PSA Capacity Dashboard

The PSA Capacity dashboard enables you to:

  • View the Remaining Hours percentage KPI.
  • View the Scheduled Hours percentage KPI.
  • View the PSA scheduled utilization.
  • Calculate the total capacity hours data.
  • Group the data to view the remaining capacity availability.

This dashboard is created as part of the PS Cloud Advanced Analytics app and displays data from the Capacity dataset. For more details of the fields used by the PSA Capacity dashboard, see Capacity Dataset PS Cloud Analytics Output Fields.

PSA Capacity Dashboard Guide

The PSA Capacity dashboard displays:

  • Data for the current fiscal quarter by default
  • Only current region, practice and group values for resources

PSA Capacity dashboard schematic highlighting the key elements of the dashboard.

PSA Capacity Dashboard Elements

Element Number

Name

Description

Calculation

Referenced Calculation

Source Dataset
1. View By Picker for Capacity By RPG Bar Chart

Defines the data displayed in the Capacity By RPG bar chart.

Note: You can only select the region, practice, or group that the calculation is run by. For example, if the calculation is run by region, you cannot select practice or group.

 Capacity grouped by resource region and selected level. None Capacity Dataset PS Cloud Analytics Output Fields
Capacity grouped by resource practice and selected level. None
Capacity grouped by resource group and selected level. None
2. Utilization By RPG Bar Chart Displays the total remaining and scheduled hours for the value selected in the view by picker (1). Region = Total Capacity Hours grouped by Region Level 00 and Region Level 01 and Capacity Type, filtered by Time Period Type = Week, Month, or Quarter and Has Resource = No, where RHierarchyDepth = 01, Region Level 00 ≠ N/A, and Utilization End Date = This fiscal quarter. Data displayed responds to selections. None
Practice = Total Capacity Hours grouped by Practice Level 00 and Practice Level 01 and Capacity Type, filtered by Time Period Type = Week, Month, or Quarter and Has Resource = No, where RHierarchyDepth = 01, Region Level 00 ≠ N/A, and Utilization End Date = This fiscal quarter. Data displayed responds to selections. None
Group = Total Capacity Hours grouped by Group Level 00 and Group Level 01 and Capacity, filtered by Time Period Type = Week, Month, or Quarter and Has Resource = No, where RHierarchyDepth = 01, Region Level 00 ≠ N/A, and Utilization End Date = This fiscal quarter. Data displayed responds to selections. None
3. Capacity KPIs Total remaining hours and scheduled hours as a percentage. Remaining Hours = Total Remaining Hours / Total Capacity Hours

None
Scheduled Hours = Total Scheduled Hours / Total Capacity Hours None
4. Capacity Time Period Stacked Chart Displays total remaining hours and total scheduled hours by month. Total Remaining Hours and Total Scheduled Hours grouped by month and value selected in the view by picker (1). None
5. View By Picker for Capacity By Resource, Role, or Skills Bar Chart Defines the data displayed in the Capacity By resource, role, or skills bar chart. Resource Displays data by resource.
Role Displays data by role.
Skills Displays data by skills.
6. Capacity By Resource, Role, or Skills Bar Chart Displays the total remaining and scheduled hours for the value selected in the view by picker (5). Total Remaining Hours and Total Scheduled Hours grouped by Resource Name, Role Name, or Skill Type. None
7. Requested Hours vs. Capacity by Role - Level 01 Bar Chart Displays a comparison between requested hours (unheld hours on resource requests) and remaining capacity by level 1 roles. Total Requested Hours and Total Capacity Hours at Role Level 01, grouped by Utilization End Date = Year-Month and Resource Role, filtered by Capacity Subtype = Remaining, and Has Resource = Yes, or Capacity Subtype = Unheld Hours, Utilization End Date = This fiscal quarter, and Utilization Time Period Type = Month. None

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

  •  Utilization Calculation: select the utilization calculation you want to view data for. You can select multiple utilization calculations to visualize in the dashboard charts. By default, only utilization calculations with the field Is Report Master selected are available for selection. If you want to display utilization calculations that doesn't have the field Is Report Master selected, you need to manually edit the step for this filter in Analytics Studio.
    • Time Period Type: select the time period type you want to group the data by. Only the time period types available for the selected utilization calculation are displayed. For example, if you create and select a calculation that uses both weekly and monthly time period types, you can only select between those two time period types for this filter.
  • 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.
  • Type: select the type of capacity hours you want to view data for.
  • Resource Region: select the region, according to your PSA region associated with the resource, practice, and group settings, you want to view data for.
  • Resource Practice: select the practice, according to your PSA region associated with the resource, practice, and group settings, you want to view data for.
  • Resource Group: select the group, according to your PSA region associated with the resource, practice, and group settings, you want to view data for.
  • Resource: select the resource 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.
  • Skill: view your scheduled utilization data by grouping it according to the skills the assigned resources have. You can also select All to view data from all scheduled utilization.

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