Billing Forecast Details Flow PSA Input Fields

The input fields are the foundation of every dataset in PSA Analytics. These fields are imported from your org environment by the dataflow when you create the Analytics app, the data is then processed to populate your apps' datasets.

Base Objects

This flow uses Billing Forecast Detail Category as the base object to extract PSA field information. It also uses this object to look up to other PSA objects to complement the data necessary to generate the Billing Forecast Details Dataset.

Billing Forecast Detail Category

This are the main fields retrieved from the Billing Forecast Detail Category in PSA.

Field	Description
Actuals	These fields are extracted directly from your PSA environment. For more information about these fields, see Billing Forecast Detail Category Fields.
Category Label
Forecast Total Value
Scheduled Backlog
Unscheduled Backlog
Billing Forecast Detail	We use this field to look up the corresponding PSA object for the following fields Billing Forecast Detail
Billing Forecast Setup Category	We use this field to look up the corresponding PSA object for the following fields Billing Forecast Setup Category

Augmented Fields

The augment fields complement the data imported from the base objects allowing you to have a deeper visualization of your data.

Note: These fields are imported directly from your PSA environment. For more information about these fields, see the PSA field reference guide for their corresponding PSA object.

Key: → — Lookup path between objects

For more information about the calculated fields, see Billing Forecast Details Flow Intermediate Processing.

PSA Object	Lookup Path	Fields
Billing Forecast Setup Category	N/A	Category Order
Billing Forecast Detail	N/A	Forecast Calculation ID
		Opportunity ID
		Project ID
	→ Forecast Calculation	Created Date
		Forecast Calculation Name
		Time Period ID
	→ Forecast Calculation → Time Period	End Date
		Start Date
		Time Period Name
		Type
	→ Opportunity	Group ID
		Name
		Practice ID
		Region ID
	→ Opportunity → Owner (User)	Name
	→ Project	Region ID
		Practice ID
		Group ID
		Name
	→ Project → Project Manager (Contact)	Name
	→ Project / Opportunity → Region	IdChain	*
		NameXX	*
		NameChain	*
	→ Project / Opportunity → Practice	IdChain	*
		NameXX	*
		NameChain	*
	→ Project / Opportunity → Group	IdChain	*
		NameXX	*
		NameChain	*