PSA Skills Capacity and Demand Planning Dashboard

The PSA Skills Capacity and Demand Planning dashboard enables you to view available capacity by skill/certification, using data derived from the Project Reporting, Utilization Results, and Resource Skills datasets. This dashboard is designed to be embedded in the PSA Resource Management workspace. For more information, see Adding the PSA Utilization Analytics Capacity and Demand Planning, and PSA Skills Capacity and Demand Planning Dashboards to the Resource Management Workspace.

Data displayed in this dashboard can help you address the following operational and strategic business questions:

  • Do you have the right resources to deliver your project, based on their skillsets?
  • Do your resources have the necessary skills to meet demand?
  • How many resources do you have for a particular skill set, and what is their availability?
  • Should you fulfill demand with internal or external resources?
  • Where should you invest in longer-term development and growth, based on reporting trends?

This dashboard is created as part of the PS Cloud Advanced Analytics app.

Warning:

To ensure accurate data is displayed in this dashboard, we recommend that you synchronize your Utilization Analytics and PS Cloud Analytics dataflows to run as closely together as possible.

Prerequisites

In order to display a skill in the PSA Skills Capacity and Demand Planning dashboard, you must have at least one resource with a skill / certification rating of zero or higher in your PSA data environment for this skill. For more information, see Managing Skills, Certifications, and Experience for Resources.

PSA Skills Capacity and Demand Planning Dashboard

The PSA Skills Capacity and Demand Planning dashboard contains the following pages, charts, tables, local filters and components:

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

PSA Skills Capacity and Demand Planning Dashboard Elements

The PSA Skills Capacity and Demand Planning dashboard contains the following pages, tables, local filters and components:

PSA Skills Capacity and Demand Planning Dashboard Elements

Element Number

Name

Description

Calculation

Referenced Calculation

Source Dataset

1

Question picker for:

  1. Which skills have the least % availability? (Top 5)

  2. Which skills are in the highest demand? (Top 5)

  3. Show all skills capacity

Based on the selection of the question from the picker, Data will be updated on section 3 and 4 of the dashboard. 

 

Default Selection: Which skills have the least % availability? (Top 5)

See notes for 3 and 4.

  

Utilization Results+

Resource Skills +

Project Reporting

(filtered by object type=

‘Resource Requests’)

2

Demand Modeling

Apply hours weighting by opportunity probability % to your unheld demand hours by selecting from filters. 

      
 

Hours Included (Selection Filter):

      
 

Assigned

Applies this formula to Hours Used part of Capacity Remaining: calculation:BillableAssignmentHours + CreditedAssignmentHours + NonBillableAssignmentHours + TimeExcludedAssignmentHours + UtilizationExcludedAssignmentHours

  

Utilization Results
 

Assigned + Held

Applies this formula to Hours Used part of Capacity Remaining calculation:

Assigned(as above) + ValueHeldResourceRequestHours + ValueUtilizationExcludedHeldRRHours

  

Utilization Results
 

Assigned + Held + Unheld 

Applies this formula to Hours Used part of Capacity Remaining calculation:

Assigned + Held (as above)+ValueResourceRequestSOWHours  (no weighting applied)

OR ValueResourceRequestWeightedSOWHours(weighting applied)

*Unheld resource request hours may be weighted and/or limited by the Opportunity Weighting and Opportunity Threshold selections.

For more information, See section ‘Opportunity Weighting’

ValueResourceRequestSOWHours From Project Reporting dataset.
 

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%.

Applies a filter by  

ValueResourceRequestOpportunityProbability  to ValueResourceRequestSOWHours  (no weighting applied)

OR ValueResourceRequestWeightedSOWHours(weighting applied)

    
  Opportunity Weighting (Yes/No)

Applies the probability percentage of the associated opportunity as a weighting to unheld hours on resource requests.

Swaps in ValueResourceRequestSOWHours  (‘No’  selected)

OR ValueResourceRequestWeightedSOWHours(‘Yes’ selected)

To the Hours Used formula

See Hours Used definition in Hours Included section above

  

3

Bar chart:

Displays a bar chart indicating the distribution of capacity by skill or certification as a percentage value.

Which skills have the least % availability? (Top 5)

Skill,

Capacity Remaining (%) =1- (sum('Hours Used')/sum('Calendar Hours')

Hours Used: see ‘Hours Included’ section above.

