(Beta) Services Forecasting Templates

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 following templates are automatically created while enabling the Services Forecasting feature using the Feature Console. You can use them to create forecasts. More information about each template is provided in the Services Forecasting Templates table. For more information about templates, see Plan Templates Overview.

Services Forecasting Templates
Template Name Description Template Category Data Source
Project Forecast (Embeddable) Project-level forecast with a single filter that enables you to select a project name. This template is ideal for creating a single forecast from the project record page. Services Forecasting Services Forecast Live
Project Forecast (Multi-Plan Process) Project-level forecast with a single fixed filter that only retrieves data related to projects. This template is ideal for creating multiple forecasts at the same time. Services Forecasting Services Forecast Live

Structure

Both templates have the same dimension and measure structure. Your selection while creating the templates using the Feature Console determines the column dimensions used.

Time Period Year and Month

If you selected the "Time period year and month" option in the Feature Console, your templates have the following structure:

  • Column dimensions:

    1. Time Period End Date (Year)
    2. Time Period End Date (Month)
    3. Revenue/Cost

  • Row dimensions:

    1. Project
    2. Actuals/Forecast
    3. Source
    4. Level 4
    5. Breakdown
  • Measure: Amount (Corporate Currency)

Time Period Name

If you selected the "Time period name" option in the Feature Console, your templates have the following structure:

  • Column dimensions:

    1. Time Period
    2. Revenue/Cost

  • Row dimensions:

    1. Project
    2. Actuals/Forecast
    3. Source
    4. Level 4
    5. Breakdown
  • Measure: Amount (Corporate Currency)

Example

The Project Forecast Example table represents a forecast created using either of the templates and the "Time period year and month" option.

Project Forecast Example
Time Period End Date (Year) 2025
Time Period End Date (Month) 10
Revenue/Cost Revenue Cost
Hierarchy Amount (Corporate Currency) Amount (Corporate Currency)
Acme Company - Managed Services-Project Part 1 USD 12,605.00 USD 28,796.12
Actuals USD 4,755.00 USD 26,007.23
Deliverable: Timecard USD 4,755.00 USD 26,007.23
Resource: Jamie Smith USD 0.00 USD 12,320.00
Pending Recognition   USD 12,320.00
Recognized to Date   USD 0.00
Resource: Taylor Hughes USD 0.00 USD 9,722.23
Pending Recognition   USD 9,722.23
Recognized to Date   USD 0.00
Resource: Billie James USD 0.00 USD 3,965.00
Pending Recognition   USD 3,965.00
Recognized to Date   USD 0.00
Timecards USD 4,755.00 USD 0.00
Pending Recognition USD 4,755.00  
Recognized to Date USD 0.00  
Forecast USD 7,850.00 USD 2,788.89
Deliverable: Assignment USD 0.00 USD 2,788.89
Resource: Jamie Smith USD 0.00 USD 1,750.00
Scheduled   USD 1,750.00
Unscheduled   USD 0.00
Resource: Taylor Hughes USD 0.00 USD 388.89
Scheduled   USD 388.89
Unscheduled   USD 0.00
Resource: Billie James USD 0.00 USD 650.00
Scheduled   USD 650.00
Unscheduled   USD 0.00
Deliverable: EVA USD 7,850.00 USD 0.00
Est vs Actuals USD 7,850.00 USD 0.00
Scheduled USD 7,850.00  
Unscheduled USD 0.00