Billing Forecast Summary Category Fields
The billing forecast summary category record includes the following fields.
Field | Description | |
---|---|---|
Adjusted Value | Formula field representing the value displayed on the Billing Forecast page for this billing forecast summary category. If an override value is present, it is displayed. If no override value is present, the sum of the roll-up variance and original forecast value is displayed. If there is no override value or roll-up variance, the original forecast value is displayed. | |
Billing Forecast Opportunities Value | Total weighted opportunity amounts taken from the related billing forecast detail records for the selected time period in the relevant region, practice, or group. | |
Billing Forecast Override | Lookup to the currently active billing forecast override applied to this billing forecast summary category. | |
Billing Forecast Projects Value | Total weighted project amounts taken from the related billing forecast detail records for the selected time period in the relevant region, practice, or group. | |
Billing Forecast Setup Category | Lookup to the billing forecast categories used on the Billing Forecast Setup page. For more information on the billing forecast category setup, see Billing Forecast Setup Fields. | |
Billing Forecast Sublevels Value | Total weighted sublevel amounts taken from the related billing forecast summary records for the selected time period for the child regions, practices, or groups. | |
Billing Forecast Summary | Lookup to the relevant billing forecast summary record. | |
Billing Forecast Total Value | Total weighted amounts calculated for this billing forecast category, based on the billing forecast opportunities, project, and sublevels values in the related billing forecast detail records. | |
Category Label | Lookup to the relevant billing forecast setup category label, for example, Expected. For more information, see Billing Forecast Setup Category Fields. | |
Override Created By | Lookup to the user who created the currently active billing forecast override applied to this billing forecast summary category. | |
Override Created Date | Created date and time of the currently active billing forecast override applied to this billing forecast summary category. | |
Override Notes | Notes on the currently active billing forecast override applied to this billing forecast summary category. | |
Override Roll-Up Variance | Sum of roll-up variances for all summary categories below this summary category in the RPG hierarchy, including overrides on related billing forecast detail categories. | |
Override Value | Value of the currently active billing forecast override applied to this billing forecast summary category. |