Forecasting

Revenue Forecasting

Revenue Forecasting offers a quick way of generating revenue recognition forecasts. The following revenue recognition methods are available:

• Deliverable: for Time and Materials projects recognized on delivery.
• % Complete: for fixed fee projects.

For more information, see Revenue Forecasting Overview.

Enhanced Services Forecasting

Enhanced Services Forecasting enables you to automatically generate services forecasts from the Regions, Practices, and Groups level without the need for manual data entry.

For more information, see Enhanced Services Forecasting Overview.

Classic Services Forecasting

Note:

Classic Services Forecasting is no longer supported and is superseded by Enhanced Services Forecasting. For information on Enhanced Services Forecasting, see Enhanced Services Forecasting Overview.

Clicking the Forecasts tab displays the Services Forecasts page, divided into Regions, Practices, Groups, and Projects categories.

Click a category name to view forecasts entered for that category. For example, if you are the owner of a regionA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., click Regions to view forecasts entered for your region and immediate sub-regions.

Note:

Note

The Regions, Practices, Groups, and Projects categories only display if you have access via the RPGAbbreviation of region, practice, group. or Project hierarchies and the relevant configuration options are enabled. See Forecasts Settings.

What you can see and do on the Services Forecasts page depends on permission controlsDetermines whether a single user has permission to carry out specific tasks in FinancialForce PSA. and configuration options assigned and set by your administrator—see Forecasts Settings and Classic Services Forecasting Permissions Overview for more information.

To get started, read Classic Services Forecasting Overview or, if you know what you want to do, go straight to the relevant topic.