Here is a description of the fields that make up a Forecast Override record.
Key:
* – Mandatory field.
| Field | Description | ||
|---|---|---|---|
| Forecast Calculation | Lookup to the forecast calculation this override applies to. | ||
| Forecast Detail Category | Lookup to the forecast detail category this override applies to. | ||
| Forecast Summary Category | Lookup to the forecast summary category this override applies to. | ||
| Is Active | Determines whether this override is the currently active override for the summary category or detail category it is applied to. | ||
| Notes | * | Additional information to explain why the override was applied. | |
| Opportunity | Lookup to the opportunity this override applies to. | ||
| Override Value | * | Value entered for the forecast override. | |
| Project | Lookup to the project this override applies to. | ||
| Region | Lookup to the region, practice, or group this override applies to. | ||
| Practice | |||
| Group |
Related Concepts
Enhanced Services Forecasting Overview
About Services Revenue Forecast Overrides
How Forecast Calculations Work
Related Tasks
Managing Curves for Forecast Calculations
Configuring Forecast Calculations
Overriding Services Revenue Forecast Values
Scheduling Forecast Calculations
Viewing a Services Revenue Forecast
Committing a Services Revenue Forecast
Performing Enhanced Services Forecasting Upgrade Tasks Summer 2018
Updating Enhanced Services Forecasting Data Spring 2019
Reference
Forecast Calculation Log Fields
Forecast Detail Category Fields
Forecast Setup Category Fields