SECTIONSServices Forecast Reporting Dataset PS Cloud Analytics Input 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.
The Services Forecast Reporting dataset includes fields from:
- Services Forecast Live dataset
- Services Forecast Plans dataset
- Budget object in PSA
- Project object in PSA
You can also add up to five additional custom fields of your choosing from predefined objects in PSA.
For more information, see Services Forecast Live Dataset Output Fields and Services Forecast Plans Dataset Fields.
Budget
The main fields retrieved from the Budget object in PSA are as follows.
| Field Label | Field API Name | Description |
|---|---|---|
| Amount | pse__Amount__c | Populates the Amount (Corporate Currency) field in the resulting dataset. |
| Bill Date | pse__Bill_Date__c | Populates the Budget Billing Date field in the resulting dataset. |
| Budget Name | Name | |
| Created Date | CreatedDate | Populates the Budget Created Date field in the resulting dataset. |
| Currency | CurrencyIsoCode | Populates the Currency field in the resulting dataset. |
| Effective Date | pse__Effective_Date__c | Populates the Budget Effective Date field in the resulting dataset. |
| Id | Id | Populates the Level 4 field in the resulting dataset. |
| Project | pse__Project__c | Populates the Project ID field in the resulting dataset. |
| Status | pse__Status__c | Populates the Budget Status field in the resulting dataset. |
| Type | pse__Type__c | Populates the Level 4 field in the resulting dataset. |
Project
The main fields retrieved from the Project object in PSA are as follows.
| Field Label | Field API Name | Description |
|---|---|---|
| Budgeted Cost | pse__Budgeted_Cost__c | Populates the Budgeted Cost field in the resulting dataset. |
| Targeted Margin | pse__Targeted_Margin__c | Populates the Targeted Margin field in the resulting dataset. |
| Targeted Revenue | pse__Targeted_Revenue__c | Populates the Targeted Revenue field in the resulting dataset. |
Additional Fields
The Services Forecast Reporting dataset can include up to five additional custom fields of your choosing from the following objects in PSA:
- Account
- Contact (Resource)
- Milestone
- Opportunity
- Project
Multi-select picklists and encrypted fields are not supported.
For more information, see Managing Additional Dataset Fields.