(Beta) Services Forecast Live Dataset Output Fields

Each row in the Services Forecast Live dataset represents cost or revenue forecast values.

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
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 dataset also contains information from the following records that are related to cost and revenue forecasts:

  • Account
  • Contact (resource)
  • Cost forecast type
  • Group
  • Milestone
  • Opportunity
  • Practice
  • Project
  • Region
  • Resource
  • Revenue forecast type
  • Time period

The output fields included in the Services Forecast Live dataset are described in the following table, grouped by their field type within Analytics.

Services Forecast Live Dataset Output Fields
Field Type Field Label Field API Name Description
Measure Amount (Corporate Currency) AmountCorp The equivalent of the Amount (Record Currency) field, using the corporate currency fields.
Amount (Record Currency) Amount The value in the cost or revenue fields according to the value in the Breakdown field.
Amount Before Carryover (Corporate Currency) AmountBeforeCarryoverCorp The equivalent of the Amount Before Carryover (Record Currency) field, using the corporate currency fields.
Amount Before Carryover (Record Currency) AmountBeforeCarryover The value in the Pending Costs Before Carryover or Pending Revenue Before Carryover field, according to the value in the Breakdown field.
Amount Carried Over (Corporate Currency) AmountCarriedOverCorp The equivalent of the Amount Carried Over (Record Currency) field, using the corporate currency fields.
Amount Carried Over (Record Currency) AmountCarriedOver The value in the Pending Costs Carried Over or Pending Revenue Carried Over field, according to the value in the Breakdown field.
Hours Hours

The value in the Actual Hours, Scheduled Hours, or Unscheduled Hours field for revenue, according to the value in the Breakdown field.

This field is blank for cost forecasts.
Margin (Corporate Currency) MarginCorp The same value as in Amount (Corporate Currency) but if the value is from a cost, the value is negative. This is so that you can sum this column to get a true margin calculation in the org.
Margin (Record Currency) Margin The same value as in Amount (Record Currency) but if the value is from a cost, the value is negative. This is so that you can sum this column to get a true margin calculation in the org.
Margin Before Carryover (Corporate Currency) MarginBeforeCarryoverCorp The same value as in Amount Before Carryover (Corporate Currency) but if the value is from a cost, the value is negative.
Margin Before Carryover (Record Currency) MarginBeforeCarryover The same value as in Amount Before Carryover (Record Currency) but if the value is from a cost, the value is negative.
Margin Carried Over (Corporate Currency) MarginCarriedOverCorp The same value as in Amount Carried Over (Corporate Currency) but if the value is from a cost, the value is negative.
Margin Carried Over (Record Currency) MarginCarriedOver The same value as in Amount Carried Over (Record Currency) but if the value is from a cost, the value is negative.
Opportunity Probability % OpportunityProbability The probability of the related opportunity, if there is an opportunity on the forecast. This field is blank for forecasts that do not relate to an opportunity.
Unfulfilled Amount (Corporate Currency) UnfulfilledAmountCorp The equivalent of the Unfulfilled Amount (Record Currency) field, using the corporate currency fields.
Unfulfilled Amount (Record Currency) UnfulfilledAmount The value in the relevant unfulfilled cost or revenue fields, according to the value in the Breakdown field.
Unfulfilled Hours UnfulfilledHours

The value in the Unfulfilled Scheduled Hours or Unfulfilled Unscheduled Hours field for revenue, according to the value in the Breakdown field.

This field is blank for cost forecasts.
Unfulfilled Margin (Corporate Currency) UnfulfilledMarginCorp The same value as in Unfulfilled Amount (Corporate Currency) but if the value is from a cost, the value is negative.
Unfulfilled Margin (Record Currency) UnfulfilledMargin The same value as in Unfulfilled Amount (Record Currency) but if the value is from a cost, the value is negative.
Dimension Account Account The name of the related account, if there is one.
Account Currency AccountCurrency The currency on the related account, if there is one.
Account ID AccountId The ID of the related account, if there is one.
Account Type AccountType The account type on the related account, if there is one.
Actuals/Forecast ActualsOrForecast

Indicates whether the values in this row contribute to actual revenue and costs or forecasted revenue and costs.

