PSA Project Billings Dashboard

The PSA Project Billings dashboard enables you to:

  • View the total value available to bill for your project. This is a sum of timecards, milestones, expenses, and miscellaneous adjustments that are billable but have not yet been billed to the customer.
  • View an aging summary of the value available to bill for business records that ended up to 30, 60, 90, 120, 120+ days ago.
  • View a detailed breakdown of business records that are billable but have not yet been billed to the customer.

The dashboard is created as part of the PS Cloud Core Analytics app and displays data from the Project Reporting dataset. For more details of the fields used by the dashboard, see Project Reporting Dataset Output Fields.

We recommend you embed the dashboard on a new tab of your project Lightning page. For instructions on how to do this, see Adding the PSA Project Billings Dashboard to the Project Lightning Page.

Note:

The criteria used to determine when Available to Bill is true for the different business records are set out in Available to Bill Selection Criteria. A business record is only included in the dashboard's data if its Available to Bill field is true.

PSA Project Billings Dashboard Guide

The dashboard contains the following elements. All values are shown in project currency when the dashboard is embedded on the Project Lightning Page.

PSA Project Billings dashboard schematic highlighting the key elements of the dashboard.

PSA Project Billings Dashboard Elements

Element Number

Name

Description

Calculation
1 Available to Bill Bar Chart

Displays the total amount available to bill for timecards, milestones, expenses, and miscellaneous adjustments in your project.

You can facet the data displayed in the dashboard by clicking on the object types in this chart

This value is a sum of Amount Available to Bill (Project Currency) for timecards, milestones, expenses, and miscellaneous adjustments that are billable but have not yet been billed to the customer.

A business record is only included in this data if its Available to Bill field is true as determined by the criteria listed in Available to Bill Selection Criteria.
2

Aging Summary Bar Chart

Displays the values available to bill for business records that ended up to 30, 60, 90, 120, 120+ days ago.

This bar chart is configured to use conditional formatting.

Each bar shows the sum of the Amount Available to Bill (Project Currency) for timecards, milestones, expenses, and miscellaneous adjustments that are billable but have not yet been billed to the customer in the given aging bucket.

Aging starts from the following dates for the different types of business record:

  • Expense - Expense Date
  • Milestone - Actual Date
  • Miscellaneous Adjustment - Effective Date
  • Timecard Split - End Date

A business record is only included in this data if its Available to Bill field is true as determined by the criteria listed in Available to Bill Selection Criteria.
3 Available to Bill Detail

Provides a detailed view of the individual business records that are available to bill.

Drillable cells are highlighted in bold blue text.

End Date is derived from

the following dates for the different types of business record:

  • Expense - Expense Date
  • Milestone - Actual Date
  • Miscellaneous Adjustment - Effective Date
  • Timecard Split - End Date

A business record is only included in this data if its Available to Bill field is true as determined by the criteria listed in Available to Bill Selection Criteria.