Running Project Revenue Forecasts

Prerequisites

To configure the settings you want to use for running a revenue forecast, see Setting Up Forecasting.

Projects must have a start date and an end date for you to run a project revenue forecast.

You must have been granted the appropriate permissions to run a project revenue forecast. For more information, see Revenue Forecasting Permission Sets.

Running a Revenue Forecast on a Project

To run a project revenue forecast:

1. Navigate to the project that you want to run the revenue forecast for.
2. Click Run Revenue Forecast on the project or click Run Project Revenue Forecast on the Revenue Forecasts related list.
3. In the Revenue Forecast section on the project page, check the status of the forecast in the Revenue Forecast Processing Status field:
• If a status of "Pending" or "Processing" is displayed, refresh the page to update the field until it shows "Complete".
• If a status of "Error" is displayed, check the Revenue Forecast Batch Logs related list to view the details.

For information on viewing the data generated by Revenue Forecasting, see Viewing Revenue Forecast Records. You can also view the data using the reports available, see Reporting on Revenue Forecasts.

Troubleshooting

To check the progress of the RFP_ForecastRunnerBatchJob batch Apex jobs for revenue forecasts, from Setup, navigate to Setup | Environments | Jobs | Apex Jobs.

If a batch job has exceeded Salesforce platform governor limits:

1. Select the Revenue Forecast Setup tab.
2. Edit the revenue forecast setup record that is set to Active.
3. Under Forecast Batch Settings, reduce the value in the Project Batch Size field. The default value in this field is set at 5.
4. Save the revenue forecast setup record and run the batch job.
5. Repeat steps 3 and 4 until Salesforce limits are no longer exceeded.

Tip:

If you reduce the value in the Project Batch Size field to 1 and the batch job is still exceeding Salesforce platform governor limits, reduce the value in the Forecast Factor Batch Size field and keep reducing it until the batch job completes successfully. The default value in this field is set at 200.

In some circumstances, a revenue forecast batch job can fail to complete successfully and not report the error. This might happen if, for example, you abort a batch job that is in progress. If this happens and you want to run the job again, you must first check that the process has definitely failed. If it has, delete the relevant revenue forecast batch lock record before running the job again.