PSA_Analytics_Setup__c

Label: PS Cloud Analytics Setup

Used to create a PS Cloud Core Analytics app. This object contains details of the data required for the app and any object sharing or permission controls applied to it.

Field Name	Field Label	Created in Version	Description	Type	Default Value
Active__c	Active	Summer 2022	Indicates the PS Cloud Analytics Setup record used to create the PS Cloud Core Analytics app. You can only have one active PS Cloud Analytics Setup record.	Checkbox	false
Additional_Contact_Field_API_Names__c	Additional Contact Field API Names	Summer 2022	Stores the API names of additional fields from the Contact object in the Billings, Capacity, Utilization, and Utilization Results datasets in the PS Cloud Core Analytics app.	LongTextArea(131072)
Additional_Contact_Fields__c	Additional Contact Fields	Summer 2022	Stores additional fields from the Contact object in the Billings, Capacity, Utilization, and Utilization Results datasets in the PS Cloud Core Analytics app. Encrypted and multi-select picklist fields are not supported. Assign read-access permission to the Integration User to add user-generated additional fields to these datasets.	LongTextArea(131072)
Additional_Milestone_Field_API_Names__c	Additional Milestone Field API Names	Summer 2023	Stores the API names of additional fields from the Milestone object in the Billings, Project Reporting, and Revenue Forecast datasets in the PS Cloud Core Analytics app.	LongTextArea(131072)
Additional_Milestone_Fields__c	Additional Milestone Fields	Summer 2023	Stores additional fields from the Milestone object in the Billings, Project Reporting, and Revenue Forecast datasets in the PS Cloud Core Analytics app. Encrypted and multi-select picklist fields are not supported. Assign read-access permission to the Integration User to add user-generated additional fields to these datasets.	LongTextArea(131072)
Additional_Project_Field_API_Names__c	Additional Project Field API Names	Summer 2022	Stores the API names of additional fields from the Project object in the Backlog, Billings, Project Reporting, Revenue Forecast, and Total Project Margin (Workspace) datasets in the PS Cloud Core Analytics app.	LongTextArea(131072)
Additional_Project_Fields__c	Additional Project Fields	Summer 2022	Stores additional fields from the Project object in the Backlog, Billings, Project Reporting, Revenue Forecast, and Total Project Margin (Workspace) datasets in the PS Cloud Core Analytics app. Encrypted and multi-select picklist fields are not supported. Only user-generated dimension fields can be added to the Project Reporting dataset. Assign read-access permission to the Integration User to add user-generated additional fields to these datasets.	LongTextArea(131072)
Additional_Resource_Change_API_Names__c	Additional Resource Change API Names	Summer 2023	Stores the API names of additional fields from the Resource Change object in the Utilization Results datasets in the PS Cloud Core Analytics app.	LongTextArea(131072)
Additional_Resource_Change_Fields__c	Additional Resource Change Fields	Summer 2023	Stores additional fields from the Resource Change object in the Utilization Results datasets in the PS Cloud Core Analytics app. Encrypted and multi-select picklist fields are not supported. Assign read-access permission to the Integration User to add user-generated additional fields to these datasets.	LongTextArea(131072)
Backlog_Selected__c	Backlog	Winter 2023	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.	Checkbox	true
CS_Cloud_Selected__c	DEPRECATED: CS Cloud	Winter 2023	This field is obsolete. If selected, creates the CS Cloud Customer Success Manager dashboard in the PS Cloud Core Analytics app.	Checkbox	false
Fiscal_Year_Start_Month__c	Fiscal Year Start Month	Summer 2022	Indicates the month set as the start of your fiscal year. The default option is January.	Picklist: April August December February January July June March May November October September
Object_Sharing__c	Object Sharing	Summer 2022	If selected, the object sharing model applied to the Project and Opportunity objects in your org is used to control the data displayed to users in the Backlog, Billing, and Project Reporting datasets.	Checkbox	false
Permission_Controls_Enabled__c	Revenue Forecasting Permission Controls	Summer 2022	If selected, applies permission controls from PSA to the Revenue Forecast dataset and dashboard in the PS Cloud Core Analytics app.	Checkbox	false
Project_Margin_Selected__c	Project Margin	Summer 2022	If selected, creates the Project Margin 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.	Checkbox	false
Revenue_Forecast_Selected__c	Revenue Forecast	Summer 2022	If selected, creates the Revenue Forecast dataset and Revenue Forecast dashboard in the PS Cloud Core Analytics app.	Checkbox	false
Revenue_Management_Selected__c	Revenue Management Fields	Summer 2022	If selected, adds data derived from Revenue Management to the Project Reporting dataset in the PS Cloud Core Analytics app.	Checkbox	false
Services_CPQ_Selected__c	Services CPQ	Summer 2022	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 Services CPQ Estimator and Estimate Manager dashboards in the PS Cloud Core Analytics app.	Checkbox	false
Task_Time_Selected__c	Task Time	Summer 2023	If selected, adds Task Time data to the Project Reporting dataset in the PS Cloud Core Analytics app.	Checkbox	false
User_Generated_Field_Label_Suffix__c	User-Generated Field Label Suffix	Summer 2022	Add a suffix to your user-generated fields in the format: "My Project Field [ProjectCustomField]". This indicates that they are additional fields created by the user, and which object they come from.	Checkbox	false
Utilization_Calculation_Type__c	Utilization Calculation Type	Winter 2023	If Utilization Setup is selected, creates the Utilization Results dataset. If Utilization Calculation is selected, creates data in the Capacity and Utilization dataset. If Both Calculation Types (for migration purposes) is selected, creates the Utilization Results, Utilization Summary/Detail and Utilization datasets. For information about the dashboards and apps that can be created from these datasets, see the Business Analytics Help.	Picklist: Both Calculation Types (for migration purposes) Utilization Calculation Utilization Setup
Utilization_Results_Hierarchy_Mode__c	Utilization Results Hierarchy Mode	Spring 2024	Sets how the hierarchy is determined between the current user and resources.	Picklist: ManagerId ReportsToId UserRoleId
Utilization_Results_Permission_Controls__c	Utilization Results Permission Controls	Spring 2024	If selected, applies permission controls from PSA to the Utilization Results dataset and dashboard in the PS Cloud Core Analytics app.	Checkbox	false
Utilization_Results_Security_Mode__c	Utilization Results Security Mode	Spring 2024	Detmines the security mode to apply to the Utilization Dataset	Picklist: Hierarchy Individual
Utilization_Results_Selected__c	DEPRECATED: Utilization Results	Summer 2022	This field is obsolete. It was used to create the Utilization Result dataset and the Utilization Analytics dashboard in the PS Cloud Core Analytics app. This can still be performed by selecting the Utilization Result option in the Utilization Calculation Type section.	Checkbox	false