PSA Utilization Analytics Capacity and Demand Planning Dashboard

The PSA Utilization Analytics Capacity and Demand Planning enables you to:

  • View demand and capacity by Role, Region, Practice or Group.
  • View a breakdown of capacity for your selected date range by Assigned, Held Requests, Unheld Requests and Available Capacity.
  • View resources and their capacity hours for your selected date range and role.
  • Drill through to view details of resources in PSA.

This dashboard is created as part of the PS Cloud Advanced Analytics app and displays data from the Utilization Results dataset and is designed to be embedded in the PSA Resource Management workspace. For more details of the fields used by the PSA Utilization Analytics Capacity and Demand Planning dashboard, see Utilization Results Dataset PS Cloud Analytics Output Fields and Adding the PSA Utilization Analytics Capacity and Demand Planning, and PSA Skills Capacity and Demand Planning Dashboards to the Resource Management Workspace.

Prerequisites

To enable demand modeling, you must specify the threshold values in ascending order in your PSA utilization setup record. For more information, see Utilization Setup Fields.

PSA Utilization Analytics Capacity and Demand Planning Dashboard Guide

PSA Utilization Analytics Capacity and Demand Planning dashboard schematic highlighting the key elements of the dashboard

PSA Utilization Analytics Capacity and Demand Planning Dashboard Elements

Element Number

Name

Description

Calculation

Referenced Calculation

Source Dataset

1. View By Picker

Defines the type of data displayed in the heat map.

Role Displays data by role. Utilization Results Dataset PS Cloud Analytics Output Fields
Region Displays data by region.
Practice Displays data by practice.
Group Displays data by group.
2. Time Grouping Picker Defines the time grouping for the data displayed in the heat map. Day Date
Time Period (Week) Time Period = Week
Time Period (Month) Time Period = Month
3. Hours Picker Defines the hours data displayed in the heat map. Assigned = Billable Assignment Hours + Credited Assignment Hours + Non Billable Assignment Hours + Time Excluded Assignment Hours + Utilization Excluded Assignment Hours Displays assigned hours based on the calculation.
Assigned + Held = Billable Assignment Hours + Credited Assignment Hours + Non Billable Assignment Hours + Time Excluded Assignment Hours + Utilization Excluded Assignment Hours + Held Resource Request Hours + Utilization Excluded Held RR Hours Displays assigned hours + held hours based on the calculation.
Assigned + Held + Unheld = Billable Assignment Hours + Credited Assignment Hours + Non Billable Assignment Hours + Time Excluded Assignment Hours + Utilization Excluded Assignment Hours + Held Resource Request Hours + Utilization Excluded Held RR Hours + Unheld Resource Request Hours + Utilization Excluded Unheld RR Hours Displays assigned hours + held hours + unheld hours based on the calculation.
Held = Held Resource Request Hours + Utilization Excluded Held RR Hours Displays held hours based on the calculation.
Unheld = Unheld Resource Request Hours + Utilization Excluded Unheld RR Hours Displays unheld hours based on the calculation.
4. Demand Modeling

Applies weighting by opportunity probablility % to your unheld demand hours.

Not applicable Not applicable

Opportunity Threshold (%) filters out any unheld hours on resource requests where the probability percentage of the associated opportunity is below the selected value. For example, if you select 40+, then only unheld hours where the associated opportunity probability percentage on the resource request is greater than 40% are included. Threshold values are taken from the latest utilization run, and range from 0-100%. For more information, see Utilization Setup Fields.

A maximum of six opportunity threshold values are available. None
Opportunity Weighting defines if the probability percentage of the associated opportunity is applied to the unheld hours. For example, if a resource request has 120 unheld hours and the associated opportunity has a probability percentage of 60%, the weighted unheld hours would be calculated as 120*0.6 = 72 hours

No = ValueHoursAtThresholdValues(1-6) where the number represents the opportunity threshold value.

Yes = ValueWeightedHoursAtThresholdValues(1-6) where the number represents the opportunity threshold value.

None
5. Heat Map

Displays the distribution of remaining capacity for the value selected in the view by picker (1).

Remaining capacity = 1 - (sum(Hours) / sum(Calendar Hours), 2)

Hours used are defined by the value selected in the hours picker (3).

Hours = Resource Utilization Hours

 

Calendar Hours = Resource Calendar Hours
6. Remaining Capacity Legend

Color code for the heat map that indicates the ranges of remaining capacity.

Note:

You can change the range values, colors, and quantity in edit mode.

Not applicable Not applicable
7. Resource Availability List

Details availability for all resources. Data is grouped by resource name and role and can be organized by any of the columns.

