Revenue Forecast Version Adjustment Fields

Professional Services Cloud

The Revenue Forecast Version Adjustment object includes the following fields.

Key: Descriptions of checkbox settings describe the selected (true) case.

Revenue Forecast Version Adjustment Fields
Field Description
Active Indicates the change in value represented by this adjustment is applied to the values displayed on the Review Forecast Version page.
Adjusted By Lookup to the user who made the adjustment. If Persist Adjustments Across Versions is selected on the active revenue forecast setup record, on future versions this shows the user who made the original adjustment.
Adjustment Date The date and time the adjustment was made. If Persist Adjustments Across Versions is selected on the active revenue forecast setup record, on future versions this shows the date and time on the original adjustment.
Corp: Adjustment Value The change in value represented by the adjustment in the corporate currency.
Corp: Currency The corporate currency of the org at the time the revenue forecast was run.
Exchange Rate The exchange rate from the corporate currency to the local currency.
Expiration Date

The date the adjustment ceases to be included in a future revenue forecast version. If Persist Adjustments Across Versions is selected on the active revenue forecast setup record, PSA only copies adjustments with no expiration date or a future expiration date into subsequent versions. For example, if an adjustment's expiration date is today and a revenue forecast version is being generated today, the adjustment is not included.

Milestone Lookup to the milestone this adjustment relates to.
Notes Information to explain the reason for the adjustment.
Opportunity Lookup to the opportunity this adjustment relates to.
Project Lookup to the project this adjustment relates to.
Region Lookup to the region, practice, or group this adjustment relates to.
Practice
Group
Revenue Forecast Version Lookup to the revenue forecast version this adjustment relates to.
Scenario The scenario that this revenue forecast version adjustment relates to.
Time Period Lookup to the time period this adjustment relates to.
Unique Identifier The unique identifier for active revenue forecast version adjustment records. This is a system controlled field.