(Beta) Services Forecast Live Dataset Input Fields

The Services Forecast Live dataset contains the most recent revenue, cost, and margin forecast generated from your PSA data and is used as a basis for creating services forecast plans. You can schedule updates to run at regular intervals or run updates on demand. For more information, see (Beta) Managing the Services Forecast Live Dataset.

Warning:

Services Forecasting is Beta functionality in this release. Further development is required to deliver a fully functional solution. Contact Certinia Support.

Revenue Forecasting is unaffected and continues to work in the same way as before.

Input fields are the foundation of the Services Forecast Live dataset. The data in these fields is extracted from your org and then processed to populate the dataset.

Base Objects

Records from the following objects are imported into the dataset.

  • Account
  • Contact (Resource)
  • Cost Forecast
  • Cost Forecast Type
  • Group
  • Milestone
  • Opportunity
  • Practice
  • Project
  • Region
  • Resource
  • Revenue Forecast
  • Revenue Forecast Type
  • Time Period

Account Object

These fields are retrieved from the Account object. This is a standard Salesforce object. For more information about these fields, see the Salesforce Help.

Fields Retrieved from the Account Object
Field Label Field API Name Description
Account Currency CurrencyIsoCode We use this field to populate the currency of the forecasted account in the dataset.
Account Name Name We use this field to populate the name of the forecasted account in the dataset.
ID Id We use this field to provide a reference for the forecasted account in the dataset.
Type Type We use this field to populate the type for the forecasted account in the dataset.

Contact (Resource) Object

These fields are retrieved from the Contact (Resource) object. For more information, see PSA Resource Fields.

Fields Retrieved from the Contact (Resource) Object
Field Label Field API Name Description
External Resource pse__External_Resource__c We use this field to indicate in the dataset whether the forecasted resource is internal or external.
ID Id We use this field to populate the ID of the forecasted resource in the dataset.
Name Name We use this field to populate the name of the forecasted resource in the dataset.
Resource Role pse__Resource_Role__c We use this field to populate the role of the forecasted resource in the dataset.

Cost Forecast Object

These fields are retrieved from the Cost Forecast object in PSA. For more information about these fields, see Cost Forecast Fields.

Fields Retrieved from the Cost Forecast Object
Field Label Field API Name Description
Last Updated pse__Last_Updated__c We use this field to populate the dataset with the date the cost forecast was last calculated.

Cost Forecast Type Object

These fields are retrieved from the Cost Forecast Type object in PSA. For more information about these fields, see Cost Forecast Type Fields.

Note:

There are two rows in the dataset for each revenue forecast type record and cost forecast type record:

  • For actual revenue and costs, there is one row for pending values and another row for recognized values
  • For forecast revenue and costs, there is one row for scheduled values and another row for unscheduled values
Fields Retrieved from the Cost Forecast Type Objects
Field Label Field API Name Description
Currency CurrencyIsoCode We use this field to populate the currency of the cost forecast in the dataset.

Costs Recognized To Date

Corp: Costs Recognized To Date

Costs Pending Recognition

Corp: Costs Pending Recognition

Scheduled Costs

Corp: Scheduled Costs

Unscheduled Costs

Corp: Unscheduled Costs

pse__Corp_Unscheduled_Revenue__c

pse__Costs_Recognized_To_Date__c

pse__Corp_Costs_Recognized_To_Date__c

pse__Costs_Pending_Recognition__c

pse__Corp_Costs_Pending_Recognition__c

pse__Scheduled Costs__c

pse__Corp_Scheduled Costs__c

pse__Unscheduled_Costs__c

pse__Corp_Unscheduled_Costs__c

We use the appropriate field to:

  • Determine the type of cost for each row, shown in the Breakdown field in the dataset

  • Populate the following fields in the dataset:

    • Total Amount (Record Currency)
    • Total Margin (Record Currency)
    • Total Amount (Corporate Currency
    • Total Margin (Corporate Currency)
Cost Source pse__Cost_Source__c We use this field to determine the source of each row in the dataset.
Cost Type pse__Cost_Type__c We use this field to populate the Actuals/Forecast field in the dataset.

Milestone Object

These fields are retrieved from the Milestone object. For more information, see Milestone Fields.

Fields Retrieved from the Milestone Object
Field Label Field API Name Description
Currency CurrencyIsoCode We use this field to populate the currency of the forecasted milestone in the dataset.
ID Id We use this field to populate the ID of the forecasted milestone in the dataset.
Milestone Name Name We use this field to populate the name of the forecasted milestone in the dataset.

Opportunity Object

These fields are retrieved from the Opportunity object. This is a standard Salesforce object. For more information about these fields, see the Salesforce Help and Custom Opportunity Fields.

