Upgrading to Services Forecasting Summer 2026

Add the "Backlog" picklist value to the:

• Revenue Type field on the Revenue Forecast Type and Revenue Forecast Staging objects.
• Cost Type field on the Cost Forecast Type and Cost Forecast Staging objects.

Add the following picklist values to the Revenue Source field on the Revenue Forecast Type and Revenue Forecast Staging objects:

• "Deliverable: Project Remaining Targeted Revenue"
• "Equal Split: Project Remaining Targeted Revenue"

Add the following picklist values to the Cost Source field on the Cost Forecast Type and Cost Forecast Staging objects:

• "Deliverable: Project Cost"
• "Equal Split: Project Cost"
• "Deliverable: Project Remaining Budgeted Cost"
• "Equal Split: Project Remaining Budgeted Cost"

Add the following picklist values to the Cost Category field on the Cost Forecast Type and Cost Forecast Staging objects:

• "Finance"
• "Health and Safety"
• "Human Resources"
• "IT and Software"
• "Marketing"
• "Subcontractors"

Add the following fields to the Services Forecast Setup Layout page layout on the Services Forecast Setup object:

• Calculate Remaining Budgeted Cost
• Calculate Remaining Targeted Revenue
• Delete Inactive or Excluded Project Data
• Disable Opportunity Forecast Cleanup
• Exclude Expenses from Remaining Targets

[Optional] Enable the calculation of remaining targeted revenue for project forecasts. To do this:

1. Select Calculate Remaining Targeted Revenue on your active services forecast setup record.
2. If you want to exclude expense records and expense budgets from the calculations, select Exclude Expenses from Remaining Targets on your active services forecast setup record. Otherwise, leave the field deselected.
3. Add the Targeted Revenue and Revenue and Cost Targets Forecast Method fields to the relevant page layouts for the Project object.
4. Ensure that the Targeted Revenue and Revenue and Cost Targets Forecast Method fields are populated on the relevant project.

[Optional] Enable calculating remaining budgeted cost for project forecasts. To do this:

1. Select Calculate Remaining Budgeted Cost on your active services forecast setup record.
2. If you want to exclude expense records and expense budgets from the calculations, select Exclude Expenses from Remaining Targets on your active services forecast setup record. Otherwise, leave the field deselected.
3. Add the Budgeted Cost and Revenue and Cost Targets Forecast Method fields to the relevant page layouts for the Project object.
4. Ensure that the Budgeted Cost and Revenue and Cost Targets Forecast Method fields are populated on the relevant project.

[Optional] Enable recording opening balances for projects and milestones. To do this:

1. Grant the relevant users access to the following new fields on the Project and Milestone objects:

   • Revenue Opening Balance
   • Cost Opening Balance
   • Opening Balance Date
   Note:

   No packaged permission set grants access to these fields, so you must manually grant relevant users access to them.

2. Add the following fields to the relevant page layout for the Project object:

   • Revenue Opening Balance
   • Cost Opening Balance
   • Opening Balance Date

3. Add the following fields to the relevant page layout for the Milestone object:

   • Revenue Opening Balance
   • Cost Opening Balance
   • Opening Balance Date

[Optional] Select the Disable Opportunity Forecast Cleanup checkbox on your active services forecast setup record to retain raw forecast data for opportunities converted to projects.