Starting a Utilization Run

You can start or schedule utilization runs by navigating to PSA Administration Lightning page | Manage Utilization Setup.

For information on the settings available for starting and scheduling utilization runs, see Configuring Utilization Setup and Utilization Setup Fields.

Permissions

To start a utilization run, you must have been granted the Salesforce permission to schedule an Apex job and permission to start a utilization run.

For more information, see Setting up Utilization Analytics.

Starting a Utilization Run

To start a utilization run:

  1. Navigate to PSA Administration | Start Utilization Run.

    2. Ensure you have an active setup record. If you do not have one, you can create by accessing PSA Administration | Managing Utilization Setup. For more information, see Setting up Utilization Analytics

  1. Click Run if you already have an active setup record.

You can check the status of the Utilization Run by accessing PSA Administration | Utilization Runs.