Services Forecast Reporting Dataset PS Cloud Analytics Output Fields

Services Forecast Reporting Fields
Field Type	Field Label	Field API Name	Description
Measure	Amount (Corporate Currency)	AmountCorp	The original amount in the corporate currency before any adjustments are made in WorkGrid.
Amount (Record Currency)	Amount	The value in the cost or revenue fields according to the value in the Breakdown field.
Amount Before Carryover (Corporate Currency)	AmountBeforeCarryoverCorp	The equivalent of the Amount Before Carryover (Record Currency) field, using the corporate currency fields.
Amount Before Carryover (Record Currency)	AmountBeforeCarryover	The value in the Pending Costs Before Carryover or Pending Revenue Before Carryover field, according to the value in the Breakdown field.
Amount Carried Over (Corporate Currency)	AmountCarriedOverCorp	The equivalent of the Amount Carried Over (Record Currency) field, using the corporate currency fields.
Amount Carried Over (Record Currency)	AmountCarriedOver	The value in the Pending Costs Carried Over or Pending Revenue Carried Over field, according to the value in the Breakdown field.
Hours	Hours	The value in the Actual Hours, Scheduled Hours, or Unscheduled Hours field for revenue, according to the value in the Breakdown field. This field is blank for cost forecasts.
Margin	MarginCalc	The sum total of revenue and costs across all sources of revenue for the project. For more information, see Calculated Fields .
Margin (Corporate Currency)	MarginCorp	The same value as in Amount (Corporate Currency) but if the value is from a cost, the value is negative. This is so that you can sum this column to get a true margin calculation in the org.
Margin (Record Currency)	Margin	The same value as in Amount (Record Currency) but if the value is from a cost, the value is negative. This is so that you can sum this column to get a true margin calculation in the org.
Margin Before Carryover (Corporate Currency)	MarginBeforeCarryoverCorp	The same value as in Amount Before Carryover (Corporate Currency) but if the value is from a cost, the value is negative.
Margin Before Carryover (Record Currency)	MarginBeforeCarryover	The same value as in Amount Before Carryover (Record Currency) but if the value is from a cost, the value is negative.
Margin Carried Over (Corporate Currency)	MarginCarriedOverCorp	The same value as in Amount Carried Over (Corporate Currency) but if the value is from a cost, the value is negative.
Margin Carried Over (Record Currency)	MarginCarriedOver	The same value as in Amount Carried Over (Record Currency) but if the value is from a cost, the value is negative.
Opportunity Probability %	OpportunityProbability	The probability of the related opportunity, if there is an opportunity on the forecast. This field is blank for forecasts that do not relate to an opportunity.
Unfulfilled Amount (Corporate Currency)	UnfulfilledAmountCorp	The equivalent of the Unfulfilled Amount (Record Currency) field, using the corporate currency fields.
Unfulfilled Amount (Record Currency)	UnfulfilledAmount	The value in the relevant unfulfilled cost or revenue fields, according to the value in the Breakdown field.
Unfulfilled Hours	UnfulfilledHours	The value in the Unfulfilled Scheduled Hours or Unfulfilled Unscheduled Hours field for revenue, according to the value in the Breakdown field. This field is blank for cost forecasts.
Unfulfilled Margin (Corporate Currency)	UnfulfilledMarginCorp	The same value as in Unfulfilled Amount (Corporate Currency) but if the value is from a cost, the value is negative.
Unfulfilled Margin (Record Currency)	UnfulfilledMargin	The same value as in Unfulfilled Amount (Record Currency) but if the value is from a cost, the value is negative.
Dimension	Account	Account	The name of the related account, if there is one.
Account Currency	AccountCurrency	The currency on the related account, if there is one.
Account ID	AccountId	The ID of the related account, if there is one.
Account Type	AccountType	The account type on the related account, if there is one.
Actuals/Forecast	ActualsOrForecast	Indicates whether the values in this row contribute to actual revenue and costs or forecasted revenue and costs. For revenue forecasts, this field contains the value from the Revenue Type field. For cost forecasts, this field contains the value from the Cost Type field.
Breakdown	Breakdown	Determines the type of revenue or cost for this row: Recognized to Date Pending Recognition Scheduled Unscheduled
Budget Name	BudgetName	The name of the budget.
Budget Status	BudgetStatus	The status of the budget.
