Previewing Revenue Forecasts

You can preview a revenue forecast from the PSA Administration page. The preview enables you to determine what would be included in a revenue forecast for a selected project if you were to run it now and shows the following:

  • Details of the currency and recognition method.
  • A list of the records that would be included so that you can identify the sources of revenue.
Note:

If you have Revenue Management installed, the preview shows whether the integration between the Revenue Forecasting feature in PSA and Revenue Management is enabled. For more information, see Integration with Revenue Management.

To view the previewed data:

  1. Ensure that you have the PSA - Run Revenue Forecast permission set.
  2. Select PSA Administration from the App Launcher.
  3. In the Revenue Forecasting section, click Preview Forecast.
  4. Search for and select a project whose data you want to preview.

For all the lookup fields, you can also click Show All Results for “ ”. The search lookup window opens with the searched string populated in the Search field and displays all related items in the grid.

Select the item from the grid that you want and click Select. The selected item is then displayed in the lookup field. For more information, see Using Advanced Lookup.

Note:

If Shield Platform Encryption is enabled in your org, the records in the Resource, Account, and Opportunity search lookup window are filtered using only the Name field in the grid.

To reload the data displayed and view the latest changes, click The Reload button.. This is useful if records were added or changed after you loaded the page, or if you have made a change on a different tab.

To view a record, click the record name.

The following topics state the criteria required for records to be included in Revenue Forecasting, and explain how the revenue forecasts are calculated for each recognition method: