SECTIONS
The Revenue Forecast dataset includes fields from the Revenue Forecast Version Detail, Revenue Forecast Version and Revenue Forecast objects in PSA as well as other associated objects. These fields are:
|
Field Type |
Field |
Description |
|---|---|---|
| Measure | GHierarchy Depth | Level within the group hierarchy. Hidden field. |
| PHierarchy Depth | Level within the practice hierarchy. Hidden field. | |
| RHierarchyDepth | Level within the region hierarchy. Hidden field. | |
| Account Annual Revenue Value | In the corporate currency, the annual revenue for the project or opportunity, depending on the source of the record. | |
| Account Number of Employees Value | The number of employees specified for the account associated with the project or opportunity. | |
| Adjustment Value | In the corporate currency, the input adjustment value for a Expected Case scenario for a given hierarchy level, minus the aggregate of all the input adjustment values below this level. | |
| Actual Value | See Calculated Fields in Revenue Forecast Flow Intermediate Processing. | |
| Actual Best Case Value | See Calculated Fields in Revenue Forecast Flow Intermediate Processing. | |
| Actual Worst Case Value | See Calculated Fields in Revenue Forecast Flow Intermediate Processing. | |
| Adjustment Best Case Value | In the corporate currency, the input adjustment value for a Best Case scenario for a given hierarchy level, minus the aggregate of all the input adjustment values below this level. | |
| Adjustment Worst Case Value | In the corporate currency, the input adjustment value for a Worst Case scenario for a given hierarchy level, minus the aggregate of all the input adjustment values below this level. | |
| Equal Split Milestone Pending Value | In the corporate currency, the amount of revenue that is ready for recognition within the relevant time period for the Milestone revenue source, when using the "Equal Split" recognition method. Only populated on records derived from the Milestone object. | |
| Equal Split Milestone Recognized Value | In the corporate currency, the amount of revenue that has already been recognized within the relevant time period for the Milestone revenue source, when using the "Equal Split" recognition method. Only populated on records derived from the Milestone object. | |
| Equal Split Milestone Scheduled Value | In the corporate currency, the amount of revenue that is scheduled for recognition within the relevant time period for the Milestone revenue source, when using the "Equal Split" recognition method. Only populated on records derived from the Milestone object. | |
| Equal Split Project Pending Value | In the corporate currency, the amount of revenue that is ready for recognition within the relevant time period for the Project revenue source, when using the "Equal Split" recognition method. | |
| Equal Split Project Recognized Value | In the corporate currency, the amount of revenue that has already been recognized within the relevant time period for the Project revenue source, when using the "Equal Split" recognition method. | |
| Equal Split Project Scheduled Value | In the corporate currency, the amount of revenue that is scheduled for recognition within the relevant time period for the Project revenue source, when using the "Equal Split" recognition method. | |
| EvA Scheduled Value | In the corporate currency, the amount of revenue that is scheduled for recognition within the relevant time period for the EVA revenue source, when using the "Deliverable" recognition method. | |
| Expense Pending Value | In the corporate currency, the amount of revenue that is ready for recognition within the relevant time period for the Expense revenue source, when using the "Deliverable" recognition method. | |
| Expense Recognized Value | In the corporate currency, the amount of revenue that has already been recognized within the relevant time period for the Expense revenue source, when using the "Deliverable" recognition method. | |
| Forecast Value | See Calculated Fields in Revenue Forecast Flow Intermediate Processing. | |
| Forecast Value (excl Adjustments) | In the corporate currency, the value of the Forecast Value calculated field, minus adjustments. | |
| Forecast Best Case Value (excl Adjustments) | In the corporate currency, the value of the calculated field Forecast Best Case Value, minus adjustments. | |
| Forecast Worst Case Value (excl Adjustments) | In the corporate currency, the value of the calculated field Forecast Worst Case Value, minus adjustments. | |
| Input Adjustment Value | In the corporate currency, the adjustment value inputted by the user for an Expected Case scenario at a given hierarchy level. | |
| Input Adjustment Best Case Value | In the corporate currency, the adjustment value inputted by the user for a Best Case scenario at a given hierarchy level. | |
| Input Adjustment Worst Case Value | In the corporate currency, the adjustment value inputted by the user for a Worst Case scenario at a given hierarchy level. | |
