(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 revenue forecast type records, this field shows Actuals or Forecast as displayed in the Revenue Type field. When processing cost forecast type records, this field shows Actuals or Forecast as displayed in the Cost Type field.
Amount (Corporate Currency) AmountCorp

The amount in this field depends on the value in the Breakdown field:

  • Pending Recognition: Populated with the value in the Corp: Revenue Pending Recognition field for revenue forecast type records or the Corp: Costs Pending Recognition field for cost forecast type records, as appropriate.
  • Scheduled: Populated with the value in the Corp: Scheduled Revenue field for revenue forecast type records or the Corp: Scheduled Costs field for cost forecast type records, as appropriate.
  • Unscheduled: Populated with the value in the Corp: Unscheduled Revenue field for revenue forecast type records or the Corp: Unscheduled Costs field for cost forecast type records, as appropriate.
Amount (Record Currency) Amount

The amount in this field depends on the value in the Breakdown field:

  • Pending Recognition: Populated with the value in the Revenue Pending Recognition field for revenue forecast type records or the Costs Pending Recognition field for cost forecast type records, as appropriate.
  • Scheduled: Populated with the value in the Scheduled Revenue field for revenue forecast type records or the Scheduled Costs field for cost forecast type records, as appropriate.
  • Unscheduled: Populated with the value in the Unscheduled Revenue field for revenue forecast type records or the Unscheduled Costs field for cost forecast type records, as appropriate.
Amount Before Carryover (Corporate Currency) AmountBeforeCarryoverCorp The amount in the Corp: Pending Revenue Before Carryover or Corp: Pending Costs Before Carryover fields as appropriate, where the value in the Breakdown field is Pending Recognition.
Amount Before Carryover (Record Currency) AmountBeforeCarryover The amount in the Pending Revenue Before Carryover or Pending Costs Before Carryover fields as appropriate, where the value in the Breakdown field is Pending Recognition.
Amount Carried Over (Corporate Currency) AmountCarriedOverCorp The amount in the Corp: Pending Revenue Carried Over or Corp: Pending Costs Carried Over fields as appropriate, where the value in the Breakdown field is Pending Recognition.
Amount Carried Over (Record Currency) AmountCarriedOver The amount in the Pending Revenue Carried Over or Pending Costs Carried Over fields as appropriate, where the value in the Breakdown field is Pending Recognition.
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 Amount and Margin fields on the dataset:

  • Pending Recognition: Pulls in the value from the following fields:

    • Costs Pending Recognition
    • Revenue Pending Recognition
    • Pending Costs Before Carryover
    • Pending Revenue Before Carryover
    • Pending Costs Carried Over
    • Pending Revenue Carried Over
    • Unfulfilled Pending Costs
    • Unfulfilled Pending Revenue
  • Recognized to Date: Pulls in the value from the Revenue Recognized to Date and Costs Recognized to Date fields

  • Scheduled: Pulls in the value from the following fields:

    • Scheduled Costs
    • Scheduled Revenue
    • Unfulfilled Scheduled Costs
    • Unfulfilled Scheduled Revenue

  • Unscheduled: Pulls in the value from the following fields:

    • Unfulfilled Unscheduled Costs
    • Unfulfilled Unscheduled Revenue
    • Unscheduled Costs
    • Unscheduled Revenue

The corporate currency equivalents of these fields are also included.
Category Category When processing cost forecast type records, this field shows the value in the Cost Category field. For revenue forecast type records, this field is blank.
Group Group The group is populated from the relevant project or opportunity. This field is not populated for account revenue forecasts.
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.
Hours Hours

The value in this field depends on the value in the Breakdown field:

  • Pending Recognition: Populated with the value in the Actual Hours field for revenue forecast type records.
  • Scheduled: Populated with the value in the Scheduled Hours field for revenue forecast type records.
  • Unscheduled: Populated with the value in the Unscheduled Hours field for revenue forecast type records.

