PSA Capacity and Demand Planning Dashboard

The PSA Capacity and Demand Planning dashboard displays data from the Capacity dataset.

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

This dashboard enables you to:

View demand and capacity of roles by Region, Practice or Group.
View a breakdown of capacity for your selected date range by Assigned, Held Requests, Unheld Requests and Available Capacity.
View resources and their capacity hours for your selected date range and role.
Drill through to view details of resources in PSA.

Suggested Use Case

You want to see if you have enough capacity to cover demand, including your unheld resource requests. Use the dashboard to review how this demand affects your capacity by role, and how you might fulfill this demand with available resources.

The calculations used in this dashboard use fields derived from the Utilization Summary object and Utilization Detail objects. In order to use this dashboard, you must configure PSA to create utilization summary records. For more information see Utilization Settings in the PSA Help.

Data Structure

The data displayed in the PSA Capacity and Demand Planning dashboard is organized using the following types, subtypes and measures:

Capacity Demand and Planning Data Structure
Scheduled Scheduled Held		Unheld	Remaining
Type: Scheduled Hours Subtype: Scheduled Billable Scheduled Non-Billable Scheduled Credited Scheduled Excluded Scheduled Held Measure: Capacity Hours Total Weighted Capacity Hours *Derived from the Utilization Summary object.		Type: Requested Hours Subtype: Unheld Hours* Measure: Requested Hours Total Weighted Requested Hours	Type: Remaining Hours Measure: Capacity Hours - Requested Hours

PSA Capacity and Demand Planning Dashboard

Refer to the schematics below for details of dashboard elements.

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

PSA Capacity and Demand Planning Dashboard Pages

The dashboard contains the following pages and tabs:

Summary
Details. Contains the tabs Availability and Demand.

PSA Capacity and Demand Planning Dashboard Charts

The PSA Capacity and Demand Planning dashboard contains the following charts:

Capacity Planning Charts
Page	Chart	Type	Description
Summary, Details	Summary of Capacity Hours (%)	Stacked Bar Chart	Displays capacity for all calendar hours, expressed as a percentage using the following capacity categories: Assigned (Scheduled Billable, Scheduled Credited, Scheduled Excluded, Scheduled Non-Billable subtypes) Held Requests (Scheduled Held subtype) Unheld Requests (Unheld Hours subtype) Available Hours are calculated by subtracting Assigned, Held and Unheld from Total Calendar Hours. Data displayed in the chart is derived from Utilization Summary records only. Note: Only periods with calendar hours are displayed in the Summary of Capacity Hours (%) stacked bar chart if you facet on Unheld Requests. [Details page only] Available capacity is displayed as a percentage in a health indicator pill. By default, this pill displays red if available capacity has a negative value. If you apply faceting to the Summary of Capacity Hours (%) chart on the Summary page, this is not reflected on the Summary of Capacity Hours (%) chart on the Details page, and vice versa.
Summary	Summary of Capacity Hours (%)	Stacked bar chart	Displays current capacity by week, month, quarter or year ending as a percentage value. This bar chart is segmented by the dashboard's capacity subtypes. You can facet data displayed in this chart by clicking on the Summary of Capacity Hours (%) control bar chart.
Details	Available Capacity (%) by Role	Heatmap chart	Displays a heatmap indicating the distribution of current capacity by role. By default this displays capacity distribution by week ending. You can also display capacity distribution by month ending. Available capacity is calculated using all values on the Summary of Capacity of Hours (%) chart. If you click on a cell in this chart, it facets the data displayed in the Resources table. You can facet the control bar chart by selecting a cell in the Available Capacity (%) by Role chart. The data displayed on this chart can be filtered by drop-down menus on the Demand tab: Assigned (%) Held Requests (%) Unheld Requests (%) By default, Unheld Requests (%) is selected. Assigned, Held Requests and Unheld Requests are combined on the Availability tab, and you cannot filter between them. The Availability tab displays available capacity by role, color-graded according to its value. For example, if availability has been exceeded for combined Assigned, Held Requests or Unheld Requests then this is indicated by the color red. The Demand tab displays the demand for available capacity, color-graded according to its value. For example, if demand for Assigned, Held Requests or Unheld Requests exceeds available capacity, this is indicated by the color dark blue. Note: The key displayed on the Availability tab is in order of ascending value, whereas the key displayed on the Demand tab is in order of descending value.
Details	Resources	Table	Displays the following columns: Resource Name Resource Role Available Hours Assigned and Held Hours (%) By default the resource with the highest remaining capacity is displayed at the top of the table. You can facet data displayed in this chart by clicking on the Available Capacity (%) by Role heatmap chart.

Faceting is not applied between charts displayed on different pages and tabs in this dashboard. You can only facet between charts on the same page and tab.

For example, faceting applied to charts on the Availability tab on the Details page are not applied to the Demand tab on the Details page.

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

Drilling Through to Resources

To drill through to view details of resources in PSA from the Resources table:

Hover over a cell in the Resource Name column in the table.
Click the that appears, then click Open Record.
The related resource opens in a new PSA tab.

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 Region filter.	Dataset field: Region Level XX, where XX represents a number between 00 and 12.
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
Utilization Calculation	Select the specific utilization calculations to filter by. By default, only utilization calculation records with the Is Report Master field selected are available for selection. If required, you can select multiple utilization calculations, but you must ensure that your calculations are configured appropriately to avoid double counting.	Dataset field: Utilization Calculation Name