Revenue Forecast Dataset PS Cloud Analytics Input Fields

The input fields are the foundation of every dataset in PS Cloud Analytics. These fields are imported from your org environment by the dataflow when you create the Analytics app, the data is then processed to populate your apps' datasets.

Base Objects

This flow uses Revenue Forecast Version Detail, Revenue Forecast Version, Revenue Forecast Version Adjustment and Revenue Forecast as base objects to retrieve PSA field information. It also uses these objects to look up to other PSA objects to complement the data necessary to generate the Revenue Forecast Dataset.

Permission Control

The main fields extracted from the Permission Control object in PSA are as follows.

Fields Retrieved from the Permission Control Object

Field Label	API Name	Description
End Date	pse__End_Date__c	These fields are imported directly from your PSA environment. For more information see Permission Control Fields.
Group	pse__Group__c
Opportunity	pse__Opportunity__c
Practice	pse__Practice__c
Project	pse__Project__c
Region	pse__Region__c
Resource	pse__Resource__c
Revenue Forecast Version View	pse__Forecast_View__c
Revenue Forecast Version Adjust	pse__Forecast_Edit__c
Start Date	pse__Start_Date__c
User	pse__User__c

Revenue Forecast Version Adjustment

The main fields extracted from the Revenue Forecast Version Adjustment object in PSA are as follows.

Fields Retrieved from the Revenue Forecast Version Adjustment Object

Field Label	Field API Name	Description
Group	pse__Group__c	Populates the related group fields in the resulting dataset.
Practice	pse__Practice__c	Populates the related practice fields in the resulting dataset.
Region	pse__Region__c	Populates the related region fields in the resulting dataset.
Revenue Forecast Version	pse__Revenue_Forecast_Version__c	Populates the related revenue forecast version fields in the resulting dataset.
Revenue Forecast Version Adjustment Name	Name	Populates the Detail Record Name field in the resulting dataset.
Milestone	pse__Milestone__c	Populates the related milestone fields in the resulting dataset.
Project	pse__Project__c	Populates the related project fields in the resulting dataset.
Opportunity	pse__Opportunity__c	Populates the related opportunity fields in the resulting dataset.
Active	pse__Active__c	Determines whether the adjustment value is included in the resulting dataset.
Corp: Adjustment Value	pse__Corp_Adjustment_Value__c	Populates the related adjustment value fields in the resulting dataset.
Corp: Currency	pse__Corp_Currency__c	Populates the Corporate Currency field in the resulting dataset.
Time Period	pse__Time_Period__c	Populates the related time period fields in the resulting dataset.
Scenario	pse__Scenario__c	Determines whether the adjustment value populates the expected, best case, or worst case adjustment value field in the resulting dataset.

Revenue Forecast Version Detail

The main fields extracted from the Revenue Forecast Version Detail object in PSA are as follows.