Calculated	IsCalculated	Set to true if the cell value was calculated using a formula in WorkGrid. Otherwise, this is set to false.
Category	Category	For costs, the value in the Cost Category field, if there is one. For revenue, the value is null.
Currency	CurrencyIsoCode	The currency on the related revenue forecast type or cost forecast type record, if there is one.
Dataset Row ID	DatasetRowId	System-generated identifier of the dataset row.
Default Scenario	IsDefaultScenario	Set to true if the cell value belongs to the default scenario of the plan. Otherwise, set to false.
External Resource	ExternalResource	The value in the External Resource field for the related resource.
Group	Group	The name of the group related to the project or opportunity, if there is one. This field is not populated for account revenue forecasts, as account records do not contain a lookup to a group.
Group ID	GroupId	The ID of the group related to the project or opportunity, if there is one. This field is not populated for account revenue forecasts, as account records do not contain a lookup to a group.
Group ID Chain	GroupIdChain	The ID chain of the group related to the project or opportunity, if there is one. This field is not populated for account revenue forecasts, as account records do not contain a lookup to a group.
Group Level XX	GroupLevelXX	The name of a group related to the relevant project or opportunity. XX represents a number between 00 and 11, and determines the group's level in the hierarchy of groups associated with the project or opportunity. 00 is the highest level of group. These fields are not populated for account revenue forecasts.
Group Name Chain	GroupNameChain	The name chain of the group related to the project or opportunity, if there is one. This field is not populated for account revenue forecasts, as account records do not contain a lookup to a group.
Last Updated (Day)	LastUpdated_Day	The day the plan was last updated on.
Last Updated (Month)	LastUpdated_Month	The month the cell was last updated in.
Last Updated (Quarter)	LastUpdated_Quarter	The quarter the cell was last updated in.
Last Updated (Week)	LastUpdated_Week	The week the cell was last updated in.
Last Updated (Year)	LastUpdated_Year	The year the cell was last updated in.
Level 1	Level1	The first level in a grouped or hierarchy view that enables you to group rows depending on the type of record associated with a forecast. The following values are available: "Projects" for forecast types associated with a project. "Opportunities" for forecast types associated with an opportunity. "Services Credits" for forecast types associated with services credits against an account.
Level 1 ID	Level1Id	Reserved for future use. The field is always blank.
Level 2	Level2	The second level in a grouped or hierarchy view that enables you to group rows depending on the type of record associated with a forecast. This field contains the name of the forecast owner.
Level 2 ID	Level2Id	The ID of the forecast owner referred to in the Level 2 field.
Level 3	Level3	The third level in a grouped or hierarchy view that enables you to group rows depending on the type of record associated with a forecast. This field identifies the specific project, opportunity, or account this dataset record is associated with. The following values are displayed: For forecast types associated with a project, the value is the project name. For forecast types associated with an opportunity, the value is the opportunity name. For forecast types associated with services credits against an account, the value is the account name.
Level 3 ID	Level3Id	The ID of the record referred to in the Level 3 field.
Level 4	Level4	The fourth level in a grouped or hierarchy view that enables you to group rows depending on the type of record associated with a forecast. If the forecast is associated with a milestone or resource, this field contains the milestone or resource's name. Otherwise, it falls back to a value that captures the business object that contributes to the revenue or costs, for example, Timecards or Expenses. The following values are displayed: For forecast types associated with a milestone, the value is Milestone: [milestone's name]. For forecast types associated with a resource, the value is Resource: [resource name]. For forecast types associated with services credits against an account, the value is Services Credits For forecast types associated with an opportunity, the value is Opportunity. For forecast types associated with a project, the value is populated based on the revenue source. For example: For a deliverable timecard record, the value is Timecards. For a % complete project, the value is Projects. For a deliverable expense record, the value is Expenses.
