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.
To use the Services Forecasting, the following packages must be installed in your org:
Concepts
(Beta) Setting up Services Forecasting
Tasks
(Beta) Setting up Services Forecasting Using the Feature Console
(Beta) Configuring the Open Record Action for Services Forecast Live and Services Forecast Plans Datasets
(Beta) Embedding the Forecast on the Project Record Page
SECTIONS