(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 Amount (Corporate Currency) AmountCorp
Amount (Record Currency) Amount
Amount Before Carryover (Corporate Currency) AmountBeforeCarryoverCorp
Amount Before Carryover (Record Currency) AmountBeforeCarryover
Amount Carried Over (Corporate Currency) AmountCarriedOverCorp
Amount Carried Over (Record Currency) AmountCarriedOver
Hours Hours
Margin (Corporate Currency) MarginCorp
Margin (Record Currency) Margin
Margin Before Carryover (Corporate Currency) MarginBeforeCarryoverCorp
Margin Before Carryover (Record Currency) MarginBeforeCarryover
Margin Carried Over (Corporate Currency) MarginCarriedOverCorp
Margin Carried Over (Record Currency) MarginCarriedOver
Opportunity Probability % OpportunityProbability
Unfulfilled Amount (Corporate Currency) UnfulfilledAmountCorp
Unfulfilled Amount (Record Currency) UnfulfilledAmount
Unfulfilled Hours UnfulfilledHours
Unfulfilled Margin (Corporate Currency) UnfulfilledMarginCorp
Unfulfilled Margin (Record Currency) UnfulfilledMargin
Dimension Account Account
Account Currency AccountCurrency
Account ID AccountId
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 Group
Group ID GroupId
Group ID Chain GroupIdChain
Group Level XX GroupLevelXX
Group Name Chain GroupNameChain
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
Level 1 Level1
Level 1 ID Level1Id
Level 2 Level2
Level 2 ID Level2Id
Level 3 Level3
Level 3 ID Level3Id
Level 4 Level4
Level 4 ID Level4Id
Level 5 Level5
Level 5 ID Level5Id
Level 6 Level6
Level 6 ID Level6Id
Milestone Milestone
Milestone ID MilestoneId
Opportunity Opportunity
Opportunity Forecast Category OpportunityForecastCategory
Opportunity ID OpportunityId
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 Practice
Practice ID PracticeId
Practice ID Chain PracticeIdChain
Practice Level XX PracticeLevelXX
Practice Name Chain PracticeNameChain
Project Project
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 ID Chain ProjectIdChain
Project Level XX ProjectLevelXX
Project Manager ProjectManager
Project Manager ID ProjectManagerId
Project Name Chain ProjectNameChain
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 Region
Region ID RegionId
Region ID Chain RegionIdChain
Region Level XX RegionLevelXX
Region Name Chain RegionNameChain
Resource Resource
Resource ID ResourceId
Resource Role ResourceRole
Revenue/Cost RevenueOrCost
Source Source
Subtotal IsSubtotal
Time Period TimePeriod
Time Period ID TimePeriodId
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 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
Unique ID UniqueId
Date Plan Created Date PlanCreatedDate
Plan Last Modified Date PlanLastModifiedDate