Forecast Setup Category Fields

Here is a description of all fields that make up a Forecast Setup Category record.

Key:
* – Mandatory field.

Field		Description
Billings	*	The multiplier applied to the actual billable amount on a project. This includes Billed Timecards, Billed Milestones, and Miscellaneous Adjustments.
Category Order	*	Determines which field is populated on the output.
Expenses	*	The multiplier applied to the expenses on a project. This is the billable amount of the expenses.
Forecast Setup		The forecast setup details this forecast category is used with. You must enter multipliers for at least one forecast category. If you do not want to use a forecast category, leave the multiplier fields blank.
Held Resource Requests	*	The multiplier applied to the resource request hours on a project, when the Resource Held field is checked.
Label	*	The labels for the forecast categories available are Expected, Best Case, Worst Case. Tip: To change a forecast category label that is used on the Forecast Detail or Forecast Summary objects, for example “Worst Case”, and have the change visible in reports and object views, you can use Salesforce Translation Workbench. When you have changed the label, you must navigate to the Forecast Setup tab and save the forecast setup details. This creates a new version of the forecast setup and ensures that the updated label is displayed on any subsequent forecast calculations. Warning: If you are translating a label into more than one language, the label displayed for all users in your org will be the same as the one displayed for the user who performs the forecast setup. You must configure at least one forecast category. For the Expected forecast category, the default multiplier for each project and opportunity forecast factor is 1.0. The Best Case and Worst Case categories default to null. If you do not want to use a forecast category, leave the multiplier fields for that category blank.
Opportunities	*	The multiplier applied to opportunities for this forecast category. Opportunities that are included in Enhanced Services Forecasting have the “Is Services Opportunity” field checked, and do not have an associated project with the “Include in Forecast” flag set.
Scheduled Assignments	*	The multiplier applied to the value of the assignments on a project.
Scheduled Milestones	*	The multiplier applied to the value of the scheduled milestones for a project.
Unheld Resource Requests	*	The multiplier applied to the planned resource request hours for a project, when the Resource Held field is unchecked.
Unscheduled Backlog	*	The multiplier applied to the value of the unscheduled backlog on a project, using the value generated by the backlog calculation.

Field

Description

Billings

The multiplier applied to the actual billable amount on a project. This includes Billed Timecards, Billed Milestones, and Miscellaneous Adjustments.

Category Order

Determines which field is populated on the output.

Expenses

The multiplier applied to the expenses on a project. This is the billable amount of the expenses.

Forecast Setup

The forecast setup details this forecast category is used with. You must enter multipliers for at least one forecast category. If you do not want to use a forecast category, leave the multiplier fields blank.

Held Resource Requests

The multiplier applied to the resource request hours on a project, when the Resource Held field is checked.

Label

The labels for the forecast categories available are Expected, Best Case, Worst Case.

Tip: To change a forecast category label that is used on the Forecast Detail or Forecast Summary objects, for example “Worst Case”, and have the change visible in reports and object views, you can use Salesforce Translation Workbench. When you have changed the label, you must navigate to the Forecast Setup tab and save the forecast setup details. This creates a new version of the forecast setup and ensures that the updated label is displayed on any subsequent forecast calculations.

Warning: If you are translating a label into more than one language, the label displayed for all users in your org will be the same as the one displayed for the user who performs the forecast setup.

You must configure at least one forecast category. For the Expected forecast category, the default multiplier for each project and opportunity forecast factor is 1.0. The Best Case and Worst Case categories default to null.

If you do not want to use a forecast category, leave the multiplier fields for that category blank.

Opportunities

The multiplier applied to opportunities for this forecast category. Opportunities that are included in Enhanced Services Forecasting have the “Is Services Opportunity” field checked, and do not have an associated project with the “Include in Forecast” flag set.

Scheduled Assignments

The multiplier applied to the value of the assignments on a project.

Scheduled Milestones

The multiplier applied to the value of the scheduled milestones for a project.

Unheld Resource Requests

The multiplier applied to the planned resource request hours for a project, when the Resource Held field is unchecked.

Unscheduled Backlog

The multiplier applied to the value of the unscheduled backlog on a project, using the value generated by the backlog calculation.

Related Concepts

Enhanced Services Forecasting Overview

About Forecast Curves

About Services Revenue Forecast Overrides

How Forecast Calculations Work

Configuring Forecast Calculations

Overriding Services Revenue Forecast Values

Running Forecast Calculations

Scheduling Forecast Calculations

Viewing 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 Batch Settings

Forecast Calculation Fields

Forecast Calculation Log Fields

Forecast Curve Detail Fields

Forecast Curve Fields

Forecast Detail Category Fields

Forecast Detail Fields

Forecast Override Fields

Forecast Run Info Fields

Forecast Setup Fields

Forecast Summary Category Fields

Forecast Summary Fields