Setting up Forecasting

Revenue Forecasting

If you are an administrator, take the following action to set up Revenue Forecasting for your organization:

1. Assign one of the following permission sets to users who need to run Revenue Forecasting:
• PSA - Services Forecasting - Project Manager
• PSA - Services Forecasting - Regional Manager
2. Ensure Generate Monthly Records is set to true in the Est Vs Actuals Settings custom setting (Deliverable recognition method only). For more information, see Est Vs Actuals Settings.
   
   Notes:

   If you only have Generate Weekly Records set to true, these EVA records are not included in the forecasts.
   
   The forecasts do not include any assignments or timecards that fall within the time period of the forecast but were created on a project before you selected this setting.

For more information on Revenue Forecasting, see Revenue Forecasting Overview.

For information on the integration between Revenue Forecasting and FinancialForce Revenue Management, see Revenue Recognition Integrations.

Enhanced Services Forecasting

For information on how to set up or upgrade Enhanced Services Forecasting, see the "Getting Started with Enhanced Services Forecasting" guide on the FinancialForce Community.

Classic Services Forecasting

Note:

Classic Services Forecasting is no longer supported and is superseded by Enhanced Services Forecasting.

To set up classic services forecasting for your organization:

1. Check the forecasting settings in the Forecasting configuration groupA collection of configuration options contained in the configuration groups tab that defines behavior of a FinancialForce PSA object or feature. are appropriate for your organization. For further information, see Forecasts Settings.
2. Ensure that each RPGAbbreviation of region, practice, group. or project to be included in forecasting has the correct owner set and that the Include In Forecasting checkbox is selected.
3. Ensure that the users who are to carry out forecasting activities have appropriate Forecast Edit and Forecast View permission controls. To understand default access for RPG owners and Project Managers, see Classic Services Forecasting Permissions Overview.