PSA Utilization Analytics Capacity and Demand Planning Dashboard
The PSA Utilization Analytics Capacity and Demand Planning dashboard displays data from the Utilization Results dataset, and is designed to be embedded in the PSA Resource Management workspace. For more information, see Embedding PS Cloud Analytics Dashboards in a Lightning Page.
This dashboard is created as part of the PS Cloud Advanced Analytics app.
This dashboard enables you to:
- View demand and capacity by Role, Region, Practice or Group.
- View a breakdown of capacity for your selected date range by Assigned, Held Requests, Unheld Requests and Available Capacity.
- View resources and their capacity hours for your selected date range and role.
- Drill through to view details of resources in PSA.
PSA Utilization Analytics Capacity and Demand Planning Dashboard Elements
PSA Utilization Analytics Capacity and Demand Planning dashboard contains the following pages, tables, local filters and components:
Page |
Chart |
Type |
Description |
---|---|---|---|
Available Capacity (%) by Role | Heatmap chart |
Displays a heatmap indicating the distribution of current remaining capacity by role. By default this displays remaining capacity distribution by week ending. The data displayed on this chart can be filtered by the following drop-down selectors:
|
|
Resource Availability | Table |
Data displayed in the following columns is faceted by the Available Capacity (%) by Role heatmap chart:
|
Full Time Equivalent (FTE)
You can view values for the Remaining FTE and Total FTE on the tooltip for the Available Capacity (%) by Role heatmap chart. These tooltip values are obtained for each resource, and then calculated based on the heatmap's chosen groupings using the following calculations:
Tooltip |
Time Period |
Dashboard Calculation |
Dataset |
---|---|---|---|
Remaining FTE | By day | Hours Remaining / (ValueStandardWorkCalendarHours * Unique Days) | Utilization Results |
Total FTE | By day | Calendar Hours / ValueStandardWorkCalendarHours | Utilization Results |
Hours Remaining | By day | Calendar Hours - Hours Used | Utilization Results |
Hours Used for Assigned | By day | ValueBillableAssignmentHours + ValueCreditedAssignmentHours + ValueNonBillableAssignmentHours + ValueTimeExcludedAssignmentHours + ValueUtilizationExcludedAssignmentHours | Utilization Results |
Hours Used for Held | By day | ValueHeldResourceRequestHours + ValueUtilizationExcludedHeldRRHours | Utilization Results |
Unheld hours (when Opportunity Weighting is selected) | By day | ValueResourceRequestSOWHours | Project Reporting |
Unheld hours (when Opportunity Weighting is not selected) | By day | ValueResourceRequestWeightedSOWHours | Project Reporting |
Total FTE | By week |
Calendar Hours / (ValueStandardWorkCalendarHours * Unique Days)
|
Utilization Results |
Remaining FTE | By week | Hours Remaining / (ValueStandardWorkCalendarHours * Unique Days) | Utilization Results |
Total FTE | By month | Calendar Hours / (ValueStandardWorkCalendarHours * Unique Days) | Utilization Results |
Remaining FTE | By month | Hours Remaining / (ValueStandardWorkCalendarHours * Unique Days) | Utilization Results |
Editing Dashboard Elements
You can edit some of the elements displayed in the dashboard, according to your reporting and presentational requirements.