PSA Utilization Analytics Capacity and Demand Planning Dashboard

The PSA Utilization Analytics Capacity and Demand Planning enables you to:

• View demand and capacity by Role, 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.

You can configure the dashboard to choose whether to include historical scheduling data in the dashboard's heat map and Resource Availability list. For more information, see Using the PSA Utilization Analytics Capacity and Demand Planning Dashboard Configuration Page.

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

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

Prerequisites

To enable demand modeling, you must specify the threshold values in ascending order in your PSA utilization setup record. For more information, see Utilization Setup Fields.

PSA Utilization Analytics Capacity and Demand Planning Dashboard Guide

The PSA Utilization Analytics Capacity and Demand Planning dashboard has the following elements.

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 Utilization Analytics Capacity and Demand Planning Dashboard Elements

Element Number	Name	Description	Calculation	Referenced Calculation
1.	View By Picker	Defines the type of data displayed in the heat map.	Role	Displays data by role.
			Region	Displays data by region.
			Practice	Displays data by practice.
			Group	Displays data by group.
2.	Time Grouping Picker	Defines the time grouping for the data displayed in the heat map.	Day	Date
			Time Period (Week)	Time Period = Week
			Time Period (Month)	Time Period = Month
3.	Hours Picker	Defines the hours data displayed in the heat map.	Assigned = Billable Assignment Hours + Credited Assignment Hours + Non Billable Assignment Hours + Time Excluded Assignment Hours + Utilization Excluded Assignment Hours	Displays assigned hours based on the calculation.
			Assigned + Held = Billable Assignment Hours + Credited Assignment Hours + Non Billable Assignment Hours + Time Excluded Assignment Hours + Utilization Excluded Assignment Hours + Held Resource Request Hours + Utilization Excluded Held RR Hours	Displays assigned hours + held hours based on the calculation.
			Assigned + Held + Unheld = Billable Assignment Hours + Credited Assignment Hours + Non Billable Assignment Hours + Time Excluded Assignment Hours + Utilization Excluded Assignment Hours + Held Resource Request Hours + Utilization Excluded Held RR Hours + Unheld Resource Request Hours + Utilization Excluded Unheld RR Hours	Displays assigned hours + held hours + unheld hours based on the calculation.
			Held = Held Resource Request Hours + Utilization Excluded Held RR Hours	Displays held hours based on the calculation.
			Unheld = Unheld Resource Request Hours + Utilization Excluded Unheld RR Hours	Displays unheld hours based on the calculation.
4.	Demand Modeling	Applies weighting by opportunity probablility % to your unheld demand hours.	Not applicable	Not applicable
		Opportunity Threshold (%) filters out any unheld hours on resource requests where the probability percentage of the associated opportunity is below the selected value. 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. Threshold values are taken from the latest utilization run, and range from 0-100%. For more information, see Utilization Setup Fields.	A maximum of six opportunity threshold values are available.	None
		Opportunity Weighting defines if the probability percentage of the associated opportunity is applied to the unheld hours. For example, if a resource request has 120 unheld hours and the associated opportunity has a probability percentage of 60%, the weighted unheld hours would be calculated as 120*0.6 = 72 hours	No = ValueHoursAtThresholdValues(1-6) where the number represents the opportunity threshold value. Yes = ValueWeightedHoursAtThresholdValues(1-6) where the number represents the opportunity threshold value.	None
5.	Heat Map	Displays the distribution of remaining capacity for the value selected in the view by picker (1). If required, historical scheduling data can be included in the heat map. For more information, see Using the PSA Utilization Analytics Capacity and Demand Planning Dashboard Configuration Page.	Remaining capacity = 1 - (sum(Hours) / sum(Calendar Hours), 2) Hours used are defined by the value selected in the hours picker (3).	Hours = Resource Utilization Hours
				Calendar Hours = Resource Calendar Hours
6.	Remaining Capacity Legend	Color code for the heat map that indicates the ranges of remaining capacity. Note: You can change the range values, colors, and quantity in edit mode.	Not applicable	Not applicable
7.	Resource Availability List	Details availability for all resources. Data is grouped by resource name and role and can be organized by any of the columns. If required, historical scheduling data can be included in the Resource Availability list. For more information, see Using the PSA Utilization Analytics Capacity and Demand Planning Dashboard Configuration Page.	Remaining Hours = Calendar Hours - Billable Assignment Hours - Credited Assignment Hours - Non Billable Assignment Hours - Time Excluded Assignment Hours - Utilization Excluded Assignment Hours - Held Resource Request Hours - Utilization Excluded Held RR Hours	None
			Billable Assignment Hours = Sum(Billable Assignment Hours)	None
			Credited Assignment Hours = Sum(Credited Assignment Hours)	None
			Non-Billable Assignment Hours = Sum(Credited Assignment Hours)	None
			Held Resource Request Hours = Sum(Held Resource Request Hours)	None
			Calendar Hours = Sum(Calendar Hours)	None
			Time Excluded Assignment Hours = Sum(Time Excluded Assignment Hours)	None
			Utilization Excluded Assignment Hours = Sum(Utilization Excluded Assignment Hours)	None
			Utilization Excluded Held RR Hours = Sum(Utilization Excluded Held RR Hours)	None

Filters

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

PSA Utilization Analytics 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

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

Full Time Equivalent (FTE)

You can view values for the Remaining FTE and Total FTE on the tooltip for the Available Capacity (%) by Role 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.

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

Editing Dashboard Elements

You can edit some of the elements displayed in the dashboard, according to your reporting and presentational requirements.