Creating an App from the PSA Advanced Analytics Template

To create a PSA Advanced Analytics app, perform the following steps.

Note:

You must first create a PSA Core Analytics app before you can create an app using the PSA Advanced Analytics template.

To avoid errors in the creation of your app, we recommend you follow the steps described in Setting up PSA Analytics Apps before creating it.

1. Click Create in Analytics Studio.
2. Click App, and select the FinancialForce PSA Advanced Analytics template.
3. Click Continue.
4. Name your app, then click Create.

Your app is now available on the App Launcher page. You can view the app from the Analytics tab, or edit it from the Analytics Studio.

By default, when you generate an app the sharing settings are set to private. To give access to other users, click . This opens the app's Give Access tab. For more information about sharing Analytics apps, see the Salesforce Help.

Warning:

If the app creation process fails, you must re-run the app template after fixing the issue. You can re-run the app template by deleting the failed app or reconfiguring it.

Assets Generated when you Create a PSA Advanced AnalyticsApp

Generated Assets

Package	App Template	Dataset	Dashboard
Business Analytics	PSA Advanced Analytics	N/A	Backlog Billings Capacity Capacity and Demand Planning Overview Project Burnup Plus Project Burnup Plus (Embedded) Skills Capacity and Demand Planning Total Project Margin (Workspace) Utilization Utilization Analytics Capacity and Demand Planning