Utilization Results Dataset PS Cloud Analytics Output Fields

Professional Services Cloud

The Utilization Analytics (Embedded) dataset stores fields associated with the Utilization Results object in PSA and its related records as well as other associated objects. The fields are:

Utilization Analytics (Embedded) Fields
Field Type Field Label Field API Name Description
Measures Billable Assignment Hours ValueBillableAssignmentHours The sum of billable hours calculated from the assignments of the resource that is associated with the utilization result.
Billable Timecard Hours ValueBillableTimecardHours The sum of billable hours calculated from the timecards of the resource that is associated with the utilization result.
Calendar Hours ValueCalendarHours The number of hours from the resource's work calendar on the date of the utilization result.
Credited Assignment Hours ValueCreditedAssignmentHours The sum of time credited hours calculated from the assignments of the resource that is associated with the utilization result.
Credited Timecard Hours ValueCreditedTimecardHours The sum of time credited hours calculated from the timecards of the resource that is associated with the utilization result.
Held Resource Request Hours ValueHeldResourceRequestHours The sum of hours calculated from the held resource requests of the resource that is associated with the utilization result.
Hours at Threshold Value 1 pse__Hours_At_Threshold_Value_1__c The sum of hours calculated from the unheld resource requests of the role that is associated with the utilization result at threshold value 1.
Hours at Threshold Value 2 pse__Hours_At_Threshold_Value_2__c The sum of hours calculated from the unheld resource requests of the role that is associated with the utilization result at threshold value 2.
Hours at Threshold Value 3 pse__Hours_At_Threshold_Value_3__c The sum of hours calculated from the unheld resource requests of the role that is associated with the utilization result at threshold value 3.
Hours at Threshold Value 4 pse__Hours_At_Threshold_Value_4__c The sum of hours calculated from the unheld resource requests of the role that is associated with the utilization result at threshold value 4.
Hours at Threshold Value 5 pse__Hours_At_Threshold_Value_5__c The sum of hours calculated from the unheld resource requests of the role that is associated with the utilization result at threshold value 5.
Hours at Threshold Value 6 pse__Hours_At_Threshold_Value_6__c The sum of hours calculated from the unheld resource requests of the role that is associated with the utilization result at threshold value 6.
Non-Billable Assignment Hours ValueNonBillableAssignmentHours The sum of non-billable hours calculated from the assignments of the resource that is associated with the utilization result.
Non-Billable Timecard Hours ValueNonBillableTimecardHours The sum of non-billable hours calculated from the timecards of the resource that is associated with the utilization result.
Resource Change New Utilization Target (%) ValueResourceChangeNewUtilizationTarget The value of the new utilization target assigned to the resource associated with the resource change.
Resource Change Old Utilization Target (%) ValueResourceChangeOldUtilizationTarget The value of the old utilization target assigned to the resource associated with the resource change.
Standard Work Calendar Hours ValueStandardWorkCalendarHours The number work calendar hours of the region associated with the utilization result.
Time Excluded Assignment Hours ValueTimeExcludedAssignmentHours The sum of time excluded hours calculated from the assignments of the resource that is associated with the utilization result.
Time Excluded Timecard Hours ValueTimeExcludedTimecardHours The sum of time excluded hours calculated from the timecards of the resource that is associated with the utilization result.
Unheld Resource Request Hours ValueUnheldResourceRequestHours The sum of hours calculated from the unheld resource requests of the role that is associated with the utilization result.
Unheld Resource Request Weighted Hours pse__Unheld_Resource_Request_Weighted_Hours__c The sum of weighted hours, calculated from the unheld resource requests of the role that is associated with the utilization result.
Utilization Excluded Assignment Hours ValueUtilizationExcludedAssignmentHours The sum of hours excluded from utilization calculated from the assignments of the resource that is associated with the utilization result.
Utilization Excluded Held RR Hours ValueUtilizationExcludedHeldRRHours The value of the Utilization Excluded Held RR Hours field on the Utilization Result object.
Utilization Excluded Timecard Hours ValueUtilizationExcludedTimecardHours The value of the Utilization Excluded Timecard Hours field on the Utilization Result object.
Utilization Excluded Unheld RR Hours ValueUtilizationExcludedUnheldRRHours The sum of hours excluded from utilization calculated from the unheld resource requests of the resource role that is associated with the utilization result.
Utilization Run Threshold Value 1 (%) ValueUtilizationRunThresholdValue1 The percentage value of the first threshold for the utilization run.
Utilization Run Threshold Value 2 (%) ValueUtilizationRunThresholdValue2 The percentage value of the second threshold for the utilization run.
Utilization Run Threshold Value 3 (%) ValueUtilizationRunThresholdValue3 The percentage value of the third threshold for the utilization run.
Utilization Run Threshold Value 4 (%) ValueUtilizationRunThresholdValue4 The percentage value of the fourth threshold for the utilization run.
Utilization Run Threshold Value 5 (%) ValueUtilizationRunThresholdValue5 The percentage value of the fifth threshold for the utilization run.
Utilization Run Threshold Value 6 (%) ValueUtilizationRunThresholdValue6 The percentage value of the sixth threshold for the utilization run.
Utilization Target (%) ValueUtilizationTargetPercent Target percentage for the resource associated with the utilization result on the specified date.
