Capacity Dataset PS Cloud Analytics Output Fields

The Capacity dataset includes fields from the Utilization Detail object in PSA as well as other associated objects. The fields are:

Key: G — Generic fields; C — Calculated fields; D — Drillable fields; H — Hidden fields

Capacity Fields

Field Type

Field Label

Field API Name

 

Description
Measures Historical Scheduled Non Billable Hours ValueHistoricalScheduledNonBillableHours   Non-billable hours from assignments that are not credited or excluded, which occur before the Historical Utilization Cut-Off Date.
Historical Utilization Target Hours ValueHistoricalUtilizationTargetHours   Target hours worked during the time period, not including hours in the future.
Scheduled Utilization Target Hours ValueScheduledUtilizationTargetHours   Target hours to be worked during the scheduled time period, not including hours in the past.
Total Capacity Hours ValueTotalCapacityHours  

If the Total Capacity type equals Remaining or Scheduled, this field can be one of the following fields derived from the Utilization Detail or Utilization Summary objects:

  • Scheduled Credited Hours
  • Scheduled Billable Hours
  • Scheduled Billable Hours
  • Scheduled Excluded Hours
  • Scheduled Held Hours
  • Scheduled Non-Billable Hours

This field can also be calculated as:

Total Capacity Hours = Scheduled Calendar Hours - (Scheduled Billable Hours + Scheduled Credited Hours + Scheduled Excluded Hours + Scheduled Held Hours + Scheduled Non-Billable Hours)

Otherwise, the value is 0.
Total Requested Hours ValueTotalRequestedHours   Value of the unheld hours in the Utilization Summary object if the capacity type is Requested. Otherwise, the value is 0.
Total Weighted Capacity Hours ValueTotalWeightedCapacityHours  

Same as Total Capacity Hours, except it uses weighted fields from utilization records where applicable, and recalculates remaining accordingly.

The field uses values derived from the Held Hours Opp Pct Weighted field in the Utilization Summary object if the capacity subtype is Scheduled Held. If the value of this field is null, then the value of the unweighted Scheduled Held field is used instead. When this measure is calculated, the value of all other non-weighted fields are added from the Total Capacity Hours measure:
Scheduled Non-Billable, Scheduled Credited, Scheduled Billable.

The value of the subtype Remaining in the Total Capacity Hours measure is then recalculated to reflect the value of the weighted Scheduled Held field. For example:

Capacity Type

Capacity Subtype

Sum of Total Capacity Hours

Sum of Total Weighted Capacity Hours

Sum of Total Requested Hours

Sum of Total Weighted Requested Hours
Total   4,619,465 4,619,465.00 46,208.99 33,000.00
Remaining Remaining 1,987,908.79 1,990,188.79 0 0
Subtotal 1,987,908.79 1,990,188.80 0 0
Requested Unheld Hours 0 0 46,208.99 33,000.00
Subtotal 0   46,208.99 33,000.00
Scheduled Scheduled Billable 2,585,326.83 2,585,326.83 0 0
Scheduled Credited 40 40 0 0
  Scheduled Non-Billable 38,409.37 38,409.37 0 0
  Scheduled Held 7,780 5,500.00 0 0
  Subtotal 2,631,556.20 2,629,276.20 0 0
  Subtotal       33,000.00
Total Weighted Requested Hours ValueTotalWeightedRequestedHours   Value of the Unheld Hours Opp Pct field in the Utilization Summary object if the capacity type is Requested. Otherwise, the value is 0.
Dates Historical Utilization Start Date HistoricalStartDate   Start date for including historical utilization in the calculation.
Resource Last Date ResourceLastDate   Resource's last day of employment.
Resource Start Date ResourceStartDate   Resource's first day of employment.
Scheduled Utilization Start Date ScheduledStartDate   Start date for including scheduled utilization in the calculation.
Time Period End Date TimePeriodEndDate   End date of the associated time period.
Time Period Start Date TimePeriodStartDate   Start date of the associated time period.
Utilization End Date UtilizationEndDate   Value of the Scheduled End Date field in the Utilization Detail object.
Dimensions Capacity Subtype CapacitySubtype  

Subtype of capacity, which varies depending on the capacity type.

Subtypes for scheduled hours:

  • Scheduled Credited Hours
  • Scheduled Billable Hours
  • Scheduled Excluded Hours
  • Scheduled Held Hours
  • Scheduled Non-Billable Hours

Subtype for remaining capacity is Remaining Capacity

Subtypes for requested hours:

  • Held Hours
  • Unheld Hours

Capacity Type

 CapacityType  

Type of capacity, such as:

  • Scheduled Hours
  • Requested Hours
  • Remaining Capacity
Group ID Chain GroupIdChain   System-generated chain for linking to the group.
Group ID GroupId   Identifier of the group associated with the contact.
Group Level XX GroupNameXX   RPG level of the group associated with the contact, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the group associated with the contact.
Group Name GroupNameChain   Concatenation between the RPG levels of the group associated with the contact.
Has Resource HasResource   Indicates whether the utilization calculation record is associated with a resource.
Is Report Master IsReportMaster   Indicates whether the utilization calculation is the master calculation for the combination of RPG, resource and time period.
Is Resource Active IsResourceActive   Indicates whether the resource is active.
Is Resource IsResource   Indicates whether the contact is a PSA resource.
Practice ID Chain PracticeIdChain   System-generated chain for linking to the practice.
Practice ID PracticeId   Identifier of the practice associated with the contact.
Practice Level XX PracticeNameXX   RPG level of the practice associated with the contact, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the practice associated with the contact.
Practice Name PracticeNameChain   Concatenation between the RPG levels of the practice associated with the contact.
Region ID Chain RegionIdChain   System-generated chain for linking to the region.
Region ID RegionId   Identifier of the region associated with the contact.
Region Level XX RegionNameXX   RPG level of the region associated with the contact, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the region associated with the contact.
Region Name RegionNameChain   Concatenation between the RPG levels of the region associated with the contact.
Region/Practice/Group Type RPGType  

RPG type of the records associated with the calculation, such as:

  • Group
  • Practice
  • Region
Resource Department ResourceDepartment   Department the resource belongs to.
Resource External ResourceExternal   Indicates whether the resource is external.
ResourceId ResourceId   Identifier of the resource.
Resource Mailing City ResourceMailingCity   Mailing city portion of the address specified for the resource.
Resource Mailing Country ResourceMailingCountry   Mailing country portion of the address specified for the resource.
Resource Mailing State ResourceMailingState   Mailing state portion of the address specified for the resource.
Resource Name ResourceName   Name of the resource.
Resource Role ResourceRole   Role assigned to the resource.
Resource Skills Resource.Skill.Name   Multi-value field used to store skills, certifications, and their categories data associated with the resource.
Resource Work Calendar ResourceWorkCalendar   Identifier of the resource's work calendar.
Salesforce Resource User ID ResourceSalesforceUserId   Identifier of the Salesforce user contact.
Salesforce Resource User Photo URL ResourceSalesforceUserPhotoUrl   URL of the Salesforce user contact photo.
Salesforce Resource Username ResourceSalesforceUserName   Name of the Salesforce user contact.
Time Period Name TimePeriodName   Name of the time period.
Time Period Type TimePeriodType  

Calendar unit of the time period for the utilization detail record, such as:

  • Month
  • Perpetual
  • Quarter
  • Week
  • Year
Utilization Calculation ID UtilizationCalculationId   Identifier of the utilization calculation.
Utilization Calculation Name UtilizationCalculationName   Name of the utilization calculation.
Utilization Record Type UtilizationRecordType   Indicates whether utilization summary or utilization detail records are used.