PSA Skills Capacity and Demand Planning Dashboard

The PSA Skills Capacity and Demand Planning dashboard enables you to determine:

If you have the right resources to deliver your project, based on their skill sets
If your resources have the necessary skills to meet demand
The number of your resources that have a particular skill set, and the availability of those resources
If you can fulfill demand with internal resources only, or if you also require resources
Where you should invest in longer-term development and growth, based on reporting trends

We recommend you embed the dashboard in the Resource Management Workspace. For more information, see Embedding the PSA Skills Capacity and Demand Planning Dashboard.

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

Warning:

To ensure accurate data is displayed in this dashboard, we recommend that you synchronize your Utilization Analytics and PS Cloud Analytics dataflows to run as closely together as possible.

Prerequisites

In order to display a skill in the PSA Skills Capacity and Demand Planning dashboard, you must have at least one resource with a skill / certification rating of zero or higher in your PSA data environment for this skill. For more information, see Managing Skills, Certifications, and Experience for Resources.

PSA Skills Capacity and Demand Planning Dashboard

The PSA Skills Capacity and Demand Planning dashboard contains the following pages, charts, tables, local filters and components:

PSA Skills Capacity and Demand Planning dashboard schematic highlighting the key elements of the dashboard

The dashboard displays data from the Project Reporting, Resource Skills, and Utilization Results datasets. For more information about the fields used in the dashboard calculations, see the source dataset for the dashboard element in the PSA Skills Capacity and Demand Planning Dashboard Elements table.

