Preparing the Data Environment for PSA Analytics

In order to ensure that PSA data displays correctly in PSA Analytics, you must complete the following setup steps in your PSA data environment.

Objects Required by the PSA Analytics Dataflow

The PSA Analytics dataflow requires data from several PSA related objects. To avoid conflicts, we recommend you have at least one record for each of the following objects in your PSA environment before you create your PSA Analytics app.

Key

Y = Yes

N = No

PSA Analytics Dataflow Required Objects

Object

Optional

Package

Further Information
Account N PSA  
Backlog Calculation N PSA  
Backlog Detail N PSA  
Backlog Detail Converted N PSA  
Budget N PSA  
Est vs Actuals N PSA  
Expense N PSA  
Group N PSA  
Milestone N PSA  
Miscellaneous Adjustment N PSA  
Opportunity N PSA  
Practice N PSA  
Project N PSA  
Region N PSA  
Resource (Contact) N PSA  
Skill N PSA  
Time Period N PSA When configuring your time periods in PSA, you must specify weeks, months, quarters and years.
Timecard N PSA  
Transaction N PSA  
User N PSA  
Utilization Calculation N PSA  
Utilization Detail N PSA  
Utilization Summary N PSA  
Billing Forecast Detail Category Y PSA Required to use the Revenue Forecast (Embedded) and Total Project Margin (Workspace) dashboards, which are optional to PSA Analytics.
Project Actuals Converted Y PSA Required to use the Revenue Forecast (Embedded) and Total Project Margin (Workspace) dashboards, which are optional to PSA Analytics.
Revenue Forecast Type Y PSA Required to use the Revenue Forecast (Embedded) and Total Project Margin (Workspace) dashboards, which are optional to PSA Analytics.
Revenue Forecast Y PSA Required to use the Revenue Forecast (Embedded) and Total Project Margin (Workspace) dashboards, which are optional to PSA Analytics.
Revenue Forecast Version Y PSA Required to use the Revenue Forecast (Embedded) and Total Project Margin (Workspace) dashboards, which are optional to PSA Analytics.
Revenue Forecast Version Detail Y PSA Required to use the Revenue Forecast (Embedded) and Total Project Margin (Workspace) dashboards, which are optional to PSA Analytics.
Utilization Result Y PSA Required to use the Utilization Analytics (Embedded) dashboard, which is optional to PSA Analytics.
Estimate N Services CPQ  
Estimate Task N Services CPQ  
Estimate Role Request N Services CPQ  
Note: Only data for top-level projects is displayed in the PSA Analytics Billings dataset.

Custom Settings Used by PSA Analytics

To perform the necessary calculations to the data held in the Utilization Detail and Utilization Summary objects used by PSA Analytics, ensure that the following PSA custom settings are enabled.

For more information, see Utilization Settings in the PSA Help.

RPG Hierarchies in PSA Analytics

If the RPG hierarchy in your PSA data environment is less than 12 levels deep, then the dataflow removes any surplus hierarchy levels from the datasets listed below. If you subsequently add further levels to your source data, you must reconfigure your PSA Analytics app to see data for these additional levels displayed in your lenses and dashboards.

Revenue Forecast User Permission Controls

If required, you can apply user permission controls set for your revenue forecast data in PSA, to filter the revenue forecast data displayed in the Revenue Forecast dataset and dashboard. For more information on this feature, see Revenue Forecast Flow Intermediate Processing

In order use this feature, you must have at least one revenue forecast setup record in your PSA data environment with the following options selected:

Skills / Certification Ratings

In order to display a skill in the PSA 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.

Preparing the Calculations Used by PSA Analytics

To display your data in Analytics, PSA Analytics uses several PSA calculations.

To display the backlog data, PSA Analytics uses the most recent backlog calculation available. In order to display your information correctly, PSA Analytics requires you to create the backlog calculation in PSA as specified below:

  • Ensure the checkbox Calculate Project Backlog is selected.
  • In order to display the latest data in PSA Analytics, we recommend you select the most recent date as the start date for the calculation.
  • Ensure you have set up alternate backlog currencies in your org. PSA Analytics requires that Backlog Details Converted records exist in your org's environment.

