PS Cloud Analytics Dataflow Reference
The PS Cloud Analytics dataflow generates the following datasets:
Backlog
This flow uses Backlog Details Converted as the base object to retrieve PSA field information. It also uses this object to look up to other PSA objects to complement the data necessary to generate the Backlog Dataset.
Billings
This flow uses Timecards, Milestones, Estimates Vs Actuals, Expense and Expense Report, Budgets, and Miscellaneous Adjustments as base objects to retrieve PSA field information. It also uses these objects to look up to other PSA objects to complement the data necessary to generate the Billings Dataset.
Capacity
This flow uses Utilization Detail and Utilization Summary as base objects to extract PSA field information. It also uses these objects to look up to other PSA objects to complement the data necessary to generate the Capacity Dataset.
Utilization
This flow uses Utilization Detail as the central object to retrieve PS Cloud Analytics field information. It also uses lookups to other PS Cloud Analytics objects to complement the data necessary to generate the Utilization Dataset.
Utilization Results
This flow uses Utilization Result as the central object to retrieve PS Cloud Analytics field information. It also uses lookups to other PS Cloud Analytics objects to complement the data necessary to generate the Utilization Results Dataset.
Project Margin
This flow uses Project Actuals Converted as the base object to extract PSA field information. It also uses this object to look up to other PSA objects to complement the data necessary to generate the Project Margin Dataset.
Project Reporting
This flow uses Timecard Split, Milestone, Est vs Actuals, Expense, Miscellaneous Adjustment, Budget, Assignment and Project as the base objects to extract PSA field information. It also uses these to look up to other PSA objects to complement the data necessary to generate the Project Reporting Dataset.
Revenue Forecast
This flow uses Revenue Forecast Version Detail, Revenue Forecast Version, Revenue Forecast Version Adjustment and Revenue Forecast as base objects to retrieve PSA field information. It also uses these objects to look up to other PSA objects to complement the data necessary to generate the Revenue Forecast Dataset.
Resource Skills
This flow uses Skill / Certification, Skill / Certification Rating, Skill Set Skill, and Skill Set as base objects to retrieve PSA field information. It also uses these objects to look up to other PSA objects to complement the data necessary to generate the Resource Skills dataset.
RPG
This flow uses Region, Practice, and Group as base objects to retrieve PSA field information. It also uses these objects to look up to other PSA objects to complement the data necessary to generate the Resource Skills dataset.
Currency ISO Code
When displaying the Currency ISO Code dataset in PS Cloud Analytics dashboards, the main currency associated with the analytics integration user is used.