Creating the PSA Analytics App from the App Template

Select whether you want to apply the existing PSA object security model to your PSA Analytics app or not. If you enable the existing sharing model, users can only view records related to the objects they have access to. If you do not enable the existing sharing model, all users with access to Analytics that share the app can view the data for all PSA records.

PSA Analytics supports sharing with Salesforce public groups and their member users. If a group contains any subgroups, you have to share the access to each child group separately.

For more information, see PSA Analytics Object Sharing Model.

PSA Analytics uses your time period records or your org configuration to identify which month you have assigned as the start of your fiscal year. You can accept the suggested month or you can manually select the start month of your fiscal year from the drop-down list in this section of the app wizard. The value you select determines the date ranges for the fiscal quarters and fiscal years displayed in PSA Analytics.

Choose whether to create the Billing Forecast Summaries and the Billing Forecast Details datasets and the Billing Forecasts dashboard. This dashboard allows you to visualize your PSA Enhanced Services Forecasting data in Analytics and drill down into the data to gather business insights.

This dashboard requires you to ensure the necessary data is available in your org's data environment. For more information about the data requirements, see Preparing the Data Environment for PSA Analytics.

Choose whether to create the Project Margin dataset and the Total Project Margin (Workspace) dashboard. This dashboard can be integrated with the project manager workspace in Lightning PSA, enabling your project managers to get a smart vision of their total margins for their assigned projects.

This dashboard requires you to ensure the necessary data is available in your org's data environment. For more information about the data requirements, see Preparing the Data Environment for PSA Analytics.

Choose whether to create the Utilization Results dataset. This dataset is used by the Utilization Analytics and Utilization Analytics (Embedded) dashboards. These enable you to visualize detailed information about your resources' scheduled or actual hours logged and calendar hours. This dashboard requires you to ensure the necessary data is available in your org's data environment. For more information about the data requirements, see Preparing the Data Environment for PSA Analytics To create this dashboard, you must enable the PSA Analytics Embedded Dashboards feature in Feature Console. For more information, see Enabling PSA Embedded Dashboards with Feature Console

Select one or more additional fields from the Project object to include in your PSA Analytics datasets. These are stored on the following datasets:

• Backlog
• Billings
• Project Reporting

If you decided to enable additional features in the previous wizard question, the additional fields from are also added to the optional datasets that contain project data:

• Billing Forecast Details
• Total Project Margin (Workspace)
• Revenue Forecast

To properly visualize the data in Analytics, ensure that the integration user and the user have the necessary permissions to view the selected fields. If you select a field that is a lookup to an object outside of PSA, the integration user also requires a license that provides access to that object.

Warning:

If the Data Sync feature is enabled, do not withdraw the fields permissions assigned to the integration user after the App's creation is complete. This might cause the App to crash when running the dataflow. To fix this, re-assign the necessary permissions to the integration user, or disable the affected fields in the dataflow nodes.

Disabling Custom Fields from a Dataflow Node

To disable custom fields from a node in the dataflow:

1. From the Data Manager | Connect
2. Open the affected node and deselect the affected fields from the list
3. Click Continue
4. Run the Dataflow

Select one or more additional fields from the Contacts object to include in your PSA Analytics datasets. These are stored on the following datasets:

• Billings
• Capacity
• Utilization

To properly visualize the data in Analytics, ensure that the integration user and the user have the necessary permissions to view the selected fields. If you select a field that is a lookup to an object outside of PSA, the integration user also requires a license to that object.

Warning:

If the Data Sync feature is enabled, do not withdraw the fields permissions assigned to the integration user after the App's creation is complete. This might cause the App to crash when running the dataflow. To fix this, re-assign the necessary permissions to the integration user, or disable the affected fields in the dataflow nodes.

Disabling Custom Fields from a Dataflow Node

To disable custom fields from a node in the dataflow:

1. From the Data Manager | Connect
2. Open the affected node and deselect the affected fields from the list
3. Click Continue
4. Run the Dataflow

Provides detailed information about the scheduled and actual bill rate and billings. By default this dashboard graphs display information for the current fiscal quarter.

Enables you to view detailed information about your scheduled and unscheduled backlog. By default this dashboard graphs display data for the current fiscal quarter.

The Totals tab enables you to view and compare the expected, best case, and worst case scenarios for your services forecasts and their distribution.

The Comparison tab enables you to compare your selected forecast calculation with one of its previous versions. This tab also enables you to extract valuable insights by breaking down the difference between the current and previous versions.

By default this dashboard graphs display the latest forecast calculation generated in PSA.

The Billing Forecast Summaries dataset is used by the Forecasts dashboard and it stores fields associated with the forecast calculation in PSA such as the forecast summary type, the creation name and date of the calculation, and the values associated with the calculation. For more information about which fields are included in the Billing Forecast Summaries dataset, see Billing Forecast Summaries Dataset PSA Analytics Output Fields.

The Billings dataset accesses information from the Billings field, which is stored in objects such as Milestones, Est Vs Actuals, Expenses, Miscellaneous Adjustments, and Timecards. The dataset also includes fields from other objects such as Projects, Users, and Contacts as well as additional fields relating to Billings. For more information about the fields that are included in the Billings dataset, see Billings Dataset PSA Analytics Output Fields.

The Capacity dataset is used by the dashboard of the same name and it stores fields associated with the Utilization Detail object in PSA such as scheduled hours, remaining hours as well as fields from other associated objects. In order to prevent unwanted data duplication, this dataset only uses records that have the Is Report Master checkbox selected in PSA, we recommend you that your Utilization Calculations have the Is Report Master checkbox selected before running the dataflow. For more information about which fields are included in the Capacity dataset, see Capacity Dataset PSA Analytics Output Fields.

The Currency ISO Code dataset uses the currency associated with the analytics integration user to display the ISO code for the currency shown in the dashboards. This dataset is used by all of the PSA Analytics dashboards except Utilization and Capacity (Hours). For more information about the fields that are included in the Currency ISO Code dataset, see Currency ISO Code Fields.

The Project Margin dataset is used by the dashboard of the same name and it stores fields associated with the actuals calculation in PSA such as total costs, billings value, and project manager name. For more information about which fields are included in the Project Margin dataset, see Project Margin Dataset PSA Analytics Output Fields.

The Project Reporting dataset includes fields from the Timecard Split, Milestone, Est vs Actuals, Expense, Miscellaneous Adjustment, Budget, Assignment and Project objects in PSA as well as other associated objects. For information about which fields are included in the Project Reporting dataset, see Project Reporting Dataset PSA Analytics Output Fields.

The Resource Skills dataset includes fields from the Skill / Certification, Skill / Certification Rating objects in PSA as well as other associated objects.

For more information about which fields are included in the Resource Skills dataset, see Resource Skills Dataset PSA Analytics Output Fields.

The Revenue Forecast dataset includes fields from the Revenue Forecast Version Detail, Revenue Forecast Version and Revenue Forecast objects in PSA as well as other associated objects. For more information about which fields are included in the Revenue Forecast dataset. see Revenue Forecast Dataset PSA Analytics Output Fields.

The Utilization dataset stores fields associated with the Utilization Detail object in PSA, this object is generated by the Utilization Calculation. In order to prevent unwanted data duplication, this dataset only uses records that have the Is Report Master checkbox selected in PSA, we recommend that your Utilization Calculations have the Is Report Master checkbox selected before running the dataflow. The dataset also includes fields from the Contact object in Salesforce. For information about which fields are included in the Utilization dataset, seeUtilization Dataset PSA Analytics Output Fields.