For revenue forecasts, this field contains the value from the Revenue Type field. For cost forecasts, this field contains the value from the Cost Type field.
Breakdown Breakdown

Determines the type of revenue or cost for this row:

  • Recognized to Date
  • Pending Recognition
  • Scheduled
  • Unscheduled
Category Category For costs, the value in the Cost Category field, if there is one. For revenue, the value is null.
Currency CurrencyIsoCode The currency on the related revenue forecast type or cost forecast type record, if there is one.
External Resource ExternalResource The value in the External Resource field for the related resource.
Group Group

The name of the group related to the project or opportunity, if there is one.

This field is not populated for account revenue forecasts, as account records do not contain a lookup to a group.
Group ID GroupId

The ID of the group related to the project or opportunity, if there is one.

This field is not populated for account revenue forecasts, as account records do not contain a lookup to a group.
Group ID Chain GroupIdChain

The ID chain of the group related to the project or opportunity, if there is one.

This field is not populated for account revenue forecasts, as account records do not contain a lookup to a group.
Group Name Chain GroupNameChain

The name chain of the group related to the project or opportunity, if there is one.

This field is not populated for account revenue forecasts, as account records do not contain a lookup to a group.
Group Level XX GroupLevelXX

The name of a group related to the relevant project or opportunity. XX represents a number between 00 and 11, and determines the group's level in the hierarchy of groups associated with the project or opportunity. 00 is the highest level of group.

These fields are not populated for account revenue forecasts.
Level 1 Level1

The first level in a grouped or hierarchy view that enables you to group rows depending on the type of record associated with a forecast. The following values are available:

  • "Projects" for forecast types associated with a project.
  • "Opportunities" for forecast types associated with an opportunity.
  • "Services Credits" for forecast types associated with services credits against an account.
Level 1 ID Level1Id Reserved for future use. The field is always blank.
Level 2 Level2 The second level in a grouped or hierarchy view that enables you to group rows depending on the type of record associated with a forecast. This field contains the name of the forecast owner.
Level 2 ID Level2Id The ID of the forecast owner referred to in the Level 2 field.
Level 3 Level3

The third level in a grouped or hierarchy view that enables you to group rows depending on the type of record associated with a forecast. This field identifies the specific project, opportunity, or account this dataset record is associated with.

The following values are displayed:

  • For forecast types associated with a project, the value is the project name.
  • For forecast types associated with an opportunity, the value is the opportunity name.
  • For forecast types associated with services credits against an account, the value is the account name.
Level 3 ID Level3Id The ID of the record referred to in the Level 3 field.
Level 4 Level4

The fourth level in a grouped or hierarchy view that enables you to group rows depending on the type of record associated with a forecast. If the forecast is associated with a milestone or resource, this field contains the milestone or resource's name. Otherwise, it falls back to a value that captures the business object that contributes to the revenue or costs, for example, Timecards or Expenses.

The following values are displayed:

  • For forecast types associated with a milestone, the value is Milestone: [milestone's name].
  • For forecast types associated with a resource, the value is Resource: [resource name].
  • For forecast types associated with services credits against an account, the value is Services Credits
  • For forecast types associated with an opportunity, the value is Opportunity.

