PSA Capacity and Demand Planning Dashboard

The PSA Capacity and Demand Planning dashboard displays data from the Capacity dataset.

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

This dashboard enables you to:

View demand and capacity of roles by 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.

Suggested Use Case

You want to see if you have enough capacity to cover demand, including your unheld resource requests. Use the dashboard to review how this demand affects your capacity by role, and how you might fulfill this demand with available resources.

For more details of the fields used by the PSA Capacity and Demand Planning dashboard, see Capacity Dataset PS Cloud Analytics Output Fields.

The calculations used in this dashboard use fields derived from the Utilization Summary object and Utilization Detail objects. In order to use this dashboard, you must configure PSA to create utilization summary records. For more information see Utilization Settings in the PSA Help.

Managing Filters

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

Date Range: select the time period you want to view data for. By default, a date range covering the next 90 days is selected. 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. Time periods are based on values derived from the Time Period End Date field. Your selected date range will include all utilization records with an end date that occurs within this range, using the end date specified on the Time Period End Date field for each utilization record.
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 do not have the field Is Report Master selected, you must manually edit the step for this filter in Analytics Studio. By default, the first alphabetically-listed Utilization Calculation is displayed.
If you select multiple utilization calculations using the Utilization Calculation filter, you must ensure that your calculations are configured appropriately to avoid double counting. For more information on creating utilization calculations, see Utilization Calculations Overview.
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.

Region, Practice and Group Filters

The data displayed by these filters is determined by your selected utilization calculation. For more information, see Calculating Utilization in the PSA Help. By default, no data is displayed for the Region, Practice and Group filters until a selection is made.

Note: When selecting a region, practice or group level filter, all child levels below your filter selection are selected as well. For example, selecting the parent region Americas as a filter option returns not only resources with the region Americas, but also those resources with the regions Canada and United States.

Region Level: select the Regional Level you want to filter your data by. Selections here determine the region options displayed under "Region".
Region: select the Region you want to filter your data by.
Practice Level: select the Practice Level you want to filter your data by. Selections here determine the practice options displayed under "Practice".
Practice: select the Practice you want to filter your data by.
Group Level: select the Group Level you want to filter your data by. Selections here determine the practice options displayed under "Group".
Group: select the Group you want to filter your data by.
Role: view your scheduled utilization data by grouping it according to the roles of the assigned resources. Roles displayed by this filter are determined by your selections made using the Utilization Calculation filter.

Data Structure

The data displayed in the PSA Capacity and Demand Planning dashboard is organized using the following types, subtypes and measures:

Capacity Demand and Planning Data Structure
Scheduled Scheduled Held		Unheld	Remaining
Type: Scheduled Hours Subtype: Scheduled Billable Scheduled Non-Billable Scheduled Credited Scheduled Excluded Scheduled Held Measure: Capacity Hours Total Weighted Capacity Hours *Derived from the Utilization Summary object.		Type: Requested Hours Subtype: Unheld Hours* Measure: Requested Hours Total Weighted Requested Hours	Type: Remaining Hours Measure: Capacity Hours - Requested Hours

PSA Capacity and Demand Planning Dashboard

Refer to the schematics below for details of dashboard elements.

PSA Capacity and Demand Planning Dashboard Pages

The dashboard contains the following pages and tabs:

Summary
Details. Contains the tabs Availability and Demand.

PSA Capacity and Demand Planning Dashboard Charts

The PSA Capacity and Demand Planning dashboard contains the following charts:

Capacity Planning Charts
Page	Chart	Type	Description
Summary, Details	Summary of Capacity Hours (%)	Stacked Bar Chart	Displays capacity for all calendar hours, expressed as a percentage using the following capacity categories: Assigned (Scheduled Billable, Scheduled Credited, Scheduled Excluded, Scheduled Non-Billable subtypes) Held Requests (Scheduled Held subtype) Unheld Requests (Unheld Hours subtype) Available Hours are calculated by subtracting Assigned, Held and Unheld from Total Calendar Hours. Data displayed in the chart is derived from Utilization Summary records only. Note: Only periods with calendar hours are displayed in the Summary of Capacity Hours (%) stacked bar chart if you facet on Unheld Requests. [Details page only] Available capacity is displayed as a percentage in a health indicator pill. By default, this pill displays red if available capacity has a negative value. If you apply faceting to the Summary of Capacity Hours (%) chart on the Summary page, this is not reflected on the Summary of Capacity Hours (%) chart on the Details page, and vice versa.
Summary	Summary of Capacity Hours (%)	Stacked bar chart	Displays current capacity by week, month, quarter or year ending as a percentage value. This bar chart is segmented by the dashboard's capacity subtypes. You can facet data displayed in this chart by clicking on the Summary of Capacity Hours (%) control bar chart.
Details	Available Capacity (%) by Role	Heatmap chart	Displays a heatmap indicating the distribution of current capacity by role. By default this displays capacity distribution by week ending. You can also display capacity distribution by month ending. Available capacity is calculated using all values on the Summary of Capacity of Hours (%) chart. If you click on a cell in this chart, it facets the data displayed in the Resources table. You can facet the control bar chart by selecting a cell in the Available Capacity (%) by Role chart. The data displayed on this chart can be filtered by drop-down menus on the Demand tab: Assigned (%) Held Requests (%) Unheld Requests (%) By default, Unheld Requests (%) is selected. Assigned, Held Requests and Unheld Requests are combined on the Availability tab, and you cannot filter between them. The Availability tab displays available capacity by role, color-graded according to its value. For example, if availability has been exceeded for combined Assigned, Held Requests or Unheld Requests then this is indicated by the color red. The Demand tab displays the demand for available capacity, color-graded according to its value. For example, if demand for Assigned, Held Requests or Unheld Requests exceeds available capacity, this is indicated by the color dark blue. Note: The key displayed on the Availability tab is in order of ascending value, whereas the key displayed on the Demand tab is in order of descending value.
Details	Resources	Table	Displays the following columns: Resource Name Resource Role Available Hours Assigned and Held Hours (%) By default the resource with the highest remaining capacity is displayed at the top of the table. You can facet data displayed in this chart by clicking on the Available Capacity (%) by Role heatmap chart.

Faceting is not applied between charts displayed on different pages and tabs in this dashboard. You can only facet between charts on the same page and tab.

For example, faceting applied to charts on the Availability tab on the Details page are not applied to the Demand tab on the Details page.

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