Level 4 ID	Level4Id	The ID of the record referred to in the Level 4 field, if there is one.
Level 5	Level5	Reserved for future use.
Level 5 ID	Level5Id	Reserved for future use.
Level 6	Level6	Reserved for future use.
Level 6 ID	Level6Id	Reserved for future use.
Milestone	Milestone	The name of the related milestone, if there is one.
Milestone ID	MilestoneId	The ID of the related milestone, if there is one.
Month Time Period	MonthTimePeriod	The name of the month time period.
Opportunity	Opportunity	The name of the related opportunity, if there is one.
Opportunity Forecast Category	OpportunityForecastCategory	The forecast category on the related opportunity, if there is one.
Opportunity ID	OpportunityId	The ID of the related opportunity, if there is one.
Opportunity Stage Name	OpportunityStageName	The stage name of the related opportunity, if there is one.
Plan Created By ID	PlanCreatedById	System-generated identifier of the user that created the plan.
Plan Created By Name	PlanCreatedByName	The full name of the user that created the plan.
Plan ID	PlanId	The ID of the plan that the cell belongs to.
Plan Last Modified By ID	PlanLastModifiedById	The ID of the user that made the most recent changes to the plan.
Plan Last Modified By Name	PlanLastModifiedByName	The full name of the user that made the most recent changes to the plan.
Plan Name	PlanName	The name of the plan. For more information, see Calculated Fields .
Plan Scenario ID	PlanScenarioId	System-generated identifier of the scenario that the cell belongs to.
Plan Scenario Name	PlanScenarioName	The name of the plan scenario in WorkGrid. For more information, see Calculated Fields .
Practice	Practice	The name of the practice related to the project or opportunity, if there is one. This field is not populated for account revenue forecasts, as account records do not contain a lookup to a practice.
Practice ID	PracticeId	The ID of the practice related to the project or opportunity, if there is one. This field is not populated for account revenue forecasts, as account records do not contain a lookup to a practice.
Practice ID Chain	PracticeIdChain	The ID chain of the practice related to the project or opportunity, if there is one. This field is not populated for account revenue forecasts, as account records do not contain a lookup to a practice.
Practice Level XX	PracticeLevelXX	The name of the practice related to the relevant project or opportunity. XX represents a number between 00 and 11, and determines the practice's level in the hierarchy of practices associated with the project or opportunity. 00 is the highest level of practice. These fields are not populated for account revenue forecasts.
Practice Name Chain	PracticeNameChain	The name chain of the practice related to the project or opportunity, if there is one. This field is not populated for account revenue forecasts, as account records do not contain a lookup to a practice.
Project	Project	The name of the related project, if there is one.
Project End Date (Day)	ProjectEndDate_Day	The day of the project end date.
Project End Date (Month)	ProjectEndDate_Month	The month of the project end date.
Project End Date (Quarter)	ProjectEndDate_Quarter	The quarter of the project end date.
Project End Date (Week)	ProjectEndDate_Week	The week of the project end date.
Project End Date (Year)	ProjectEndDate_Year	The year of the project end date.
Project ID	ProjectId	The ID of the related project, if there is one.
Project ID Chain	ProjectIdChain	The project ID chain of the related project, if there is one.
Project Level XX	ProjectLevelXX	The name of the related project, if there is a project on the forecast. XX represents a number between 00 and 11, and determines the project's level in the hierarchy of projects. 00 is the highest level of project.
Project Manager	ProjectManager	The name of the project manager on the related project, if there is one.
Project Manager ID	ProjectManagerId	The ID of the project manager on the related project, if there is one.
Project Name Chain	ProjectNameChain	The name chain of the related project, if there is one.
Project Start Date (Day)	ProjectStartDate_Day	The day of the project start date.
Project Start Date (Month)	ProjectStartDate_Month	The month of the project start date.
Project Start Date (Quarter)	ProjectStartDate_Quarter	The quarter of the project start date.
Project Start Date (Week)	ProjectStartDate_Week	The week of the project start date.
Project Start Date (Year)	ProjectStartDate_Year	The year of the project start date.
