New Features and Enhancements in PS Cloud Analytics Winter 2023

The following new features have been introduced in the Winter 2023 release of PS Cloud Analytics.

If you are upgrading from a previous version, see Upgrading to PS Cloud Analytics Winter 2023. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.

Introducing FinancialForce Trailhead: Release Highlights

In this release, we have introduced a release highlights Trailhead module to guide you through our products and help you to make the most of each functionality and upgrade.

For more information, see PSA - Winter 2023 Release Highlights.

PS Cloud Core Analytics Name Change

The PSA Core Analytics app has been renamed to PS Cloud Core Analytics and PSA Advanced Analytics app has been renamed to PS Cloud Advanced Analytics. This name change is reflected when creating new apps, but existing apps are not updated to reflect the new name unless you perform this step manually.

The PSA Analytics Setup object has also been renamed to PS Cloud Analytics Setup.

PS Cloud Core Analytics Dataflow Scheduling

View users can now manually schedule the dataflow for your PS Cloud Core Analytics app.

Dashboard Week Ending Grouping

The following dashboards now use the week ending dates to group their charts:

  • PSA Utilization
  • PSA Capacity
  • PSA Overview
  • PSA Billings
  • PSA Backlog

Percentages and Hours Drop-Down Menu

The following dashboards can now be changed to display either the remaining and scheduled hours or percentages in their charts using the Percentages and Hours view drop-down menu:

  • PSA Utilization
  • PSA Capacity

Overview Dashboard Enhancements

The PSA Overview dashboard now displays both the total utilization KPI and the capacity hours percentage KPI charts as a percentage and in hours.

PSA Skills Capacity and Demand Planning and PSA Utilization Analytics Capacity and Demand Planning Dashboard Enhancements

The following dashboards now display the full time equivalent of the hours being requested to fulfill a role or skill. This is displayed as the number of resources needed over month, week, or day. The value comes from the Standard Hours per Day field on the default work calendar for the region, or the parent/global region, or eight hours if there is not one set.

  • PSA Skills Capacity and Demand Planning
  • PSA Utilization Analytics Capacity and Demand Planning

New Dashboards

We have added three new dashboards:

  • PSA Performance Summary
  • PSA Utilization Summary
  • PSA Capacity Summary

The dashboards are created if you select the Utilization Setup option, or the Both Calculation Types (for migration purposes) option, for the Utilization Calculation Type when creating a PS Cloud Analytics Setup record.

The PSA Project Burnup Plus dashboard Project Overview chart now derives the current date for Scheduled and Actual data from the current month.

Changes to Permission Sets

We have updated the Integration User permission set to include access to the Work Calendar object. This enables you to report on data derived from this object.

We have updated the label of the PSA - PSA Analytics Setup permission set to PSA - PS Cloud Analytics Setup. No changes have been made to the API name of this permission set.

Dataset Enhancements

We have added the Billings Value (Project Currency) field to the Billings dataset.

We have added five fields to the Utilization Results dataset.

  • Standard Work Calendar Hours
  • Utilization Target Hours
  • Utilization Target (%)
  • Salesforce Resource User Photo URL
  • External Resource

PS Cloud Analytics Setup Object Enhancements

We have added three fields to the PS Cloud Analytics Setup object.

PS Cloud Analytics Setup fields

PS Cloud Analytics Setup Object Section

Field Label

Option Label

Description
Utilization Calculation Type Utilization Calculation Type Utilization Setup If this option is selected, it creates the Utilization Results dataset. This is required to create the Utilization Analytics dashboard in the PS Cloud Core Analytics app, or the Utilization Capacity and Demand Planning and Skills Capacity and Demand Planning dashboards in the PS Cloud Advanced Analytics app.
Utilization Calculation If this option is selected, it creates data in the Utilization Summary/Detail and Utilization dataset. This is required to make the Utilization dashboard in the PS Cloud Advanced Analytics app.
Both Calculation Types (for migration purposes) If this option is selected, it creates the Utilization Results, Utilization Summary/Detail and Utilization datasets.
Optional Data Backlog N/A If this checkbox is selected, it creates the Backlog dataset in the PS Cloud Core Analytics app. This is used to create the Backlog and PSA Overview dashboards in the PS Cloud Advanced Analytics app.
CS Cloud N/A If this checkbox is selected, it creates the CS Cloud Customer Success Manager dashboard in the PS Cloud Core Analytics app.

CS Cloud Customer Success Manager Dashboard

The CS Cloud Customer Success Manager dashboard enables you to view information about playbooks, using data derived from the Project Reporting dataset. This dashboard is designed to be embedded in the Customer Success Cloud workspace.

The CS Cloud Customer Success Manager dashboard enables you to:

  • View the stage of active playbooks.
  • View the average duration of active playbooks.
  • View the count and duration of playbooks created from a playbook template.

To support this new dashboard, the Project Record Type has been added to the Project Reporting dataset.

For more information, see the following topics:

Introducing FinancialForce Trailhead: Release Highlights

In this release, we have introduced a release highlights Trailhead module to guide you through our products and help you to make the most of each functionality and upgrade. For more information, see PS Cloud - Winter 2023 Release Highlights.

Field Deprecations

The Utilization Results checkbox has been deprecated from the PS Cloud Analytics Setup object. Its functionality has been replaced by the Utilization Calculation Type field. If you are upgrading to the Winter 2023 release, we recommend you edit the page layout to remove the deprecated Utilization Results field.