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 RH Matrix, 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 RH Matrix. |
| Protected Actual | Protected_Actual__c | Checkbox | When true, this record’s actual hours cannot be updated through the RH 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. |
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.
Data Model
To see how the objects on this page relate to each other, view Data Model: Core Objects.
