Refer to the following table and its linked
- Licensing
- Supported environment
- Prerequisites and configuration
- How to generate apps
You should be signed in as an administrator, or equivalent, to complete these tasks.
We recommend you that you complete the tasks in the order shown. All tasks are mandatory unless marked as [Optional].
|
Step |
Task |
Related Help Topic |
|---|---|---|
| 1 | If your org is configured to support multiple currencies, ensure that the Integration User's currency is set to your corporate (dual) currency. | See the Salesforce Help. |
| 2 |
Ensure that the following packages are installed in your org:
|
Supported Environment |
| 3 | Ensure that Analytics is enabled in your org. If this is not enabled contact your Onboarding Team to raise a case with Salesforce. | Supported Environment |
| 4 | Ensure that null measure handling is selected in your org. If this is not enabled contact your Onboarding Team to raise a case with Salesforce. | Null Measure Handling in PSA Analytics |
| 5 | Create a read access permission set for the Skill / Certification Rating and Contact objects and assign this to the Integration User. | PSA Analytics Permission Sets |
| 6 | Assign required permission sets and licenses to the Integration User. |
|
| 7 | Assign required permission sets and licenses to the Admin User. |
|
| 8 | Assigned required permission sets and licenses to the View User. |
|
| 9 | Prepare Backlog calculations. | Preparing the Backlog Calculations |
| 10 | Prepare Utilization calculations. | Preparing the Utilization Calculations |
| 11 | [Optional] Prepare Utilization Analytics calculations. | Preparing the Utilization Analytics Calculations |
| 12 | [Optional] Create Data for the Revenue Forecast dataset. | Preparing the Data for the Revenue Forecast Dataset |
| 13 | [Optional] Create Data for the Project Margin dataset. | Preparing the Data for Project Margin |
| 14 | [Optional] Create data for Forecasts. | Preparing the Data for Forecasts |
| 15 | Ensure you have data in the required objects in your PSA data environment. | Preparing the Data Environment for PSA Analytics |
| 16 | Run the configuration wizard. | Creating an App from the PSA Analytics Template |
| 17 | Update your datasets by scheduling your required dataflow. | Creating an App from the PSA Analytics Template |