PSA Skills Capacity and Demand Planning Dashboard Elements
Element Number	Name	Description	Calculation	Referenced Calculation	Source Dataset
1	Question picker for: Which skills have the least % availability? (Top 5) Which skills are in the highest demand? (Top 5) Show all skills capacity	Based on the selection of the question from the picker, Data will be updated on section 3 and 4 of the dashboard. Default Selection: Which skills have the least % availability? (Top 5)	See notes for 3 and 4.		Project Reporting Dataset Output Fields, Resource Skills Dataset PS Cloud Analytics Output Fields, and Utilization Results Dataset PS Cloud Analytics Output Fields (filtered by object type= ‘Resource Requests’)
2	Demand Modeling	Apply hours weighting by opportunity probability % to your unheld demand hours by selecting from filters.
		Hours Included (Selection Filter):
		Assigned	Applies this formula to Hours Used part of Capacity Remaining: calculation: `BillableAssignmentHours` + `CreditedAssignmentHours` + `NonBillableAssignmentHours + TimeExcludedAssignmentHours` + `UtilizationExcludedAssignmentHours`		Utilization Results Dataset PS Cloud Analytics Output Fields
		Assigned + Held	Applies this formula to Hours Used part of Capacity Remaining calculation: `Assigned`(as above) + `ValueHeldResourceRequestHours` + `ValueUtilizationExcludedHeldRRHours`
		Assigned + Held + Unheld	Applies this formula to Hours Used part of Capacity Remaining calculation: `Assigned` + `Held` (as above) + `ValueResourceRequestSOWHours` (no weighting applied) OR `ValueResourceRequestWeightedSOWHours`(weighting applied)	*Unheld resource request hours may be weighted and/or limited by the Opportunity Weighting and Opportunity Threshold selections. For more information, See section ‘Opportunity Weighting’	Project Reporting Dataset Output Fields
		Opportunity Threshold (%) Filters out any hours on resource requests for unheld hours, where the opportunity probability percentage is below the lower limit of the selected range. For example, if you select 40+, then only unheld hours where the associated opportunity probability percentage on the resource request is greater than 40% are included. The available range is 0-100%.	Applies a filter by `ValueResourceRequestOpportunityProbability` to `ValueResourceRequestSOWHours` (no weighting applied) OR `ValueResourceRequestWeightedSOWHours`(weighting applied)
		Opportunity Weighting (Yes/No) Applies the probability percentage of the associated opportunity as a weighting to unheld hours on resource requests.	Swaps in `ValueResourceRequestSOWHours` (‘No’ selected) OR `ValueResourceRequestWeightedSOWHours` (‘Yes’ selected) To the Hours Used formula	See Hours Used definition in Hours Included section above
3	Bar chart:	Displays a bar chart indicating the distribution of capacity by skill or certification as a percentage value.	Which skills have the least % availability? (Top 5)	Skill, Capacity Remaining (%) =1- (sum(`Hours Used`)/sum(`Calendar Hours`) Hours Used: see ‘Hours Included’ section above. Ordered by lowest capacity remaining, limit=5	Project Reporting Dataset Output Fields and Utilization Results Dataset PS Cloud Analytics Output Fields
			Which skills are in the highest demand? (Top 5)	Skill, Hours Used Hours Used: see ‘Hours Included’ section above Ordered by highest hours used, limit = 5
			Show all skills capacity	Skill, Capacity Remaining (%) =1- (sum(`Hours Used`)/sum(`Calendar Hours`) Hours Used: see ‘Hours Included’ section above Note: For All Skills.
4	Line chart:	Displays a line chart indicating the movement of capacity by skill or certification as a percentage value over time. You can filter the data displayed in the bar and line chart with the following drop-down selectors. To edit these questions, see Configuring Dashboard Questions. Which skills have the least % availability? (Top 5) This selector Which skills are in the highest demand? (Top 5). Show all skills capacity.	Which skills have the least % availability? (Top 5). This selector filters the top five skills with the lowest overall value of remaining capacity for your selected date range.	Capacity Remaining (%) =1- (sum(`Hours Used`)/ sum(`Calendar Hours`) Hours Used: see ‘Hours Included’ section above. Note: For Least available 5 skills only.	Utilization Results Dataset PS Cloud Analytics Output Fields
			Which skills are in the highest demand? (Top 5) This selector filters the top five skills with the highest value of requested overall hours.	`Date`('Date_Year', 'Date_Month', 'Date_Day') / `Hours Used` see ‘Hours Included’ section above. Note: For top 5 skills only.	Project Reporting Dataset Output Fields and Utilization Results Dataset PS Cloud Analytics Output Fields