Utilization Target Hours ValueUtilizationTargetHours Target hours for the resource associated with the utilization result on the specified date.
Weighted Hours at Threshold Value 1 pse__Weighted_Hours_At_Threshold_Value_1__c The sum of weighted hours calculated from the unheld resource requests of the role that is associated with the utilization result at threshold value 1.
Weighted Hours at Threshold Value 2 pse__Weighted_Hours_At_Threshold_Value_2__c The sum of weighted hours calculated from the unheld resource requests of the role that is associated with the utilization result at threshold value 2.
Weighted Hours at Threshold Value 3 pse__Weighted_Hours_At_Threshold_Value_3__c The sum of weighted hours calculated from the unheld resource requests of the role that is associated with the utilization result at threshold value 3.
Weighted Hours at Threshold Value 4 pse__Weighted_Hours_At_Threshold_Value_4__c The sum of weighted hours calculated from the unheld resource requests of the role that is associated with the utilization result at threshold value 4.
Weighted Hours at Threshold Value 5 pse__Weighted_Hours_At_Threshold_Value_5__c The sum of weighted hours calculated from the unheld resource requests of the role that is associated with the utilization result at threshold value 5.
Weighted Hours at Threshold Value 6 pse__Weighted_Hours_At_Threshold_Value_6__c The sum of weighted hours calculated from the unheld resource requests of the role that is associated with the utilization result at threshold value 6.
Dimensions Group ID GroupId System-generated identifier of the group associated with the utilization result on the specified date.
Group Level XX GroupNameXX The name of a group associated with the utilization result. XX represents a number between 00 and 12, and determines the group's level in the hierarchy of groups associated with the utilization result. 00 is the highest level of group.
Group Name GroupName The name of the group associated with the utilization result.
Group Reversed ID Chain GroupReversedIdChain System-generated list of identifiers of all of the groups associated with the utilization result. The groups' identifiers are listed in ascending hierarchical order.
Practice ID PracticeId System-generated identifier of the practice associated with the utilization result on the specified date.
Practice Level XX PracticeNameXX The name of a practice associated with the utilization result. XX represents a number between 00 and 12, and determines the practice's level in the hierarchy of practices associated with the utilization result. 00 is the highest level of practice.
Practice Name PracticeName The name of the practice associated with the utilization result.
Practice Reversed ID Chain PracticeReversedIdChain System-generated list of identifiers of all of the practices associated with the utilization result. The practices' identifiers are listed in ascending hierarchical order.
Region ID RegionId System-generated identifier of the region that is associated with the utilization result on the specified date.
Region Level XX RegionNameXX The name of a region associated with the utilization result. XX represents a number between 00 and 12, and determines the region's level in the hierarchy of regions associated with the utilization result. 00 is the highest level of region.
Region Name RegionName The name of the region associated with the utilization result.
Region Reversed ID Chain RegionReversedIdChain System-generated list of identifiers of all of the regions associated with the utilization result. The regions' identifiers are listed in ascending hierarchical order.
Resource Change ID ResourceChange.Id System-generated identifier of the resource change.
Resource Change New Group ResourceChange.NewGroup.Name Group that the resource belongs to after the change.
Resource Change New Is Resource ResourceChange.pse__New_Is_Resource__c State of the resource's Is Resource checkbox on their contact record after the change.
Resource Change New Is Resource Active ResourceChange.pse__New_Is_Resource_Active__c State of the resource's Is Resource Active checkbox on their contact record after the change.
Resource Change New Practice ResourceChange.NewPractice.Name Practice that the resource belongs to after the change.
Resource Change New Region ResourceChange.NewRegion.Name Region that the resource belongs to after the change.
Resource Change New Resource Role RoleResourceChange.pse__New_Resource_Role__c Role of the resource after the change.
Resource Change New Work Calendar ResourceChange.NewWorkCalendar.Name Work calendar assigned to the resource after the change.
Resource Change Old Group ResourceChange.OldGroup.Name Group that the resource belonged to before the change.
Resource Change Old Is Resource ResourceChange.pse__Old_Is_Resource__c State of the resource's Is Resource checkbox on their contact record before the change.
Resource Change Old Is Resource Active ResourceChange.pse__Old_Is_Resource_Active__c State of the resource's Is Resource Active checkbox on their contact record before the change.
Resource Change Old Practice ResourceChange.OldPractice.Name Group that the resource belonged to before the change.
Resource Change Old Region ResourceChange.OldRegion.Name Region that the resource belonged to before the change.
Resource Change Old Resource Role ResourceChange.pse__Old_Resource_Role__c Role of the resource before the change.
Resource Change Old Work Calendar ResourceChangeResourceChange.OldWorkCalendar.Name Work calendar assigned to the resource before the change.
Resource External ResourceExternal Indicates if the resource associated with the utilization result is external.
Resource ID ResourceId System-generated identifier of the contact record associated with the utilization result.
Resource Name ResourceName Name of the resource.
Resource Role ResourceRole Role of the resource.
Resource Skill / Certification Resource.Skill.Name

