Managing Additional Dataset Fields

You can include up to five additional custom fields from the Account, Contact (Resource), Milestone, Opportunity, and Project objects in your Services Forecast Live and Services Forecast Reporting datasets. This enables you to add fields that are relevant to your business processes, including your own custom fields.

Warning:

You must complete the setup steps in the Services Forecasting Feature Console before you attempt to add fields to your datasets. For more information, see Setting up Services Forecasting Using the Feature Console.

To include additional fields in the datasets:

  1. From the Services Forecast Setup tab, open your active services forecast setup record. If one does not already exist, you must create one.
  2. Click Manage Additional Dataset Fields. The Manage Additional Dataset Fields selection window opens.
  3. Select the fields that you want to add to the dataset. Fields already included in the dataset are not selectable.
  4. Click Save. The Manage Additional Dataset Fields confirmation window opens.
  5. Click Save. Updates to the Services Forecast Live dataset are queued for processing. Once the process completes, your PS Cloud Core Analytics app reconfigures automatically to update your Services Forecast Reporting dataset.
Tip:

You can sort any column in the Additional Dataset Fields table by clicking the column's header.

Considerations and Limitations

When including additional fields in the Services Forecast Live dataset, keep the following considerations and limitations in mind:

  • You can only add custom fields from the following objects:

    • Account
    • Contact (Resource)
    • Milestone
    • Opportunity
    • Project
  • You can include a maximum of five fields across all supported objects.
  • Multi-select picklists and encrypted fields are not supported.
  • The field names displayed in the Additional Field API Name 1-5 fields on the active services forecast setup record are the API names of the related fields on the Revenue Forecast and Cost Forecast objects. For example, the Status field on the Project object will display as pse__Project__r.Status__c.
  • Fields with special characters in their labels have those characters automatically removed from the field API name when added to the dataset. However, the field label retains the original formatting, including special characters. For example, the Requires Customer Sign-Off field on the Milestone object, will have the field API name MilestoneRequiresCustomerSignOff, while its field label remains Milestone Requires Customer Sign-Off.
  • If you edit a field's label in PSA after you have added the field to your datasets, you must delete the field from your services forecast setup record, then complete the steps to include the field in your datasets again.

For more information, see Services Forecast Live Dataset Input Fields and Services Forecast Live Dataset Output Fields.