PSA Utilization Summary Dashboard

The PSA Utilization Summary dashboard enables you to:

  • View the Total Utilization percentage KPI.
  • View the PSA scheduled hours.
  • Compare the scheduled hours with the actual hours logged.
  • See which resource has been over or under allocated and the utilization rate for the resource.

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

PSA Utilization Summary Dashboard Guide

The PSA Utilization Summary dashboard displays:

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

PSA Utilization 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 Utilization Summary Dashboard Elements

Element Number

Name

Description

Calculation

Referenced Calculation
1. Scheduled Utilization KPI

Total scheduled utilization as a percentage.

 Scheduled Utilization = (Billable Assignment Hours + Credited Assignment Hours) / (Calendar Hours - Time Excluded Assignment Hours) None
2. Actual Utilization KPI Total actual utilization as a percentage. Includes actual and billable hours.

Actual Utilization = (Billable Timecard Hours + Credited Timecard Hours) / (Calendar Hours - Time Excluded Timecard Hours)

 None
3. View By Picker for Utilization Percentages By RPG Bar Chart Defines the data displayed in the Utilization Percentages By RPG bar chart. Utilization grouped by region and selected level. Displays utilization by region.
Utilization grouped by practice and selected level. Displays utilization by practice.
Utilization grouped by group and selected level. Displays utilization by group.
4. Utilization Percentages By RPG Bar Chart

Displays the total scheduled and actual utilization as a percentage for the value selected in the view by picker (3).

Scheduled (%) = sum(Scheduled Hours) as a percentage.

 Scheduled Hours = (sum(Billable Assignment Hours) + sum(Credited Assignment Hours)) / (sum(Calendar Hours) - sum(Time Excluded Assignment Hours))
Actual (%) = sum(Actual Hours) as a percentage. Actual Hours = (sum(Billable Timecard Hours) + sum(Credited Timecard Hours)) / (sum(Calendar Hours) - sum(Time Excluded Timecard Hours))
5. Utilization Percentages By Week Bar Chart Displays the total scheduled and actual utilization as a percentage by week.

Scheduled (%) = sum(Scheduled Hours) as a percentage, grouped by week

Scheduled Hours = (sum(Billable Assignment Hours) + sum(Credited Assignment Hours)) / (sum(Calendar Hours) - sum(Time Excluded Assignment Hours)), grouped by Time Period Type = Week
Actual (%) = sum(Actual Hours) as a percentage, grouped by week. Actual Hours = (sum(Billable Timecard Hours) + sum(Credited Timecard Hours)) / (sum(Calendar Hours) - sum(Time Excluded Timecard Hours)), grouped by Time Period Type = Week
6.

View By Picker for Utilization Percentages By Resource or Role Bar Chart

Defines the data displayed in the Utilization Percentages By resource or role bar chart.

 Resource Displays data by resource.
Role Displays data by role.
7. Utilization Percentages By Resource or Role Bar Chart Displays the total scheduled and actual utilization as a percentage for the value selected in the view by picker (6). Scheduled (%) = sum(Scheduled Hours) as a percentage, grouped by resource or role.

Scheduled Hours = (sum(Billable Assignment Hours) + sum(Credited Assignment Hours)) / (sum(Calendar Hours) - sum(Time Excluded Assignment Hours)), grouped by Resource or Role.

Actual (%) = sum(Actual Hours) as a percentage, grouped by resource or role.

 Actual Hours = (sum(Billable Timecard Hours) + sum(Credited Timecard Hours)) / (sum(Calendar Hours) - sum(Time Excluded Timecard Hours)), grouped by Resource or Role.
8. Utilization Rate (%) By Week Line Chart Displays actual, scheduled, and target utilization rates as a percentage by week. Actual Rate = (Billable Timecard Hours + Credited Timecard Hours) / (Actual Calendar Hours - Time Excluded Timecard Hours) None
Scheduled Rate = (Billable Assignment Hours + Credited Assignment Hours) / (Scheduled Calendar Hours - Time Excluded Assignment Hours)

Billable Assignment Hours = sum(Billable Assignment Hours)
Credited Assignment Hours = sum(Credited Assignment Hours)
Time Excluded Assignment Hours = Time Excluded Assignment Hours
Target Rate = Utilization Target Hours / Calendar Hours None
9. Utilization Targets by Resource List Displays utilization of resources by target attainment percentage, billable utilization, total utilization, target, actual, and scheduled percentage.

Target Attainment % = (sum(Billable Timecard Hours) + sum(Credited Timecard Hours)) / (sum(Calendar Hours) - sum(Time Excluded Timecard Hours)) / sum(Utilization Target Hours) / sum(Calendar Hours), grouped by Resource Name, Resource Role, Region Name, Practice Name, and Group Name.

Actual Hours = sum(Billable Timecard Hours) + sum(Credited Timecard Hours)
Scheduled Hours = sum(Billable Assignment Hours) + sum(Credited Assignment Hours)
Target Hours = sum(Utilization Target Hours)
Calendar Hours = sum(Calendar Hours)
Billable Utilization = (sum(Billable Timecard Hours) + sum(Billable Assignment Hours)) / (sum(Calendar Hours) - sum(Time Excluded Timecard Hours) - sum(Time Excluded Assignment Hours)), grouped by

Resource Name, Resource Role, Region Name, Practice Name, and Group Name.
Total Utilization = (sum(Billable Timecard Hours) + sum(Billable Assignment Hours) + sum(Credited Timecard Hours) + sum(Credited Assignment Hours)) / (sum(Calendar Hours) - sum(Time Excluded Timecard Hours) - sum(Time Excluded Assignment Hours)), grouped by Resource Name, Resource Role, Region Name, Practice Name, and Group Name.
Target = sum(Utilization Target Hours) / sum(Calendar Hours), grouped by Resource Name, Resource Role, Region Name, Practice Name, and Group Name.
Actual = (sum(Billable Timecard Hours) + sum(Credited Timecard Hours)) / (sum(Calendar Hours) - sum(Time Excluded Timecard Hours)), grouped by Resource Name, Resource Role, Region Name, Practice Name, and Group Name.
Scheduled % = (sum(Billable Assignment Hours) + sum(Credited Assignment Hours)) / (sum(Calendar Hours) - sum(Time Excluded Assignment Hours)), grouped by Resource Name, Resource Role, Region Name, Practice Name, and Group Name.

Filters

The following filters are available on the PSA Utilization Summary 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 Summary 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.
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

Time Period Type

Select a specific time period type to filter by.

Dataset field: Time Period Type

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