Scheduling Services Forecasts

To set up a schedule for creating services forecasts:

1. Do one of the following:

   • From the PSA Administration tab, scroll down to the Services Forecasting section.
   • From the Services Forecast Setup tab, open the active services forecast setup record. If one does not already exist, you must create one.
2. Click Run Services Forecast.
3. Enter a name for the scheduled job. This name must be unique.

4. Select the batch job frequency. The options are:

   • Weekly: Select the day or days of the week.
   • Monthly: Specify the day of the month, either as a fixed date such as day 17 of every month, or as a relative date such as the third Tuesday of every month.

5. Enter a start time for the job. We recommend you set this to a time outside business hours. The job uses your time zone.
6. [Optional] Select Filter by Region, Practice, or Group. Then, if you want the scheduled job to only include projects and opportunities matching a selected RPG Abbreviation of region, practice, group., then search for and select the relevant RPG.
7. Click Create Scheduled Job.

Notes:

• Accounts do not respect the RPG filtering because there is no lookup to RPG on the Account object. Projects or opportunities with an RPG that is below the selected one in the RPG hierarchy are included. If you do not select the Filter by Region, Practice, or Group option, all valid projects and opportunities are included when the scheduled job is run. For more information on what is a valid project or opportunity, see Prerequisites.
• If you subsequently create a new active services forecast setup record, you do not need to reschedule the batch job.

To view or delete the job:

1. From Setup, select Environments | Jobs | Scheduled Jobs.
2. Check the RevenueForecastScheduler job.