Using the Revenue Forecast Preview

The Revenue Forecast Preview is available from the PSA Administration page. It enables you to determine what would be included in a revenue forecast for a selected project if you were to run it now.

The preview shows:

  • Details of the currency and recognition method.
  • A list of the records that would be included so that you can identify the sources of revenue.
Note:

If you have FinancialForce Revenue Management installed, the preview shows whether the integration between the Revenue Forecasting feature in PSA and FinancialForce Revenue Management is enabled. For more information, see Integration with FinancialForce Revenue Management.

To view the previewed data:

  1. Ensure you have the PSA - Run Revenue Forecast permission set.
  2. Select PSA Administration from the App Launcher.
  3. Expand the PSA Revenue Forecasting section and click Revenue Forecast Preview.
  4. Search for and select the project whose data you want to preview.

To reload the data displayed and view the latest changes, click Reload button. This is useful if records were added or changed after you loaded the page, or if you have made a change on a different tab.

To view a record, click the record name.

The following topics state the criteria required for records to be included in Revenue Forecasting, and explain how the revenue forecasts are calculated for each recognition method:

Note:

For fixed fee projects and milestones, EVA records are not yet supported.