Here is a description of the fields on a revenue forecast type record.
| Field | Description |
|---|---|
| Actuals | Contains the combined value of the Revenue Recognized to Date and the Revenue Pending Recognition fields. |
| 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 Forecast | Lookup to the relevant revenue forecast. |
| Revenue Pending Recognition | Revenue that is ready for recognition on this revenue forecast. This field is populated by the revenue forecast batch Apex job. |
| Revenue Recognized to Date | Revenue that has already been recognized on this revenue forecast within the relevant time period. This field is populated using data from FinancialForce Revenue Management, if you are using the integration between PSA and Revenue Management. |
| Revenue Source | Indicates the source of the revenue for this record:
|
| Revenue Type |
Indicates whether the values in this record apply to actual revenue or forecast revenue:
The following revenue sources apply to actual revenue:
The following revenue sources apply to forecast revenue:
|
| Scheduled Revenue | Revenue that is scheduled for recognition 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. 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. |