Fields Retrieved from the Opportunity Object
Field Label Field API Name Description
Account Name AccountId We use this field to provide a reference to the account related to the forecasted opportunity in the dataset.
Forecast Category ForecastCategoryName We use this field to populate the forecast category of the forecasted opportunity in the dataset.
ID Id We use this field to provide a reference to the forecasted opportunity in the dataset.
Opportunity Name Name We use this field to populate the name of the forecasted opportunity in the dataset.
Opportunity Currency CurrencyIsoCode We use this field to populate the currency of the forecasted opportunity in the dataset.
Probability (%) Probability We use this field to populate the probability of the forecasted opportunity in the dataset.
Stage StageName We use this field to populate the stage name of the forecasted opportunity in the dataset.

Project Object

These fields are retrieved from the Project object. For more information, see Project Fields.

Fields Retrieved from the Project Object
Field Label Field API Name Description
Currency CurrencyIsoCode We use this field to populate the currency of the forecasted project in the dataset.
End Date pse__End_Date__c We use this field to populate the end date of the forecasted project in the dataset.
ID Id We use this field to populate the ID of the project included in the forecasted project in the dataset.
Project ID Chain pse__Project_ID_Chain__c We use this field to populate the different Project Level XX fields in the dataset.
Project Manager pse__Project_Manager__c We use this field to populate the Project Manager ID on the forecasted project in the dataset.
Project Name Name We use this field to populate the name of the forecasted project in the dataset.
Project Type pse__Project_Type__c We use this field to populate the type of the forecasted project in the dataset.
Start Date pse__Start_Date__c We use this field to populate the start date of the forecasted project in the dataset.

Region, Practice, and Group Objects

These fields are retrieved from the Region, Practice, and Group (RPGClosed Abbreviation of region, practice, group.) objects. For more information, see Region, Practice, and Group Fields.

Fields Retrieved from the RPG and Project Objects
Field Label Field API Name Description
Group ID Chain pse__Group_ID_Chain__c We use this field to populate the different Group Level XX fields in the dataset.
Practice ID Chain pse__Practice_ID_Chain__c We use this field to populate the different Practice Level XX fields in the dataset.
Region ID Chain pse__Region_ID_Chain__c We use this field to populate the Region Level XX fields in the dataset.

Revenue Forecast Object

These fields are retrieved from the Revenue Forecast object in PSA. For more information about these fields, see Revenue Forecast Fields.

Fields Retrieved from the Revenue Forecast Object
Field Label Field API Name Description
Last Updated pse__Last_Updated__c We use this field to populate the dataset with the date the revenue forecast was last calculated.

Revenue Forecast Type Object

These fields are retrieved from the Revenue Forecast Type object in PSA. For more information about these fields, see Revenue Forecast Type Fields.

Note:

There are two rows in the dataset for each revenue forecast type record and cost forecast type record:

  • For actual revenue and costs, there is one row for pending values and another row for recognized values
  • For forecast revenue and costs, there is one row for scheduled values and another row for unscheduled values
Fields Retrieved from the Revenue Forecast Type Objects
Field Label Field API Name Description
Currency CurrencyIsoCode We use this field to populate the currency of the revenue forecast in the dataset.

Revenue Recognized To Date

Corp: Revenue Recognized To Date

Revenue Pending Recognition

Corp: Revenue Pending Recognition

Scheduled Revenue

Corp: Scheduled Revenue

Unscheduled Revenue

Corp: Unscheduled Revenue

pse__Revenue_Recognized_To_Date__c

pse__Corp_Revenue_Recognized_To_Date__c

pse__Revenue_Pending_Recognition__c

pse__Corp_Revenue_Pending_Recognition__c

pse__Scheduled_Revenue__c

pse__Corp_Scheduled_Revenue__c

pse__Unscheduled_Revenue__c

pse__Corp_Unscheduled_Revenue__c

We use the appropriate field to:

  • Determine the type of revenue for each row, shown in the Breakdown field in the dataset

  • Populate the following fields in the dataset:

    • Total Amount (Record Currency)
    • Total Margin (Record Currency)
    • Total Amount (Corporate Currency
    • Total Margin (Corporate Currency)
Revenue Source pse__Revenue_Source__c We use this field to determine the source of each row in the dataset.
Revenue Type pse__Revenue_Type__c We use this field to populate the Actuals/Forecast field in the dataset.

Time Period Object

These fields are retrieved from the Time Period object. For more information about these fields, see Time Period Fields.

Fields Retrieved from the Time Period Object
Field Label Field API Name Description
End Date pse__End_Date__c We use this field to populate the dataset with the time period end date that is related to the relevant forecast.
Time Period Name Name We use this field to populate the dataset with the time period name that is related to the relevant forecast.
Start Date pse__Start_Date__c We use this field to populate the dataset with the time period start date that is related to the relevant forecast.