Revenue Forecast Dataset PS Cloud Analytics Input Fields

The input fields are the foundation of every dataset in PS Cloud Analytics. These fields are imported from your org environment by the dataflow when you create the Analytics app, the data is then processed to populate your apps' datasets.

Base Objects

This flow uses Revenue Forecast Version Detail, Revenue Forecast Version, Revenue Forecast Version Adjustment and Revenue Forecast as base objects to retrieve PSA field information. It also uses these objects to look up to other PSA objects to complement the data necessary to generate the Revenue Forecast Dataset.

Permission Control

The main fields extracted from the Permission Control object in PSA are as follows.

Fields Retrieved from the Permission Control Object

Field Label

API Name

Description

End Date pse__End_Date__c These fields are imported directly from your PSA environment. For more information see Permission Control Fields.
Group pse__Group__c
Opportunity pse__Opportunity__c
Practice pse__Practice__c
Project pse__Project__c
Region pse__Region__c
Resource pse__Resource__c
Revenue Forecast Version View pse__Forecast_View__c
Revenue Forecast Version Adjust pse__Forecast_Edit__c
Start Date pse__Start_Date__c
User pse__User__c

Revenue Forecast Version Adjustment

The main fields extracted from the Revenue Forecast Version Adjustment object in PSA are as follows.

Fields Retrieved from the Revenue Forecast Version Adjustment Object

Field Label

Field API Name

Description

Group pse__Group__c These fields are imported directly from your PSA environment. For more information see Revenue Forecast Version Adjustment Fieldsin the PSA Help.
Practice pse__Practice__c
Region pse__Region__c
Revenue Forecast Version pse__Revenue_Forecast_Version__c
Revenue Forecast Version Adjustment Name Name
Milestone pse__Milestone__c
Project pse__Project__c
Opportunity pse__Opportunity__c
Active pse__Active__c
Corp: Adjustment Value pse__Corp_Adjustment_Value__c
Corp: Currency pse__Corp_Currency__c
Time Period pse__Time_Period__c
Scenario pse__Scenario__c

Revenue Forecast Version Detail

The main fields extracted from the Revenue Forecast Version Detail object in PSA are as follows.

Fields Retrieved from the Revenue Forecast Version Detail Object

Field Label

Field API Name

Description

Corp: % Complete: Milestone: Pending pse__Corp_Percent_Complete_Milestone_P__c

These fields are imported directly from your PSA environment. For more information see Revenue Forecast Version Detail Fieldsin the PSA Help.

Corp: % Complete: Milestone: Recognized pse__Corp_Percent_Complete_Milestone_R__c
Corp: % Complete: Milestone: Scheduled pse__Corp_Percent_Complete_Milestone_S__c
Corp: % Complete: Milestone: Unscheduled pse__Corp_Percent_Complete_Milestone_U__c
Corp: % Complete: Project: Pending pse__Corp_Percent_Complete_Project_P__c
Corp: % Complete: Project: Recognized pse__Corp_Percent_Complete_Project_R__c
Corp: % Complete: Project: Scheduled pse__Corp_Percent_Complete_Project_S__c
Corp: % Complete: Project: Unscheduled pse__Corp_Percent_Complete_Project_U__c
Corp: Deliverable: EVA: Scheduled pse__Corp_Eva_S__c
Corp: Deliverable: Expense: Pending pse__Corp_Expense_P__c
Corp: Deliverable: Expense: Recognized pse__Corp_Expense_R__c
Corp: Deliverable: MA: Pending pse__Corp_Misc_Adjustment_P__c
Corp: Deliverable: MA: Recognized pse__Corp_Misc_Adjustment_R__c
Corp: Deliverable: Milestone: Pending pse__Corp_Milestone_P__c
Corp: Deliverable: Milestone: Recognized pse__Corp_Milestone_R__c
Corp: Deliverable: Milestone: Scheduled pse__Corp_Milestone_S__c
Corp: Deliverable: Timecard: Pending pse__Corp_Timecard_P__c
Corp: Deliverable: Timecard: Recognized pse__Corp_Timecard_R__c
Corp: Equal Split: Milestone: Pending pse__Corp_Equal_Split_Milestone_P__c
Corp: Equal Split: Milestone: Recognized pse__Corp_Equal_Split_Milestone_R__c
Corp: Equal Split: Milestone: Scheduled pse__Corp_Equal_Split_Milestone_S__c
Corp: Equal Split: Project: Pending pse__Corp_Equal_Split_Project_P__c
Corp: Equal Split: Project: Recognized pse__Corp_Equal_Split_Project_R__c
Corp: Equal Split: Project: Scheduled pse__Corp_Equal_Split_Project_S__c
Corp: Opportunity: Unscheduled pse__Corp_Opportunity_U__c
Milestone ID Id
Opportunity ID Id We use this field to look up the corresponding PSA object for the following fields Opportunity.
Project ID Id We use this field to look up the corresponding PSA object for the following fields Project.
Revenue Forecast Version ID Id We use this field to look up the corresponding PSA object for the following fields Revenue Forecast Version.
Time Period ID Id We use this field to look up the corresponding PSA object for the following fields Time Period.

