Here is a description of the fields on the Services Forecasts page:
Key: # = value depends on selection of category.
| Field | Description | |
|---|---|---|
| Regions, Practices, Groups, Projects | Displays forecasts entered for the category. | |
| Selected Period [drop-down list] | Displays a configurable list of available forecast entry periods. | |
| Summary Period [drop-down list] | Displays a configurable list of available forecast summary periods. The selection will update to match entry period. | |
| Enter Region Contribution | # | Makes the contributing forecast rows for individual RPGs and projects editable. |
| Name | The name of the RPG, project, or sub-project for which forecasts are entered. | |
| Owner | The owner of the RPG, project, or sub-project. | |
| Plan | The RPG Plan, if one has been created. This field displays either planned revenue or planned billings for the RPG Plan depending on the setting of the "PlanSource" configuration option. | |
| % of Plan | The percentage of the RPG Plan that is forecasted to be achieved. The method of calculation that defines the value of this field depends on the setting of the "PercentOfPlanField" configuration option. | |
| Enter Region Total | # | Makes the total forecast rows for RPGs and projects editable. |
| Total Forecast | # | Displays total forecasted amount for the Region, Practice, or Group (RPG), or project, entered for multiple forecast categories. |
| This Region | # | Displays contributing value of forecasts for the individual RPG, sub-RPG, project, or sub-project, entered for multiple forecast categories. |
| Sub Regions | # | Displays sum total of forecasts made by sub-RPGs, or sub-projects, entered for multiple forecast categories. |
| Previous Period | If a forecast exists for the immediately prior entry period, displays prior total forecast amount for information only. For example, the forecast for September 2013 will display in October 2013 entry period. | |
| Region Override | # | Adjusted forecast entered by the RPG owner, Project Manager, or anyone with the Forecast Edit permission. Always privileged over original forecasted amount (if this exists). |
| Override Comments | Comments made to support adjusted forecasts. |
| Icon | Name | Description |
|---|---|---|
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Show Worksheet | Generates and displays the Owner and Rolled-Up Forecasts Worksheets for the selected region. |
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Show Projects | Displays the individual project forecasts for the RPG or project. |
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Show Forecast Details | Displays the detail record for the Forecast object in a new tab in your web browser. |
| Button | Description |
|---|---|
| Edit | Makes the forecast rows available for editing. The Edit button is unavailable if a user does not have required the permission control or the entry period has closed for forecasting (see "NumberOfCutoffDays"). |
| Save | Saves changes made, if values have been entered for all visible forecast categories. |
| Cancel | Returns the forecasts to view-only mode. |
| Copy to Forecast | Sums up individual project forecasts for the selected RPG to the contributing forecast row in the RPG Hierarchy. For example, the forecast for Project A, which is in Practice 2, is appended to the This Practice forecast row for Practice 2; the Total Forecast row for Practice 2 recalculates to display a new amount. |
The fields on a forecast worksheet display cumulative totals for actuals and backlog for the RPG or project over the selected summary period. These are for information only.
Contains the actualsTotals for a given time period. numbers over the selected summary period for:
Contains scheduled backlogRevenue from work that is already assigned to resources on projects for a region, practice or group during a time period., unscheduled backlogRevenue from work that is not yet assigned to resources on projects for a region, practice or group during a time period. and milestones for fixed price work that is expected to close in the summary period for the RPGAbbreviation of region, practice, group. or project.
Shows predicted sales from opportunities, for Pipeline, Best Case, and Commit, for the RPG over the selected summary period. The Sales section does not display on worksheets for project forecasts. You can align the forecast categories shown on the worksheet with those used for sales forecasting by setting the "WorksheetSalesForecastCategories" configuration option.
The calculations column shows various business metrics for the selected RPG or project and time period.
| Field | Description |
|---|---|
| Run Rate | Projected services revenue for the summary period, as of yesterday. Calculated using the formula:
Running Total for Previous Summary Period / Number of Days in Current Summary Period |
| Run Rate with Expenses | As above, but substitutes Running Total with Expenses for Running Total. |
| Running Total | Sums these fields from the Owner Worksheet: Internal Timecard + External Timecard + Milestones |
| Running Total with Expenses | Sums these values from the Owner Worksheet: Internal Timecard + External Timecard + Milestones + Internal Expenses + External Expenses |
| Billable Hours | Sums these values from actuals: Internal Timecard Hours + External Timecard Hours |
| Bill Rates | Calculated using the formula: (Internal Timecard + External Timecard) / Billable Hours |
The Rolled-up worksheets category lists forecasting information for sub-RPGAbbreviation of region, practice, group.s and sub-projects.
Here is a description of the fields on the detail record of a Forecast object:
| Field | Description | ||
|---|---|---|---|
| Region/Practice/Group/Project | The regionA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects./practiceA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects./groupA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. or project to which the forecast relates. | ||
| Plan | The RPG plan, if created, copied to the forecast at the time the forecast was entered. | ||
| Worst Case | Forecasted amounts entered on the selected entry period (Time Period) for the RPG or project. | ||
| Downside | |||
| Commit | |||
| Forecast | |||
| Most Likely | |||
| Upside | |||
| Best Case | |||
| Entered Worst Case | |||
| Entered Downside | |||
| Entered Commit | |||
| Entered Forecast | |||
| Entered Most Likely | |||
| Entered Upside | |||
| Entered Best Case | |||
| Sub Level Worst Case | Rolled-up forecasted amounts for the RPG or project's sub-entities, entered on the selected entry period (Time Period). | ||
| Sub Level Downside | |||
| Sub Level Commit | |||
| Sub Level Forecast | |||
| Sub Level Most Likely | |||
| Sub Level Upside | |||
| Sub Level Best Case | |||
| Variance Worst Case | Any variance between forecasted amounts entered on the Services Forecasts page and created as a forecast detail record from the RPG or Projects objects. Should match entered forecast. | ||
| Variance Downside | |||
| Variance Commit | |||
| Variance Forecast | |||
| Variance Most Likely | |||
| Variance Upside | |||
| Variance Best Case | |||
| Comments | Comments about the forecast. | ||
| Time Period | The entry period of the forecast detail record. | ||
| Summary Time Period | The summary period of the forecast detail record. | ||
| Previous Period Worst Case | The total forecasted amount copied from the prior entry period, if these exist. These values display, in edit mode, to RPG owners and Project Managers, assuming that this behavior is defined in the "ViewModeRowsOwner" configuration option. | ||
| Previous Period Downside | |||
| Previous Period Commit | |||
| Previous Period Forecast | |||
| Previous Period Forecast | |||
| Previous Period Most Likely | |||
| Previous Period Upside | |||
| Previous Period Best Case | |||
| Override Worst Case | If you have the permissions to do so, you can use these fields to override the numbers provided in the forecast. | ||
| Override Downside | |||
| Override Commit | |||
| Override Forecast | |||
| Override Most Likely | |||
| Override Upside | |||
| Override Best Case | |||
| This Worst Case | Forecasted amount entered on the selected entry period (Time Period) for the contributing RPG or project. | ||
| This Downside | |||
| This Commit | |||
| This Forecast | |||
| This Most Likely | |||
| This Upside | |||
| This Best Case | |||
| Variance Percent Worst Case | Percentage variance between forecasted amounts entered on the Services Forecasts page and created as a forecast detail records. Displays #Error! if zero. | ||
| Variance Percent Downside | |||
| Variance Percent Commit | |||
| Variance Percent Forecast | |||
| Variance Percent Most Likely | |||
| Variance Percent Upside | |||
| Variance Percent Best Case |