| Active__c |
Active |
Spring 2020 |
Indicates the revenue forecast setup record used for revenue forecast calculations. You can only have one active revenue forecast setup record.
|
Checkbox |
false |
| Custom_Filter_Field_Set__c |
Custom Filter Field Set |
Winter 2021 |
API name of the field set on the Revenue Forecast Version Detail object that contains the project, opportunity, and milestone fields you want to use as custom filters on the Review Forecast Version page.
|
Text(255) |
|
| Exclude_Opportunities_For_Versions__c |
Exclude Opportunities for Versions |
Fall 2020 |
If selected, opportunities are excluded from revenue forecast versions.
|
Checkbox |
false |
| Exclude_Opportunities__c |
Exclude Opportunities |
Spring 2020 |
If selected, opportunities are excluded from revenue forecast scheduled jobs.
|
Checkbox |
false |
| Exclude_Opportunity_Probabilities__c |
Exclude Probability from Opportunities |
Winter 2021 |
If selected, probabilities are not applied to opportunity revenue forecasts.
|
Checkbox |
false |
| Exclude_Resource_Requests_On_Project__c |
Exclude Resource Requests on Project |
Spring 2020 |
Indicates whether revenue relating to held resource requests is excluded from revenue forecasts.
|
Checkbox |
false |
| Exclude_Revenue_Recognition_Actuals__c |
Exclude Revenue Recognition Actuals |
Winter 2021 |
If selected, revenue recognition actuals from the integration with Revenue Management are no longer included in revenue forecast calculations.
|
Checkbox |
false |
| Exclude_Unscheduled_Revenue_For_Versions__c |
Exclude Unscheduled Revenue for Versions |
Fall 2020 |
If selected, any unscheduled revenue on projects or milestones is excluded from revenue forecast versions.
|
Checkbox |
false |
| Forecast_Factor_Batch_Size__c |
Forecast Factor Batch Size |
Spring 2020 |
Number of records to be processed at the same time, such as timecards and expenses.
|
Number(4,0) |
200 |
| Hover_Details_Field_Set_On_Milestone__c |
Hover Details Field Set on Milestone |
Winter 2021 |
API name of the field set on the Milestone object that controls the hover details displayed for a milestone in the Forecast Breakdown grid. If you do not enter a field set, default hover details apply.
|
Text(255) |
|
| Hover_Details_Field_Set_On_Opportunity__c |
Hover Details Field Set on Opportunity |
Winter 2021 |
API name of the field set on the Opportunity object that controls the hover details displayed for an opportunity in the Forecast Breakdown grid. If you do not enter a field set, default hover details apply.
|
Text(255) |
|
| Hover_Details_Field_Set_On_Project__c |
Hover Details Field Set on Project |
Winter 2021 |
API name of the field set on the Project object that controls the hover details displayed for a project in the Forecast Breakdown grid. If you do not enter a field set, default hover details apply.
|
Text(255) |
|
| Include_Best_Case__c |
Include Best Case |
Winter 2021 |
If selected, the best case threshold is applied to opportunity revenue forecasts.
|
Checkbox |
false |
| Include_Worst_Case__c |
Include Worst Case |
Winter 2021 |
If selected, the worst case threshold is applied to opportunity revenue forecasts.
|
Checkbox |
false |
| Opportunity_Batch_Size__c |
Opportunity Batch Size |
Spring 2020 |
Number of opportunities and opportunity line items to be processed at the same time.
|
Number(4,0) |
200 |
| Opportunity_Best_Case_Threshold__c |
Opportunity Best Case Threshold (%) |
Winter 2021 |
The minimum percentage probability for an opportunity to be included in the best case scenario.
|
Percent(3,0) |
|
| Opportunity_Expected_Case_Threshold__c |
Opportunity Expected Threshold (%) |
Spring 2021 |
The minimum percentage probability for an opportunity to be included in the expected scenario.
|
Percent(3,0) |
0.00 |
| Opportunity_Worst_Case_Threshold__c |
Opportunity Worst Case Threshold (%) |
Winter 2021 |
The minimum percentage probability for an opportunity to be included in the worst case scenario.
|
Percent(3,0) |
|
| Project_Batch_Size__c |
Project Batch Size |
Spring 2020 |
Number of projects to be processed at the same time.
|
Number(4,0) |
5 |
| Project_End_Date_on_Opportunity__c |
Expected Project End Date Field on Opp |
Spring 2020 |
The API name of the field on the Opportunity object you want to use as the expected project end date.
|
Text(255) |
|
| Project_Start_Date_on_Opportunity__c |
Expected Project Start Date Field on Opp |
Spring 2020 |
The API name of the field on the Opportunity object you want to use as the expected project start date.
|
Text(255) |
|
| Respect_Permission_Controls__c |
Respect Permission Controls |
Fall 2021 |
If selected, permission controls are respected when viewing or adjusting revenue forecast versions on the Review Forecast Version page.
|
Checkbox |
false |
| Retain_Pending_Revenue_In_Closed_Periods__c |
Retain Pending Revenue in Closed Periods |
Winter 2021 |
If selected when you are not using the integration between PSA and Revenue Management, Revenue Forecasting retains actuals from the previous forecast run for any closed time period. Any remaining pending revenue is moved to the next open time period.
|
Checkbox |
false |
| Total_Hours_Field_on_Project__c |
Total Hours Field on Project |
Spring 2020 |
The API name of the field on the Project object you want to use to calculate the value in the % Hours Completed For Recognition field. If required, you can create your own field and add it to the picklist.
|
Picklist:
pse__Estimated_Hours_at_Completion__c
pse__Planned_Hours__c |
|
| Version_Detail_Batch_Size__c |
Version Detail Batch Size |
Spring 2021 |
Number of version detail records to be processed at the same time.
|
Number(4,0) |
2000 |
| Version_Forecast_Period__c |
Version Forecast Period |
Fall 2020 |
The forecast period covered by the revenue forecast version.
|
Picklist:
Current Quarter
Current Year
Current and Next Quarter
Rolling 12 Months
Rolling 3 Months
Rolling 6 Months |
|
| Version_Grouping_Primary__c |
Object for Version Grouping |
Fall 2020 |
The object that projects and opportunities are grouped under on the Review Forecast Version page.
|
Picklist:
pse__Group__c
pse__Practice__c
pse__Region__c |
|
