Using the PSA Project Burnup Plus Dashboard

The PSA Project Burnup Plus dashboards enables you to interact with the PSA data to extract valuable business insights. Use the following controls to navigate your way around the dashboard and its contents,

Project Burnup Plus Buttons and Selectors
Button or Selector Description
Project

Enables you to select the project you want to display data for.

Note: This selector is not present in the embedded version of the PSA Project Burnup Plus dashboard.
Billings Switches the type of data to display billings.
Hours Switches the type of data to display hours.
Confidence Interval Enables you to set the degree of accuracy for the timeseries trend prediction. By default, the selector is set to display a confidence interval of 80 percent. For more information about timeseries functionality, see the Salesforce Help.
Open Project

Opens the PSA record for the selected project. Use this button to drill down to the record of the project displayed by the dashboard.

Note: This button is not present in the embedded version of the PSA Project Burnup Plus dashboard.
Create Change Request

Opens the change request page for the selected project. Use this feature when you need to request additional budget for a project, or to make a change to the project that is outside to the scope of work that was originally agreed upon. For more information about change requests, see the PSA Help.

Note: This button is not present in the embedded version of the PSA Project Burnup Plus dashboard.

The following KPIs and KPI subcategories are listed under Billings and Hours:

Project Burnup Plus Dashboard KPI Subcategories

KPI

Subcategory

Budget
Planned Hours

  • Customer Purchase Order
  • Vendor Purchase Order
  • Work Order
  • Customer Purchase Order Change Request
  • Vendor Purchase Order Change Request
  • Work Order Change Request
Projected
  • Total Actual
  • Total Scheduled
Actual
  • Actual Timecards
  • Actual Expenses
  • Actual Milestones
  • Miscellaneous Adjustments
Scheduled
  • Estimates Vs Actuals
  • Scheduled Milestones