 Remaining Hours = Calendar Hours - Billable Assignment Hours - Credited Assignment Hours - Non Billable Assignment Hours - Time Excluded Assignment Hours - Utilization Excluded Assignment Hours - Held Resource Request Hours - Utilization Excluded Held RR Hours None
Billable Assignment Hours = Sum(Billable Assignment Hours) None
Credited Assignment Hours = Sum(Credited Assignment Hours) None
Non-Billable Assignment Hours = Sum(Credited Assignment Hours) None
Held Resource Request Hours = Sum(Held Resource Request Hours) None
Calendar Hours = Sum(Calendar Hours) None
Time Excluded Assignment Hours = Sum(Time Excluded Assignment Hours) None
Utilization Excluded Assignment Hours = Sum(Utilization Excluded Assignment Hours) None
Utilization Excluded Held RR Hours = Sum(Utilization Excluded Held RR Hours) None

Managing Filters

By default, the filters panel is displayed in this dashboard. You can toggle between hiding and displaying the filters panel by clicking Filter.. To change a filter selection, ensure the filter panel is displayed in the dashboard. Hiding the filter panel also hides the drop-down menus from the cards that have them enabled.

To filter by date range, select the time period you want to view data for. By default, a date range covering the next 90 days is selected. 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.

Demand Modeling Filters

You can display unheld hours data using the following filters:

  • Opportunity Threshold (%): Filters out any hours on resource requests for unheld hours, where the opportunity probability percentage is below the lower limit of the selected range. For example, if you select 40+, then only unheld hours where the associated opportunity probability percentage on the resource request is greater than 40% are included. The available range is 0-100%.
  • Opportunity Weighting: defines if the probability percentage of the associated opportunity is applied to the unheld hours. For example, if a resource request has 120 unheld hours and the associated opportunity has a probability percentage of 60%, the weighted unheld hours would be calculated as 120*0.6 = 72 hours

Region, Practice and Group Filters

You can display data by region, practice, and group based using the following filters:

  • Region Level: select the Regional Level you want to filter your data by. Selections here determine the region options displayed under "Region".
  • Region: select the Region you want to filter your data by.
  • Practice Level: select the Practice Level you want to filter your data by. Selections here determine the practice options displayed under "Practice".
  • Practice: select the Practice you want to filter your data by.
  • Group Level: select the Group Level you want to filter your data by. Selections here determine the practice options displayed under "Group".
  • Group: select the Group you want to filter your data by.
  • Role: view your scheduled utilization data by grouping it according to the roles of the assigned resources.
  • Resource: view your scheduled utilization data by grouping it according to your available resources.
Note:

RPG hierarchies in the RPG filters are only displayed to the levels for which data is available.

Full Time Equivalent (FTE)

You can view values for the Remaining FTE and Total FTE on the tooltip for the Available Capacity (%) by Role heatmap chart. These tooltip values are obtained for each resource, and then calculated based on the heatmap's chosen groupings using the following calculations:

Note:

If you calculate against groups of resources, you will get different results than displayed on the tooltip.

Tooltip

Time Period

Dashboard Calculation

Dataset

Remaining FTE By day Hours Remaining / (ValueStandardWorkCalendarHours * Unique Days) Utilization Results
Total FTE By day Calendar Hours / ValueStandardWorkCalendarHours Utilization Results
Hours Remaining By day Calendar Hours - Hours Used Utilization Results
Hours Used for Assigned By day ValueBillableAssignmentHours + ValueCreditedAssignmentHours + ValueNonBillableAssignmentHours + ValueTimeExcludedAssignmentHours + ValueUtilizationExcludedAssignmentHours Utilization Results
Hours Used for Held By day ValueHeldResourceRequestHours + ValueUtilizationExcludedHeldRRHours Utilization Results
Unheld hours (when Opportunity Weighting is selected) By day ValueResourceRequestSOWHours Project Reporting
Unheld hours (when Opportunity Weighting is not selected) By day ValueResourceRequestWeightedSOWHours Project Reporting
Total FTE By week

Calendar Hours / (ValueStandardWorkCalendarHours * Unique Days)

 

Note:

Unique Days being the distinct days a resource has worked during a particular chosen time period.

Utilization Results
Remaining FTE By week Hours Remaining / (ValueStandardWorkCalendarHours * Unique Days) Utilization Results
Total FTE By month Calendar Hours / (ValueStandardWorkCalendarHours * Unique Days) Utilization Results
Remaining FTE By month Hours Remaining / (ValueStandardWorkCalendarHours * Unique Days) Utilization Results

Editing Dashboard Elements

You can edit some of the elements displayed in the dashboard, according to your reporting and presentational requirements.