SECTIONSPSA Billings Dashboard
The PSA Billings dashboard enables you to:
- View key performance indicators (KPIs) for your scheduled billings and actual billings
- View your historical actual billings data
- Compare your actual billings data to your scheduled billings for the same period
- Understand your effective bill rate for all services activity, including fixed fee and time and materials work.
The dashboard is created as part of the PS Cloud Advanced Analytics app.
PSA Billings Dashboard Guide
By default, the PSA Billings displays data for the current fiscal quarter.
The dashboard displays data from the Billings dataset. For more details about the fields used in the dashboard calculations, see Billings Dataset PS Cloud Analytics Output Fields.
|
Element Number |
Name |
Description |
Calculation |
Referenced Calculation |
|---|---|---|---|---|
| 1. | View By Picker for Billings By RPG Bar Chart |
Defines the data displayed in the Billings By RPG bar chart. |
Billings grouped by Project Region Level 00 and Region Level 01. Data displayed responds to selections. | Displays data by region. |
| Billings grouped by Project Practice Level 00 and Practice Level 01. Data displayed responds to selections. | Displays data by practice. | |||
| Billings grouped by Project Group Level 00 and Group Level 01. Data displayed responds to selections. | Displays data by group. | |||
| 2. | Billings By RPG Bar Chart | Displays the actual vs scheduled billings for the value selected in the view by picker (1). |
Scheduled = |
None |
Actual = Billings Value filtered by Subtype = Actual. Data displayed responds to selections. |
None | |||
| 3. | Actual Billings | Total actual billings amount. | Actual Billings = Billings Value filtered by Subtype = Actual |
None |
| 4. | Scheduled Billings | Total scheduled billings amount. |
Scheduled Billings = |
None |
| 5. | View By Picker for Billings By Account, Project, Project Manager, or Resource Bar Chart |
Defines the data displayed in the Billings By account, project, project manager, or resource bar chart. |
Account | Displays data by account. |
| Project | Displays data by project. | |||
| Project Manager | Displays data by project manager. | |||
| Resource | Displays data by resource. | |||
| 6. | Billings By Account, Project, Project Manager, or Resource Bar Chart | Displays actual vs scheduled billing amounts for the value selected in the view by picker (5). | Scheduled Billings = Billings Value filtered by Subtype = Scheduled. Data displayed responds to selections. |
None |
Actual Billings = Billings Value filtered by Subtype = Actual. Data displayed responds to selections. |
None | |||
| 7. | Billings By Week Line Chart | Displays actual vs scheduled billings by week. | Scheduled Billings = Billings Value filtered by Subtype = Scheduled, grouped by End Date. Data displayed responds to selections. |
None |
Actual Billings = Billings Value filtered by Subtype = Actual, grouped by End Date. Data displayed responds to selections. |
None | |||
| 8. | Bill Rate By Week Line Chart |
Displays actual vs scheduled bill rate by week. Includes all billed items during the billing period, including project billings, timecard hours recorded on the projects, milestones, and expenses. |
Scheduled Billings = |
Scheduled Bill Rate Billings: If |
Scheduled Bill Rate Total Days = Estimated Days on Type = Est vs Actuals, where Scheduled Bill Rate Total Days = Estimated Hours |
||||
Actual Billings = Actual Bill Rate Billings Value / Actual Bill Rate Total Hours or Actual Bill Rate Total Days |
Actual Bill Rate Billings: If Type = Timecards, Milestones or Misc Adjustment, then billings value = 0 |
|||
Actual Bill Rate Total Days = Total Hours Field filtered by Type = Timecards, Subtype= Actual, grouped by End Date |
Filters
The following filters are available on the PSA Billings dashboard. For more information about the dataset fields that provide the values for the dashboard filters, see Billings Dataset PS Cloud Analytics Output Fields.
|
Name |
Description |
Source of Filter Options |
|---|---|---|
| Account | Select the specific accounts to filter by, and apply the relevant operators to include or exclude them from the displayed data. | Dataset field: Project Account Name |
| Date | Select a specific time period to filter by, or select "Custom" to create your own time period to filter by | Filtered by the Time Period End Date dataset field, but the value from the Time Period Name dataset field is displayed in the picklist. |
| EvA Time Period Type | Select a specific time period type to filter by. Only the time period types for your estimates versus actuals records are available for selection. | Dataset field: Time Period Type |
| Group | Select the specific groups to filter by, and apply the relevant operators to include or exclude them from the displayed data. | Dataset field: Project Group Name |
| Practice | Select the specific practices to filter by, and apply the relevant operators to include or exclude them from the displayed data. | >Dataset field: Project Practice Name |
| Project Manager | Select the specific project managers to filter by, and apply the relevant operators to include or exclude them from the displayed data. | Dataset field: Project Manager Name |
| Project Name | Select the specific projects to filter by, and apply the relevant operators to include or exclude them from the displayed data. | Dataset field: Project Name |
| Region | Select the specific regions to filter by, and apply the relevant operators to include or exclude them from the displayed data. | Dataset field: Project Region Name |
| Resource | Select the specific resources to filter by, and apply the relevant operators to include or exclude them from the displayed data. | Dataset field: Resource Name |
| Type | Select the specific billing types to filter by, and apply the relevant operators to include or exclude them from the displayed data. | Dataset field: Type |
For more information about dashboard functionality, see Using the Dashboards Charts.