Skills Capacity and Demand Planning Dashboard

The Skills Capacity and Demand Planning dashboard enables you to view available capacity by skill/certification, using data derived from the Project Reporting, Utilization Results, and Resource Skills datasets. This dashboard is designed to be embedded in the PSA Resource Management workspace. For more information, see Embedding PSA Analytics Dashboards in a Lightning Page.

Data displayed in this dashboard can help you address the following operational and strategic business questions:

Warning:

To ensure accurate data is displayed in this dashboard, we recommend that you synchronize your Utilization Analytics and PSA Analytics dataflows to run as closely together as possible.

Skills / Certification Ratings

In order to display a skill in the Skills Capacity and Demand Planning dashboard, you must have at least one resource with a skill / certification rating of zero or higher in your PSA data environment for this skill. For more information, see Managing Skills, Certifications, and Experience for Resources in the PSA Help.

  • Date Range: 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.
  • Hours Included: Available options are Assigned, Assigned + Held, and Assigned + Held + Unheld.
  • Role: The type of role, for example "Consultant" or "Project Manager".
  • Resources: The name of the resource.
  • Skill Set: The skill set, for example "Project Manager" or "Trainer".
  • Skill Type: The type of skill, for example "Programming" or "Project Management".
  • Skill Rating: The rating assigned to the skill.

Region, Practice and Group Filters

The data displayed by these filters is determined by your selected utilization calculation. For more information, see Calculating Utilization in the PSA Help. By default, no data is displayed for the Region, Practice and Group filters until a selection is made.

In this dashboard, RPG values are derived from the following objects:

Object

Hours
Resource
  • Assigned,
  • Assigned + Held
  • Assigned + Held + Unheld
  • Held
Resource Request
  • Unheld
Note:

When selecting a region, practice or group level filter, all child levels below your filter selection are selected as well. For example, selecting the parent region Americas as a filter option returns not only resources with the region Americas, but also those resources with the regions Canada and United States.

  • Region Level: select the Regional Level you want to filter your data by. Selections here determine the region options displayed under "Region".
  • Region: select the Region you want to filter your data by. The data displayed by this filter is controlled by the Hours Included filter.
  • Practice Level: select the Practice Level you want to filter your data by. Selections here determine the practice options displayed under "Practice".
  • Practice: select the Practice you want to filter your data by.
  • Group Level: select the Group Level you want to filter your data by. Selections here determine the practice options displayed under "Group".
  • Group: select the Group you want to filter your data by.

Viewing Capacity for Multiple Skills

We recommend that you use this dashboard to examine demand for single skills, and how many hours you have for resources with that skill.

Calendar, assigned, and held hours are repeated for each resource skill or certification related to a resource.

For example, you might have a scenario in which you want to run two different projects requiring two different skills for a particular month. You might have a resource with the required availability in hours for two different skills. But the dashboard would not indicate that this resource would be unable to commit the same amount of hours simultaneously for two different projects, using their two different skills. In this case, we recommend that you use the view by Skill + Resource grouping in the dashboard to indicate where resources are listed under multiple skills.

We recommend that if you have two projects running at the same time that require two or more different skills, and the dashboard displays availability for both skills, that you check that you do not commit the same resource twice for their skills.

This repetition occurs when grouping by Resource Skill / Certification using data derived from Project Reporting and Utilization Results datasets. For example, see the grouping shown in the lens derived from the Utilization Results dataset below.

Click the image to expand it.

Utilizaton Results lens

Skills Capacity and Demand Planning Dashboard Elements

The Skills Capacity and Demand Planning dashboard contains the following pages, tables, local filters and components:

Chart Type

Description
Bar chart Displays a bar chart indicating the distribution of capacity by skill or certification as a percentage value.
Line chart

Displays a line chart indicating the movement of capacity by skill or certification as a percentage value over time. You can filter the data displayed in the bar and line charst with the following drop-down selectors. To edit these questions, see Configuring Dashboard Questions.

  • Which skills have the least % availability? (Top 5). This selector filters the top five skills with the lowest overall value of remaining capacity for your selected date range.

  • Which skills are in the highest demand? (Top 5). This selector filters the top five skills with the highest value of requested overall hours.

  • Show all skills capacity. This selector displays the remaining capacity for all skills.
Heatmap chart

Displays a heatmap indicating the distribution of capacity by skill or certification. This chart is faceted by the bar and line charts displayed above it. You can filter the data displayed in this chart with the following drop-down selectors:

  • Skill
  • Skill + Resource
  • Role + Skill

You can also apply the following time groupings to the data displayed in the heatmap chart:

  • Time Period Week
  • Time Period Month
  • Day
Table

Displays a table indicating the availability of resources. This table is faceted by the heatmap chart and comprises the following columns:

  • Resource Name. You can drill cells in this column to view details of resources in your PSA app.
  • Resource Role
  • Practice Name
  • Resource Skills
  • Remaining Hours. Calculated as Calendar Hours minus the sum of all the other hours columns displayed in this table
  • Billable Assignment Hours
  • Credited Assignment Hours
  • Non-Billable Assignment Hours
  • Held Hours
  • Calendar Hours
  • Time Excluded Assignment Hours
  • Utilization Excluded Assignment Hours

Configuring Dashboard Questions

You can edit the default questions displayed in the bar and line chart drop-down selectors. For example, you might want to change the wording of a question, or the data displayed in response to a question.

To do this, perform the following steps.

  1. In Analytics Studio, navigate to the app containing the Skills Capacity and Demand Planning dashboard you want to edit.
  2. Click Edit to enter edit mode.
  3. Double-click the question component above the bar and line charts.
  4. Click Continue.
  5. In the Questions modal that opens, amend your required questions. Available options include:
    1. Text display. Edit this cell to amend the wording of a question. This does not alter the data displayed by the question.
    2. Number limit. Edit this cell to amend the number of bars displayed in the bar chart.
    3. Text order. Use the asc or desc value in this cell to control whether values are displayed in ascending or descending order in the dashboard.
    4. We recommend that you do not change the Text measure or Text order cells. Altering the values in these cells might prevent data from displaying correctly in your dashboard.
  6. Click Done.
Warning:

We recommend that you click Preview before saving your dashboard with your amended questions, to confirm that your data is displayed as expected.