Creating an App from the PS Cloud Core Analytics Template

To create an app from the PS Cloud Core Analytics template, perform the following steps.

You must be assigned administrator permissions, or equivalent to create a new PS Cloud Core Analytics app.

To avoid errors in the creation of your app, we recommend you follow the steps described in Setting up PS Cloud Analytics Apps before creating it.

  1. From the App Launcher, navigate to PS Cloud Analytics Setup.
  2. Click New to create a new PS Cloud Analytics Setup record. You can have unlimited PS Cloud Analytics Setup records, but only one PS Cloud Core Analytics app.
  3. The configuration wizard allows you to customize the following values in your PS Cloud Analytics Setup record before it is used to create your PS Cloud Core Analytics app. See table below for more information.
  4. Click Save after entering your required configuration settings. This creates your PS Cloud Analytics Setup record. You must set this record to "Active" before you can use it to create a new PS Cloud Core Analytics app.
  5. Click Create.
  6. Click Yes.
PS Cloud Analytics Setup Fields

Field Option

Description
Active

Indicates that this PS Cloud Analytics Configuration record will be used to create the PS Cloud Core Analytics app. You can only have one active PS Cloud Analytics configuration record.
Utilization Calculation Type

If Utilization Setup is selected, creates the Utilization Results dataset. This is required to create the Utilization Analytics dashboard in the PS Cloud Core Analytics app, and the Utilization Capacity and Demand Planning and Skills Capacity and Demand Planning dashboards in the PS Cloud Advanced Analytics app. If Utilization Calculation is selected, creates data in the Utilization Summary/Detail and Utilization dataset. This is required to create the Utilization dashboard in the PS Cloud Advanced Analytics app. If Both Calculation Types (for migration purposes) is selected it creates the Utilization Results, Utilization Summary/Detail and Utilization datasets.
Additional Project Fields

Encrypted and multi-select drop-down fields are not supported. Only user-generated dimension fields can be added to the Project Reporting dataset. You must assign read-access permission to the Integration User to add user-generated additional fields to these datasets. When you import packaged additional fields, they are prefixed with the originating object's name, unless this is already present in the field name. Lookup packaged fields are appended with "Name", and ID fields are appended with "ID", unless already present in the field name. To add or edit additional fields, see Adding and Editing Additional Fields.
Additional Contact Fields

You can select one or more additional fields from the Contact object. These are added to the following datasets:

  • Billings
  • Capacity
  • Utilization
  • Utilization Results

Encrypted and multi-select drop-down fields are not supported. You must assign read-access permission to the Integration User to add user-generated additional fields to these datasets. When you import packaged additional fields, they are prefixed with the originating object's name, unless this is already present in the field name. Lookup packaged fields are appended with "Name", and ID fields are appended with "ID", unless already present in the field name. To add or edit additional fields, see Adding and Editing Additional Fields.
Additional Milestone Fields

You can select one or more additional fields from the Milestone object. These are added to the following datasets:

  • Project Reporting
  • Revenue Forecast
  • Billings

Encrypted and multi-select drop-down fields are not supported. You must assign read-access permission to the Integration User to add user-generated additional fields to these datasets. When you import packaged additional fields, they are prefixed with the originating object's name, unless this is already present in the field name. Lookup packaged fields are appended with "Name", and ID fields are appended with "ID", unless already present in the field name. To add or edit additional fields, see Adding and Editing Additional Fields.
Additional Resource Change Fields

You can select one or more additional fields from the Resource Change object. These are added to the Utilization Results dataset. Encrypted and multi-select drop-down fields are not supported. You must assign read-access permission to the Integration User to add user-generated additional fields to these datasets. When you import packaged additional fields, they are prefixed with the originating object's name, unless this is already present in the field name. Lookup packaged fields are appended with "Name", and ID fields are appended with "ID", unless already present in the field name. To add or edit additional fields, To add or edit additional fields, see Adding and Editing Additional Fields.
Fiscal Year Start Month

PS Cloud Analytics uses your time period records or your org configuration to identify which month you have assigned as the start of your fiscal year. You can accept the default month of January, or manually select the start month of your fiscal year from the drop-down list in this section of your PS Cloud Analytics Setup record. The value you select determines the date ranges for the fiscal quarters and fiscal years displayed in PS Cloud Analytics.
Backlog

If selected, creates the Backlog dataset in the PS Cloud Core Analytics app. This is used to create the Backlog and PSA Overview dashboards in the PS Cloud Advanced Analytics app.

