PSA Capacity Dashboard

The PSA Capacity dashboard enables you to:

View the Remaining Hours percentage KPI.
View the Scheduled Hours percentage KPI.
View the PSA scheduled utilization.
Calculate the total capacity hours data.
Group the data to view the remaining capacity availability.

This dashboard is created as part of the PS Cloud Advanced Analytics app and displays data from the Capacity dataset. For more details of the fields used by the PSA Capacity dashboard, see Capacity Dataset PS Cloud Analytics Output Fields.

PSA Capacity Dashboard Guide

The PSA Capacity dashboard displays:

Data for the current fiscal quarter by default
Only current region, practice and group values for resources

PSA Capacity dashboard schematic highlighting the key elements of the dashboard.

PSA Capacity Dashboard Elements
Element Number	Name	Description	Calculation	Referenced Calculation	Source Dataset
1.	View By Picker for Capacity By RPG Bar Chart	Defines the data displayed in the Capacity By RPG bar chart. Note: You can only select the region, practice, or group that the calculation is run by. For example, if the calculation is run by region, you cannot select practice or group.	Capacity grouped by resource region and selected level.	None	Capacity Dataset PS Cloud Analytics Output Fields
			Capacity grouped by resource practice and selected level.	None
			Capacity grouped by resource group and selected level.	None
2.	Capacity By RPG Bar Chart	Displays the total remaining and scheduled hours for the value selected in the view by picker (1).	Region = `Total Capacity Hours` grouped by Region Level 00 and Region Level 01 and `Capacity Type`, filtered by `Time Period Type` = Week, Month, or Quarter and `Has Resource` = No, where `RHierarchyDepth` = 01, `Region Level 00` ≠ N/A, and `Utilization End Date` = This fiscal quarter. Data displayed responds to selections.	None
			Practice = `Total Capacity Hours` grouped by Practice Level 00 and Practice Level 01 and `Capacity Type`, filtered by `Time Period Type` = Week, Month, or Quarter and `Has Resource` = No, where `RHierarchyDepth` = 01, `Practice Level 00` ≠ N/A, and `Utilization End Date` = This fiscal quarter. Data displayed responds to selections.	None
			Group = `Total Capacity Hours` grouped by Group Level 00 and Group Level 01 and `Capacity Type`, filtered by `Time Period Type` = Quarter, Week, or Month and `Has Resource` = No, where `RHierarchyDepth` = 01, `Group Level 00` ≠ N/A, and `Utilization End Date` = This fiscal quarter. Data displayed responds to selections.	None
3.	Capacity KPIs	Total remaining hours and scheduled hours as a percentage.	Remaining Hours = `Total Remaining Hours` / `Total Capacity Hours`	None
3.	Capacity KPIs	Total remaining hours and scheduled hours as a percentage.	Scheduled Hours = `Total Scheduled Hours` / `Total Capacity Hours`	None
4.	Capacity Time Period Stacked Chart	Displays total remaining hours and total scheduled hours by month.	`Total Remaining Hours` and `Total Scheduled Hours` grouped by month and value selected in the view by picker (1).	None
5.	View By Picker for Capacity By Resource, Role, or Skills Bar Chart	Defines the data displayed in the Capacity By resource, role, or skills bar chart.	Resource	Displays data by resource.
			Role	Displays data by role.
			Skills	Displays data by skills.
6.	Capacity By Resource, Role, or Skills Bar Chart	Displays the total remaining and scheduled hours for the value selected in the view by picker (5).	`Total Remaining Hours` and `Total Scheduled Hours` grouped by `Resource Name`, `Role Name`, or `Skill Type`.	None
7.	Requested Hours vs. Capacity by Role - Level 01 Bar Chart	Displays a comparison between requested hours (unheld hours on resource requests) and remaining capacity by level 1 roles.	`Total Requested Hours` and `Total Capacity Hours` at Role Level 01, grouped by `Utilization End Date` = Year-Month and `Resource Role`, filtered by `Capacity Subtype` = Remaining, and `Has Resource` = Yes, or `Capacity Subtype` = Unheld Hours, `Utilization End Date` = This fiscal quarter, and `Utilization Time Period Type` = Month.	None

Managing Filters

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.
Type: select the type of capacity hours you want to view data for.
Resource Region: select the region, according to your PSA region associated with the resource, practice, and group settings, you want to view data for.
Resource Practice: select the practice, according to your PSA region associated with the resource, practice, and group settings, you want to view data for.
Resource 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 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.
Skill: view your scheduled utilization data by grouping it according to the skills the assigned resources have. You can also select All to view data from all scheduled utilization.

PSA Capacity Dashboard Charts

The PSA Capacity dashboard contains the following charts:

Capacity Charts
Chart	Type	Description
Regions, Practices, and Groups	Stacked column comparison chart	Enables you to compare the sum of remaining capacity and scheduled hours, or percentages, by region, practice, and group. You can use the hierarchy level drop-down menu to breakdown the data into its different levels. You can also change whether the information is displayed by percentages or hours using the percentages and hours view drop-down menu.
Time Periods	Stacked column comparison chart	Enables you to compare the sum of remaining capacity and scheduled hours, or percentages, for the selected 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.
Requested Hours vs. Remaining Capacity by Role	Stacked column comparison chart	Enables you to compare the requested hours for different roles against the available capacity. This chart displays the requested hours for each period in the left column and the available capacity in the right column. The different roles are represented by the segments in each stacked column, while the number value for each segment is the number of hours. To further customize the data displayed by this chart: Use the time period type filter to change the timescale you want to group the data by. Use the hierarchy level drop-down menu located in the Regions, Practices, and Groups chart to change the hierarchy level displayed by this chart.
Roles, Resources and Skills	Stacked bar comparison chart	Enables you to compare the sum of remaining capacity and scheduled hours, or percentages, according to your selected criteria. You can use the drop-down menu to change the criteria of the data you want to display. You can also change whether the information is displayed by percentages or hours using the percentages and hours view drop-down menu.