Billing Forecast Summary Category Fields

The billing forecast summary category record includes the following fields.

Field   Description
Adjusted Value   Formula field representing the value displayed on the Billing Forecast page for this billing forecast summary category. If an override value is present, it is displayed. If no override value is present, the sum of the roll-up variance and original forecast value is displayed. If there is no override value or roll-up variance, the original forecast value is displayed.
Billing Forecast Opportunities Value   Total weighted opportunity amounts taken from the related billing forecast detail records for the selected time period in the relevant region, practice, or group.
Billing Forecast Override   Lookup to the currently active billing forecast override applied to this billing forecast summary category.
Billing Forecast Projects Value   Total weighted project amounts taken from the related billing forecast detail records for the selected time period in the relevant region, practice, or group.
Billing Forecast Setup Category   Lookup to the billing forecast categories used on the Billing Forecast Setup page. For more information on the billing forecast category setup, see Billing Forecast Setup Fields.
Billing Forecast Sublevels Value   Total weighted sublevel amounts taken from the related billing forecast summary records for the selected time period for the child regions, practices, or groups.
Billing Forecast Summary   Lookup to the relevant billing forecast summary record.
Billing Forecast Total Value   Total weighted amounts calculated for this billing forecast category, based on the billing forecast opportunities, project, and sublevels values in the related billing forecast detail records.
Category Label   Lookup to the relevant billing forecast setup category label, for example, Expected. For more information, see Billing Forecast Setup Category Fields.
Override Created By   Lookup to the user who created the currently active billing forecast override applied to this billing forecast summary category.
Override Created Date   Created date and time of the currently active billing forecast override applied to this billing forecast summary category.
Override Notes   Notes on the currently active billing forecast override applied to this billing forecast summary category.
Override Roll-Up Variance   Sum of roll-up variances for all summary categories below this summary category in the RPG hierarchy, including overrides on related billing forecast detail categories.
Override Value   Value of the currently active billing forecast override applied to this billing forecast summary category.