The skills or certifications associated with the resource.

Note:

Duplicate hours might be displayed for skill or certification records if you use this field in a lens. For example, if you group using this field in a lens, in conjunction with Resource Name, and Resource Skills groupings, then hours displayed under your Sum of Calendar Hours column are duplicated for each skill or certification row.
Salesforce Resource User Photo URL ResourceSalesforceUserPhotoUrl The URL of the Salesforce User contact photo.
Time Period Month TimePeriodMonth The name of the time period of type "Month" that is associated with the utilization result.
Time Period Quarter TimePeriodQuarter The name of the time period of type "Quarter" that is associated with the utilization result.
Time Period Week TimePeriodWeek The name of the time period of type "Week" that is associated with the utilization result..
Time Period Year TimePeriodYear The name of the time period of type "Year" that is associated with the utilization result.
Utilization Result ID Id System-generated identifier of the utilization result.
Utilization Run LastUpdatedRun The utilization run the utilization result is associated with.
Date Date Date The date of the utilization result.
Resource Change Date ResourceChangeChangeDate Date the change is to be applied from.
Time Period Month End Date TimePeriodMonthEndDate The exact end date of the time period of type "Month" that is associated with the utilization result.
Time Period Month Start Date TimePeriodMonthStartDate The exact start date of the time period of type "Month" that is associated with the utilization result.
Time Period Week End Date TimePeriodWeekEndDate The exact end date of the time period of type "Week" that is associated with the utilization result.
Time Period Week Start Date TimePeriodWeekStartDate The exact start date of the time period of type "Year" that is associated with the utilization result.