Services Forecasts

Clicking the Forecasts tab displays the Services Forecasts page, divided into Regions, Practices, Groups, and Projects categories.

Image: Services Forecasts Categories (Regions, Practices, Groups, Projects)

Click a category name to view forecasts entered for that category. For example, if you are the owner of a regionA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., click Regions to view forecasts entered for your region and immediate sub-regions.

Note
The Regions, Practices, Groups, and Projects categories only display if you have access via the RPGAbbreviation of region, practice, group. or Project hierarchies and the relevant configuration options are enabled. See "Forecasts Settings".

What you can see and do on the Services Forecasts page depends on permission controlsDetermines whether a single user has permission to carry out specific tasks in FinancialForce PSA. and configuration options assigned and set by your administrator—see "Forecasts Settings" and "Services Forecasting Permissions Overview" for more information.

To get started, read "Services Forecasting Overview" or, if you know what you want to do, go straight to the relevant topic.

Related Tasks

Setting up Services Forecasting

Viewing the Services Forecasts Worksheets

Changing the Forecast Time Period

Entering a Forecast for a Region, Practice, or Group

Entering a Forecast for a Project

Overriding a Services Forecast

Reference Materials

Forecasts Settings

Services Forecasts Fields

Permission Controls

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