Overview of Utilization Analytics

Utilization Analytics provides data on your organization's utilization with capabilities to process large data sets. It is a new and improved method of calculating and visualizing Utilization. It leverages Salesforce Queueable Architecture, providing quicker computation of data as well as handling of larger data volumes. You can use Analytics to visualize the utilization data by leveraging its real time data aggregation and slicing capabilities.

Generating Utilization Results for Use in Analytics

The Utilization Analytics dashboard uses data from the Utilization Result object in PSA. Utilization result records are created when you configure and start (or schedule) a utilization run. They show a resource's billable, credited, time excluded, non-billable, utilization excluded, held resource request and calendar hours.

Visualizing Utilization Results in Analytics

The Utilization Analytics dashboard uses data from the Utilization Result object in PSA. This data can then be fetched and visualized in Analytics providing built-in Salesforce Analytics capabilities to aggregate, filter and view the data for a Resource, Role, Region, Practice, or Group. The Utilization Analytics dashboard can also be displayed on any page within PSA.

If needed, utilization results data can also be visualized in Salesforce reports in low volume environments.

Impact of Resource Fields on Utilization Calculations

When a resource becomes inactive, its historical utilization data is retained after the deactivation date. If a resource record is created with the Is Resource and Is Resource Active fields selected, but the Start Date field is left blank, the resource will still be included in utilization results if there are records within the date range being calculated (set through the Utilization setup record).

  • The Resource Change trigger and records monitor the Is Resource Active and the Exclude from Time Calculations fields. A resource is included in utilization calculations even if these fields remain deselected throughout the considered date range. This means if the resource is marked as inactive or excluded from time calculations for any period of time by having two change records, where one makes the resource inactive or excluded from time calculations and the other makes the record active or included in time calculations again, the resource will still be considered for other time periods.
  • The Resource Change trigger and records do not track the Last Date field. This date serves as a termination or departure date for the resource. The utilization results will not include the resource on any dates within the Utilization Run's span after the Last Date.