This field is not populated for cost forecasts type records.
Level 1 to Level 6 Level1 to Level6 For information on how these fields are populated, see (Beta) Services Forecast Live Dataset Output Fields.
Level 1 ID to Level 6 ID Level1Id to Level6Id
Margin (Corporate Currency) MarginCorp The same value as in the Amount (Corporate Currency) field. When processing a cost forecast type record, the value is negative.
Margin (Record Currency) Margin The same value as in the Amount (Record Currency) field. When processing a cost forecast type record, the value is negative.
Margin Before Carryover (Corporate Currency) MarginBeforeCarryoverCorp The value in the Amount Before Carryover (Corporate Currency) field. When processing a cost forecast type record, the value is negative.
Margin Before Carryover (Record Currency) MarginBeforeCarryover The same value as in the Amount Before Carryover (Record Currency) field. When processing a cost forecast type record, the value is negative.
Margin Carried Over (Corporate Currency) MarginCarriedOverCorp The same value as in the Amount Carried Over (Corporate Currency) field. When processing a cost forecast type record, the value is negative.
Margin Carried Over (Record Currency) MarginCarriedOver The same value as in the Amount Carried Over (Record Currency) field. When processing a cost forecast type record, the value is negative.
Practice Practice The practice is populated from the relevant project or opportunity. This field is 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 Region The region is populated from the relevant project or opportunity. This field is not populated for account revenue forecasts.
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 revenue forecast type records, this field shows Revenue. When processing cost forecast type records, this field shows Cost.
Source Source

Determined based on the forecast type:

  • For revenue forecasts, contains the value in the Revenue Source field, for example, Deliverable: Timecard, % Complete: Project.
  • For cost forecasts, contains the value in the Cost Source field, for example, Equal Split: Expense Budget, Deliverable: Miscellaneous Adjustment.
Unfulfilled Amount (Corporate Currency) UnfulfilledAmountCorp

The amount in this field depends on the value in the Breakdown field:

  • Pending Recognition: Populated with the value in the Corp: Unfulfilled Pending Revenue field for revenue forecast type records or the Corp: Unfulfilled Pending Costs field for cost forecast type records, as appropriate.
  • Scheduled: Populated with the value in the Corp: Unfulfilled Scheduled Revenue field for revenue forecast type records or the Corp: Unfulfilled Scheduled Costs field for cost forecast type records, as appropriate.
  • Unscheduled: Populated with the value in the Corp: Unfulfilled Unscheduled Revenue field for revenue forecast type records or the Corp: Unfulfilled Unscheduled Costs field for cost forecast type records, as appropriate.
Unfulfilled Amount (Record Currency) UnfulfilledAmount

The amount in this field depends on the value in the Breakdown field:

  • Pending Recognition: Populated with the value in the Unfulfilled Pending Revenue field for revenue forecast type records or the Unfulfilled Pending Costs field for cost forecast type records, as appropriate.
  • Scheduled: Populated with the value in the Unfulfilled Scheduled Revenue field for revenue forecast type records or the Unfulfilled Scheduled Costs field for cost forecast type records, as appropriate.
  • Unscheduled: Populated with the value in the Unfulfilled Unscheduled Revenue field for revenue forecast type records or the Unfulfilled Unscheduled Costs field for cost forecast type records, as appropriate.
Unfulfilled Hours UnfulfilledHours

The amount in this field depends on the value in the Breakdown field:

  • Scheduled: Populated with the value in the Unfulfilled Scheduled Hours field for revenue forecast type records.
  • Unscheduled: Populated with the value in the Unfulfilled Unscheduled Hours field for revenue forecast type records.

This field is not populated for cost forecast type records.
Unfulfilled Margin (Corporate Currency) UnfulfilledMarginCorp The same value as in the Unfulfilled Amount (Corporate Currency) field. When processing a cost forecast type record, the value is negative.
Unfulfilled Margin (Record Currency) UnfulfilledMargin The same value as in the Unfulfilled Amount (Record Currency) field. When processing a cost forecast type record, the value is negative.
Unique ID UniqueId A hidden system field used to maintain the dataset.