Utilization Analytics Dashboard

The Utilization Analytics dashboard displays data from the Utilization Analytics dataset. By default, this dashboard displays data for all time periods.

The dashboard is available in the following apps:

This dashboard enables you to:

Prerequisites

You must use the Winter 2021 release of Business Analytics to create this dashboard using the PSA Analytics Embedded Dashboards app. For more information on configuring embedded dashboards in PSA Analytics, see Configuring Embedded Dashboards in PSA Analytics.

Select whether to display your data as Actual or Scheduled. Your selections determine the data available to filter below.

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

  • Date: select the time period you want to view data for. 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.
  • Included Hours: select the type of hours you want to view data for.
  • Resource: select the resource by name whose related scheduled utilization you want to view the data for. You can also select All to view data from all scheduled utilization.
  • Role: view your scheduled utilization data by grouping it according to the roles the assigned resources have. You can also select All to view data from all scheduled utilization.
  • RPG Level: select the RPG hierarchy level you want to filter your data by. Selections here determine the region options displayed under "Region", "Practice", and "Group".
  • Region: select the region, according to your PSA region associated with the resource, practice, and group settings, you want to view data for.
  • Practice: select the practice, according to your PSA region associated with the resource, practice, and group settings, you want to view data for.
  • Group: select the group, according to your PSA region associated with the resource, practice, and group settings, you want to view data for.

Utilization Analytics Dashboard Charts

The Utilization Analytics and Utilization Analytics (Embedded) dashboards contain the following charts:

 

Chart

Type

 

Description
Regions, Practices, Groups, Resources and Resource Roles Bar comparison chart Enables you to compare the sum of actual or scheduled and calendar hours by region, practice, group, resource, or resource role. You can use the drop-down menu to switch between displaying the Utilization by Regions, Practices, Groups, Resources or Resource Roles.

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