Creating an App from the PS Cloud Core Analytics Template

You must be assigned the PS Cloud Analytics Admin permission set to create a new PS Cloud Core Analytics app.

To avoid errors in the creation of your app, we recommend you follow the steps described in Setting up PS Cloud Analytics Apps before creating it.

To create an app from the PS Cloud Core Analytics template, perform the following steps:

1. From the App Launcher, navigate to PS Cloud Analytics Setup.
2. Click New.
3. Configure your PS Cloud Analytics Setup record. For more information, see PS Cloud Analytics Setup Fields.
4. Click Save after entering your required configuration settings. This creates your PS Cloud Analytics Setup record. You must set this record to "Active" before you can use it to create a new PS Cloud Core Analytics app.
5. [Optional] Add any additional fields that you want to include in your app from the Project, Contact, Milestone, and Resource Change object in the Additional Fields section of your PS Cloud Analytics Setup record. To add or edit additional fields, see Adding and Editing Additional Fields.
6. Click Create.
   
7. Click Yes.

Your PS Cloud Core Analytics app is now created. You can check the progress of your app creation by clicking on the PS Cloud Analytics Setup record in the app creation confirmation message, or navigating to Setup | Auto-Installed Apps | Apps.

For more information about updating your PS Cloud Core Analytics app from the PS Cloud Core Analytics template, see Updating Your PS Cloud Core Analytics App.

Scheduling Dataflows For Your PS Cloud Core Analytics App

Dataflows are generated when you create your PS Cloud Core Analytics app. To keep your dataflows updated, you must set your own update schedule for them by performing the steps outlined below.

Warning: If you do not set an update schedule for your dataflows then the data displayed will not update.

Scheduling Dataflows as an Administrator

If you have administrator permissions, you can set your own schedule by following the steps below:

1. In Analytics Studio, click Data Manager.
2. Click Manage Dataflows.
3. Click the Dataflows tab.
4. Click | Schedule and enter your preferred date and time.

Scheduling Dataflows as a View User

If you have Analytics View Only Embedded license, and do not have any Analytics Platform license, you can schedule the dataflow by performing the following steps:

Note: If you have the Analytics View Only Embedded license, then you can select the Enable Data Sync and Connections option in Setup | Analytics | Settings.

1. Ensure that an administrator has added the Author Apex permission to the user profile.
2. Click Setup | Custom Code | Apex Classes.
3. Click Schedule Apex button.
4. Enter a suitable name.
5. Select the can_AnalyticsAppUpdateScheduler Apex class.
6. In the Schedule Apex Execution area:
   1. Select either Weekly or Monthly frequency. The options displayed changes based on the selection.
   2. Specify a Start and End date.
   3. Choose a preferred Start Time from the drop down list.
7. Click Save to save the schedule.

Note:  

• You can set multiple schedules for the same Apex class, so that the dataflows are scheduled to run every hour with this method.
• You can only pick one preferred start time per schedule, but you can create another schedule and pick a different preferred start time.
• This schedule for the Apex class updates the app and runs a dataflow if there is any new Salesforce data to be pulled into Analytics.
• During the app update, the dashboards embedded on the workspaces or the record pages are disabled. They are visible only after the app update is complete.

Assets Generated when you Create a PS Cloud Core Analytics App

Generated Assets

Package	App Template	Dataset	Dashboard
Foundations	PS Cloud Core Analytics	Backlog Billings Capacity Currency ISO Code Total Project Margin (Workspace) Project Reporting Resource Skills Revenue Forecast RPG Utilization Utilization Results	PSA Revenue Forecast PSA Utilization Analytics PSA Services CPQ Estimator PSA Services CPQ Estimate Manager PSA Project Billings PSA Project Burnup PSA Project Overview