The Resource Forecast object is the core data record in Resource Hero. Each record represents planned or actual hours for a Resource Assignment on a given date. Multiple Resource Forecast records can exist for the same assignment and date. Forecasts are typically created and managed automatically through the Matrix interface, auto-forecasting, and time tracking components, though they can also be created or edited directly via the API or data tools for integration purposes.
Core Fields
Field
API Name
Type
Description
Resource Assignment
Resource_Assignment__c
Master-Detail
The parent Resource Assignment this forecast belongs to. Controls sharing and rollup calculations.
Forecast Date
ForecastDate__c
Date
The specific date this forecast record represents.
Forecast
Forecast__c
Number
Planned hours for this date.
Actual
Actual__c
Number
Logged actual hours for this date.
Capacity
Capacity__c
Number
Available capacity hours for this date (used in capacity planning).
Category
Category__c
Picklist
Classifies the forecast record. Default value: General.
Is Billable
RH_Is_Billable__c
Checkbox
Whether hours on this record count as billable. Drives all Billable formula fields.
Notes Fields
Field
API Name
Type
Description
Forecast Notes
Forecast_Notes__c
Long Text Area
Notes related to the forecasted hours.
Actual Notes
Actual_Notes__c
Long Text Area
Notes related to actual hours logged.
Capacity Notes
Capacity_Notes__c
Long Text Area
Notes related to capacity for this date.
Amount & Cost Fields
Field
API Name
Type
Description
Forecast Amount
Forecast_Amount__c
Currency (Formula)
Forecast hours × billing rate from the parent Resource Assignment.
Actual Amount
Actual_Amount__c
Currency (Formula)
Actual hours × billing rate from the parent Resource Assignment.
Remaining Forecast Hours
Remaining_Forecast__c
Number (Formula)
Forecast − Actual.
Remaining Forecast Amount
Remaining_Forecast_Amount__c
Currency (Formula)
Forecast Amount − Actual Amount.
Forecast Cost
Forecast_Cost__c
Currency
Internal cost of forecasted hours. Populated automatically from resource rate configuration.
Actual Cost
Actual_Cost__c
Currency
Internal cost of actual hours logged. Populated automatically from resource rate configuration.
Billable Fields
These fields split hours and amounts based on the Is Billable checkbox.
Field
API Name
Type
Description
Billable
RH_Billable__c
Number (Formula)
Actual hours when Is Billable = true, otherwise 0.
Non-Billable
RH_Non_Billable__c
Number (Formula)
Actual hours when Is Billable = false, otherwise 0.
Billable Amount
RH_Billable_Amount__c
Currency (Formula)
Actual Amount when Is Billable = true, otherwise 0.
Billable Cost
RH_Billable_Cost__c
Currency (Formula)
Actual Cost when Is Billable = true, otherwise 0.
Snapshot Fields
Snapshots capture a point-in-time copy of forecast data for comparison and reporting purposes. These fields are populated automatically when a snapshot is taken.
Field
API Name
Type
Description
Is Snapshot
Is_Snapshot__c
Checkbox (Formula)
True if this record belongs to a snapshot Resource Assignment.
Snapshot Hours
Snapshot_Hours__c
Number
Frozen copy of hours at the time the snapshot was taken.
Snapshot Cost Rate
Snapshot_Cost_Rate__c
Currency
Frozen cost rate at the time the snapshot was taken.
Snapshot Amount
Snapshot_Amount__c
Currency (Formula)
Snapshot Hours × billing rate from the parent assignment.
Snapshot Cost
Snapshot_Cost__c
Currency (Formula)
Snapshot Hours × Snapshot Cost Rate.
Snapshot Notes
Snapshot_Notes__c
Long Text Area
Notes captured at the time of the snapshot.
System Fields
These fields are managed by Resource Hero and are not typically edited directly.
Field
API Name
Type
Description
Cost Rate
Cost_Rate__c
Currency
Hourly cost rate applied to this record. Populated automatically based on the resource’s rate configuration.
Resource Rate
Resource_Rate__c
Lookup
The Resource Rate record used to populate Cost Rate. Set automatically based on the resource and forecast date.
Prevent Matrix Delete
Prevent_Matrix_Delete__c
Checkbox
Checking this box prevents the record from being deleted by actions taken in the Matrix interface.
Protected Actual
Protected_Actual__c
Checkbox
When true, this record’s actual hours cannot be updated through the Matrix, the time tracking interface, or auto-forecasting.
Holiday
Holiday__c
Lookup
Set automatically when the forecast date falls on a holiday.
Holiday Schedule Assignment
Holiday_Schedule_Assignment__c
Lookup
Links to the holiday schedule assignment that applies to this resource on this date.
PTO Request
PTO_Request__c
Lookup
Links to a PTO request record when one affects this forecast date.
Note for integrations: Resource Forecast records linked to a Holiday, Holiday Schedule Assignment, or PTO Request, as well as records where Capacity is greater than 0, are managed exclusively by Resource Hero and cannot be created, updated, or deleted via external processes. Attempting to modify these records directly will be blocked.
