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.

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.

Services Forecast Reporting Fields
Field Type Field Label Field API Name
Measure Amount (Corporate Currency) AmountCorp
Amount (Record Currency) AmountRecordCurrency
Budgeted Cost (Corporate Currency) BudgetedCost
Budgeted Cost (Project Currency) BudgetedCostProjectCurrency
Margin MarginCalc
Margin (Record Currency) MarginCalcRecordCurrency
Opportunity Probability % OpportunityProbability
Targeted Margin TargetedMargin
Targeted Revenue (Corporate Currency) TargetedRevenue
Targeted Revenue (Project Currency) TargetedRevenueProjectCurrency
Dimension Account Account
Account Currency AccountCurrency
Account ID AccountId
Account Type AccountType
Actuals/Forecast ActualsOrForecast
Adjustment Reason AdjustmentReason
Base Unit Code BaseUnitCode
Breakdown Breakdown
Budget Name BudgetName
Budget Status BudgetStatus
Category Category
Cell Type CellType
Currency CurrencyIsoCode
External Resource ExternalResource
Group Group
Group ID GroupId
Group ID Chain GroupIdChain
Group Level XX GroupLevelXX
Group Name Chain GroupNameChain
Latest Comment LatestComment
Level 1 Level1
Level 1 ID Level1Id
Level 2 Level2
Level 2 ID Level2Id
Level 3 Level3
Level 3 ID Level3Id
Level 4 Level4
Level 4 ID Level4Id
Milestone Milestone
Milestone ID MilestoneId
Month Time Period MonthTimePeriod
Opportunity Opportunity
Opportunity Forecast Category OpportunityForecastCategory
Opportunity ID OpportunityId
Opportunity Stage Name OpportunityStageName
Plan Name PlanName
Plan Scenario Name PlanScenarioName
Planning Unit Code PlanningUnitCode
Planning Unit Type PlanningUnitType
Practice Practice
Practice ID PracticeId
Practice ID Chain PracticeIdChain
Practice Level XX PracticeLevelXX
Practice Name Chain PracticeNameChain
Project Project
Project ID ProjectId
Project ID Chain ProjectIdChain
Project Level XX ProjectLevelXX
Project Manager ProjectManager
Project Manager ID ProjectManagerId
Project Name Chain ProjectNameChain
Project Type ProjectType
Quarter Time Period QuarterTimePeriod  
Region Region
Region ID RegionId
Region ID Chain RegionIdChain
Region Level XX RegionLevelXX
Region Name Chain RegionNameChain
Resource Resource
Resource ID ResourceId
Resource Role ResourceRole
Revenue/Cost RevenueOrCost
Source Source
Version Version
Date Adjustment Expiration Date ExpirationDate
Budget Billing Date BudgetBillingDate
Budget Created Date BudgetCreatedDate
Budget Effective Date BudgetEffectiveDate
Forecast Last Updated Date ForecastLastUpdatedDate
Month Time Period End Date MonthTimePeriodEndDate
Month Time Period Start Date MonthTimePeriodStartDate
Plan Last Modified Date PlanLastModifiedDate
Project End Date ProjectEndDate
Project Start Date ProjectStartDate
Quarter Time Period End Date QuarterTimePeriodEndDate
Quarter Time Period Start Date QuarterTimePeriodStartDate

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.