Embedding PS Cloud Core Analytics Dashboards in a Lightning Page

To embed the PSA Project Overview 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 Overview.
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. In the component properties, select "PSA Project Overview" from the Dashboard field.
9. Set the height for this embedded dashboard. We recommend you use 400 pixels for this setting.
10. Expand the Dashboard Filters section.
11. Click Filter Builder, then click + Add Dashboard Filter.
12. Select the Project Reporting dataset.
13. Select the Project ID dataset field.
14. Select the Equals operator.
15. Select the Record ID object field, then click OK.

16. Repeat steps 12 - 15 two more times, making the following selections:

    • Billings dataset at step 12
    • Revenue Forecast dataset at step 12

    You should now have three filters set.

17. Deselect Show Share.
18. Deselect Show Title.
19. In Open Dashboard, select In Analytics Tab.
20. Click OK.

To embed the PSA Project Billings 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 Billings.
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. In the component properties, select PSA Project Billings from the Dashboard field.
9. Set the height for this embedded dashboard. We recommend you use 800 pixels for this setting.
10. Expand the Dashboard Filters section.
11. Click Filter Builder, then click + Add Dashboard Filter.
12. Select the Project Reporting dataset.
13. Select the Project ID dataset field.
14. Select the Equals operator.
15. Select the Record ID object field, then click OK.
16. Deselect Show Share.
17. Deselect Show Title.
18. In Open Dashboard, select In Analytics Tab.
19. Click OK.

The following options are available to embed the PSA Revenue Forecast dashboard in the Revenue Forecasting Workspace.

Before running the configuration wizard to create the PSA Revenue Forecast dashboard and the Revenue Forecast dataset, you must carry out the following steps in the Revenue Forecasting Workspace:

• Create Revenue Forecast Version
• Recalculate Revenue Forecast

For more information on how to perform these tasks, see Revenue Forecasting Overview.

1. From Setup, navigate to the Lightning App Builder.
2. Navigate to the Revenue Forecasting Workspace.
3. Click Clone to create and open a copy of the Revenue Forecasting 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 the PSA Revenue Forecast dashboard.
   

Alternatively, you can embed the dashboard using the following steps:

1. Navigate to the Revenue Forecasting Workspace from the App Launcher.
2. Click Setup | Edit Page.
3. Perform steps 4-6 described above to add the PSA Revenue Forecast dashboard to the page. This creates a version of the workspace with your changes applied to it.
   

Video Tutorial

To embed the PSA Utilization Analytics dashboard 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.
   

1. Select the CRM Analytics Dashboard to open its configuration panel.
2. Search for and select the PSA Revenue Forecast dashboard to display.
3. Set the height for this embedded dashboard. We recommend you use 1200 pixels for this setting.

1. Select the Analytics Dashboard to open its configuration panel.
2. Search for and select the PSA PSA Utilization Analytics dashboard to display.
3. Set the height for this embedded dashboard. We recommend you use 1090 pixels for this setting.