| Milestone Pending Value | In the corporate currency, the amount of revenue that is ready for recognition for the Milestone revenue source, when using the "Deliverable" recognition method. Only populated on records derived from the Milestone object. | |
| Milestone Recognized Value | In the corporate currency, the amount of revenue that has already been recognized within the relevant time period for the Milestone revenue source, when using the "Deliverable" recognition method. Only populated on records derived from the Milestone object. | |
| Milestone Scheduled Value | In the corporate currency, the amount of revenue that is scheduled for recognition within the relevant time period for the Milestone revenue source, when using the "Deliverable" recognition method. Only populated on records derived from the Milestone object. | |
| Misc Adjustment Pending Value | In the corporate currency, the amount of revenue that is ready for recognition for the Miscellaneous Adjustment revenue source, when using the "Deliverable" recognition method. | |
| Misc Adjustment Recognized Value | In the corporate currency, the amount of revenue that has already been recognized within the relevant time period for the Miscellaneous Adjustment revenue source, when using the "Deliverable" recognition method. | |
| Opportunity Unscheduled Value | In the corporate currency, the amount of unscheduled revenue within the relevant time period for the Opportunity revenue source. | |
| Opportunity Unscheduled Best Case Value | In the corporate currency, derived from the pse__Opportunity_Best_Case_Threshold__c field on the Revenue Forecast Version record. If a value is available for this field and is of greater value than the Probablity % on the Opportunity object, then this value is used. | |
| Opportunity Unscheduled Worst Case Value | In the corporate currency, derived from the pse__Opportunity_Worst_Case_Threshold__c field on the Revenue Forecast Version record. If a value is available for this field and is of greater value than the Probablity % on the Opportunity object, then this value is used. | |
| Percent Complete Milestone Pending Value | In the corporate currency, amount of revenue that is ready for recognition within the relevant time period for the Milestone revenue source, when using the "% Complete" recognition method. Only populated on records derived from the Milestone object. | |
| Percent Complete Milestone Recognized Value | In the corporate currency, amount of revenue that has already been recognized within the relevant time period for the Milestone revenue source, when using the "% Complete" recognition method. Only populated on records derived from the Milestone object. | |
| Percent Complete Milestone Scheduled Value | In the corporate currency, amount of revenue that is scheduled for recognition within the relevant time period for the Milestone revenue source, when using the "% Complete" recognition method. Only populated on records derived from the Milestone object. | |
| Percent Complete Milestone Unscheduled Value | In the corporate currency, amount of unscheduled revenue within the relevant time period for the Milestone revenue source, when using the "% Complete" recognition method. Only populated on records derived from the Milestone object. | |
| Percent Complete Project Pending Value | Amount of revenue that is ready for recognition within the relevant time period for the Project revenue source, when using the "% Complete" recognition method. | |
| Percent Complete Project Recognized Value | In the corporate currency, amount of revenue that has already been recognized within the relevant time period for the Project revenue source, when using the "% Complete" recognition method. | |
| Percent Complete Project Scheduled Value | In the corporate currency, amount of revenue that is scheduled for recognition within the relevant time period for the Project revenue source, when using the "% Complete" recognition method. | |
| Percent Complete Project Unscheduled Value | In the corporate currency, amount of unscheduled revenue within the relevant time period for the Project revenue source, when using the "% Complete" recognition method. | |
| Revenue Pending Recognition Value | See Calculated Fields in Revenue Forecast Flow Intermediate Processing. | |
| Revenue Recognized To Date Value | See Calculated Fields in Revenue Forecast Flow Intermediate Processing. | |
| Scheduled Revenue Value | See Calculated Fields in Revenue Forecast Flow Intermediate Processing. | |
| Scheduled Revenue Best Case Value | See Calculated Fields in Revenue Forecast Flow Intermediate Processing. | |
| Scheduled Revenue Worst Case Value | See Calculated Fields in Revenue Forecast Flow Intermediate Processing. | |
| Timecard Pending Value | In the corporate currency, amount of revenue that is ready for recognition for the Timecard revenue source, when using the "Deliverable" recognition method. | |
| Timecard Recognized Value | In the corporate currency, amount of revenue that has already been recognized within the relevant time period for the Timecard revenue source, when using the "Deliverable" recognition method. | |