Note:

This setting controls the data displayed in the Backlog chart in the PSA Overview Dashboard and PSA Performance Summary Dashboard.
CS Cloud [Deprecated]

If this checkbox is selected, it creates the CS Cloud Customer Success Manager dashboard in the PS Cloud Core Analytics app.

This field is Deprecated. However, this checkbox might display in your org if you are an existing Customer.

Note:

You can update the page layout to remove the deprecated field.
Object Sharing

Select whether you want to apply the existing PSA object security model to your PS Cloud Core Analytics app. If you enable the existing sharing model, users can only view records related to the objects they have access to. This setting is used to control the data displayed to users in the Billing, Project Reporting, and Project Margin datasets. If you do not enable the existing sharing model, all users with access to Analytics that share the app can view the data for all PSA records.

Note:

PS Cloud Analytics supports sharing with Salesforce public groups and their member users. If a group contains any subgroups, you must share the access to each child group separately.

For more information, see PS Cloud Analytics Object Sharing Model.
Revenue Forecast Permission Controls

If selected, applies permission controls from PSA to the Revenue Forecast dataset and dashboard in the PS Cloud Core Analytics dashboard. If you choose to disable this model, all your revenue forecast-related data is displayed to all users sharing the app. For more information, see Preparing the Data Environment for PS Cloud Analytics.
Project Margin

If selected, creates the Total Project Margin (Workspace) dataset in the PS Cloud Core Analytics app. This dataset is required to create the Total Project Margin (Workspace) dashboard in the PS Cloud Advanced Analytics app.

You must have Project Actuals Converted records in your PSA data environment to create this dataset. For more information, see Preparing the Data Environment for PS Cloud Analytics.
Revenue Forecast

If selected, creates the Revenue Forecast dataset and PSA Revenue Forecast dashboard in the PS Cloud Core Analytics app and the PS Cloud Advanced Analytics app - blue version. This dataset requires you to have Revenue Forecast and Revenue Forecast Version records in your PSA data environment. For more information, see Preparing the Data Environment for PS Cloud Analytics.

Note:

This setting controls the data displayed in the Revenue Forecast chart in the PSA Overview Dashboard and PSA Performance Summary Dashboard.
Services CPQ

If selected, adds data derived from Services CPQ to the Project Reporting dataset in the PS Cloud Core Analytics app. This data is used to create the PSA Services CPQ Estimator and PSA Services CPQ Estimate Manager dashboards in the PS Cloud Core Analytics app. To add your Services CPQ data to the Project Reporting dataset, you must have Estimate, Estimate Task, and Estimate Role Request records in your Services CPQ data environment. For more information, seePreparing the Data Environment for PS Cloud Analytics.
Revenue Management Fields

If you use Revenue Management, select this to include the following fields in the Project Reporting dataset in PS Cloud Core Analytics:

  • Actuals Template ID
  • Project Cost Amortized
  • Project Revenue Recognized
  • Project Total Cost Amortized
  • Project Total Revenue Recognized
Note 1:

The Actuals Template ID field is populated from the Actuals Template field on projects, milestones, timecard splits, expenses, and miscellaneous adjustments. This is an unmanaged field in your org. Depending on how your org is set up, it might have a different label or it might not be available on all five PSA objects. By default, the API name of the field is ffrrtemplate__c. This is defined in the Actuals Template field on the Revenue Management Settings custom setting.

Note 2:

The fields that contain the recognized to date and the amortized to date values for a project are determined using your Revenue Management settings for the Project object. If a source field is not specified in the settings records, the field is not included in the Project Reporting dataset. In addition, if you have multiple settings records for the Project object, you must ensure that all of the records have the same values for the relevant source fields.

Note 3:

This requires access to Revenue Management objects and fields in your org. It also requires access to the fields that contain the values on the Project, Milestone, Timecard Split, Expense, and Miscellaneous Adjustment objects. Both you and the Integration User must have PSA and Revenue Management licenses, as well as access to the relevant objects and fields.