Project Type	ProjectType	The type of the related project, if there is one.
Quarter Time Period	QuarterTimePeriod	The name of the quarter time period.
Region	Region	The name of the region related to the project or opportunity, if there is one. This field is not populated for account revenue forecasts, as account records do not contain a lookup to a region.
Region ID	RegionId	The ID of the region related to the project or opportunity, if there is one. This field is not populated for account revenue forecasts, as account records do not contain a lookup to a region.
Region ID Chain	RegionIdChain	The ID chain of the region related to the project or opportunity, if there is one. This field is not populated for account revenue forecasts, as account records do not contain a lookup to a region.
Region Level XX	RegionLevelXX	The name of the region related to the project or opportunity, if there is one. XX represents a number between 00 and 11, and determines the region's level in the hierarchy of regions associated with the project or opportunity. 00 is the highest level of region. These fields are not populated for account revenue forecasts.
Region Name Chain	RegionNameChain	The name chain of the region related to the project or opportunity, if there is one. This field is not populated for account revenue forecasts, as account records do not contain a lookup to a region.
Resource	Resource	The name of the related resource.
Resource ID	ResourceId	The ID of the resource related to this cost forecast type record. This field is only populated for cost forecasts when grouping by resource.
Resource Role	ResourceRole	The role of the related resource.
Revenue/Cost	RevenueOrCost	Indicates whether the row contributes to revenue or costs.
Source	Source	Indicates the source of the revenue and costs on the forecast.
Subtotal	IsSubtotal	Set to true if the cell value belongs to a subtotal row in a tree view plan. Otherwise, this is set to false.
Time Period	TimePeriod	The name of the related time period.
Time Period ID	TimePeriodId	The ID of the related time period.
Time Period End Date (Day)	TimePeriodEndDate_Day	The day of the time period end date.
Time Period End Date (Month)	TimePeriodEndDate_Month	The month of the time period end date.
Time Period End Date (Quarter)	TimePeriodEndDate_Quarter	The quarter of the time period end date.
Time Period End Date (Week)	TimePeriodEndDate_Week	The week of the time period end date.
Time Period End Date (Year)	TimePeriodEndDate_Year	The year of the time period end date.
Time Period Start Date (Day)	TimePeriodStartDate_Day	The day of the time period start date.
Time Period Start Date (Month)	TimePeriodStartDate_Month	The month of the time period start date.
Time Period Start Date (Quarter)	TimePeriodStartDate_Quarter	The quarter of the time period start date.
Time Period Start Date (Week)	TimePeriodStartDate_Week	The week of the time period start date.
Time Period Start Date (Year)	TimePeriodStartDate_Year	The year of the time period start date.
Unique ID	UniqueId	For system use. A hidden field used to maintain the dataset.
Version	Version	The version of the forecast. For more information, see Calculated Fields .
Date	Adjustment Expiration Date	ExpirationDate	The date after which a manual adjustment made to the plan cell no longer applies. For data from the Services Forecast Live dataset, the field is blank.
Budget Billing Date	BudgetBillingDate	The billing date for the budget.
Budget Created Date	BudgetCreatedDate	The date the budget was created.
Budget Effective Date	BudgetEffectiveDate	The date the budget is effective from.
Last Updated	LastUpdated	The date the revenue forecast type or cost forecast type records were last calculated.
Month Time Period End Date	MonthTimePeriodEndDate	The end date of the month time period.
Month Time Period Start Date	MonthTimePeriodStartDate	The start date of the month time period.
Plan Created Date	PlanCreatedDate	The date and time when the plan was created.
Plan Last Modified Date	PlanLastModifiedDate	The date and time when the plan was last modified.
Project End Date	ProjectEndDate	The end date of the related project, if there is one.
Project Start Date	ProjectStartDate	The start date of the related project, if there is one.
Quarter Time Period End Date	QuarterTimePeriodEndDate	The end date of the quarter time period.
Quarter Time Period Start Date	QuarterTimePeriodStartDate	The start date of the quarter time period.
Time Period End Date	TimePeriodEndDate	The end date of the related time period.
Time Period Start Date	TimePeriodStartDate	The start date of the related time period.

