(Beta) Services Forecast Live Intermediate Processing

When an update to the Services Forecast Live dataset is run, the latest field values are extracted from PSA and the dataset is updated.

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.

The fields that are calculated when updating the Services Forecast Live dataset are described in the following table.

Note:

There is no recipe or dataflow for the Services Forecast Live dataset.

Fields Calculated When Updating the Services Forecast Live Dataset
Field Label Field API Name Description
Actuals/Forecast ActualsOrForecast When processing a revenue forecast type record, this field contains the value in the Revenue Type field. When processing a cost forecast type record, this field contains the value in the Cost Type field.
Breakdown Breakdown

A single forecast type is split into two rows:

  • A forecast type of Actuals has two dataset rows, one where the breakdown is Recognized to Date and a second where the breakdown is Pending Recognition.
  • A forecast type of Forecast has two dataset rows, one where the breakdown is Scheduled and the second where the breakdown is Unscheduled.

The value in the Breakdown field determines the forecast type and associated field from which a value is pulled into the Total Amount and Total Margin fields on the dataset:

  • Pending Recognition: Pulls in the value from the Revenue Pending Recognition or Cost Pending Recognition fields.
  • Recognized to Date: Pulls in the value from the Revenue Recognized to Date or Cost Recognized to Date fields.
  • Scheduled: Pulls in the value from the Scheduled Revenue or Scheduled Costs fields.
  • Unscheduled: Pulls in the value from the Unscheduled Revenue or Unscheduled Costs fields.
Group Level XX GroupLevelXX

Group levels 00 to 11 are populated from the group hierarchy related to the project or opportunity, where 00 is the highest level.

These fields are not populated for account revenue forecasts.
Practice Level XX PracticeLevelXX

Practice levels 00 to 11 are populated from the practice hierarchy related to the project or opportunity, where 00 is the highest level.

These fields are not populated for account revenue forecasts.
Project Level XX ProjectLevelXX Project levels 00 to 11 are populated from the project hierarchy, where 00 is the highest level.
Region Level XX RegionLevelXX

Region levels 00 to 11 are populated from the region hierarchy related to the project or opportunity, where 00 is the highest level.

These fields are not populated for account revenue forecasts.
Revenue/Cost RevenueOrCost When processing a revenue forecast type record, this field shows Revenue. When processing a cost forecast type record, this field shows Cost.
Source Source

Determined based on the forecast type:

  • For revenue forecasts, contains the value in the Revenue Source field.
  • For cost forecasts, contains the value in the Cost Source field.
Total Amount (Record Currency) TotalAmount The amount in the field that is specified in the Breakdown field.
Total Amount (Corporate Currency) TotalAmountCorp The amount in the field that is specified in the Breakdown field, using the corporate value fields.
Total Margin (Record Currency) TotalMargin The amount in the field that is specified in the Breakdown field. When processing a cost forecast type record, the value is negative.
Total Margin (Corporate Currency) TotalMarginCorp The amount in the field that is specified in the Breakdown field, using the corporate value fields. When processing a cost forecast type record, the value is negative.
Unique ID UniqueId A hidden system field used to maintain the dataset.