Embedding PS Cloud Advanced Analytics Dashboards in a Lightning Page

Some of the dashboards within PS Cloud Advanced Analytics have been optimized to be embedded in any Lightning page or app as follows:

PS Cloud Advanced Analytics Dashboards and Recommended Embedding Locations

Dashboard

Recommended Embedding Locations
PSA Project Burnup Plus Project record page
PSA Project Scheduling Risk
PSA Utilization Analytics Capacity and Demand Planning Resource Management Workspace
PSA Skills Capacity and Demand Planning
Total Project Margin (Workspace) Project Management Workspace

To embed the PSA Project Burnup Plus dashboard in Lightning we recommend you create a new tab in the Project Lightning Page layout:

  1. From Setup | Object Manager | Project | Lightning Record Pages, open the Project Lightning Page.
  2. Click Clone to create and open a copy of the Project Lightning Page in the editor.
  3. Select the details tab component, then click Add Tab to create a new details tab.
  4. Click the new details tab to edit it and change the tab label to custom.
  5. Name your custom label Project Burnup Plus.
  6. In the components panel search for the CRM Analytics Dashboard.
  7. Drag and drop the CRM Analytics Dashboard component to the new tab.
  8. Click OK.

To embed the these dashboards in the Resource Management Workspace:

  1. From Setup, navigate to the Lightning App Builder.
  2. Navigate to the Resource Management Workspace.
  3. Click Clone to create and open a copy of the Resource Management Workspace in the editor.
  4. In the components panel search for the CRM Analytics Dashboard.
  5. Drag and drop the CRM Analytics Dashboard component to the new tab.
  6. In the dashboard panel, navigate to your required dashboard.

Configuring the Dashboard Component

After the Analytics dashboard component is added to a new tab, you need to customize the component to display your data.

  1. Select the CRM Analytics Dashboard to open its configuration panel.
  2. Search for and select the PSA Project Burnup Plus (Embedded) dashboard to display.
  3. Set the height for this embedded dashboard. We recommend you use 720 pixels for this setting.
  4. Expand the Dashboard Filters section .
  5. Click Filter Builder, then click + Add Dashboard Filter.
  6. Select the Billings dataset.
  7. Select the Project ID dataset field.
  8. Select the Equals operator.
  9. Select the Record ID object field, then click OK.

Finally, we recommend you apply the following settings to the CRM Analytics Dashboard component:

  • Deselect Show Sharing Icon
  • Deselect Show Title
  • [PSA Project Burnup Plus dashboard only] Deselect Show Header.
  • Select Open Links in New Window
  • Select Hide on Error
  • Select Disable open dashboard feature from the drop-down menu in Open Dashboard.

Saving and Activating Your Embedded Dashboard

To finish the embedding setup process, you must save and activate the Lightning Page:

  1. Click Save.
  2. Click Activate. You can now rename the copy of your app and select a different icon.
  3. Click Lightning Experience. From the duelling picklist, select the location in your org you want the app to appear.
  4. Click Save. You can now access your workspace and embedded app from your selected location.

Configuring Workspace Permissions

After creating your new workspace with your embedded dashboard, you must remove any permissions relating to the original workspace and then assign permission to the new workspace, using the appropriate permission sets.

For more information on Lightning App Builder, including how to clone or create a Lightning page and add components, see the Salesforce Help.