Creating an App from the PSA Core Analytics Template

You must be assigned administrator permissions, or equivalent to create a new PSA Core Analytics app.

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.

Creating your PSA Core Analytics App

To create your PSA Core Analytics app, perform the following steps.

 

  1. From the App Launcher, navigate to PSA Analytics Setup.
    Note: The steps required to configure and create your PSA Core Analytics app are performed outside of Analytics Studio. After creating the app, you can view its dashboards and datasets in Analytics Studio, provided you have been assigned the appropriate licenses and permission sets. See Licensing and PSA Analytics Permission Sets for more information.
  2. Click New to create a new PSA Analytics Setup record. You can have unlimited PSA Analytics Setup records, but only one PSA Core Analytics app.
  3. The configuration wizard allows you to customize the following values in your PSA Analytics Setup record before it is used to create your PSA Core Analytics app.
 

Option

Description

Active

Indicates that this PSA Analytics Configuration record will be used to create the PSA Core Analytics app. You can only have one active PSA Analytics configuration record.

Object Sharing

Select whether you want to apply the existing PSA object security model to your PSA Core Analytics app. If you enable the existing sharing model, users can only view records related to the objects they have access to. This setting is used to control the data displayed to users in the Billing, Project Reporting, and Total Project Margin (Workspace) datasets. 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.

Note 1:

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

For more information, see PSA Analytics Object Sharing Model
Fiscal Year Start Month 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 default month of January, or manually select the start month of your fiscal year from the drop-down list in this section of your PSA Analytics Setup record. The value you select determines the date ranges for the fiscal quarters and fiscal years displayed in PSA Analytics.

Revenue Forecast Permission Controls

If selected, applies permission controls from PSA to the Revenue Forecast dataset and dashboard in the PSA Core Analytics dashboard. If you choose to disable this model, all your revenue forecast-related data is displayed to all users sharing the app. For more information, see Preparing the Data Environment for PSA Analytics.

Revenue Forecast

If selected, creates the Revenue Forecast dataset and PSA Revenue Forecast dashboard in the PSA Core Analytics app. This dataset requires you to have Revenue Forecast and Revenue Forecast Version records in your PSA data environment. For more information, see Preparing the Data Environment for PSA Analytics.

Project Margin

If selected, creates the Total Project Margin (Workspace) dataset in the PSA Core Analytics app. This dataset is required to create the Total Project Margin (Workspace) dashboard in the PSA Advanced Analytics app.

You must have Project Actuals Converted records in your PSA data environment to create this dataset. For more information, see Preparing the Data Environment for PSA Analytics.

Utilization Results

If selected, creates the Utilization Results dataset and the PSA Utilization Analytics dashboard in the PSA Core Analytics app. This dataset is required to create the PSA Utilization Analytics Capacity and Demand Planning and the PSA Skills Capacity and Demand Planning dashboards in the PSA Advanced Analytics app. For more information, see Preparing the Data Environment for PSA Analytics

Services CPQ

If selected, adds data derived from Services CPQ to the Project Reporting dataset in the PSA Core Analytics app. This data is used to create the PSA Services CPQ Estimator and PSA Services CPQ Estimate Manager dashboards in the PSA Core Analytics app. To add your Services CPQ data to the Project Reporting dataset, you must have Estimate, Estimate Task, and Estimate Role Request records in your Services CPQ data environment. For more information, seePreparing the Data Environment for PSA Analytics.

Additional Project Fields

You can select one or more additional fields from the Project object. These are added to the following datasets:

  • Backlog
  • Billings
  • Project Reporting
  • Revenue Forecast
  • Total Project Margin (Workspace)

Encrypted and multi-select drop-down fields are not supported. Only user-generated dimension fields can be added to the Project Reporting dataset. You must assign read-access permission to the Integration User to add user-generated additional fields to these datasets. When you import packaged additional fields, they are prefixed with the originating object's name, unless this is already present in the field name. Lookup packaged fields are appended with "Name", and ID fields are appended with "ID", unless already present in the field name.

