(Beta) Updating the Services Forecast Live Dataset On Demand

The Services Forecast Live dataset includes information about revenue, costs, and margin in PSA and is used as a basis for creating services forecast plans.

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.

You must have the appropriate permissions to update the Services Forecast Live dataset or create a scheduled job to update it. For more information, see Setting up the Services Forecast Live Dataset.

To update the Services Forecast Live dataset now:

  1. Do one of the following:

    • From the PSA Administration tab, scroll down to the Services Forecasting section.
    • From the Revenue Forecast Setup tab, open the active revenue forecast setup record. If one does not already exist, you must create one.
  2. Click Manage Services Forecast Live Dataset. If the button is not available on your Revenue Forecast Setup page layout, you must add it manually.
  3. Select the destination app for the dataset. For data security purposes, we recommend you select your PS Cloud Core Analytics app.
  4. Click Run Now.

To check the progress of the RFQ_ForecastTypesToCSVProcessor or CFQ_ForecastTypesToCSVProcessor jobs, go to the Apex Jobs page. For more information, see the Salesforce Help.

You can use the Salesforce Data Manager app that is available from the App Launcher to check when the process is complete. For more information on using the Data Manager app, see the Salesforce Help.