For more information about these fields and how they are populated, see Project Reporting Flow Intermediate Processing and Project Reporting Dataset Output Fields.
Task Time If selected, adds Task Time data to the Project Reporting dataset in the PS Cloud Core Analytics app.
Utilization Results

If selected, creates the Utilization Results dataset and the PSA Utilization Analytics dashboard in the PS Cloud Core Analytics app. This dataset is required to create the PSA Utilization Analytics Capacity and Demand Planning and the PSA Skills Capacity and Demand Planning dashboards in the PS Cloud Advanced Analytics app. For more information, see Preparing the Data Environment for PS Cloud Analytics.

 

Your PS Cloud Core Analytics app is now created. You can check the progress of your app creation by clicking on the PS Cloud Analytics Setup record in the app creation confirmation message, or navigating to Setup | Auto-Installed Apps | Apps.

Scheduling Dataflows For Your PS Cloud Core Analytics App

Dataflows are generated when you create your PS Cloud Core Analytics app. To keep your dataflows updated, you must set your own update schedule for them by performing the steps outlined below.

Warning: If you do not set an update schedule for your dataflows then the data displayed will not update.

Scheduling Dataflows as an Administrator

If you have administrator permissions, you should set your own schedule by following the steps below:

  1. In Analytics Studio, click Data Manager.
  2. Click Manage Dataflows.
  3. Click the Dataflows tab.
  4. Click Arrow | Schedule and enter your preferred date and time.

Scheduling Dataflows as a View User

If you have Analytics View Only Embedded license, and do not have any Analytics Platform license, you can schedule the dataflow by performing the following steps:

Note: If you have the Analytics View Only Embedded license, then you can select the Enable Data Sync and Connections option in Setup | Analytics | Settings.
  1. Ensure that an administrator has added the Author Apex permission to the user profile.
  2. Click Setup | Custom Code | Apex Classes.
  3. Click Schedule Apex button.
  4. Enter a suitable name.
  5. Select the can_AnalyticsAppUpdateScheduler Apex class.
  6. In the Schedule Apex Execution area:
    1. Select either Weekly or Monthly frequency. The options displayed changes based on the selection.
    2. Specify a Start and End date.
    3. Choose a preferred Start Time from the drop down list.
  7. Click Save to save the schedule.
Note:  
  • You can set multiple schedules for the same Apex class, so that the data flows are scheduled to run every hour with this method.
  • You can only pick one preferred start time per schedule, but you can create another schedule and pick a different preferred start time.
  • This schedule for the Apex class updates the app and runs a data flow if there is any new Salesforce data to be pulled into the CRM Analytics.
  • During the app update, the dashboards embedded on the workspaces or the record pages are disabled. They are visible only after the app update is complete.

Updating Your PS Cloud Core Analytics App

To update your PS Cloud Core Analytics app from the PS Cloud Core Analytics template, perform the following steps.

  1. From the Salesforce App Launcher, navigate to PS Cloud Analytics Setup.
  2. Update the Active record to include the required fields.
  3. Navigate to Setup | Auto-Installed Apps | Apps
  4. Click PS Cloud Core Analytics App.
  5. Click Update App.
  6. Click OK.

You are now able to update your PS Cloud Core Analytics app.

If you or your administrator has a Business Analytics license and the required permission sets, you can view and edit your PS Cloud Core Analytics datasets and dashboards in Analytics Studio. For more information, see Licensing and Permission Sets.

Assets Generated when you Create a PS Cloud Core Analytics App

Generated Assets

Package

App Template

Dataset

Dashboard
Foundations PS Cloud Core Analytics
  • Backlog
  • Billings
  • Capacity
  • Currency ISO Code
  • Total Project Margin (Workspace)
  • Project Reporting
  • Resource Skills
  • Revenue Forecast
  • RPG
  • Utilization
  • Utilization Results
  • PSA Revenue Forecast
  • PSA Utilization Analytics
  • PSA Services CPQ Estimator
  • PSA Services CPQ Estimate Manager
  • PSA Project Burnup Plus (Scheduled data only)