Setting up Utilization Analytics

To enable your users to use Utilization Analytics, you need to:

  • Assign the "PSA - Utilization Analytics" permission set to users.
  • Configure Utilization Analytics in the Feature Console.
  • Configure a utilization setup record.

Assigning Permission Sets

To provide the necessary permissions for a user to access Utilization Run:

  1. Click Setup | Users | Users.
  2. Select the full name of the user.
  3. In the Permission Set Assignments related list, click Edit Assignments.
  4. Select "PSA - Utilization Analytics" from the Available Permission Sets list and move it to the Enabled Permission Sets list.
  5. Click Save.

Salesforce automatically generates the integration user when Analytics is enabled in your org. This user needs the relevant access permissions to link your Salesforce data with Analytics.

This user requires a PSA license and read access to PSA. Additionally, your administrator must link the PSA permission set PSA Analytics Integration User Read Access to the integration user. For more information, see Permissions.

Configuring Utilization Analytics

This Feature Console page enables you to view Region, Practice and Group in the Utilization Analytics dashboard. As a result, the Reversed ID Chain field will be populated on Region, Practice and Group records.

This Feature Console page also enables you to add the custom option to the Utilization Period field on the Utilization Setup object and add the Utilization Run Monitor Interval and Unheld Resource Request Batch Size fields to the Utilization Setup page layout.

When complete, you will receive an email and the status for the feature steps will change to Done. You can then enable the feature.

For instructions on how to perform feature steps and enable features, see Enabling and Disabling Features.

Configuring Utilization Setup

To configure the utilization settings:

  1. Navigate to the Utilization Setup tab and edit the utilization setup record that is active. If a utilization setup record does not already exist, you can create one. If you do not, the default values apply.
  2. Select the period you would like to calculate utilization for.
  3. [Optional] If you have selected to specify a custom date range for utilization runs, enter the start and end dates for the date range.
  4. [Optional] Select the Only Include Changes checkbox to only include records from the earliest change in utilization runs.
    Note:

    If records have been deleted from the recycle bin since the last utilization run, this checkbox must be set to untrue for the next utilization run.

  5. [Optional] Specify the batch settings as described in Utilization Setup Fields.
  6. [Optional] Specify the threshold values for capacity planning and ensure the Calculate Hours for Threshold Values checkbox is set to true to calculate the unheld resource request hours and weighted hours for the given threshold values. For more information, see Utilization Setup Fields.
  7. Ensure the Active checkbox is set to true and save the utilization setup record.

For information on scheduling utilization runs, see Starting a Utilization Run.