PSA Data Dictionary

Forecast_Setup__c

Label: Billing Forecast Setup

Contains the information required to configure and run a billing forecast calculation.

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
Actuals_Cutoff_Offset__c Actuals Cutoff Offset Spring 2018 Enter the number of days prior to the current date up to which actuals should be included. Enter 0 to use today as the cutoff date. Leave blank to use the default cut off date, which is the end of last week.

Number(18,0)
Default_Opportunity_Curve__c Default Opportunity Curve Spring 2018 The billing forecast curve applied to an opportunity during a billing forecast calculation if the opportunity does not have a curve assigned to it.

Looks up to: Forecast_Curve__c
Lookup
Default_Project_Curve__c Default Project Curve Spring 2018 The billing forecast curve applied to a project during a billing forecast calculation if the project does not have a curve assigned to it.

Looks up to: Forecast_Curve__c
Lookup
Is_Active__c Active Summer 2018 Denotes the setup record which will be used for new billing forecast calculations.

Checkbox false
Use_Is_Services_Product_On_Opp_Product__c Use Is Services Product On Opp Product Spring 2018 If you select Opportunity Product, only opportunity products that have IsServicesProductLine checked are included. If you select Product, only opportunity products that have IsServicesProduct checked on the product itself are included.

Picklist:
Opportunity Product
Product
Use_Opportunity_Curve_For_Products__c Use Opportunity Curve for Products Fall 2019 If set to true, the opportunity curve is always applied when running a billing forecast calculation.

Checkbox false


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