Services Revenue Forecasting Workspace Overview

The Services Revenue Forecasting workspace acts as a starting point for the activities that are relevant to Revenue Forecasting in PSA.

Note:

Workspaces use Lightning Experience to take full advantage of the Lightning App Builder. This means you can customize your user's experience based on their specific requirements. The changes you make are saved in a cloned app. The original app remains unchanged. Depending on your role, you might have more than one workspace. When multiple workspaces are required for a role, a workspace is scoped for a specific set of functional activities.

To set up the Services Revenue Forecasting Workspace, see Setting up the Services Revenue Forecasting Workspace. To use the PSA Services Revenue Forecasting workspace, see Services Revenue Forecasting Workspace.