Fields Retrieved from the Revenue Forecast Version Detail Object

Field Label	Field API Name	Description
Corp: % Complete: Milestone: Pending	pse__Corp_Percent_Complete_Milestone_P__c	Populates the Percent Complete Milestone Pending Value field in the resulting dataset.
Corp: % Complete: Milestone: Recognized	pse__Corp_Percent_Complete_Milestone_R__c	Populates the Percent Complete Milestone Recognized Value field in the resulting dataset.
Corp: % Complete: Milestone: Scheduled	pse__Corp_Percent_Complete_Milestone_S__c	Populates the Percent Complete Milestone Scheduled Value field in the resulting dataset.
Corp: % Complete: Milestone: Unscheduled	pse__Corp_Percent_Complete_Milestone_U__c	Populates the Percent Complete Milestone Unscheduled Value field in the resulting dataset.
Corp: % Complete: Project: Pending	pse__Corp_Percent_Complete_Project_P__c	Populates the Percent Complete Project Pending Value field in the resulting dataset.
Corp: % Complete: Project: Recognized	pse__Corp_Percent_Complete_Project_R__c	Populates the Percent Complete Project Recognized Value field in the resulting dataset.
Corp: % Complete: Project: Scheduled	pse__Corp_Percent_Complete_Project_S__c	Populates the Percent Complete Project Scheduled Value field in the resulting dataset.
Corp: % Complete: Project: Unscheduled	pse__Corp_Percent_Complete_Project_U__c	Populates the Percent Complete Project Unscheduled Value field in the resulting dataset.
Corp: Deliverable: EVA: Scheduled	pse__Corp_Eva_S__c	Populates the EvA Scheduled Value field in the resulting dataset.
Corp: Deliverable: Expense: Pending	pse__Corp_Expense_P__c	Populates the Expense Pending Value field in the resulting dataset.
Corp: Deliverable: Expense: Recognized	pse__Corp_Expense_R__c	Populates the Expense Recognized Value field in the resulting dataset.
Corp: Deliverable: MA: Pending	pse__Corp_Misc_Adjustment_P__c	Populates the Misc Adjustment Pending Value field in the resulting dataset.
Corp: Deliverable: MA: Recognized	pse__Corp_Misc_Adjustment_R__c	Populates the Misc Adjustment Recognized Value field in the resulting dataset.
Corp: Deliverable: Milestone: Pending	pse__Corp_Milestone_P__c	Populates the Milestone Pending Value field in the resulting dataset.
Corp: Deliverable: Milestone: Recognized	pse__Corp_Milestone_R__c	Populates the Milestone Recognized Value field in the resulting dataset.
Corp: Deliverable: Milestone: Scheduled	pse__Corp_Milestone_S__c	Populates the Milestone Scheduled Value field in the resulting dataset.
Corp: Deliverable: Timecard: Pending	pse__Corp_Timecard_P__c	Populates the Timecard Pending Value field in the resulting dataset.
Corp: Deliverable: Timecard: Recognized	pse__Corp_Timecard_R__c	Populates the Timecard Recognized Value field in the resulting dataset.
Corp: Equal Split: Milestone: Pending	pse__Corp_Equal_Split_Milestone_P__c	Populates the Equal Split Milestone Pending Value field in the resulting dataset.
Corp: Equal Split: Milestone: Recognized	pse__Corp_Equal_Split_Milestone_R__c	Populates the Equal Split Milestone Recognized Value field in the resulting dataset.
Corp: Equal Split: Milestone: Scheduled	pse__Corp_Equal_Split_Milestone_S__c	Populates the Equal Split Milestone Scheduled Value field in the resulting dataset.
Corp: Equal Split: Project: Pending	pse__Corp_Equal_Split_Project_P__c	Populates the Equal Split Project Pending Value field in the resulting dataset.
Corp: Equal Split: Project: Recognized	pse__Corp_Equal_Split_Project_R__c	Populates the Equal Split Project Recognized Value field in the resulting dataset.
Corp: Equal Split: Project: Scheduled	pse__Corp_Equal_Split_Project_S__c	Populates the Equal Split Project Scheduled Value field in the resulting dataset.
Corp: Opportunity: Unscheduled	pse__Corp_Opportunity_U__c	Populates the related opportunity unscheduled value fields in the resulting dataset.
Milestone ID	Id	Populates the Milestone ID field in the resulting dataset.
Opportunity ID	Id	We use this field to look up the corresponding PSA object for the following fields Opportunity.
Project ID	Id	We use this field to look up the corresponding PSA object for the following fields Project.
Revenue Forecast Version ID	Id	We use this field to look up the corresponding PSA object for the following fields Revenue Forecast Version.
Time Period ID	Id	We use this field to look up the corresponding PSA object for the following fields Time Period.

Revenue Forecast Version

The main fields extracted from the Revenue Forecast Version object in PSA are as follows.

Fields Retrieved from the Revenue Forecast Version Object

Field Label	Field API Name	Description
Created Date	CreatedDate	Populates the Forecast Created Date field in the resulting dataset.
Record ID	Id	Populates the Id field in the resulting dataset.
Name	Name	Populates the Name field in the resulting dataset.
Batch Processing Status	pse__Batch_Processing_Status__c	Populates the related batch processing status fields in the resulting dataset.
Corp: Currency	pse__Corp_Currency__c	Populates the Corporate Currency field in the resulting dataset.
Status	pse__Status__c	Populates the related status fields in the resulting dataset.
Object for Version Grouping	pse__Version_Grouping_Primary__c	Populates the Object for Version Grouping field in the resulting dataset.
Opportunity Worst Case Threshold (%)	pse__Opportunity_Worst_Case_Threshold__c	Determines whether the opportunity worst case threshold is applied to the resulting dataset.
Opportunity Expected Threshold (%)	pse__Opportunity_Expected_Case_Threshold__c	Determines whether the opportunity expected case threshold is applied to the resulting dataset.
Opportunity Best Case Threshold (%)	pse__Opportunity_Best_Case_Threshold__c	Determines whether the opportunity best case threshold is applied to the resulting dataset.
Include Best Case	pse__Include_Best_Case__c	Populates the Include Best Case field in the resulting dataset.
Include Worst Case	pse__Include_Worst_Case__c	Populates the Include Worst Case field in the resulting dataset.

