PSA Project Burnup Dashboard

The PSA Project Burnup dashboard enables you to:

View project scope and how much work has been delivered and billed
Compare your project's billings to the budget over the duration of the project
Compare your project's hours to the planned hours over the duration of the project
Get a breakdown of your project's billed hours, milestones, expenses, and miscellaneous adjustments by month

The dashboard is created as part of the PS Cloud Core Analytics app and displays data from the Billings dataset. For more details of the fields used by the PSA Project Burnup dashboard, see Billings Dataset PS Cloud Analytics Output Fields.

PSA Project Burnup Dashboard Guide

The charts in the PSA Project Burnup dashboard group the estimates vs actuals (EVAs) data from the billings dataset using their related time period type. By default the dashboard gives preference to the month time period type. If this is not available, it uses the following priority:

Month (Default)
Week
Quarter
Year
Other

The dashboard contains the following elements.

PSA Project Burnup dashboard schematic highlighting the key elements of the Billings view.

PSA Project Burnup Dashboard Elements (Billings View)
Element Number	Name	Description	Calculation	Referenced Calculation	Source Dataset
1.	Budget	Total amount of the project’s budget records, including the following budget types and their respective change requests: Customer Purchase Order Vendor Purchase Order Work Order The change requests for each type contributes to the total cumulative budget. For example, the budget for a project with a budget type of customer purchase order is 50,000 USD. If you add a customer purchase order change request for 10,000 USD, the total cumulative budget of 60,000 USD is displayed on the dashboard.	Billings Value grouped by subtype, filtered by record type = Budget	Budget billings value is taken from the Amount field on the budget record.	Billings For more information, see Billings Dataset PS Cloud Analytics Output Fields.
2.	Projected	Total projected billings amount for the project.	Actual + Scheduled	None
3.	Actual	Actual billings to date on the project, broken down by type, as follows: Expenses Milestones Misc adjustments Timecards	Billings value grouped by record type and filtered by subtype = Actual	Billings value is taken from the following fields for each record type: For Expenses and Misc. Adjustments, the value in the Amount field is used. For Milestone, the value in the Milestone Amount field is used For Timecards, the value in the timecard split's Total Billable Amount field is used.
4.	Scheduled	Remaining scheduled billings for future periods only, broken down by type, as follows: Expenses Milestones Misc adjustments Timecards	Billings value filtered by subtype = Scheduled Note: See Help topic ‘Billings Flow Intermediate Processing’ for notes on currency handling for Billings Value (ValueBillings)	Scheduled billings value is taken from the Est. Vs Actuals object and is calculated as follows: If the scheduled bill rate is a daily rate: Scheduled Bill Rate x Estimated Days If the scheduled bill rate is not a daily rate: Scheduled Bill Rate x Estimated Hours
5.	Project Trend Line Chart	Cumulative view of actuals and future scheduled values compared against the total budget for the duration of the project.	None	None
6.	Project Currency/Corporate Currency	View project burnup data in project currency or corporate currency.	None	None
7.	Budget line	Total budget for the project, including change orders.	Billings Value grouped by subtype, filtered by record type = Budget	Budget billings value is taken from the Amount field on the budget record.
8.	Actual line	Cumulative actuals to date.	Billings value grouped by end date, filtered by subtype = Actual	End Date is taken from the following fields for each record type: For Expenses, the value in the Expense Date field is used For Milestones: If subtype = Actual, the Actual Date field is used If subtype = Scheduled, the value in the Target Date field is used For Misc. Adjustments, the values in the Effective Date field is used For Timecards, the value in the timecard split's End Date field is used
9.	Scheduled line	Shows scheduled values for future periods only.	Billings value grouped by end date, filtered by subtype = Scheduled. This is a cumulative value.	Scheduled billings value is taken from the Est. Vs Actuals object and is calculated as follows: If the scheduled bill rate is a daily rate: Scheduled Bill Rate x Estimated Days If the scheduled bill rate is not a daily rate: Scheduled Bill Rate x Estimated Hours
10.	Billings Distribution bar chart	Periodic view of billings amount for actuals and scheduled values. The actuals and scheduled values include subcategories and they are the same as that of KPIs. For more information on KPIs, see Project Burnup Plus Dashboard KPI Subcategories in.	Billings value grouped by end date (by month) and subtype, filtered by type ≠ Budget	Billings value is taken from the following fields for each record type: For Expenses and Misc. Adjustments, the value in the Amount field is used For Milestone, the value in the Milestone Amount field is used For Timecards, the value in the timecard split's Total Billable Amount field is used End Date is taken from the following fields for each record type: For Estimates Vs. Actuals, the values in the End Date field is used For Expenses, the value in the Expense Date field is used For Estimates Vs. Actuals: If the subtype = Actual, the Actual Date field is used If the subtype = Scheduled, the value in the Target Date field is used For Misc. Adjustments, the values in the Effective Date field is used For Timecards, the value in the timecard split's End Date field is used

Note: The Billings Distribution chart Actual and Scheduled legends consist of additional types. The Actual bar includes Expenses, Milestones, Misc Adjustments, and Timecards. The Scheduled bar includes Est Vs Actuals and Milestones. These additional types are not displayed in the Legends as well as the charts. However, you can hover over the bars in the chart to view tooltips with the breakup of the additional types.

PSA Project Burnup dashboard schematic highlighting the key elements of the Hours view.

PSA Project Burnup Dashboard Elements (Hours View)
Element Number	Name	Description	Calculation	Referenced Calculation	Source Dataset
1.	Planned Hours	Total planned hours for the project.	Total Hours filtered by record type = Budget	Budget total hours is taken from the Planned Hours field on the budget record.	Billings Dataset PS Cloud Analytics Output Fields
2.	Projected	Total projected hours for the project.	Actual + Scheduled	None
3.	Actual	Actual hours to date on the project. Note: On the hours view of the Project Burnup Dashboard, the actual hours are derived from the timecards and not from the milestones.	Total hours grouped by type, filtered by subtype = Actual	None
4.	Scheduled	Total remaining scheduled hours for the project.	Total hours grouped by type, filtered by subtype = Scheduled	None
5.	Project Trend line graph	Displays the total planned hours, cumulative actual hours to date, and scheduled hours for the remaining duration of the project.	Total planned hours = total hours grouped by end date, filtered by subtype = Budget Actual hours = total hours grouped by end date, filtered by subtype = Actual Scheduled hours = total hours grouped by end date, filtered by subtype = Scheduled	None
6.	Hours Distribution bar chart	Periodic view of hours for actuals and scheduled values.	Total hours grouped by end date (by month) and subtype, filtered by type = Budget	None

PSA Project Burnup Buttons and Selectors

The PSA Project Burnup has the following buttons and selectors.

Project Burnup Plus Buttons and Selectors
Button or Selector	Description
Corporate Currency/Project Currency	Toggle this button to view the dashboard in corporate currency or project currency.
Billings	Switches the type of data to display billings.
Hours	Switches the type of data to display hours.
	Opens the dashboard's configuration page.

PSA Project Burnup Billings and Hours KPIs

The following KPIs and KPI subcategories are listed under Billings and Hours.

PSA Project Burnup Dashboard KPI Subcategories
KPI	Subcategory
Budget Planned Hours	Customer Purchase Order Vendor Purchase Order Work Order Customer Purchase Order Change Request Vendor Purchase Order Change Request Work Order Change Request
Projected	Total Actual Total Scheduled
Actual	Actual Timecards Actual Expenses Actual Milestones Miscellaneous Adjustments
Scheduled	Estimates Vs Actuals Scheduled Milestones