Revenue Forecast Setup Fields

Here is a description of the fields on a revenue forecast setup record.

Setup Details

Field	Description
Active	Indicates the revenue forecast setup record used for revenue forecast calculations. You can only have one active revenue forecast setup record.
Revenue Forecast Setup Name	Revenue forecast setup record identifier (autonumber with an RFS- prefix).

Project Settings

Key: * – Mandatory field.

Field		Description
Exclude Resource Requests on Project		If selected, revenue relating to held resource requests on projects and milestones is excluded.
Total Hours Field on Project	*	API name of the field on the Project object you want PSA to use to calculate the value in the % Hours Completed For Recognition field. You can select from: Estimated_Hours_at_Completion__c Planned_Hours__c Alternatively, you can create your own field and add it to the picklist. Note: PSA uses the value in the Estimated Hours at Completion field as the denominator for the calculation by default if no active revenue forecast setup record has been created.

Opportunity Settings

Field	Description
Expected Project End Date Field on Opp	API name of the field on the Opportunity object you want to use as the expected project end date. You must create your own field on the Opportunity object to contain this date. When used in conjunction with Expected Project Start Date Field on Opp, this field enables PSA to determine the expected project duration for use in revenue forecast calculations.
Expected Project Start Date Field on Opp	API name of the field on the Opportunity object you want to use as the expected project start date. You can either use an existing field, such as Close Date, or create your own field on the Opportunity object to contain this date. When used in conjunction with Expected Project End Date Field on Opp, this field enables PSA to determine the expected project duration for use in revenue forecast calculations.

Field

Description

Expected Project End Date Field on Opp

API name of the field on the Opportunity object you want to use as the expected project end date. You must create your own field on the Opportunity object to contain this date. When used in conjunction with Expected Project Start Date Field on Opp, this field enables PSA to determine the expected project duration for use in revenue forecast calculations.

Expected Project Start Date Field on Opp

API name of the field on the Opportunity object you want to use as the expected project start date. You can either use an existing field, such as Close Date, or create your own field on the Opportunity object to contain this date. When used in conjunction with Expected Project End Date Field on Opp, this field enables PSA to determine the expected project duration for use in revenue forecast calculations.

Forecast Batch Settings

Field	Description
Exclude Opportunities	If selected, opportunities are excluded from revenue forecast scheduled jobs.	false
Forecast Factor Batch Size	Number of records to be processed at the same time, such as timecards and expenses. You must enter a whole number from 1 to 2000.	200
Opportunity Batch Size	Number of opportunities and opportunity line items to be processed at the same time. You must enter a whole number from 1 to 2000.	200
Project Batch Size	Number of projects to be processed at the same time. You must enter a whole number from 1 to 2000.	5