Measure

Amount (Corporate Currency)

AmountCorp

The original amount in the corporate currency before any adjustments are made in WorkGrid.

Amount (Record Currency)

Amount

The value in the cost or revenue fields according to the value in the Breakdown field.

Amount Before Carryover (Corporate Currency)

AmountBeforeCarryoverCorp

The equivalent of the Amount Before Carryover (Record Currency) field, using the corporate currency fields.

Amount Before Carryover (Record Currency)

AmountBeforeCarryover

The value in the Pending Costs Before Carryover or Pending Revenue Before Carryover field, according to the value in the Breakdown field.

Amount Carried Over (Corporate Currency)

AmountCarriedOverCorp

The equivalent of the Amount Carried Over (Record Currency) field, using the corporate currency fields.

Amount Carried Over (Record Currency)

AmountCarriedOver

The value in the Pending Costs Carried Over or Pending Revenue Carried Over field, according to the value in the Breakdown field.

Hours

The value in the Actual Hours, Scheduled Hours, or Unscheduled Hours field for revenue, according to the value in the Breakdown field.

This field is blank for cost forecasts.

Margin

MarginCalc

The sum total of revenue and costs across all sources of revenue for the project. For more information, see Calculated Fields .

Margin (Corporate Currency)

MarginCorp

The same value as in Amount (Corporate Currency) but if the value is from a cost, the value is negative. This is so that you can sum this column to get a true margin calculation in the org.

Margin (Record Currency)

Margin

The same value as in Amount (Record Currency) but if the value is from a cost, the value is negative. This is so that you can sum this column to get a true margin calculation in the org.

Margin Before Carryover (Corporate Currency)

MarginBeforeCarryoverCorp

The same value as in Amount Before Carryover (Corporate Currency) but if the value is from a cost, the value is negative.

Margin Before Carryover (Record Currency)

MarginBeforeCarryover

The same value as in Amount Before Carryover (Record Currency) but if the value is from a cost, the value is negative.

Margin Carried Over (Corporate Currency)

MarginCarriedOverCorp

The same value as in Amount Carried Over (Corporate Currency) but if the value is from a cost, the value is negative.

Margin Carried Over (Record Currency)

MarginCarriedOver

The same value as in Amount Carried Over (Record Currency) but if the value is from a cost, the value is negative.

Opportunity Probability %

OpportunityProbability

The probability of the related opportunity, if there is an opportunity on the forecast. This field is blank for forecasts that do not relate to an opportunity.

Unfulfilled Amount (Corporate Currency)

UnfulfilledAmountCorp

The equivalent of the Unfulfilled Amount (Record Currency) field, using the corporate currency fields.

Unfulfilled Amount (Record Currency)

UnfulfilledAmount

The value in the relevant unfulfilled cost or revenue fields, according to the value in the Breakdown field.

Unfulfilled Hours

UnfulfilledHours

The value in the Unfulfilled Scheduled Hours or Unfulfilled Unscheduled Hours field for revenue, according to the value in the Breakdown field.

This field is blank for cost forecasts.

Unfulfilled Margin (Corporate Currency)

UnfulfilledMarginCorp

The same value as in Unfulfilled Amount (Corporate Currency) but if the value is from a cost, the value is negative.

Unfulfilled Margin (Record Currency)

UnfulfilledMargin

The same value as in Unfulfilled Amount (Record Currency) but if the value is from a cost, the value is negative.

Dimension

Account

The name of the related account, if there is one.

Account Currency

AccountCurrency

The currency on the related account, if there is one.

Account ID

AccountId

The ID of the related account, if there is one.

Account Type

AccountType

The account type on the related account, if there is one.

Actuals/Forecast

ActualsOrForecast

Indicates whether the values in this row contribute to actual revenue and costs or forecasted revenue and costs.

For revenue forecasts, this field contains the value from the Revenue Type field. For cost forecasts, this field contains the value from the Cost Type field.

Breakdown

Determines the type of revenue or cost for this row:

Recognized to Date
Pending Recognition
Scheduled
Unscheduled

Budget Name

BudgetName

The name of the budget.