Ordered by lowest capacity remaining, limit=5
  • Project Reporting
  • Utilization Results
   

Which skills are in the highest demand? (Top 5)

Skill, Hours Used

Hours Used: see ‘Hours Included’ section above

Ordered by highest hours used, limit=5
  • Project Reporting
  • Utilization Results
   

Show all skills capacity

Skill,

Capacity Remaining (%) =1- (sum('Hours Used')/sum('Calendar Hours')

Hours Used: 

see ‘Hours Included’ section above

Note: For All Skills.
  • Project Reporting
  • Utilization Results

4

Line chart:

Displays a line chart indicating the movement of capacity by skill or certification as a percentage value over time. You can filter the data displayed in the bar and line chart with the following drop-down selectors. To edit these questions, see Configuring Dashboard Questions.

Which skills have the least % availability? (Top 5)

This selector

Which skills are in the highest demand? (Top 5). 

Show all skills capacity. 

  

Which skills have the least % availability? (Top 5). 

This selector filters the top five skills with the lowest overall value of remaining capacity for your selected date range.

Capacity Remaining (%)

=1- (sum('Hours Used')/ sum('Calendar Hours')

Hours Used: 

see ‘Hours Included’ section above.

Note: For Least available 5 skills only.

Utilization Results
   

Which skills are in the highest demand? (Top 5)

This selector filters the top five skills with the highest value of requested overall hours.

Date('Date_Year', 'Date_Month', 'Date_Day') /

Hours Used

see ‘Hours Included’ section above.

Note: For top 5 skills only.
  • Project Reporting
  • Utilization Results
   

Show all skills capacity

This selector displays the remaining capacity for all skills.

Capacity Remaining (%)

1-(sum('Hours Used')/sum('Calendar Hours') / Date('Date_Year', 'Date_Month', 'Date_Day').

Hours Used: 

see ‘Hours Included’ section above

Note: For all skills.
  • Project Reporting
  • Utilization Results

5

View by picker

Based on the selection from the picker, Data will be re-grouped on section 7 of the dashboard. 

Skill

Skills/Certification Name

 

Resource Skills dataset
   

Skill + Resource

Resource Name + Skills/Certifcation Name

 
   

Skill + Role

Skills/Certifcation Name + Role from Utilization Results (for unheld)

Or

Role from Project Reporting where Object type=Resource Request Role from Resource records in Utilization Results.
  • Project Reporting
  • Resource Skills dataset
  • Utilization Results

6

Time grouping

Based on the selection from the picker for the date display type, Data will be re-grouped on 7 of the dashboard.

Day

Date('Date_Year', 'Date_Month', 'Date_Day')

Utilization Results
   

Time Period (Week)

TimePeriodWeek

Utilization Results
   

Time Period (Month)

TimePeriodMonth

Utilization Results

7

Heat map of skills remaining capacity

Displays a heatmap indicating the distribution of capacity by skill or certification. 

This chart is faceted by the bar and line charts displayed above it. 

(Item 5)You can filter the data displayed in this chart with the following drop-down selectors:

SkillSkill + ResourceRole + Skill

(Item 6) You can also apply the following time groupings to the data displayed in the heat map chart:

Time Period Week Time Period Month Day.

Please refer to 8 (Tooltip) for details.

Please refer to8 (Tooltip) for details.
  • Project Reporting
  • Utilization Results

8

Tooltip

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

 Remaining FTE (By Day)

Hours Remaining / (Standard  Work Calendar Hours * Unique Days)

Utilization Results
      Total FTE (By Day)

Calendar Hours / Standard Work Calendar Hours

 
      Hours Remaining (By Day)

Calendar Hours - Hours Used

 
      Hours Used for Assigned (By Day)

Billable Assignment Hours + Credited Assignment Hours + Non Billable Assignment Hours + Time Excluded Assignment Hours + Utilization Excluded Assignment Hours

 
      Hours Used for Held (By Day)

Held Resource Request Hours  + Utilization Excluded Held RR Hours

 
      Unheld hours (when Opportunity Weighting is selected)

(By Day)

ValueResourceRequestSOWHours

Project Reporting

 
      Unheld hours (when Opportunity Weighting is not selected) By Day

ValueResourceRequestWeightedSOWHours

 
      Total FTE (By week)

Calendar Hours / (Standard Work Calendar Hours * 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 / (Standard Work Calendar Hours * Unique Days)

 
      Total FTE (By month)

Calendar Hours / (Standard Work Calendar Hours * Unique Days)

 
      Remaining FTE (By month)

Hours Remaining / (Standard Work Calendar Hours * Unique Days)

 

9

Resource Availability Table

Displays a table indicating the availability of resources. This table is faceted by the heatmap chart and comprises the following columns, You can drill cells in this column to view details of resources in your PSA app.

