PSA Utilization Dashboard

The PSA Utilization dashboard displays data from the Utilization dataset. By default, this dashboard displays data for the current fiscal quarter.

This dashboard is created as part of the PS Cloud Advanced Analytics app.

This dashboard enables you to:

  • View the Total Utilization percentage KPI.
  • View the PSA scheduled hours.
  • Compare the scheduled hours with the actual hours logged.
  • See which resource has been over or under allocated and the utilization rate for the resource.
Note:

This dashboard only displays current Region, Practice and Group values for Resources.

For more details of the fields used by the PSA Utilization dashboard, see Utilization Dataset PS Cloud Analytics Output Fields.

Your filter selections determine the data displayed on the dashboard. To set or change your filters, use the following drop-down options:

  •  Utilization Calculation: select the utilization calculation you want to view data for. You can select multiple utilization calculations to visualize in the dashboard charts. By default, only utilization calculations with the field Is Report Master selected are available for selection. If you want to display utilization calculations that doesn't have the field Is Report Master selected, you need to manually edit the step for this filter in Analytics Studio.
    • Time Period Type: select the time period type you want to group the data by. Only the time period types available for the selected utilization calculation are displayed. For example, if you create and select a calculation that uses both weekly and monthly time period types, you can only select between those two time period types for this filter.
  • Date: select the time period you want to view data for. You can select between fiscal year, fiscal quarter, calendar year, calendar quarter, calendar month, and day. You can also select all time or custom to input the time period of your choosing.
  • Region: select the region, according to your PSA region associated with the resource, practice, and group settings, you want to view data for.
  • Practice: select the practice, according to your PSA region associated with the resource, practice, and group settings, you want to view data for.
  • Group: select the group, according to your PSA region associated with the resource, practice, and group settings, you want to view data for.
  • Resource: select the resource by name whose related scheduled utilization you want to view the data for. You can also select All to view data from all scheduled utilization.
  • Role: view your scheduled utilization data by grouping it according to the roles the assigned resources have. You can also select All to view data from all scheduled utilization.

PSA Utilization Dashboard Charts

The PSA Utilization dashboard contains the following charts:

Utilization Charts

Chart

Type

 

Description
Regions, Practices, and Groups Column comparison chart Enables you to compare the sum of scheduled and actual hours, or percentages, by region, practice, and group. This chart also contains the Hierarchy Level drop-down menu to drill down into the data. You can change whether the information is displayed by percentages or hours using the percentages and hours view drop-down menu.
Resources and Roles Bar comparison chart Enables you to compare the sum of scheduled and actual hours, or percentages, by role or resource. You can use the drop-down menu to switch between displaying the Utilization by resource or role. You can also change whether the information is displayed by percentages or hours using the percentages and hours view drop-down menu.
Utilization Hours Time combo chart

Enables you to view and compare the sum of scheduled and actual hours, or percentages, by time period. You can use the time period type filter to change the timescale you want to group the data by. You can also change whether the information is displayed by percentages or hours using the percentages and hours view drop-down menu.
Utilization Rate Line chart Enables you to view the utilization target attainment rate compared to the utilization target rate per time period. You can use the time period type filter to change the timescale you want to group the data by.
Resources by Target Attainment Polar Gauge Enables you to assess your top resources and compare their attainment rates, as the attainment rate of a resource varies the gauge’s color also changes to reflect this. This chart is also faceted to all other charts in the PSA Utilization dashboard, so by clicking on one of the resource portraits you can explore its details. You can also use the global filters to change the criteria for which resources are displayed.

For more information about dashboard functionality, see Using the Dashboards Charts.