Revenue Forecast

The main fields extracted from the Revenue Forecast object in PSA are as follows.

Fields Retrieved from the Revenue Forecast Object

Field Label	Field API Name	Description
Created Date	CreatedDate	Populates the Forecast Created Date field in the resulting dataset.
Record ID	Id	Populates the related forecast ID fields in the resulting dataset.
Milestone	pse__Milestone__c	Populates the related milestone fields in the resulting dataset.
Revenue Forecast Name	Name	Populates the Forecast Name and Parent Record Name fields in the resulting dataset.
Opportunity	pse__Opportunity__c	Populates the related opportunity fields in the resulting dataset.
Project	pse__Project__c	Populates the related project fields in the resulting dataset.
Corp: Currency	pse__Corp_Currency__c	Populates the Corporate Currency field in the resulting dataset.
Time Period	pse__Time_Period__c	Populates the related time period fields in the resulting dataset.

Augmented Fields

Augmented fields complement the data imported from the base objects, giving you a better view of your data.

Note:

These fields are imported directly from your PSA environment. For more information about these fields, see the PSA field reference guide for their corresponding PSA object.

Key: → — Lookup path between objects

Augmented Fields

Object	Lookup Path	Field Label	Field API Name
Project	N/A	Project Name	Name
		Account	pse__Account__c
		End Date	pse__End_Date__c
		Group	pse__Group__c
		Active	pse__Is_Active__c
		Billable	pse__Is_Billable__c
		Practice	pse__Practice__c
		Region	pse__Region__c
		Stage	pse__Stage__c
		Start Date	pse__Start_Date__c
	→ Project → Account	Account Name	Name
		Industry	Industry
		Type	Type
		Billing Country	BillingCountry
		Annual Revenue	AnnualRevenue
		Number Of Employees	NumberOfEmployees
	→ Project → Project Manager	Name	Name
	→ Project → Group	Reversed Group ID Chain	pse__Reversed_ID_Chain__c
		Hierarchy Depth	pse__Hierarchy_Depth__c
	→ Project → Practice	Reversed Practice ID Chain	pse__Reversed_ID_Chain__c
		Hierarchy Depth	pse__Hierarchy_Depth__c
	→ Project → Region	Reversed Region ID Chain	pse__Reversed_ID_Chain__c
		Hierarchy Depth	pse__Hierarchy_Depth__c
Time Period	N/A	Time Period Name	Name
		End Date	pse__End_Date__c
		Start Date	pse__Start_Date__c
		Type	pse__Type__c
Opportunity	N/A	Opportunity Name	Name
		Group	pse__Group__c
		Practice	pse__Practice__c
		Region	pse__Region__c
		Account ID	Account_Id__c
	→ Opportunity → Region	Reversed Region ID Chain	pse__Reversed_ID_Chain__c
		Hierarchy Depth	pse__Hierarchy_Depth__c
		RPG Type	RPGType
	→ Opportunity → Practice	Reversed Practice ID Chain	pse__Reversed_ID_Chain__c
		Hierarchy Depth	pse__Hierarchy_Depth__c
		RPG Type	RPGType
	→ Opportunity → Group	Reversed Region ID Chain	pse__Reversed_ID_Chain__c
		Hierarchy Depth	pse__Hierarchy_Depth__c
		RPG Type	RPGType
	→ Opportunity → Account	Annual Revenue	AnnualRevenue
		Billing Country	BillingCountry
		Industry	Industry
		Account Name	Name
		Number Of Employees	NumberOfEmployees
		Type	pse__Type__c
Revenue Forecast Version	N/A	Created Date	CreatedDate
		Record ID	Id
		Name	Name
		Batch Processing Status	pse__Batch_Processing_Status__c
		Corp: Currency	pse__Corp_Currency__c
		Status	pse__Status__c
Milestone	N/A	Name	Name
	→ Milestone → (Override) Region	Reversed Region ID Chain	pse__Reversed_ID_Chain__c
		Hierarchy Depth	pse__Hierarchy_Depth__c
		RPG Type	RPGType
	→ Milestone → (Override) Practice	Reversed Practice ID Chain	pse__Reversed_ID_Chain__c
		Hierarchy Depth	pse__Hierarchy_Depth__c
		RPG Type	RPGType