PSA Analytics Dataflow Reference

Warning: Modifying the PSA Analytics dataflow might result in the loss of functionality. Contact your system administrator before using the data manager tool in Analytics Studio.

The PSA Analytics dataflow generates the following datasets:

Backlog

This flow uses Backlog Details Converted as the base object to retrieve PSA field information. It also uses this object to look up to other PSA objects to complement the data necessary to generate the Backlog Dataset.

Billings

This flow uses Timecards, Milestones, Estimates Vs Actuals, Expense and Expense Report, Budgets, and Miscellaneous Adjustments as base objects to retrieve PSA field information. It also uses these objects to look up to other PSA objects to complement the data necessary to generate the Billings Dataset.

Capacity

This flow uses Utilization Detail and Utilization Summary as base objects to extract PSA field information. It also uses these objects to look up to other PSA objects to complement the data necessary to generate the Capacity Dataset.

Utilization

This flow uses Utilization Detail as the central object to retrieve PSA Analytics field information. It also uses lookups to other PSA Analytics objects to complement the data necessary to generate the Utilization Dataset.

Utilization Results

This flow uses Utilization Result as the central object to retrieve PSA Analytics field information. It also uses lookups to other PSA Analytics objects to complement the data necessary to generate the Utilization Results Dataset.

Project Margin

This flow uses Project Actuals Converted as the base object to extract PSA field information. It also uses this object to look up to other PSA objects to complement the data necessary to generate the Project Margin Dataset.

Billing Forecast Details

This flow uses Billing Forecast Detail Category as the base object to extract PSA field information. It also uses this object to look up to other PSA objects to complement the data necessary to generate the Billing Forecast Details Dataset.

Project Reporting

This flow uses Timecard Split, Milestone, Est vs Actuals, Expense, Miscellaneous Adjustment, Budget, Assignment and Project as the base objects to extract PSA field information. It also uses these to look up to other PSA objects to complement the data necessary to generate the Project Reporting Dataset.

Billing Forecast Summaries

This flow uses Forecast Summary Category as the base object to extract PSA field information. It also uses this object to look up to other PSA objects to complement the data necessary to generate the Billing Forecast Summaries Dataset.

Revenue Forecast

This flow uses Revenue Forecast Version Detail, Revenue Forecast Version, Revenue Forecast Version Adjustment and Revenue Forecast as base objects to retrieve PSA field information. It also uses these objects to look up to other PSA objects to complement the data necessary to generate the Revenue Forecast Dataset.

Resource Skills

This flow uses Skill / Certification, Skill / Certification Rating, Skill Set Skill, and Skill Set as base objects to retrieve PSA field information. It also uses these objects to look up to other PSA objects to complement the data necessary to generate the Resource Skills dataset.

Currency ISO Code

When displaying the Currency ISO Code dataset in PSA Analytics dashboards, the main currency associated with the analytics integration user is used.