Forecast Setup Fields

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

For details of the forecast setup factors displayed on the Forecast Setup page, see Forecast Setup Category Fields.

Note:

This topic covers the settings used for Enhanced Services Forecasting. For information on the Forecasts configuration group used for classic, manual-entry Forecasting calculations, see Forecasts Settings.

Field	Description	Default Value
Active	For internal use only. This checkbox is controlled by PSA. Only the current forecast setup details have this checkbox set to True.	False
Default Opportunity Curve	The curve record that is used for opportunity forecasting, when a curve has not been defined on an opportunity. If a default opportunity curve has not been created and there is no curve defined on an opportunity, the forecast calculation will fail.	None
Default Project Curve	The curve record used for project forecasting, when a curve has not been defined on a project. If a default project curve has not been created and there is no curve defined on a project, the forecast calculation will fail.	None
Which services products do you want to include in the forecast calculation?	Allows you to specify which services products you want to include that are associated with an opportunity. Opportunity Product: This looks at services product lines on Opportunity Products. It means only opportunity product lines with “IsServicesProductLine” checked are included in the calculation. Product: This looks at lines that have a related services product on an Opportunity. It means only product lines with “IsServicesProduct” checked on the product itself are included in the calculation. Note: If there are no lines on an opportunity, the forecast calculation looks at the “Is Services Opportunity” checkbox on the opportunity itself. For more detailed information on how the forecast calculation works for opportunities, see Opportunities.	Product

Field

Description

Default Value

Active

For internal use only. This checkbox is controlled by PSA. Only the current forecast setup details have this checkbox set to True.

False

Default Opportunity Curve

The curve record that is used for opportunity forecasting, when a curve has not been defined on an opportunity. If a default opportunity curve has not been created and there is no curve defined on an opportunity, the forecast calculation will fail.

None

Default Project Curve

The curve record used for project forecasting, when a curve has not been defined on a project. If a default project curve has not been created and there is no curve defined on a project, the forecast calculation will fail.

None

Which services products do you want to include in the forecast calculation?

Allows you to specify which services products you want to include that are associated with an opportunity.

Opportunity Product: This looks at services product lines on Opportunity Products. It means only opportunity product lines with “IsServicesProductLine” checked are included in the calculation.

Product: This looks at lines that have a related services product on an Opportunity. It means only product lines with “IsServicesProduct” checked on the product itself are included in the calculation.

Note: If there are no lines on an opportunity, the forecast calculation looks at the “Is Services Opportunity” checkbox on the opportunity itself. For more detailed information on how the forecast calculation works for opportunities, see Opportunities.

Product