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Forecasts Settings

You can control forecasting using these settings in the Forecasts configuration groupA collection of configuration options contained in the configuration groups tab that defines behavior of a FinancialForce PSA object or feature..

General Services Forecasts Settings

Key: O – Obsolete. This configuration option is no longer in use.

Configuration Option		Description
UseSummary PeriodForProjectForecastActuals	O	This configuration option is no longer in use. The Show Project section can no longer display backlog time and milestones based on the forecast entry period, only the summary period.
use-summary-period-for-ws-data	O	This configuration option is no longer in use. The Forecasts Worksheets can no longer display actuals for the forecast entry period, only the summary period.
SumUpButtonVisible	O	This configuration option is no longer in use.
DefaultEntryMode		Defines the default selection on the entry mode drop-down list.
EntryTimePeriodType		The time periodA period of time with a start date and an end date to which forecasts, actuals calculations, billing event batches, utilization calculations and region plans belong. applied to forecasts entered by users. Note: Note At least one time period must exist with a type of the value in this configuration.
ExcludePassThroughBillings		Indicates whether pass-through billings are excluded from the Actuals column of the Forecasts Worksheets.
GroupsEnabled		Indicates whether the Groups category is visible on the Services Forecasting page.
NumberOfCutoffDays		Defines the cut-off, in days prior to the final day, during which users are unable to enter forecasts for the current entry period. Enter a negative value to define the number of prior days and a positive value to define the number of following days. For example, +3 would allow users to enter forecasts for the previous entry period three days into the subsequent entry period.
NumberOfEntryPeriods		Defines the number of time periods containing forecasts that are editable to users, starting from today and moving into the future.
NumberOfSummaryPeriods		Defines the number of summary periods, of various types if applicable, that display on the Summary Period drop-down list. Enter a comma separated list of integer values. Note: Note Values entered for SummaryTimePeriodType and NumberOfSummaryPeriods configuration options must correspond. For example: Specify Month,Quarter,Year for SummaryPeriodType and 3,2,1 for NumberOfSummaryPeriods to display 3 months, 2 quarters, and 1 year to users on the summary period drop-down list.
NumberOfVisiblePeriods		Defines the number of prior entry periods that are visible to users on the Entry Period (Period) drop-down list. Prior entry periods are read-only and based on today's date. Enter a single integer value.
PercentOfPlanField		Defines the numerator of the Percent of Plan calculation. You can enter a value of: Worst Case Downside Commit Forecast Most Likely Upside Best Case
PlanSource		The source field from the RPGAbbreviation of region, practice, group. to use as the plan amount. You can set the value to Billings or Revenue.
PracticesEnabled		Indicates whether the Practices category is visible on the Services Forecasting page.
ProjectsEnabled		Indicates whether the Projects category is visible on the Services Forecasting page.
RegionsEnabled		Indicates whether the Regions category is visible on the Services Forecasting page.
RequireValues		Indicates whether fields for all visible forecast categories must contain a value before users are allowed to save their forecast.
SummaryTimePeriodType		Defines which types of time period to use for the summary period. Enter one or more comma-delimited values: Monthly, Quarterly, or Yearly. If your organization forecasts for multiple time periods—for example, by quarter and financial year—you can define multiple values for this configuration option. Note: The Type Time Period field must use the same value as the SummaryTimePeriodType setting. Note: Note Values entered for SummaryTimePeriodType and NumberOfSummaryPeriods configuration options must correspond. For example: Specify Month,Quarter,Year for SummaryPeriodType and 3,2,1 for NumberOfSummaryPeriods to display 3 months, 2 quarters, and 1 year to users on the summary period drop-down list.
UseServicesAttachedFromProducts		Indicates whether the Show Services Attached from Products amount is displayed instead of the opportunity amount in the Sales area of the forecast.
ViewModeRowsDirectSublevel		Defines which forecast rows are visible on immediate sub-RPGs when viewing forecasts. Four possible, space delimited values: Total This Sublevels Overrides.
ViewModeRowsGeneral		Defines which forecast rows are visible to users with the "Forecast View" permission only. Four possible, space delimited values: Total This Sublevels Overrides.
ViewModeRowsOwner		Defines which forecast rows are visible to the RPG owner when viewing forecasts. Five possible, space delimited values: Total This Sublevels Overrides Previous.
VisibleFields		Defines which forecast category fields are displayed on the Services Forecasts page across RPGs and Projects. Enter at least one of the following picklist values: Worst Case; Downside; Commit; Forecast; Most Likely; Upside; or Best Case. Category labels are not currently editable.
WorksheetExpenseActualsVisble		Indicates whether expense related fields are displayed in the Actuals section of a Forecast worksheet.
WorksheetExpenseSubmittedVisible		Indicates whether the Expenses (Submitted) fields are visible in the Actuals column of the Forecasts Worksheets.
WorksheetExpensesVisible		Indicates whether expense related calculation fields are displayed on the forecast worksheet.
WorksheetSalesProbHigh		When the configuration option WorksheetSalesUseForecastCategories is False, the value is used for the upper boundary for sales opportunities placed in the high category.
WorksheetSalesProbLow		When the configuration option WorksheetSalesUseForecastCategories is False, the value is used for the upper boundary for sales opportunities placed in the low category.
WorksheetSalesProbMedium		When the configuration option WorksheetSalesUseForecastCategories is False, the value is used for the upper boundary for sales opportunities placed in the medium category.
WorksheetSalesForecastCategories		If your organization customizes the default Salesforce forecast categories, use this configuration option to match the forecast category labels on the Sales section of the Forecasts Worksheets (Pipeline, Best Case, and Commit) to the corresponding forecast category name on the Opportunity object. Define three, comma-delimited values to use as alternative labels for the three forecast categories: Pipeline,Best Case,Commit. You must set WorksheetSalesUseForecastCategories to True in order to use this configuration option.
WorksheetSalesUseForecastCategories		Indicates whether sales opportunities in the forecast worksheet are categorized by the value of their Forecast Category field on the Opportunity object.
WorksheetShowActuals		Indicates whether the Actuals section of the Forecasts Worksheets is visible.
WorksheetShowBacklog		Indicates whether the Backlog section of the Forecasts Worksheets is visible.
WorksheetShowCalculations		Indicates whether the Calculations section of the Forecasts Worksheets is visible.
WorksheetShowSales		Indicates whether the Sales section of the Forecasts Worksheets is visible.
WorksheetTimecardActualsVisible		Indicates whether the Timecard fields are visible in the Actuals column of the Forecasts Worksheets.
WorksheetTimecardSubmittedVisible		Indicates whether the Timecard (Submitted) fields are visible in the Actuals column of the Forecasts Worksheets.

Suggested Project Forecasts Settings

Use these settings to calculate suggested forecast amounts to appear on the Projects category.

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