(Beta) Services Forecast Plans Dataset Fields

The Services Forecast Plans dataset includes information about your services forecast plans from WorkGrid. The field values are extracted from your plans in WorkGrid by sending the plan to Analytics. The Services Forecast Plans dataset includes several fields related to the plan itself and also includes fields that match the Services Forecast Live dataset fields. For more information, see Fields on Datasets Created from Plans and (Beta) Services Forecast Live Dataset Output Fields.

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 included in the dataset are described in the table below, grouped by their type within Analytics.

Services Forecast Plans Dataset Fields
Type Label API Name
Measure Opportunity Probability % OpportunityProbability
Total Amount (Corporate Currency) TotalAmountCorp
Total Amount (Record Currency) TotalAmount
Total Margin (Corporate Currency) TotalMarginCorp
Total Margin (Record Currency) TotalMargin
Dimension Account Currency AccountCurrency
Account ID AccountId
Account Name AccountName
Account Type AccountType
Actuals/Forecast ActualsOrForecast
Breakdown Breakdown
Calculated IsCalculated
Category Category
Currency CurrencyIsoCode
Dataset Row ID DatasetRowId
Default Scenario IsDefaultScenario
External Resource ExternalResource
Group Level XX GroupLevelXX
Last Updated (Day) LastUpdated_Day
Last Updated (Month) LastUpdated_Month
Last Updated (Quarter) LastUpdated_Quarter
Last Updated (Week) LastUpdated_Week
Last Updated (Year) LastUpdated_Year
Milestone Currency MilestoneCurrency
Milestone ID MilestoneId
Milestone Name MilestoneName
Opportunity Account ID OpportunityAccountId
Opportunity Account Name OpportunityAccountName
Opportunity Currency OpportunityCurrency
Opportunity Forecast Category OpportunityForecastCategory
Opportunity ID OpportunityId
Opportunity Name OpportunityName
Opportunity Stage Name OpportunityStageName
Plan Created By ID PlanCreatedById
Plan Created By Name PlanCreatedByName
Plan ID PlanId
Plan Last Modified By ID PlanLastModifiedById
Plan Last Modified By Name PlanLastModifiedByName
Plan Name PlanName
Plan Scenario ID PlanScenarioId
Plan Scenario Name PlanScenarioName
Planning Unit Code PlanningUnitCode
Practice Level XX PracticeLevelXX
Project Currency ProjectCurrency
Project End Date (Day) ProjectEndDate_Day
Project End Date (Month) ProjectEndDate_Month
Project End Date (Quarter) ProjectEndDate_Quarter
Project End Date (Week) ProjectEndDate_Week
Project End Date (Year) ProjectEndDate_Year
Project ID ProjectId
Project Level XX ProjectLevelXX
Project Manager Name ProjectManagerName
Project Name ProjectName
Project Start Date (Day) ProjectStartDate_Day
Project Start Date (Month) ProjectStartDate_Month
Project Start Date (Quarter) ProjectStartDate_Quarter
Project Start Date (Week) ProjectStartDate_Week
Project Start Date (Year) ProjectStartDate_Year
Project Type ProjectType
Region Level XX RegionLevelXX
Resource ID ResourceId
Resource Name ResourceName
Resource Role ResourceRole
Revenue/Cost RevenueOrCost
Source Source
Subtotal IsSubtotal
Time Period End Date (Day) TimePeriodEndDate_Day
Time Period End Date (Month) TimePeriodEndDate_Month
Time Period End Date (Quarter) TimePeriodEndDate_Quarter
Time Period End Date (Week) TimePeriodEndDate_Week
Time Period End Date (Year) TimePeriodEndDate_Year
Time Period Name TimePeriodName
Time Period Start Date (Day) TimePeriodStartDate_Day
Time Period Start Date (Month) TimePeriodStartDate_Month
Time Period Start Date (Quarter) TimePeriodStartDate_Quarter
Time Period Start Date (Week) TimePeriodStartDate_Week
Time Period Start Date (Year) TimePeriodStartDate_Year
Date Plan Created Date PlanCreatedDate
Plan Last Modified Date PlanLastModifiedDate