Resource Name

ResourceName

 
     

Resource Role

ResourceRole

 
     

Practice Name

PracticeName

 
     

Resource Skills

Resource.Skill.Name

 
     

Remaining Hours 

Calculated as Calendar Hours minus the sum of all the other hours columns displayed in this table.

  
     

Billable Assignment Hours

Billable Assignment Hours

 
     

Credited Assignment Hours

Credited Assignment Hours

 
     

Non-Billable Assignment Hours

Non Billable Assignment Hours

 
     

Held Hours

    
     

Calendar Hours

Calendar Hours

 
     

Time Excluded Assignment Hours

Time Excluded Assignment Hours

 
     

Utilization Excluded Assignment Hours

Utilization Excluded Assignment Hours

 

Full Time Equivalent (FTE)

You can view values for the Remaining FTE and Total FTE on the tooltip for the 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.

Full Time Equivalent Value Calculations

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
  • Date Range: Select the time period you want to view data for. 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.
  • Hours Included: Available options are Assigned, Assigned + Held, and Assigned + Held + Unheld.
  • Role: The type of role, for example "Consultant" or "Project Manager".
  • Resources: The name of the resource.
  • Skill Set: The skill set, for example "Project Manager" or "Trainer".
  • Skill Type: The type of skill, for example "Programming" or "Project Management".
  • Skill Rating: The rating assigned to the skill.

Demand Modeling Filters

  • Opportunity Threshold (%): Filters out any hours on resource requests for unheld uours, 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): Applies the probability percentage of the associated opportunity as a weighting to unheld hours on resource requests.

Region, Practice and Group Filters

The data displayed by these filters is determined by your selected utilization calculation. For more information, see Calculating Utilization. By default, no data is displayed for the Region, Practice and Group filters until a selection is made.

In this dashboard, RPG values are derived from the following objects:

RPG Values Derived from PSA Objects

Object

Hours
Resource
  • Assigned,
  • Assigned + Held
  • Assigned + Held + Unheld
  • Held
Resource Request
  • Unheld
Note:

When selecting a region, practice or group level filter, all child levels below your filter selection are selected as well. For example, selecting the parent region Americas as a filter option returns not only resources with the region Americas, but also those resources with the regions Canada and United States.

  • 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. The data displayed by this filter is controlled by the Hours Included filter.
  • 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.

Configuring Dashboard Questions

You can edit the default questions displayed in the bar and line chart drop-down selectors. For example, you might want to change the wording of a question, or the data displayed in response to a question.

To do this, perform the following steps.

  1. In Analytics Studio, navigate to the app containing the PSA Skills Capacity and Demand Planning dashboard you want to edit.
  2. Click Edit to enter edit mode.
  3. Double-click the question component above the bar and line charts.
  4. Click Continue.
  5. In the Questions modal that opens, amend your required questions. Available options include:
    1. Text display. Edit this cell to amend the wording of a question. This does not alter the data displayed by the question.
    2. Number limit. Edit this cell to amend the number of bars displayed in the bar chart.
    3. Text order. Use the asc or desc value in this cell to control whether values are displayed in ascending or descending order in the dashboard.
    4. We recommend that you do not change the Text measure or Text order cells. Altering the values in these cells might prevent data from displaying correctly in your dashboard.
  6. Click Done.
Warning:

We recommend that you click Preview before saving your dashboard with your amended questions, to confirm that your data is displayed as expected.

Viewing Capacity for Multiple Skills

We recommend that you use this dashboard to examine demand for single skills, and how many hours you have for resources with that skill.

Calendar, assigned, and held hours are repeated for each resource skill or certification related to a resource.

For example, you might have a scenario in which you want to run two different projects requiring two different skills for a particular month. You might have a resource with the required availability in hours for two different skills. But the dashboard would not indicate that this resource would be unable to commit the same amount of hours simultaneously for two different projects, using their two different skills. In this case, we recommend that you use the view by Skill + Resource grouping in the dashboard to indicate where resources are listed under multiple skills.

We recommend that if you have two projects running at the same time that require two or more different skills, and the dashboard displays availability for both skills, that you check that you do not commit the same resource twice for their skills.

This repetition occurs when grouping by Resource Skill / Certification using data derived from Project Reporting and Utilization Results datasets. For example, see the grouping shown in the lens derived from the Utilization Results dataset below.

Utilizaton Results lens