The PSA Capacity and Demand Planning dashboard displays data from the Capacity dataset.
This 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.
Your filter selections determine the data displayed on the dashboard. To set or change your filters, use the following drop-down options:
Date Range: select the time period you want to view data for. By default, a date range covering the next 90 days is selected. You can select between fiscal year, fiscal quarter, calendar year, calendar quarter, calendar month, and day. You can also select all time or custom to input the time period of your choosing. Time periods are based on values derived from the Time Period End Date field.
Your selected date range will include all utilization records with an end date that occurs within this range, using the end date specified on the Time Period End Date field for each utilization record.
Utilization Calculation: select the utilization calculation you want to view data for. You can select multiple utilization calculations to visualize in the dashboard charts. By default, only utilization calculations with the field Is Report Master selected are available for selection. If you want to display utilization calculations that do not have the field Is Report Master selected, you must manually edit the step for this filter in Analytics Studio. By default, the first alphabetically-listed Utilization Calculation is displayed.
If you select multiple utilization calculations using the Utilization Calculation filter, you must ensure that your calculations are configured appropriately to avoid double counting. For more information on creating utilization calculations, see Utilization Calculations Overview.
Time Period Type: select the time period type you want to group the data by. Only the time period types available for the selected utilization calculation are displayed. For example, if you create and select a calculation that uses both weekly and monthly time period types, you can only select between those two time period types for this filter.
Region, Practice and Group Filters
The data displayed by these filters is determined by your selected utilization calculation. For more information, see Calculating Utilization in the PSA Help. By default, no data is displayed for the Region, Practice and Group filters until a selection is made.
Region Level: select the Regional Level you want to filter your data by. Selections here determine the region options displayed under "Region".
Region: select the Region you want to filter your data by.
Practice Level: select the Practice Level you want to filter your data by. Selections here determine the practice options displayed under "Practice".
Practice: select the Practice you want to filter your data by.
Group Level: select the Group Level you want to filter your data by. Selections here determine the practice options displayed under "Group".
Group: select the Group you want to filter your data by.
Role: view your scheduled utilization data by grouping it according to the roles of the assigned resources. Roles displayed by this filter are determined by your selections made using the Utilization Calculation filter.
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.
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.
[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.
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.
SECTIONS
that appears, then click Open Record.