icon.You must select the Include In Forecasting checkbox on the detail page of the Region, Practice, or Group (RPG), or project, so that:
icon.Any RPGs or projects that are internal or non-billable can be omitted from the Services Forecasts page by deselecting the Include In Forecasting checkbox.
With the exception of timecards, you must select the Include In Financials checkbox on the detail page of the business recordTimecard Split, Expense, Milestone, Miscellaneous Adjustment or Budget in order for that record to contribute to the Forecast WorksheetsViewable on the Services Forecasts page, shows actuals, backlog, sales, and business metrics for a particular region, practice, group, or project for a summary period.. For example, non-billable expenses do not contribute to the Expenses total on the Forecasts Worksheets.
The Services Forecasts page includes Plan and % of Plan columns that display the RPG plan and the percentage that is currently forecasted to be achieved. These columns provide valuable context to aid accurate forecasting, but only display if RPG Plans have been created. See "Adding a RPG Plan".
Depending on the option set by your administrator for the "PlanSource" setting in the Forecasting configuration groupA collection of configuration options contained in the configuration groups tab that defines behaviour of a FinancialForce PSA object or feature., PSA forecasts against either planned revenue or billings.
The Forecasts Worksheets include sales forecast categories, such as "Pipeline" and "Best Case", which provide context to your services forecasting. However, only opportunities where the Is Services Opportunity checkbox is selected, on the Opportunity detail page, contribute to the totals that display.
To understand what determines whether numbers are included or excluded from forecasts in overlapping time periods, you should understand how a timecard splitA whole timecard or part of a timecard. works. See "About Timecard Splits".