Revenue Forecast Version

The main fields extracted from the Revenue Forecast Version object in PSA are as follows.

Fields Retrieved from the Revenue Forecast Version Object

Field API Name

Created Date CreatedDate These fields are imported directly from your PSA environment. For more information about these fields, see Revenue Forecast Version Fields.
Record ID Id
Name Name
Batch Processing Status pse__Batch_Processing_Status__c
Corp: Currency pse__Corp_Currency__c
Status pse__Status__c
Object for Version Grouping pse__Version_Grouping_Primary__c
Opportunity Worst Case Threshold (%) pse__Opportunity_Worst_Case_Threshold__c
Opportunity Expected Threshold (%) pse__Opportunity_Expected_Case_Threshold__c
Opportunity Best Case Threshold (%) pse__Opportunity_Best_Case_Threshold__c
Include Best Case pse__Include_Best_Case__c  
Include Worst Case pse__Include_Worst_Case__c  

Revenue Forecast

The main fields extracted from the Revenue Forecast object in PSA are as follows.

Fields Retrieved from the Revenue Forecast Object

Field Label

Field API Name

Description

Created Date CreatedDate These fields are imported directly from your PSA environment. For more information about these fields, see Revenue Forecast Fields.
Record ID Id
Milestone pse__Milestone__c
Revenue Forecast Name Name
Opportunity pse__Opportunity__c
Project pse__Project__c
Corp: Currency pse__Corp_Currency__c
Time Period pse__Time_Period__c

Augmented Fields

Augmented fields complement the data imported from the base objects, giving you a better view of your data.

Note: These fields are imported directly from your PSA environment. For more information about these fields, see the PSA field reference guide for their corresponding PSA object.

Key: → — Lookup path between objects

Augmented Fields

Object

Lookup Path

Field Label

Field API Name

Project N/A Project Name Name
Account pse__Account__c
End Date pse__End_Date__c
Group pse__Group__c
Active pse__Is_Active__c
Billable pse__Is_Billable__c
Practice pse__Practice__c
Region pse__Region__c
Stage pse__Stage__c
Start Date pse__Start_Date__c
→ Project → Account Account Name Name
Industry Industry
Type Type
Billing Country BillingCountry
Annual Revenue AnnualRevenue
Number Of Employees NumberOfEmployees
→ Project → Project Manager Name Name
→ Project → Group Reversed Group ID Chain pse__Reversed_ID_Chain__c
Hierarchy Depth pse__Hierarchy_Depth__c
→ Project → Practice Reversed Practice ID Chain pse__Reversed_ID_Chain__c
Hierarchy Depth pse__Hierarchy_Depth__c
→ Project → Region Reversed Region ID Chain pse__Reversed_ID_Chain__c
Hierarchy Depth pse__Hierarchy_Depth__c
Time Period N/A Time Period Name Name
End Date pse__End_Date__c
Start Date pse__Start_Date__c
Type pse__Type__c
Opportunity N/A Opportunity Name Name
Group pse__Group__c
Practice pse__Practice__c
Region pse__Region__c
Account ID Account_Id__c
→ Opportunity → Region Reversed Region ID Chain pse__Reversed_ID_Chain__c
Hierarchy Depth pse__Hierarchy_Depth__c
RPG Type RPGType
→ Opportunity → Practice Reversed Practice ID Chain pse__Reversed_ID_Chain__c
Hierarchy Depth pse__Hierarchy_Depth__c
RPG Type RPGType
→ Opportunity → Group Reversed Region ID Chain pse__Reversed_ID_Chain__c
Hierarchy Depth pse__Hierarchy_Depth__c
RPG Type RPGType
→ Opportunity → Account Annual Revenue AnnualRevenue
Billing Country BillingCountry
Industry Industry
Account Name Name
Number Of Employees NumberOfEmployees
Type pse__Type__c
Revenue Forecast Version N/A Created Date CreatedDate
Record ID Id
Name Name
Batch Processing Status pse__Batch_Processing_Status__c
Corp: Currency pse__Corp_Currency__c
Status pse__Status__c
Milestone N/A Name Name
→ Milestone → (Override) Region Reversed Region ID Chain pse__Reversed_ID_Chain__c
Hierarchy Depth pse__Hierarchy_Depth__c
RPG Type RPGType
→ Milestone → (Override) Practice Reversed Practice ID Chain pse__Reversed_ID_Chain__c
Hierarchy Depth pse__Hierarchy_Depth__c
RPG Type RPGType