No Integration with FinancialForce Revenue Management

If you are not using the integration between the Revenue Forecasting feature in PSA and FinancialForce Revenue Management, you must make it possible for Revenue Forecasting to identify the records you want to include.

To do this, on relevant records you must select the appropriate entry from the Recognition Method picklist, such as "Deliverable" or "Equal Split: Months". If you want to include historical records, you must remember to set the recognition method on those records as well.

Tip:

To set the recognition method on a number of records in bulk, you can use Salesforce Data Loader. For more information, see "Data Loader" in the Salesforce Help.

This table lists the records that relate to each recognition method.

Recognition Method	Records
Deliverable	Est Vs Actuals Expense Milestone Miscellaneous Adjustment Timecard Split
% Complete	Project Milestone
Equal Split: Months	Project Milestone
Equal Split: Months/Part Periods
Equal Split: Days
Equal Split: 4,4,5

Tip:

We recommend you remove the following fields from the Revenue Forecast page layout:

• Revenue Recognized to Date: the value is always zero because this field is only relevant if you are using the Revenue Management integration.
• Revenue Pending Recognition: contains the same value as the Actuals field so is not required.

For more information on the fields available on the Revenue Forecast object, see Revenue Forecast Fields.