Here is a description of the fields available on the Forecast Summary Category object.
| Field | Description | |
|---|---|---|
| Adjusted Value | Formula field representing the value displayed on the Services Revenue Forecast page for this forecast summary category. If an override value is present, it is displayed. If no override value is present, the sum of the roll-up variance and original forecast value is displayed. If there is no override value or roll-up variance, the original forecast value is displayed. | |
| Category Label | Lookup to the relevant forecast setup category label, for example, Expected. For more information, see Forecast Setup Category Fields. | |
| Forecast Opportunities Value | Total weighted opportunity amounts taken from the related forecast detail records for the selected Time Period in the relevant region, practice, or group. | |
| Forecast Override | Lookup to the currently active forecast override applied to this forecast summary category. | |
| Forecast Projects Value | Total weighted project amounts taken from the related forecast detail records for the selected Time Period in the relevant region, practice, or group. | |
| 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 Sublevels Value | Total weighted sublevel amounts taken from the related forecast summary records for the selected Time Period for the child regions, practices, or groups. | |
| Forecast Summary | Lookup to the relevant forecast summary record. | |
| Forecast Total Value | Total weighted amounts calculated for this forecast category, based on the forecast opportunities, project, and sublevels values in the related forecast detail records. | |
| Override Created By | Lookup to the user who created the currently active forecast override applied to this forecast summary category. | |
| Override Created Date | Created date and time of the currently active forecast override applied to this forecast summary category. | |
| Override Notes | Notes on the currently active forecast override applied to this forecast summary category. | |
| Override Roll-Up Variance | Sum of roll-up variances for all summary categories below this summary category in the RPG hierarchy, including overrides on related forecast detail categories. | |
| Override Value | Value of the currently active forecast override applied to this forecast summary category. |