Training Project Margin % Predictor (beta) Models

The Project Margin % Predictor (beta) model enables you to predict the Project Margin (%) field based on historical performance and determines which factors are influential in maximizing a project's margin.

Tip:

We recommend you complete the Salesforce Gain Insight with Einstein Discovery trail before setting up the Einstein Discovery models in your org. For more information, see the Salesforce Trailhead website.

Dependencies and Limitations

For information on the dependencies and limitations of the Project Margin % Predictor (beta) model, see PS Cloud AI Analytics Overview.

Training the Model

You can retrain a model if you want to:

  • Improve your model's accuracy. Go to Performance Model Evaluation to view your model's accuracy metrics.
  • Change the variables that contribute to the prediction. Go to Settings to change the variables.

To retrain the existing model:

  1. Open the model from the Model tab.
  2. Click Settings.
  3. Select the variables that you think will generate the most accurate predictions for your projects.
  4. Click Train Model.

Deploying the Model

To deploy the model:

  1. Open the model from the Model Manager tab.
  2. Click Actions , then select View Model Details.
  3. On the Model Settings tab, click the first Edit under Object Connection.
  4. Select Connect to a Salesforce Object, then select Project from the object list and click Next.
  5. Map object fields to model variables as follows:
    Project Field Mappings for the Project Margin % Predictor (beta) Model

    Model Variable

    Object Field

    ProjectBillingType

    pse__Proj__c > Billing Type

    ProjectEndDate pse__Proj__c > End Date
    ProjectGroupNameChainAscpse__Proj__c > pse__Group__r > Group Name Chain
    ProjectManagerName pse__Proj__c > pse__Project_Manager__r > Full Name
    ProjectPracticeNameChainAsc pse__Proj__c > pse__Practice__r > Practice Name Chain
    ProjectRegionNameChainAscpse__Proj__c > pse__Region__r > Region Name Chain
    ProjectStartDate pse__Proj__c > Start Date
    ValueProjectBookings pse__Proj__c > Bookings
    ValueProjectDuration pse__Proj__c > Duration (Days)

Once you have deployed the model, add the Einstein Predictions component to the Project Lightning page layout to view project margin percent predictions on the Project object. For more information on adding components to Lightning page layouts, see the Salesforce Help.