  • For forecast types associated with a project, the value is populated based on the revenue source. For example:

    • For a deliverable timecard record, the value is Timecards.
    • For a % complete project, the value is Projects.
    • For a deliverable expense record, the value is Expenses.
Level 4 ID Level4Id The ID of the record referred to in the Level 4 field, if there is one.
Level 5 Level5 Reserved for future use.
Level 5 ID Level5Id Reserved for future use.
Level 6 Level6 Reserved for future use.
Level 6 ID Level6Id Reserved for future use.
Milestone Milestone The name of the related milestone, if there is one.
Milestone ID MilestoneId The ID of the related milestone, if there is one.
Opportunity Opportunity The name of the related opportunity, if there is one.
Opportunity Forecast Category OpportunityForecastCategory The forecast category on the related opportunity, if there is one.
Opportunity ID OpportunityId The ID of the related opportunity, if there is one.
Opportunity Stage Name OpportunityStageName The stage name of the related opportunity, if there is one.
Practice Practice

The name of the practice related to the project or opportunity, if there is one.

This field is not populated for account revenue forecasts, as account records do not contain a lookup to a practice.
Practice ID PracticeId

The ID of the practice related to the project or opportunity, if there is one.

This field is not populated for account revenue forecasts, as account records do not contain a lookup to a practice.
Practice ID Chain PracticeIdChain

The ID chain of the practice related to the project or opportunity, if there is one.

This field is not populated for account revenue forecasts, as account records do not contain a lookup to a practice.
Practice Level XX PracticeLevelXX

The name of the practice related to the relevant project or opportunity. XX represents a number between 00 and 11, and determines the practice's level in the hierarchy of practices associated with the project or opportunity. 00 is the highest level of practice.

These fields are not populated for account revenue forecasts.
Practice Name Chain PracticeNameChain

The name chain of the practice related to the project or opportunity, if there is one.

This field is not populated for account revenue forecasts, as account records do not contain a lookup to a practice.
Project Project The name of the related project, if there is one.
Project ID ProjectId The ID of the related project, if there is one.
Project ID Chain ProjectIdChain The project ID chain of the related project, if there is one.
Project Level XX ProjectLevelXX The name of the related project, if there is a project on the forecast. XX represents a number between 00 and 11, and determines the project's level in the hierarchy of projects. 00 is the highest level of project.
Project Manager ProjectManager The name of the project manager on the related project, if there is one.
Project Manager ID ProjectManagerId The ID of the project manager on the related project, if there is one.
Project Name Chain ProjectNameChain The name chain of the related project, if there is one.
Project Type ProjectType The type of the related project, if there is one.
Region Region

The name of the region related to the project or opportunity, if there is one.

This field is not populated for account revenue forecasts, as account records do not contain a lookup to a region.
Region ID RegionId

The ID of the region related to the project or opportunity, if there is one.

This field is not populated for account revenue forecasts, as account records do not contain a lookup to a region.
Region ID Chain RegionIdChain

The ID chain of the region related to the project or opportunity, if there is one.

This field is not populated for account revenue forecasts, as account records do not contain a lookup to a region.
Region Level XX RegionLevelXX

The name of the region related to the project or opportunity, if there is one. XX represents a number between 00 and 11, and determines the region's level in the hierarchy of regions associated with the project or opportunity. 00 is the highest level of region.

These fields are not populated for account revenue forecasts.
Region Name Chain RegionNameChain

The name chain of the region related to the project or opportunity, if there is one.

This field is not populated for account revenue forecasts, as account records do not contain a lookup to a region.
Resource Resource The name of the related resource.
Resource ID ResourceId The ID of the resource related to this cost forecast type record. This field is only populated for cost forecasts when grouping by resource.
Resource Role ResourceRole The role of the related resource.
Revenue/Cost RevenueOrCost Indicates whether the row contributes to revenue or costs.
Source Source Indicates the source of the revenue and costs on the forecast.
Time Period TimePeriod The name of the related time period.
Time Period ID TimePeriodId The ID of the related time period.
Unique ID UniqueId A hidden system field used to maintain the dataset.
Date Last Updated LastUpdated The date the revenue forecast type or cost forecast type records were last calculated.
Project End Date ProjectEndDate The end date of the related project, if there is one.
Project Start Date ProjectStartDate The start date of the related project, if there is one.
Time Period End Date TimePeriodEndDate The end date of the related time period.
Time Period Start Date TimePeriodStartDate The start date of the related time period.