			Show all skills capacity This selector displays the remaining capacity for all skills.	Capacity Remaining (%) 1-(sum(`Hours Used`)/sum(`Calendar Hours`) / Date(`Date_Year`, `Date_Month`, `Date_Day`). Hours Used: see ‘Hours Included’ section above Note: For all skills.
5	View by picker	Based on the selection from the picker, Data will be re-grouped on section 7 of the dashboard.	Skill	`Skills/Certification Name`	Resource Skills Dataset PS Cloud Analytics Output Fields
			Skill + Resource	`Resource Name` + `Skills/Certifcation Name`
			Skill + Role	`Skill/Certifcation Name` + `Role` from Utilization Results (for unheld) Or Role from Project Reporting where Object type = `Resource Request Role` from Resource records in Utilization Results.	Project Reporting Dataset Output Fields, Resource Skills Dataset PS Cloud Analytics Output Fields, and Utilization Results Dataset PS Cloud Analytics Output Fields
6	Time grouping	Based on the selection from the picker for the date display type, Data will be re-grouped on 7 of the dashboard.	Day	`Date`('Date_Year', 'Date_Month', 'Date_Day')	Utilization Results Dataset PS Cloud Analytics Output Fields
			`Time Period (Week)`	TimePeriodWeek
			Time Period (Month)	`TimePeriodMonth`
7	Heat map of skills remaining capacity	Displays a heatmap indicating the distribution of capacity by skill or certification. This chart is faceted by the bar and line charts displayed above it. (Item 5)You can filter the data displayed in this chart with the following drop-down selectors: SkillSkill + ResourceRole + Skill (Item 6) You can also apply the following time groupings to the data displayed in the heat map chart: Time Period Week Time Period Month Day.	Please refer to 8 (Tooltip) for details.	Please refer to8 (Tooltip) for details.	Project Reporting Dataset Output Fields and Utilization Results Dataset PS Cloud Analytics Output Fields
8	Tooltip	You can view values for the Remaining FTE and Total FTE on the tooltip for the heatmap chart. These tooltip values are obtained for each resource, and then calculated based on the heatmap's chosen groupings using the following calculations:	Remaining FTE (By Day)	`Hours Remaining` / (`Standard Work Calendar Hours` * `Unique Days`)	Utilization Results Dataset PS Cloud Analytics Output Fields
			Total FTE (By Day)	`Calendar Hours` / `Standard Work Calendar Hours`
			Hours Remaining (By Day)	`Calendar Hours` - `Hours Used`
			Hours Used for Assigned (By Day)	`Billable Assignment Hours` + `Credited Assignment Hours` + `Non Billable Assignment Hours` + `Time Excluded Assignment Hours` + `Utilization Excluded Assignment Hours`
			Hours Used for Held (By Day)	`Held Resource Request Hours` + `Utilization Excluded Held RR Hours`
			Unheld hours (when Opportunity Weighting is selected) (By Day)	`ValueResourceRequestSOWHours`	Project Reporting Dataset Output Fields
			Unheld hours (when Opportunity Weighting is not selected) By Day	`ValueResourceRequestWeightedSOWHours`
			Total FTE (By week)	`Calendar Hours` / (`Standard Work Calendar Hours` * `Unique Days`) Note: Unique Days being the distinct days a resource has worked during a particular chosen time period.	Utilization Results Dataset PS Cloud Analytics Output Fields
			Remaining FTE (By week)	`Hours Remaining` / (`Standard Work Calendar Hours` * `Unique Days`)
			Total FTE (By month)	`Calendar Hours` / (`Standard Work Calendar Hours` * `Unique Days`)
			Remaining FTE (By month)	`Hours Remaining` / (`Standard Work Calendar Hours` * `Unique Days`)
9	Resource Availability Table	Displays a table indicating the availability of resources. This table is faceted by the heatmap chart and comprises the following columns, You can drill cells in this column to view details of resources in your PSA app.	Resource Name	`ResourceName`
			Resource Role	`ResourceRole`
			`Practice Name`	PracticeName
			Resource Skills	`Resource.Skill.Name`
			Remaining Hours	Calculated as Calendar Hours minus the sum of all the other hours columns displayed in this table.
			Billable Assignment Hours	`Billable Assignment Hours`
			Credited Assignment Hours	`Credited Assignment Hours`
			Non-Billable Assignment Hours	`Non Billable Assignment Hours`
			Held Hours
			Calendar Hours	`Calendar Hours`
			Time Excluded Assignment Hours	`Time Excluded Assignment Hours`
			Utilization Excluded Assignment Hours	`Utilization Excluded Assignment Hours`

