Cost Forecast Fields

The calculated margin in the corporate currency. If the cost forecast is linked to a revenue forecast that uses the same project, opportunity, milestone, and monthly time period, the margin is calculated by subtracting the sum of the costs in the following fields from the revenue in the related revenue forecast:

• Corp: Costs Pending Recognition
• Corp: Costs Recognized to Date
• Corp: Scheduled Costs
• Corp: Unscheduled Costs

In the corporate currency, the unfulfilled pending costs that were ready for recognition and were carried over when the relevant time period was closed for forecasting.

Costs that were not recognized in a closed time period are added to this field in the next open time period in either of the following circumstances:

• If you are using the integration between PSA and Revenue Management
• If Retain Pending Costs in Closed Periods is selected on the active revenue forecast setup record

In the corporate currency, the costs that were ready for recognition but were not fulfilled before the relevant time period was closed for forecasting.

Costs that were not recognized in a closed time period are carried over into the next open time period in either of the following circumstances:

• If you are using the integration between PSA and Revenue Management
• If Retain Pending Costs in Closed Periods is selected on the active revenue forecast setup record

The amount carried over is displayed in the following fields:

• Corp: Unfulfilled Pending Costs on the relevant cost forecast record that looks up to the original time period
• Corp: Pending Costs Carried Over on the relevant cost forecast record that looks up to the first open time period

In the corporate currency, the scheduled costs that were not fulfilled before the relevant time period was closed for forecasting.

If a forecast calculation attributes scheduled costs to a particular forecast but the associated time period is closed for forecasting, 0 is displayed in the Corp: Scheduled Costs field. The amount that would have been displayed in the Corp: Scheduled Costs field is displayed in the Corp: Unfulfilled Scheduled Costs field instead, to show what the value would have been if the time period were still open.

In the corporate currency, the unscheduled costs that were not fulfilled before the relevant time period was closed for forecasting.

If a forecast calculation attributes unscheduled costs to a particular forecast but the associated time period is closed for forecasting, 0 is displayed in the Corp: Unscheduled Costs field. The amount that would have been displayed in the Corp: Unscheduled Costs field is displayed in the Corp: Unfulfilled Unscheduled Costs field instead, to show what the value would have been if the time period were still open.

The calculated margin. If the cost forecast is linked to a revenue forecast that uses the same project, opportunity, milestone, and monthly time period, the margin is calculated by subtracting the sum of the costs in the following fields from the revenue in the related revenue forecast:

• Costs Pending Recognition
• Costs Recognized to Date
• Scheduled Costs
• Unscheduled Costs

The percentage of margin made on the revenue using the following calculation:
Margin % = Margin / Total revenue

The values used in the calculation are derived from the following:

• Margin = Total revenue - Total costs
• Total revenue = Sum of the revenue fields from the relevant revenue forecast records
• Total costs = Sum of the cost fields from the relevant cost forecast records

Unfulfilled pending costs that were ready for recognition and were carried over when the relevant time period was closed for forecasting.

Costs that were not recognized in a closed time period are added to this field in the next open time period in either of the following circumstances:

• If you are using the integration between PSA and Revenue Management
• If Retain Pending Costs in Closed Periods is selected on the active revenue forecast setup record

Costs that were ready for recognition but were not fulfilled before the relevant time period was closed for forecasting.

Costs that were not recognized in a closed time period are carried over into the next open time period in either of the following circumstances:

• If you are using the integration between PSA and Revenue Management
• If Retain Pending Costs in Closed Periods is selected on the active revenue forecast setup record

The amount carried over is displayed in the following fields:

• Unfulfilled Pending Costs on the relevant cost forecast record that looks up to the original time period
• Pending Costs Carried Over on the relevant cost forecast record that looks up to the first open time period

Scheduled costs that were not fulfilled before the relevant time period was closed for forecasting.

If a forecast calculation attributes scheduled costs to a particular forecast but the associated time period is closed for forecasting, 0 is displayed in the Scheduled Costs field. The amount that would have been displayed in the Scheduled Costs field is displayed in the Unfulfilled Scheduled Costs field instead, to show what the value would have been if the time period were still open.

Unscheduled costs that were not fulfilled before the relevant time period was closed for forecasting.

If a forecast calculation attributes unscheduled costs to a particular forecast but the associated time period is closed for forecasting, 0 is displayed in the Unscheduled Costs field. The amount that would have been displayed in the Unscheduled Costs field is displayed in the Unfulfilled Unscheduled Costs field instead, to show what the value would have been if the time period were still open.