Forecast Detail Category Fields

Here is a description of the fields available on the Forecast Detail Category object.

Field Description
Actuals The Actuals value is the sum of:
  • Billings: Expenses
  • Billings: Milestones
  • Billings: Misc Adjustments
  • Billings: Timecards
Adjusted Value Formula field representing the value displayed on the Services Revenue Forecast page for this forecast detail category. If an override value is present, it is displayed. If no override value is present, the original forecast value is displayed.
Billings: Expenses Forecast billings for expenses.
Billings: Milestones Forecast billings for milestones.
Billings: Misc Adjustments Forecast billings for miscellaneous adjustments.
Billings: Timecards Forecast billings for timecards.
Category Label Lookup to the relevant forecast setup category label, for example, Expected. For more information, see Forecast Setup Category Fields.
Forecast Detail Lookup to the relevant forecast detail record.
Forecast Override Lookup to the currently active forecast override applied to this forecast detail category.
Forecast Setup Category Lookup to the forecast categories used on the Forecast Setup page. For more information on forecast category setup, see Forecast Setup Fields.
Forecast Total Value Calculated value for this forecast category, using the multipliers entered on the Forecast Setup page.
Override Created By Lookup to the user who created the currently active forecast override applied to this forecast detail category.
Override Created Date Created date and time of the currently active forecast override applied to this forecast detail category.
Override Notes Notes on the currently active forecast override applied to this forecast detail category.
Override Value Value of the currently active forecast override applied to this forecast detail category.
Scheduled: Assignments The scheduled assignments.
Scheduled Backlog The Scheduled Backlog value is the sum of:
  • Scheduled: Assignments
  • Scheduled: Held RRs
  • Scheduled: Milestones
  • Scheduled: Unheld RRs
Scheduled: Held RRs Scheduled held resource requests.
Scheduled: Milestones Scheduled milestones.
Scheduled: Unheld RRs Scheduled unheld resource requests.
Unscheduled Backlog

Potential backlog, in the context of perpetual time periods (All Time Periods). The value is calculated as follows:
Unscheduled Revenue minus Perpetual Backlog: Held RRs minus Perpetual Backlog: Unheld RRs.

The relevant forecast curve is applied before being passed into the multipliers.