SECTIONSPreview Forecast Fields
This topic describes the buttons and fields in the Preview Forecast window. To access the window, click the Preview Forecast Lightning action on the PSA Administration page.
Buttons
| Button | Description |
|---|---|
|
Reloads the data. This is useful if records are added or changed after you loaded the preview, or if you have made a change on a different tab. |
Fields
The following field is displayed above the grid.
| Field | Description |
|---|---|
| Project | The project whose services forecast data you want to preview. |
The following fields are displayed in the Forecast Preview grid.
| Field | Description |
|---|---|
| Currency | The currency set on the record. This is usually the project currency. |
| Object | The object that is associated with this record, for example Milestone, Miscellaneous Adjustment. |
| Recognition Method | The recognition method set on this record for Services Forecasting. |
| Record Name | The name of the record that will be included in the forecast. To view the contents of a record, click the record name. |