Budget Status

BudgetStatus

The status of the budget.

Calculated

IsCalculated

Set to true if the cell value was calculated using a formula in WorkGrid. Otherwise, this is set to false.

Category

For costs, the value in the Cost Category field, if there is one. For revenue, the value is null.

Currency

CurrencyIsoCode

The currency on the related revenue forecast type or cost forecast type record, if there is one.

Dataset Row ID

DatasetRowId

System-generated identifier of the dataset row.

Default Scenario

IsDefaultScenario

Set to true if the cell value belongs to the default scenario of the plan. Otherwise, set to false.

External Resource

ExternalResource

The value in the External Resource field for the related resource.

Group

The name of the group related to the project or opportunity, if there is one.

This field is not populated for account revenue forecasts, as account records do not contain a lookup to a group.

Group ID

GroupId

The ID of the group related to the project or opportunity, if there is one.

This field is not populated for account revenue forecasts, as account records do not contain a lookup to a group.

Group ID Chain

GroupIdChain

The ID chain of the group related to the project or opportunity, if there is one.

This field is not populated for account revenue forecasts, as account records do not contain a lookup to a group.

Group Level XX

GroupLevelXX

The name of a group related to the relevant project or opportunity. XX represents a number between 00 and 11, and determines the group's level in the hierarchy of groups associated with the project or opportunity. 00 is the highest level of group.

These fields are not populated for account revenue forecasts.

Group Name Chain

GroupNameChain

The name chain of the group related to the project or opportunity, if there is one.

This field is not populated for account revenue forecasts, as account records do not contain a lookup to a group.

Last Updated (Day)

LastUpdated_Day

The day the plan was last updated on.

Last Updated (Month)

LastUpdated_Month

The month the cell was last updated in.

Last Updated (Quarter)

LastUpdated_Quarter

The quarter the cell was last updated in.

Last Updated (Week)

LastUpdated_Week

The week the cell was last updated in.

Last Updated (Year)

LastUpdated_Year

The year the cell was last updated in.

Level 1

Level1

The first level in a grouped or hierarchy view that enables you to group rows depending on the type of record associated with a forecast. The following values are available:

"Projects" for forecast types associated with a project.
"Opportunities" for forecast types associated with an opportunity.
"Services Credits" for forecast types associated with services credits against an account.

Level 1 ID

Level1Id

Reserved for future use. The field is always blank.

Level 2

Level2

The second level in a grouped or hierarchy view that enables you to group rows depending on the type of record associated with a forecast. This field contains the name of the forecast owner.

Level 2 ID

Level2Id

The ID of the forecast owner referred to in the Level 2 field.

Level 3

Level3

The third level in a grouped or hierarchy view that enables you to group rows depending on the type of record associated with a forecast. This field identifies the specific project, opportunity, or account this dataset record is associated with.

The following values are displayed:

For forecast types associated with a project, the value is the project name.
For forecast types associated with an opportunity, the value is the opportunity name.
For forecast types associated with services credits against an account, the value is the account name.

Level 3 ID

Level3Id

The ID of the record referred to in the Level 3 field.

Level 4

Level4

The fourth level in a grouped or hierarchy view that enables you to group rows depending on the type of record associated with a forecast. If the forecast is associated with a milestone or resource, this field contains the milestone or resource's name. Otherwise, it falls back to a value that captures the business object that contributes to the revenue or costs, for example, Timecards or Expenses.

The following values are displayed:

For forecast types associated with a milestone, the value is Milestone: [milestone's name].
For forecast types associated with a resource, the value is Resource: [resource name].
For forecast types associated with services credits against an account, the value is Services Credits
For forecast types associated with an opportunity, the value is Opportunity.
For forecast types associated with a project, the value is populated based on the revenue source. For example:
- For a deliverable timecard record, the value is Timecards.
- For a % complete project, the value is Projects.
- For a deliverable expense record, the value is Expenses.

Level 4 ID

Level4Id

The ID of the record referred to in the Level 4 field, if there is one.

