The Utilization Analytics dashboard displays data from the Utilization Results dataset. By default, this dashboard displays data for all time periods. This dashboard is designed to be embedded in the Resource Manager Workspace.
The dashboard is available in the following apps:
- PSA Analytics: Utilization Analytics dashboard
- PSA Analytics Embedded Dashboards: Utilization Analytics (Embedded) dashboard
This dashboard enables you to:
- Compare the scheduled or actual hours logged with the calendar hours.
Comparing Utilization Details with Utilization Results
Depending on the setup of your PSA data environment and your reporting preferences, you can use either Utilization Details or Utilization Results to create the utilization data viewed in PSA Analytics.
Lenses and reports created using either of these methods might display variations in data. This is due to the different configuration and calculation options available for Utilization Details and Utilization Results.
To learn how to validate the data displayed using Utilization Results against data derived from Utilization Details, see Matching Utilization Calculations.
Prerequisites
You must use the Winter 2021 release of Business Analytics to create this dashboard using the PSA Analytics Embedded Dashboards app. For more information on configuring embedded dashboards in PSA Analytics, see Configuring Embedded Dashboards in PSA Analytics.
Managing Filters
Select whether to display your data as Actual or Scheduled. Your selections determine the data available to filter below.
Your filter selection determines the data displayed on the dashboard. To set or change your filters, use the following drop-down options:
- Date: select the time period you want to view data for. You can select between fiscal year, fiscal quarter, calendar year, calendar quarter, calendar month, and day. You can also select all time or custom to input the time period of your choosing. The data displayed in the dashboard changes according to whether you select a past, current or future time period. For example, Previous Quarter displays Actual Utilization, Current Quarter displays Actual, Scheduled, and Productive Utilization, and Next Quarter displays Scheduled Utilization.
- Included Hours: select the type of hours you want to view data for.
- Resource: select the resource by name whose related scheduled utilization you want to view the data for. You can also select All to view data from all scheduled utilization.
- Role: view your scheduled utilization data by grouping it according to the roles the assigned resources have. You can also select All to view data from all scheduled utilization.
- RPG Level: select the RPG hierarchy level you want to filter your data by. Selections here determine the region options displayed under "Region", "Practice", and "Group".
- Region: select the region, according to your PSA region associated with the resource, practice, and group settings, you want to view data for.
- Practice: select the practice, according to your PSA region associated with the resource, practice, and group settings, you want to view data for.
- Group: select the group, according to your PSA region associated with the resource, practice, and group settings, you want to view data for.
Utilization Analytics Dashboard Charts
The Utilization Analytics dashboard contains the following pages, charts, tables, local filters and components:
|
Chart |
Type
|
Description |
|---|---|---|
| Regions, Practices, Groups, Resources and Resource Roles | Bar comparison chart | Enables you to compare the sum of actual or scheduled and calendar hours by region, practice, group, resource, or resource role. You can use the drop-down menu to switch between displaying the Utilization by Regions, Practices, Groups, Resources or Resource Roles. |
For more information about dashboard functionality, see Using the Dashboards Charts.