Revenue Forecast Fields

Here is a description of the fields on a revenue forecast record.

Field Description
Actuals Contains the combined value of the Revenue Recognized to Date and the Revenue Pending Recognition fields.
Last Updated Date and time when this revenue forecast was last updated.
Milestone Lookup to the milestone this revenue forecast relates to.
Opportunity Lookup to the opportunity this revenue forecast relates to.
Project Lookup to the project this revenue forecast relates to.
Revenue Pending Recognition Revenue that is ready for recognition.
Revenue Recognized to Date Revenue that has already been recognized within the relevant time period. If you are using the integration between PSA and FinancialForce Revenue Management, this field is populated using data from Revenue Management.
Scheduled Revenue Revenue that is scheduled for recognition.
Time Period Lookup to the time period set on this revenue forecast.
Unscheduled Revenue

Revenue that is currently unscheduled.

For projects, if there are unscheduled hours on a milestone or project and there are months that do not contain any scheduled or actual revenue, the unscheduled revenue is spread evenly across those months, with the exception of empty months that fall between months containing scheduled or actual revenue.

Note:

Unscheduled revenue is only relevant to the "% Complete" recognition method for projects. For more information, see % Complete Recognition Method.


For opportunities, the value in this field is calculated by multiplying the value in the Amount field on the opportunity by the value in the Probability (%) field.