Level 5

Level5

Reserved for future use.

Level 5 ID

Level5Id

Reserved for future use.

Level 6

Level6

Reserved for future use.

Level 6 ID

Level6Id

Reserved for future use.

Milestone

The name of the related milestone, if there is one.

Milestone ID

MilestoneId

The ID of the related milestone, if there is one.

Month Time Period

MonthTimePeriod

The name of the month time period.

Opportunity

The name of the related opportunity, if there is one.

Opportunity Forecast Category

OpportunityForecastCategory

The forecast category on the related opportunity, if there is one.

Opportunity ID

OpportunityId

The ID of the related opportunity, if there is one.

Opportunity Stage Name

OpportunityStageName

The stage name of the related opportunity, if there is one.

Plan Created By ID

PlanCreatedById

System-generated identifier of the user that created the plan.

Plan Created By Name

PlanCreatedByName

The full name of the user that created the plan.

Plan ID

PlanId

The ID of the plan that the cell belongs to.

Plan Last Modified By ID

PlanLastModifiedById

The ID of the user that made the most recent changes to the plan.

Plan Last Modified By Name

PlanLastModifiedByName

The full name of the user that made the most recent changes to the plan.

Plan Name

PlanName

The name of the plan. For more information, see Calculated Fields .

Plan Scenario ID

PlanScenarioId

System-generated identifier of the scenario that the cell belongs to.

Plan Scenario Name

PlanScenarioName

The name of the plan scenario in WorkGrid. For more information, see Calculated Fields .

Practice

The name of the practice related to the project or opportunity, if there is one.

This field is not populated for account revenue forecasts, as account records do not contain a lookup to a practice.

Practice ID

PracticeId

The ID of the practice related to the project or opportunity, if there is one.

This field is not populated for account revenue forecasts, as account records do not contain a lookup to a practice.

Practice ID Chain

PracticeIdChain

The ID chain of the practice related to the project or opportunity, if there is one.

This field is not populated for account revenue forecasts, as account records do not contain a lookup to a practice.

Practice Level XX

PracticeLevelXX

The name of the practice related to the relevant project or opportunity. XX represents a number between 00 and 11, and determines the practice's level in the hierarchy of practices associated with the project or opportunity. 00 is the highest level of practice.

These fields are not populated for account revenue forecasts.

Practice Name Chain

PracticeNameChain

The name chain of the practice related to the project or opportunity, if there is one.

This field is not populated for account revenue forecasts, as account records do not contain a lookup to a practice.

Project

The name of the related project, if there is one.

Project End Date (Day)

ProjectEndDate_Day

The day of the project end date.

Project End Date (Month)

ProjectEndDate_Month

The month of the project end date.

Project End Date (Quarter)

ProjectEndDate_Quarter

The quarter of the project end date.

Project End Date (Week)

ProjectEndDate_Week

The week of the project end date.

Project End Date (Year)

ProjectEndDate_Year

The year of the project end date.

Project ID

ProjectId

The ID of the related project, if there is one.

Project ID Chain

ProjectIdChain

The project ID chain of the related project, if there is one.

Project Level XX

ProjectLevelXX

The name of the related project, if there is a project on the forecast. XX represents a number between 00 and 11, and determines the project's level in the hierarchy of projects. 00 is the highest level of project.

Project Manager

ProjectManager

The name of the project manager on the related project, if there is one.

Project Manager ID

ProjectManagerId

The ID of the project manager on the related project, if there is one.

Project Name Chain

ProjectNameChain

The name chain of the related project, if there is one.

Project Start Date (Day)

ProjectStartDate_Day

The day of the project start date.

Project Start Date (Month)

ProjectStartDate_Month

The month of the project start date.

Project Start Date (Quarter)

ProjectStartDate_Quarter

The quarter of the project start date.

Project Start Date (Week)

ProjectStartDate_Week

The week of the project start date.

Project Start Date (Year)

ProjectStartDate_Year

The year of the project start date.

Project Type

ProjectType

The type of the related project, if there is one.

Quarter Time Period

QuarterTimePeriod

The name of the quarter time period.