Setting up Alternate Backlog Currencies

  1. From Setup, navigate to Custom Code | Custom Settings. Using ClassicClosed From Setup, navigate to Develop | Custom Settings.
  2. Click Backlog | Manage | Edit.
  3. In the Backlog Details Corporate Currencies field, enter your preferred reporting currency.
  4. Click Save.

For more information on working with Backlog, see Setting Alternate Backlog Currencies in the PSA Help.

Note: In some cases, the PSA calculations can fail if the number of records is too large. If this happens and you receive an error executing the calculation, narrow the date range selected and try again. If the error persists contact your PSA administrator.

In order to display your information correctly, PSA Analytics requires you to create the utilization calculation in PSA as specified below:

  • Ensure the Is Report Master checkbox is selected as by default the PSA Analytics dashboards filter results by this criteria. If you want to display calculations that doesn't have the field Is Report Master selected, you need to manually edit the utilization calculation step in Analytics Studio.
  • If you enable Uncheck Master Based On Time/Parent Utilization setting in PSA, you must select a time period record. For more information, see Utilization Settings in the PSA Help.

We recommend you follow these steps when creating your utilization calculations:

  1. Select the Calculate Historical Utilization checkbox.
  2. Select a start date for the historical utilization.
  3. Select an end date for the historical utilization. This is your cut-off date for the historical period of this calculation, ensure the end date is the present date.
  4. Select the Calculate Scheduled Utilization checkbox.
  5. Select a start date for the scheduled utilization. This is the beginning of the scheduled period of this calculation, ensure the start date is the present date.
  6. Select an end date for the scheduled utilization.
  7. Click Calculate to start the utilization calculation job.
  8. After the job is complete, ensure the details generated by the calculation have resources associated with them.
Note: In some cases, the PSA calculations can fail if the number of records is too large. If this happens and you receive an error executing the calculation, narrow the date range selected and try again. If the error persists contact your PSA administrator.

Utilization Analytics calculations requires data from Region, Practice and Group records. For more information about configuring RPGs for use in Utilization Analytics, see Setting up Utilization Analytics in the PSA Help.

Preparing the Data Required by the Additional Features

If you want to enable additional features in PSA Analytics, such as the Project Margin (Workspaces) or the Forecasts dashboards, ensure you apply the necessary data preparation steps to the org before you create or upgrade your app.

This dataset requires PSA Winter 2021 or later. This is due to a dependency on the PSA Opportunity Probability (%) field on the Revenue Forecast Version Detail object required for this dataset. In addition, you must have one or more records on the Revenue Forecast or Revenue Forecast Version objects in your PSA data environment.

PSA Analytics Forecasts requires data from PSA Revenue Forecasting.

  • Ensure you have installed a version of PSA that supports forecasting. It is recommended that PSA users adopt Revenue Forecasting as their forecasting solution. For more information, see About Forecasting in the PSA Help.
  • Ensure your data environment has at least one successful forecast calculation created and that you select the Current checkbox for this calculation.
  • Ensure the associated forecast records for the calculation exist before running the dataflow.

For more information on running forecasts, see the PSA Help.

The following steps are necessary in order to run the PSA Analytics dataflow with Project Margin enabled:

  • Ensure that your org corporate currency matches the integration user currency. This is the currency displayed in all Analytics data.
  • Add the corporate currency ISO code as a configuration value to the ProjectConvertionCurrencies configuration option in PSA.
  • Ensure your org contains project actual converted records for the currency that matches your integration user currency. For more information on how to create converted records, see Recalculating Resource and Project Actuals in the PSA Help.
  • By default the parameter ignoreLast is enabled in the Total Project Margin (Workspace) dashboard. To prevent display errors, we recommend you generate project actual converted records for the current month even if the month is starting.