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 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 . 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.