New Features and Enhancements in PSA Analytics Spring 2022

The following new features have been introduced in the Spring 2022 release of PSA Analytics:

Services CPQ Reporting

From Spring 2022, you can report on data derived from your Services CPQ data environment. The option to add this data appears in the PSA Analytics configuration wizard. For more information, see Configuration Wizard Settings. This feature requires the Services CPQ Analytics Integration User Read Access permission set, and a Services CPQ license. For more information, see PSA Analytics Permission Sets and Licensing.

Services CPQ Dashboards

We have created the following dashboards to enable you to visualize your Services CPQ data in PSA Analytics:

Project Reporting Dataset Enhancements

Project Hierarchy Levels

In this release, we have enhanced the Project Reporting dataset to include records associated with projects from all available hierarchy levels. Previously, this dataset included only project-related records derived from parent projects with a hierarchy depth of zero.

Following the removal of this hierarchy depth, you might experience duplicated values when viewing data derived from the Project Reporting dataset.

This is because child project values are rolled up to the parent project level in your PSA data environment, but are displayed separately in PSA Analytics lenses if the following conditions apply when creating a lens from the Project Reporting dataset:

To avoid viewing duplicated data, we recommend adding a filter to your lens with the following settings:

Field: Project Hierarchy Depth

Operator: Equals 0 (Parent projects only), or 1 (child projects).

New Project Reporting Objects

The Project Reporting dataset has been augmented with data derived from the following objects from PSA and Services CPQ:

For more information on these input fields, seeProject Reporting Flow PSA Input Fields. For more information on the fields created in the Project Reporting dataset using these input fields,Project Reporting Dataset PSA Analytics Output Fields.

Revenue Recognized and Cost Amortized for Projects

If you use Revenue Management, you can now include revenue recognition values for projects in your PSA Analytics app. The Project Reporting dataset can now include the amount of revenue that has been recognized to date and the amount of cost that has been amortized for each project. It can also include total values if you recognize revenue and amortize costs on lower-level business records, for example, milestones or timecards. The values are stored in the following fields:

These are populated from the fields defined in the Revenue Management settings record for the Project object. For more information, see Project Reporting Dataset PSA Analytics Output Fields.

For more information about how to enable this feature, see Revenue Recognized and Cost Amortized for Projects.

Note:

Revenue Management does not automatically sum values from lower-level records in the total fields on the project. If you want to include the totals, you must create a custom process in Revenue Management that populates the fields.

Demand Modeling

Demand modeling is now available in the Skills Capacity and Demand Planning dashboard. This enhancement enables you to estimate a realistic number of future resource hours demanded by customers.

To support this feature, the following filters have been added to this dashboard:

For more information, see Skills Capacity and Demand Planning Dashboard.

Revenue Forecast User Permission Controls

From this release, you can apply user permission controls linked to the following objects in your PSA data environment to the Revenue Forecast dataset during its creation:

To enable this, the following PSA objects and fields are now digested in the dataflow:

Revenue Forecast Dataset Spring 2022 Input Fields

Object

Field Label

API Name
Permission Control End Date pse__End_Date__c
Group pse__Group__c
Opportunity pse__Opportunity__c
Practice pse__Practice__c
Project pse__Project__c
Region pse__Region__c
Resource pse__Resource__c
Revenue Forecast Version View pse__Forecast_View__c
Revenue Forecast Version Adjust pse__Forecast_Edit__c
Start Date pse__Start_Date__c
User pse__User__c

These new input fields are used to filter the data displayed in the Revenue Forecast dataset and dashboard according to which user views it, mirroring the user permission controls applied to these fields in your PSA data environment.

For more information on how these input fields are processed in the dataflow, see Revenue Forecast Flow Intermediate Processing.

Enabling this feature is an optional step contained in the PSA Analytics configuration wizard. For more information see Creating an App from the PSA Analytics Template.

We recommend you do not reconfigure your PSA Analytics app if the following conditions apply: