PSA Capacity Summary Dashboard

The PSA Capacity Summary dashboard enables you to:

  • View the Remaining Hours percentage KPI.
  • View the Scheduled Hours percentage KPI.
  • View the PSA scheduled utilization.
  • Calculate the total capacity hours data.
  • Group the data to view the remaining capacity availability.

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

PSA Capacity Summary Dashboard Guide

The PSA Capacity Summary dashboard displays:

  • Data for the current fiscal quarter by default
  • Only current region, practice and group values for resources

The dashboard calculates capacity by adding assigned and held hours, but does not include unheld hours (demand).

PSA Capacity Summary dashboard schematic highlighting the key elements of the dashboard.

The dashboard displays data from the Utilization Results dataset. For more details about the fields used in the dashboard calculations, see Utilization Results Dataset PS Cloud Analytics Output Fields.

PSA Capacity Summary Dashboard Elements

Element Number

Name

Description

Calculation

Referenced Calculation
1. Remaining Hours KPI

Total remaining hours as a percentage.

 Remaining Hours = (Calendar Hours - Assigned + Held) / Calendar Hours x 100 Assigned = Billable Assignment Hours + Credited Assignment Hours + Non Billable Assignment Hours + Value Time Excluded Assignment Hours + Utilization Excluded Assignment Hours
Held = Resource Request Hours + Utilization Excluded Held RR Hours
2. Scheduled Hours KPI Total scheduled hours as a percentage.

Scheduled Hours = Assigned + Held / Calendar Hours

 Assigned = Billable Assignment Hours + Credited Assignment Hours + Non Billable Assignment Hours + Value Time Excluded Assignment Hours + Utilization Excluded Assignment Hours
Held = Resource Request Hours + Utilization Excluded Held RR Hours
3. View By Picker for Capacity Percentages By RPG Bar Chart Defines the data displayed in the Capacity Percentages By RPG bar chart. Capacity grouped by region and selected level. Displays capacity by region.
Capacity grouped by practice and selected level. Displays capacity by practice.
Capacity grouped by group and selected level. Displays capacity by group.
4. Capacity Percentages By RPG Bar Chart

Displays the remaining and scheduled capacity hours as a percentage for the value selected in the view by picker (3).

Remaining = hours / sum(CalendarHours) as a percentage.

 Hours = sum(Calendar Hours) - (sum(Billable Assignment Hours) + sum(Credited Assignment Hours) + sum(Non Billable Assignment Hours) + sum(Time Excluded Assignment Hours) + sum(Utilization Excluded Assignment Hours) + sum(Held Resource Request Hours) + sum(Utilization Excluded Held RR Hours))
5. Capacity Percentages By Week Bar Chart Displays the remaining and scheduled capacity hours as a percentage by week.

Remaining = hours / sum(CalendarHours) as a percentage, grouped by week.

Hours = sum(Calendar Hours) - (sum(Billable Assignment Hours) + sum(Credited Assignment Hours) + sum(Non Billable Assignment Hours) + sum(Time Excluded Assignment Hours) + sum(Utilization Excluded Assignment Hours) + sum(Held Resource Request Hours) + sum(Utilization Excluded Held RR Hours))

6.

View By Picker for Capacity Percentages By Resource, Role, or Skill Bar Chart

Defines the data displayed in the Capacity Percentages By resource, role, or skill bar chart.

 Resource Displays data by resource.
Role Displays data by role.
Skill Displays data by skill.
7. Capacity Percentages By Resource, Role, or Skill Bar Chart Displays the remaining and scheduled capacity hours as a percentage for the value selected in the view by picker (6). Remaining = hours / sum(CalendarHours) as a percentage, grouped by resource, role, or skill.

Hours = sum(Calendar Hours) - (sum(Billable Assignment Hours) + sum(Credited Assignment Hours) + sum(Non Billable Assignment Hours) + sum(Time Excluded Assignment Hours) + sum(Utilization Excluded Assignment Hours) + sum(Held Resource Request Hours) + sum(Utilization Excluded Held RR Hours))

8. View By Role Picker for Capacity Remaining Percentages By Role Line Chart Defines the data displayed in the Capacity Remaining Percentages By Role line chart. Resource role Displays remaining capacity by resource role as a percentage.
Name/Type

Displays remaining capacity by name/type as a percentage.
9. Capacity Remaining Percentages By Role Line Chart

Displays remaining capacity hours as a percentage for the value selected in the view by picker (8).

Remaining = hours / sum(CalendarHours) as a percentage, grouped by resource role or name/type.

Hours = sum(Calendar Hours) - (sum(Billable Assignment Hours) + sum(Credited Assignment Hours) + sum(Non Billable Assignment Hours) + sum(Time Excluded Assignment Hours) + sum(Utilization Excluded Assignment Hours) + sum(Held Resource Request Hours) + sum(Utilization Excluded Held RR Hours))

For more information about dashboard functionality, see Using the Dashboards Charts.

Filters

The following filters are available on the PSA Capacity and Demand Planning dashboard. For more information about the dataset fields that provide the values for some of the dashboard filters, see Billings Dataset PS Cloud Analytics Output Fields.

PSA Capacity and Demand Planning Dashboard Filters

Name

Description

Source of Filter Options

Date Range

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.

Group Select the specific groups to filter by, and apply the relevant operators to include or exclude them from the displayed data. Dataset field: Group Name
Group Level Select the specific group levels to filter by. Selections determine the options displayed in the Group filter. Dataset field: Group Level XX, where XX represents a number between 00 and 12.
Practice Select the specific groups to filter by, and apply the relevant operators to include or exclude them from the displayed data. Dataset field: Practice Name
Practice Level Select the specific practice levels to filter by. Selections determine the options displayed in the Practice filter. Dataset field: Practice Level XX, where XX represents a number between 00 and 12.
Region Select the specific groups to filter by, and apply the relevant operators to include or exclude them from the displayed data. Dataset field: Region Name
Region Level Select the specific region levels to filter by. Selections determine the options displayed in the Practice filter. Dataset field: Region Level XX, where XX represents a number between 00 and 12.
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
Role Select the specific resource roles to filter by. Dataset field: Resource Role
Time Period Type Select a specific time period type to filter by. Only the time period types for the selected utilization calculation are available for selection. Dataset field: Time Period Type

For more information about dashboard functionality, see Using the Dashboards Charts.