Capacity Flow PSA Input Fields

The input fields are the foundation of every dataset in PS Cloud Analytics. These fields are imported from your org environment by the dataflow when you create the Analytics app, the data is then processed to populate your apps' datasets.

Base Object

This flow uses Utilization Detail and Utilization Summary as base objects to extract PSA field information. It also uses these objects to look up to other PSA objects to complement the data necessary to generate the Capacity Dataset.

Utilization Detail

These are the main fields extracted from the utilization detail object in PSA.

Field	Description
Historical Billable Hours	These fields are imported directly from your PSA environment. For more information about these fields, see Utilization Calculation Fields.
Historical Calendar Hours
Historical Credited Hours
Historical End Date
Historical Excluded Hours
Historical Non-Billable Hours
Historical Scheduled Billable Hours
Historical Scheduled Credited Hours
Historical Scheduled Excluded Hours
Historical Scheduled Held Hours
Historical Scheduled Non-Billable Hours
Historical Start Date
Historical Utilization Target Hours
Is Report Master
Scheduled Billable Hours
Scheduled Calendar Hours
Scheduled Credited Hours
Scheduled End Date
Scheduled Excluded Hours
Scheduled Held Hours
Scheduled Non-Billable Hours
Scheduled Start Date
Scheduled Utilization Target Hours
Utilization Target Hours
Utilization Calculation ID	We use this field to look up the corresponding PSA object for the following fields Utilization Calculation
Time Period ID	We use this field to look up the corresponding PSA object for the following fields Time Period
Region ID	We use this field to look up the corresponding PSA object for the following fields Region
Practice ID	We use this field to look up the corresponding PSA object for the following fields Practice
Group ID	We use this field to look up the corresponding PSA object for the following fields Group
Resource ID	We use this field to look up the corresponding PSA object for the following fields Resource (Contact)

Utilization Summary

These are the main fields extracted from the utilization summary object in PSA.

Field	Description
Resource Role	These fields are imported directly from your PSA environment. For more information about these fields, see Utilization Calculation Fields.
Unheld Hours
Assigned Billing Hours
Assigned Credited Hours
Assigned Excluded Hours
Assigned Non-Billable Hours
Held Hours Opp Pct Weighted	Data from this field is used to create the Total Weighted Capacity Hours measure in the dataset.
Unheld Hours Opp Pct Weighted	Data from this field is used to create the Total Weighted Requested Hours measure in the dataset.
Utilization Calculation ID	We use this field to look up the corresponding PSA object for the following fields Utilization Calculation
Time Period ID	We use this field to look up the corresponding PSA object for the following fields Time Period
Region ID	We use this field to look up the corresponding PSA object for the following fields Region
Practice ID	We use this field to look up the corresponding PSA object for the following fields Practice
Group ID	We use this field to look up the corresponding PSA object for the following fields Group

Augmented Fields

The augment fields complement the data imported from the base objects allowing you to have a deeper visualization of your data.

Note: These fields are imported directly from your PSA environment. For more information about these fields, see the PSA field reference guide for their corresponding PSA object.

Key: → — Lookup path between objects

For more information about the calculated fields, see Capacity Flow Intermediate Processing.

PSA Object	Lookup Path	Fields
Utilization Calculation	N/A	Name
		Is Report Master (For Utilization Summary only)
Time Period	N/A	End Date
		Start Date
		Time Period Name
		Type
Region	N/A	IdChain	*
		NameXX	*
		NameChain	*
		HierarchyDepth
		RPG Type	*
Practice	N/A	IdChain	*
		NameXX	*
		NameChain	*
		HierarchyDepth
		RPG Type	*
Group	N/A	IdChain	*
		NameXX	*
		NameChain	*
		HierarchyDepth
		RPG Type	*
Resource (Contact)	N/A	External Resource
		Full Name
		Is Resource
		Is Resource Active
		Last Date
		Mailing City
		Mailing Country
		Mailing State/Province
		Resource Role
		Salesforce User ID
		Start Date
		Work Calendar
		Department
	→ Resource → Salesforce User	Name
		Full Photo URL
Skill	N/A	Name (Multivalue field)