Services Forecast Reporting Dataset PS Cloud Analytics Output Fields

The Services Forecast Reporting dataset enables you to compare data from the Services Forecast Live and Services Forecast Plans datasets created in PSA. It also stores all plan data that has been sent to Analytics from WorkGrid. For more information, see Services Forecast Plans Dataset 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.
Budgeted Cost BudgetedCost The total estimated cost provisioned for the project's successful completion.
Margin MarginCalc The sum total of revenue and costs across all sources of revenue for the project. For more information, see Calculated Fields .
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.
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.
Targeted Margin TargetedMargin The overall margin percentage expected to be generated from the project's successful completion.
Targeted Revenue TargetedRevenue The total revenue amount expected to be earned from the project's successful completion.
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.
Adjustment Reason AdjustmentReason The reason an adjustment was made in a plan cell.
Base Unit Code BaseUnitCode The code of the base unit for the Planning unit type applied to the cell.
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.
Category Category For costs, the value in the Cost Category field, if there is one. For revenue, the value is null.
Cell Type CellType Classifies the plan cell data as a cell or an adjustment.
Currency CurrencyIsoCode The currency on the related revenue forecast type or cost forecast type record, if there is one.
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.
Latest Comment LatestComment Information about the most recent comment in the cell.
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.
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 Name PlanName The name of the plan. For more information, see Calculated Fields .
Plan Scenario Name PlanScenarioName The name of the plan scenario in WorkGrid. For more information, see Calculated Fields .
Planning Unit Code PlanningUnitCode The code of the Planning unit applied to the cell.
Planning Unit Type PlanningUnitType The type of unit used in the plan.
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 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 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.
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.
Forecast Last Updated Date ForecastLastUpdatedDate 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 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.