Setting up Services Forecasting

Warning:

If you are interested in beginning the adoption process of the Services Forecasting capability, contact your Account Team or [email protected] to initiate the process. You must do this before you start performing the steps on this page.

If you have permissions to do so, follow the steps described on this page to set up and configure Services Forecasting.

To perform the steps, you must be assigned the System Administrator profile and the CRM Analytics Platform Admin permission set. To complete the tasks, follow the steps and refer to the related Help pages.

Services Forecasting Setup Tasks
Step Task Related Help Page
1. Ensure that Analytics is enabled in your org. See the Salesforce Help.
2. Ensure that null measure handling in datasets is enabled in your org. See the Salesforce Help.
3. Ensure that the required packages are installed in your org. Packages Required for Services Forecasting
4. Assign the relevant licenses and permission sets to the users who require them. Licenses and Permissions Required for Services Forecasting
5. Enable the forecast history feature. Enabling Forecast History
6. If an older version of WorkGrid was previously installed in your org, enable the Upgrading Picklist Values to Spring 2026 feature in the Feature Console. Upgrading Picklist Values to Spring 2026
7. [Optional] Add picklist values to the Category, Sub-Category, and Label picklist fields on the Plan object. These picklists are used to select a subset of forecasts in several bulk processes, providing you with more flexibility. By default, the picklists are empty because the values depend on your business needs.
  • Plan Fields
  • For information about adding picklist values, see the Salesforce Help.
8. [Optional] Customize the values in the Adjustment Reason Picklist global value set according to your business needs. This value set determines the reasons available when making an adjustment to a forecast.
9.

Ensure that the Services Forecast Setup Layout page layout for the Services Forecast Setup object is assigned to the relevant profiles. In addition, ensure that the following elements are added to the page layout:

  • Mobile and Lightning actions:

    • Manage Services Forecast Live Dataset
    • Manage Services Forecast Plans Dataset
    • Manage Additional Dataset Fields

  • Fields:

    • Additional Dataset Field API Name 1-5
    • Populate Revenue Source as EVA
10.

[Optional] Create an active services forecast setup record and customize how forecasts are generated. We recommend that you change the following default options:

  • Select the Use Sched and Actual Hrs for % Complete checkbox.
  • Select the Exclude Scheduled Hrs in Closed Periods checkbox.
  • Select the Use Mid Month Forecast Calculations checkbox and specify a value in the Actuals Cutoff Day field.
Note:

If you skip this step, a setup record with the default values is created when you enable the Services Forecasting feature using the Feature Console.

 Services Forecast Setup Fields
11. [Optional] If you want to include additional fields in the Services Forecast Live dataset, specify the additional fields. Managing Additional Dataset Fields
12.

If you don't use Revenue Management to recognize revenue for services, identify the records that you want to generate services forecasts for and define the recognition method for each record. We recommend that you create flows to automatically populate the recognition method according to your business logic.

If you do use Revenue Management to recognize revenue for services, no additional steps are required. The revenue recognition template defined on the records determines the recognition method used while generating forecasts.

 No Integration with Revenue Management
13. Ensure that monthly time periods are set up for the duration of any projects, opportunities, and services credits you want to generate forecasts for.
14. Ensure that the time period record that relates to the month before the current month is marked as Closed for Forecasting. Marking a Time Period as Closed for Services Forecasting
15. Ensure the Timecard_Split_Time_Period_Types configuration option in the Timecard configuration group includes a value of Month.
16. If you want to use the "Deliverable" or "% Complete" recognition methods, ensure that Generate Monthly Records is selected in the Est Vs Actuals Settings custom setting. Est Vs Actuals Settings
17.

Ensure that the following Lightning components are added to the relevant Lightning record pages:

  • PSA Actions: Account Services Forecast
  • PSA Actions: Opportunity Services Forecast
  • PSA Actions: Project Services Forecast
 PSA Lightning Components
18. Enable the Services Forecasting feature in the Feature Console. Setting up Services Forecasting Using the Feature Console
19. Create a flow to automatically populate the Practice, Project, or Region lookup field when a forecast is created. Sample Flow to Link Forecasts to Projects or Practices
20. Create practice or region forecasts. Creating Practice or Region Forecasts
21. Schedule the relevant processes to ensure near-real-time forecasting. Services Forecasting Scheduled Processes
22. [Optional] Create access rules to restrict certain users from making adjustments to specific forecast cells. Access Rules for Services Forecasts