(Beta) Embedding the Forecast on the Project Record Page

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 manually embed the WorkGrid Embedded Plan Lightning component on the Project Lightning record page to:

• Enable creating a forecast directly from a project.
• Display forecasts directly on their related projects.

To embed the WorkGrid Embedded Plan component on the Project record page:

1. Ensure that you have read access for the Project field on the Plan object. For more information about field-level security, see the Salesforce Help.
2. Using the Lightning App Builder, edit the Lightning page for the Project object to which you want to add the component. For more information about Lightning App Builder, see the Salesforce Help.
3. Create a new tab called Forecast.
4. From the list of available components, drag the WorkGrid Embedded Plan component and drop it into the new Forecast tab.
5. In the Lightning component properties, under Relationship field, select "Project".
6. Under Plan Template, select "Project Forecast (Embeddable)".

7. Under Record Page Template Filter, paste the following:

   Copy

   [{"filterIndex": 0, "field": "Name"}]

8. Save the changes to the page.