Full Time Equivalent (FTE)

You can view values for the Remaining FTE and Total FTE on the tooltip for the heatmap chart. These tooltip values are obtained for each resource, and then calculated based on the heatmap's chosen groupings using the following calculations:

Note:

If you calculate against groups of resources, you will get different results than displayed on the tooltip.

Full Time Equivalent Value Calculations
Tooltip	Time Period	Dashboard Calculation	Dataset
Remaining FTE	By day	Hours Remaining / (ValueStandardWorkCalendarHours * Unique Days)	Utilization Results
Total FTE	By day	Calendar Hours / ValueStandardWorkCalendarHours	Utilization Results
Hours Remaining	By day	Calendar Hours - Hours Used	Utilization Results
Hours Used for Assigned	By day	ValueBillableAssignmentHours + ValueCreditedAssignmentHours + ValueNonBillableAssignmentHours + ValueTimeExcludedAssignmentHours + ValueUtilizationExcludedAssignmentHours	Utilization Results
Hours Used for Held	By day	ValueHeldResourceRequestHours + ValueUtilizationExcludedHeldRRHours	Utilization Results
Unheld hours (when Opportunity Weighting is selected)	By day	ValueResourceRequestSOWHours	Project Reporting
Unheld hours (when Opportunity Weighting is not selected)	By day	ValueResourceRequestWeightedSOWHours	Project Reporting
Total FTE	By week	Calendar Hours / (ValueStandardWorkCalendarHours * Unique Days) Note: Unique Days being the distinct days a resource has worked during a particular chosen time period.	Utilization Results
Remaining FTE	By week	Hours Remaining / (ValueStandardWorkCalendarHours * Unique Days)	Utilization Results
Total FTE	By month	Calendar Hours / (ValueStandardWorkCalendarHours * Unique Days)	Utilization Results
Remaining FTE	By month	Hours Remaining / (ValueStandardWorkCalendarHours * Unique Days)	Utilization Results

Filters

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

PSA Project Scheduling Risk 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 Project Time Period End Date field in the Project Reporting dataset, but the value from the Project Time Period Name 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: Resource Group Name
Group Level	Select the specific group levels to filter by. Selections determine the options displayed in the Group filter.	Dataset field: Resource 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: Resource Practice Name
Practice Level	Select the specific practice levels to filter by. Selections determine the options displayed in the Practice filter.	Dataset field: Resource 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: Resource Region Name
Region Level	Select the specific region levels to filter by. Selections determine the options displayed in the Region filter.	Dataset field: Resource Region Level, where XX represents a number between 00 and 12.
Resource	Select the specific resources to filter by.	Dataset field: Resource Name
Role	Select the specific resource roles to filter by.	Dataset field: Resource Role
Skill Rating	Select the specific skill ratings to filter by.	Dataset field: Rating
Skill Set	Select the specific skill sets to filter by.	Dataset field: Skill Set Name
Skill Type	Select the specific skill types to filter by.	Dataset field: Skill / Certification Type

Note: The Region, Practice and Group levels support a maximum of 12 levels. The number of levels configured for your org is displayed in the associated picker filter lists.

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

Configuring Dashboard Questions

You can edit the default questions displayed in the bar and line chart drop-down selectors. For example, you might want to change the wording of a question, or the data displayed in response to a question.

To do this, perform the following steps.

In Analytics Studio, navigate to the app containing the PSA Skills Capacity and Demand Planning dashboard you want to edit.
Click Edit to enter edit mode.
Double-click the question component above the bar and line charts.
Click Continue.
In the Questions modal that opens, amend your required questions. Available options include:
1. Text display. Edit this cell to amend the wording of a question. This does not alter the data displayed by the question.
2. Number limit. Edit this cell to amend the number of bars displayed in the bar chart.
3. Text order. Use the asc or desc value in this cell to control whether values are displayed in ascending or descending order in the dashboard.
4. We recommend that you do not change the Text measure or Text order cells. Altering the values in these cells might prevent data from displaying correctly in your dashboard.
Click Done.

Warning:

We recommend that you click Preview before saving your dashboard with your amended questions, to confirm that your data is displayed as expected.

Viewing Capacity for Multiple Skills

We recommend that you use this dashboard to examine demand for single skills, and how many hours you have for resources with that skill.

Calendar, assigned, and held hours are repeated for each resource skill or certification related to a resource.

For example, you might have a scenario in which you want to run two different projects requiring two different skills for a particular month. You might have a resource with the required availability in hours for two different skills. But the dashboard would not indicate that this resource would be unable to commit the same amount of hours simultaneously for two different projects, using their two different skills. In this case, we recommend that you use the view by Skill + Resource grouping in the dashboard to indicate where resources are listed under multiple skills.

We recommend that if you have two projects running at the same time that require two or more different skills, and the dashboard displays availability for both skills, that you check that you do not commit the same resource twice for their skills.

This repetition occurs when grouping by Resource Skill / Certification using data derived from Project Reporting and Utilization Results datasets. For example, see the grouping shown in the lens derived from the Utilization Results dataset below.