contains the value you want to adjust.
    • Use your keyboard arrow keys to navigate to the cell in the Forecast Breakdown grid that contains the value you want to adjust and press Enter.

    The Adjust Revenue Forecast window is displayed.

    Tip:

    To move between the fields using your keyboard, press Tab.

  5. Do one of the following:
    • Enter the value of your adjustment in the Variance field. For example, if you want to adjust the value in the Calculated Total Value field down by 1,000, enter ‑1000 in the Variance field. This change is automatically reflected in the Adjusted Total Value field.
    • Change the value displayed in the Adjusted Total Value field to the value you want. This change is automatically reflected in the Variance field.
  6. [Optional] Select Create Opposite Adjustment and use the Target Time Period field to simultaneously create an adjustment in another time period with a value that is the inverse of the adjustment you are currently making. This makes it easy to record when revenue is going to slip from one time period into another.
    For example, if you enter -1500 in the Variance field, select Create Opposite Adjustment, and then select a target time period of January 2024, an adjustment of 1500 is also made to the corresponding cell in the January 2024 time period.
    Warning:

    When the adjustment is applied to the cell in the target time period, any existing adjustment is overwritten.

  7. [Optional] If required, enter an expiration date for the adjustment. This field is only displayed if the Persist Adjustments Across Versions option is selected on the active revenue forecast setup record. Only active adjustments with no expiration date or an expiration date in the future are copied into subsequent versions.
  8. [Optional] Enter notes to record your reason for the adjustment.
  9. Click Adjust. Alternatively, press Ctrl + S (PC) or Cmd + S (Mac) on your keyboard. The cells containing the adjustment and, if applicable, the opposite adjustment are highlighted in the Forecast Breakdown grid and an icon is displayed to indicate whether the adjustment has revised the original calculated value up or down. This is also reflected in any roll-up values that are higher up in the RPG hierarchy on the Forecast Breakdown. For more information on the icons displayed, see Forecast Breakdown.
  10. [Optional] Repeat steps 4 to 9 to make further adjustments.
  11. Click Save on the Review Forecast Version page to save your adjustments in the version.

You can lock a version to prevent adjustments from being created, updated, or deleted in that version. For more information, see Locking and Unlocking a Revenue Forecast Version.

Deactivating a Revenue Forecast Version Adjustment

To deactivate an existing revenue forecast adjustment:

  1. Do one of the following:
    • Click the cell in the Forecast Breakdown grid that contains the value you want to adjust.
    • Use your keyboard arrow keys to navigate to the cell in the Forecast Breakdown grid that contains the value you want to adjust and press Enter.

    The Adjust Revenue Forecast window is displayed.

  2. Click Deactivate Adjustment. This has the following effects:
    • The Active field on the corresponding revenue forecast version adjustment record is deselected.
    • The adjustment is no longer displayed on the Review Forecast Version page.
    • The adjustment is no longer used in any calculations.
  3. Click Save on the Review Forecast Version page.
Tip:

If you make a number of adjustments to a version without saving and then decide you do not want one of them, click the cell containing the adjustment and then click Deactivate Adjustment to remove it. When you click Save, the adjustment record is not created.

Locking and Unlocking a Revenue Forecast Version

Note:

To lock or unlock a revenue forecast version, you must have been assigned the relevant permissions. For more information on permissions, see Revenue Forecasting Permissions.

To prevent adjustments from being created, updated, or deleted in the currently displayed version:

  1. Click Refresh Data to update the Review Forecast Version page to ensure you can see the most recent values.
  2. Click Lock Version. The version is locked, the data displayed is refreshed, and the date and time you locked the version is shown.

To unlock, click Unlock Version. The version is unlocked and the data displayed is refreshed.