Region

The name of the region related to the project or opportunity, if there is one.

This field is not populated for account revenue forecasts, as account records do not contain a lookup to a region.

Region ID

RegionId

The ID of the region related to the project or opportunity, if there is one.

This field is not populated for account revenue forecasts, as account records do not contain a lookup to a region.

Region ID Chain

RegionIdChain

The ID chain of the region related to the project or opportunity, if there is one.

This field is not populated for account revenue forecasts, as account records do not contain a lookup to a region.

Region Level XX

RegionLevelXX

The name of the region related to the project or opportunity, if there is one. XX represents a number between 00 and 11, and determines the region's level in the hierarchy of regions associated with the project or opportunity. 00 is the highest level of region.

These fields are not populated for account revenue forecasts.

Region Name Chain

RegionNameChain

The name chain of the region related to the project or opportunity, if there is one.

This field is not populated for account revenue forecasts, as account records do not contain a lookup to a region.

Resource

The name of the related resource.

Resource ID

ResourceId

The ID of the resource related to this cost forecast type record. This field is only populated for cost forecasts when grouping by resource.

Resource Role

ResourceRole

The role of the related resource.

Revenue/Cost

RevenueOrCost

Indicates whether the row contributes to revenue or costs.

Source

Indicates the source of the revenue and costs on the forecast.

Subtotal

IsSubtotal

Set to true if the cell value belongs to a subtotal row in a tree view plan. Otherwise, this is set to false.

Time Period

TimePeriod

The name of the related time period.

Time Period ID

TimePeriodId

The ID of the related time period.

Time Period End Date (Day)

TimePeriodEndDate_Day

The day of the time period end date.

Time Period End Date (Month)

TimePeriodEndDate_Month

The month of the time period end date.

Time Period End Date (Quarter)

TimePeriodEndDate_Quarter

The quarter of the time period end date.

Time Period End Date (Week)

TimePeriodEndDate_Week

The week of the time period end date.

Time Period End Date (Year)

TimePeriodEndDate_Year

The year of the time period end date.

Time Period Start Date (Day)

TimePeriodStartDate_Day

The day of the time period start date.

Time Period Start Date (Month)

TimePeriodStartDate_Month

The month of the time period start date.

Time Period Start Date (Quarter)

TimePeriodStartDate_Quarter

The quarter of the time period start date.

Time Period Start Date (Week)

TimePeriodStartDate_Week

The week of the time period start date.

Time Period Start Date (Year)

TimePeriodStartDate_Year

The year of the time period start date.

Unique ID

UniqueId

For system use. A hidden field used to maintain the dataset.

Version

The version of the forecast. For more information, see Calculated Fields .

Date

Adjustment Expiration Date

ExpirationDate

The date after which a manual adjustment made to the plan cell no longer applies. For data from the Services Forecast Live dataset, the field is blank.

Budget Billing Date

BudgetBillingDate

The billing date for the budget.

Budget Created Date

BudgetCreatedDate

The date the budget was created.

Budget Effective Date

BudgetEffectiveDate

The date the budget is effective from.

Last Updated

LastUpdated

The date the revenue forecast type or cost forecast type records were last calculated.

Month Time Period End Date

MonthTimePeriodEndDate

The end date of the month time period.

Month Time Period Start Date

MonthTimePeriodStartDate

The start date of the month time period.

Plan Created Date

PlanCreatedDate

The date and time when the plan was created.

Plan Last Modified Date

PlanLastModifiedDate

The date and time when the plan was last modified.

Project End Date

ProjectEndDate

The end date of the related project, if there is one.

Project Start Date

ProjectStartDate

The start date of the related project, if there is one.

Quarter Time Period End Date

QuarterTimePeriodEndDate

The end date of the quarter time period.

Quarter Time Period Start Date

QuarterTimePeriodStartDate

The start date of the quarter time period.

Time Period End Date

TimePeriodEndDate

The end date of the related time period.

Time Period Start Date

TimePeriodStartDate

The start date of the related time period.

Services Forecast Reporting Dataset PS Cloud Analytics Output Fields

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