SECTIONSPractice Forecast Template
The Practice Forecast template has the field values detailed in the Forecast Template Details table.
Your selection while creating the template 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:
- Time Period End Date (Year)
- Time Period End Date (Month)
- Revenue/Cost
-
Row dimensions:
- Practice Level 01
- Level 1
- Level 3 ID
- Breakdown
- Measure: Amount (Corporate Currency)
In addition, the Dataset Filters for Time Period Year and Month table details the predefined filters that the template has. The AND logic is applied to the filters.
| Dimension | Operator | Value |
|---|---|---|
| Level 1 | Equals | Opportunities |
| Time Period End Date (Year) | Equals | |
| Time Period End Date (Month) | Equals |
Time Period Name
If you selected the "Time period name" option in the Feature Console, your templates have the following structure:
-
Column dimensions:
- Time Period
- Revenue/Cost
-
Row dimensions:
- Practice Level 01
- Level 1
- Level 3 ID
- Breakdown
- Measure: Amount (Corporate Currency)
In addition, the Dataset Filters for Time Period Name table details the predefined filters that the template has. The AND logic is applied to the filters.
| Dimension | Operator | Value |
|---|---|---|
| Level 1 | Equals | Opportunities |
| Time Period | Equals |
Example
The Practice Forecast Example table represents a practice forecast created using the template and the "Time period year and month" option. The forecast is also the parent forecast for a project-level forecast.
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