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Inclusion in Services Forecasting Overview

Include in Forecasting

You must select the Include In Forecasting checkbox on the detail page of the Region, Practice, or Group (RPG), or project, so that:

• You can view and enter forecasts for RPGAbbreviation of region, practice, group.s on the relevant category of the Services Forecasts page.
• You can view and enter project forecastsA forecast of services revenue entered by a Project Manager or Project Owner for a project or sub-project. in the Projects category.
• You can view and override project forecasts, and sum up project forecasts to the RPG hierarchy, by clicking the Show Projects 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.

Include in Financials

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 Enhanced Services Forecasting or 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. in classic Services Forecasting. For example, non-billable expenses do not contribute to the Expenses total on the Forecasts Worksheets.

Tip:

Tip

If configured by your administrator, you can view timecards that have been submitted, but not included in financials, on the Timecard (submitted) rows of the Forecasts Worksheets in classic Services Forecasting. See Forecasts Settings for more information.

RPG Plans

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 behavior of a FinancialForce PSA object or feature., PSA forecasts against either planned revenue or billings.

Sales Forecasts

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.

Timecards

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.

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