For internal use only. Indicates the billing forecast setup record used for billing forecast calculations. This checkbox is controlled by PSA. Only the current billing forecast setup record has this checkbox selected.
False
Default Opportunity Curve
Billing forecast curve record that is used for opportunity forecasting, when a curve has not been defined on an opportunity. If a default opportunity curve has not been created and there is no curve defined on an opportunity, the billing forecast calculation will fail.
None
Default Project Curve
Billing forecast curve record used for project forecasting, when a curve has not been defined on a project. If a default project curve has not been created and there is no curve defined on a project, the billing forecast calculation will fail.
None
Use Is Services Product on Opp Product
Allows you to specify the services products you want to include in the billing forecast calculation that are associated with an opportunity.
Opportunity Product: This looks at services product lines on Opportunity Products. It means only opportunity product lines with the Is Services Product Line checkbox selected are included in the calculation.
Product: This looks at lines that have a related services product on an Opportunity. It means only product lines with the Is Services Product checkbox selected on the product itself are included in the calculation.
Product
Use Opportunity Curve for Products
Allows you to specify the object you want the curve to be applied from. Product: The curves specified on the products linked to an opportunity are used. If no products are linked, the curve specified on the opportunity is used. Opportunity: The curve set on the opportunity is used.
Product
Buttons
Button
Description
Save
Save the billing forecast setup.
Schedule Billing Forecast
Go to the Billing Forecast Scheduler page to configure scheduling settings for your billing forecast calculations.
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