| Total Value | In the corporate currency, sums the values of the Actual Value and Forecast Value field. See Calculated Fields in Revenue Forecast Flow Intermediate Processing. | |
| Total Value (excl Adjustments) | In the corporate currency, the value of the Total Value calculated field, minus adjustments. | |
| Unscheduled Revenue Value |
See Calculated Fields in Revenue Forecast Flow Intermediate Processing. |
|
| Unscheduled Revenue Best Case Value | See Calculated Fields in Revenue Forecast Flow Intermediate Processing. | |
| Date | Forecast Created Date | The date on which the forecast was created. |
| Project End Date | The end date of the project. | |
| Project Start Date | The start date of the project. | |
| Time Period End Date | The end date of the associated time period. | |
| Time Period Start Date | The start date of the associated time period. | |
| Dimension | Account Country | The country associated with the account derived from project or opportunity, depending on the source of the record. |
| Account ID | The identification number of the account derived from project or opportunity, depending on the source of the record. | |
| Account Industry | The account industry derived from project or opportunity, depending on the source of the record. | |
| Account Name | The name of the account derived from project or opportunity, depending on the source of the record. | |
| Account Type | The type of the account derived from project or opportunity, depending on the source of the record. | |
| Corporate Currency | The corporate currency of the org. | |
| Detail Record Name | The name of the child record. The function of this field varies. If derived from Revenue Forecast Type records, it is the name of their Revenue Forecast child record. If derived from Revenue Forecast Detail records, it is the name of their Revenue Forecast Version child record. | |
| Forecast Name | The name of the parent record. The function of this field varies. If derived from Revenue Forecast Type records, it is the name of their Revenue Forecast parent record. If derived from Revenue Forecast Detail records, it is the name of their Revenue Forecast Version parent record. | |
| Group ID Chain | System-generated chain for linking to the Group. | |
| Group Name Chain | System-generated chain for linking to the Group. | |
| Group Name XX | Derived from Milestone, Opportunity or Project. | |
| Group Level XX | The RPG level of the group related to the project or opportunity, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the group related to the project or opportunity. | |
| Object for Version Grouping | Used to group Forecast Versions under Region, Practice or Group in your PSA data environment. | |
| Opportunity ID | The identification number of the opportunity. | |
| Opportunity Name | The name of the opportunity. | |
| Milestone Name | The name of the milestone. | |
| Name | This is the name of the field. The function of this field varies depending on whether it is derived from a project or opportunity. | |
| Practice ID Chain | System-generated chain for linking to the Practice. | |
| Practice Name Chain | System-generated chain for linking to the Practice. | |
| Practice Name XX | Derived from Milestone, Opportunity or Project. | |
| Practice Level XX | The RPG level of the practice related to the project or opportunity, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the practice related to the project or opportunity. | |
| Project ID | The identification number of the project. | |
| Product Is Active | Indicates whether the project is active or inactive. | |
| Product Is Billable | Indicates whether the project is billable to a customer. | |
| Project Company ID | Lookup to the related Foundations company. | |
| Project Company Name | The name of the related Foundations company. | |
| Project Currency ISO Code | When working with multiple currencies, allows you to choose a currency to report the project figures in when different from the default currency for your Salesforce org. | |
| Project Display ID | The unique "PR-{000000}" field displayed on a Project record. | |
| Project Manager Name | The name of the project manager associated with the project. | |
| Project Name | The name of the project. | |
| Project Stage | The stage of the project. | |
| Record Type | This is either "Live" or "Version" depending on whether it is derived from Type or Version. | |
| Region ID Chain | System-generated chain for linking to the Group. | |
| Region Name Chain | The concatenation between the RPG levels of the region. | |
| Region Name XX | Derived from Milestone, Opportunity or Project. | |
| Region Level XX | The RPG level of the region related to the project or opportunity, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the region related to the project or opportunity. | |
| Time Period ID | The identification number of the time period. | |
| Time Period Name | The name of the time period. | |
| Time Period Type | This is the time period for the Utilization Detail object. By default the values of this field are: Week, Month, Quarter, and Year. | |
| Type | The function of this field varies. It is derived from either the project, opportunity, or milestone. |