To add or edit additional fields, perform the following steps:

  1. Click Manage Additional Fields.
  2. Add or deselect additional fields from the Project object.
  3. Click Next.
  4. Add or deselect additional fields from the Contact object.
  5. Click Save.

Additional Contact Fields

You can select one or more additional fields from the Contact object. These are added to the following datasets:

  • Billings
  • Capacity
  • Utilization
  • Utilization Results

Encrypted and multi-select drop-down fields are not supported. You must assign read-access permission to the Integration User to add user-generated additional fields to these datasets. When you import packaged additional fields, they are prefixed with the originating object's name, unless this is already present in the field name. Lookup packaged fields are appended with "Name", and ID fields are appended with "ID", unless already present in the field name.
Revenue Management Fields

The fields that contain the recognized to date and the amortized to date values are determined using the Revenue Management settings record for the Project object. This requires access to Revenue Management objects and fields in your org. It also requires access to the fields that contain the values on the Project object.

Note 1:

Choose whether to include Revenue Management fields in the Project Reporting dataset. Depending on how your org is set up, up to four fields might be included:

  • Project Cost Amortized
  • Project Revenue Recognized
  • Project Total Cost Amortized
  • Project Total Revenue Recognized

Note 2: The source of these fields is determined using your Revenue Management settings for the Project object. If a source field is not specified in the settings records, the field is not included in the Project Reporting dataset. In addition, if you have multiple settings records for the Project object, you must ensure that all of the records have the same values for the relevant source fields. For more information about these fields and how they are populated, see Project Reporting Flow Intermediate Processing and Project Reporting Dataset PSA Analytics Output Fields.

Note 3: This requires access to Revenue Management objects and fields in your org. It also requires access to the fields that contain the values on the Project object. Both you and the Integration User must have PSA and Revenue Management licenses, as well as access to the relevant objects and fields.
  1. Click Save after entering your required configuration settings. This creates your PSA Analytics Setup record. You must set this record to "Active" before you can use it to create a new PSA Core Analytics app.
  2. Click Create.
  3. Click Yes.

Your PSA Core Analytics app is now created. You can check the progress of your app's creation by clicking on the PSA Analytics Setup record in the app creation confirmation message, or navigating to Setup | Auto-Installed Apps | Apps.

Updating Your PSA Core Analytics App

To update your PSA Core Analytics app from the PSA Core Analytics template, perform the following steps.

  1. Navigate to Setup | Auto-Installed Apps | Apps.
  2. Open the PSA Core Analytics app.
  3. Click Update App.

You are now able to update your PSA Core Analytics app.

If you or your administrator has a Business Analytics license and the required permission sets, you can view and edit your PSA Core Analytics datasets and dashboards in Analytics Studio. For more information, see Licensing and Permission Sets.

Assets Generated when you Create a PSA Core Analytics App

Generated Assets

Package

App Template

Dataset

Dashboard
Foundations PSA Core Analytics
  • Backlog
  • Billing Forecast Summaries
  • Billings
  • Capacity
  • Currency ISO Code
  • Total Project Margin (Workspace)
  • Project Reporting
  • Resource Skills
  • Revenue Forecast
  • RPG
  • Utilization
  • Utilization Results
  • PSA Revenue Forecast
  • PSA Utilization Analytics
  • PSA Services CPQ Estimator
  • PSA Services CPQ Estimate Manager
  • PSA Project Burnup Plus (Scheduled data only)

Dataflow Scheduling

By default, the dataflows generated when you create your PSA Core Analytics app are scheduled to run every 24 hours, starting at 01:00, according to the time zone set in your org. To alter this setting, perform the following steps:

  1. In Analytics Studio, click Data Manager.
  2. Click Manage Dataflows.
  3. Click the Dataflows tab.
  4. Click Arrow | Schedule and enter your preferred date and time.