SECTIONSUtilization Results Dataset PS Cloud Analytics Input Fields
The input fields are the foundation of every dataset in PS Cloud Analytics. These fields are imported from your org environment by the dataflow when you create the Analytics app, the data is then processed to populate your apps' datasets.
Base Object
This flow uses Utilization Result as the central object to retrieve PS Cloud Analytics field information. It also uses lookups to other PS Cloud Analytics objects to complement the data necessary to generate the Utilization Analytics (Embedded) Dataset.
Utilization Result
The main fields retrieved from the Utilization Result object in PSA are as follows.
| Field Label | Field API Name | Description |
|---|---|---|
| Billable Assignment Hours | pse__Billable_Assignment_Hours__c | Populates the Billable Assignment Hours field in the resulting dataset. |
| Billable Timecard Hours | pse__Billable_Timecard_Hours__c | Populates the Billable Timecard Hours field in the resulting dataset. |
| Calendar Hours | pse__Calendar_Hours__c | Populates the Calendar Hours field in the resulting dataset. |
| Credited Assignment Hours | pse__Credited_Assignment_Hours__c | Populates the Credited Assignment Hours field in the resulting dataset. |
| Credited Timecard Hours | pse__Credited_Timecard_Hours__c | Populates the Credited Timecard Hours field in the resulting dataset. |
| Date | pse__Date__c | Populates the Date field in the resulting dataset. |
| Group ID | pse__Group__c | We use this field to look up the corresponding PSA object for the following fields: Group. |
| Held Resource Request Hours | pse__Held_Resource_Request_Hours__c | Populates the Held Resource Request Hours field in the resulting dataset. |
| Non-Billable Assignment Hours | pse__Non_Billable_Assignment_Hours__c | Populates the Non-Billable Assignment Hours field in the resulting dataset. |
| Non-Billable Timecard Hours | pse__Non_Billable_Timecard_Hours__c | Populates the Non-Billable Timecard Hours field in the resulting dataset. |
| Old Practice | pse__Old_Practice__c | Used to retain historical practice information for the utilization result. |
| Old Region | pse__Old_Region__c | Used to retain historical region information for the utilization result. |
| Practice ID | pse__Practice__c | We use this field to look up the corresponding PSA object for the following fields: Practice. |
| Region ID | pse__Region__c | We use this field to look up the corresponding PSA object for the following fields: Region. |
| Resource Change ID | Id | We use this field to look up the corresponding PSA object for the following fields: Resource Change. |
| Resource ID | pse__Resource__c | We use this field to look up the corresponding PSA object for the following fields: Resource (Contact). |
| Resource Role | pse__Resource_Role__c | Populates the Resource Role field in the resulting dataset. |
| Time Excluded Assignment Hours | pse__Time_Excluded_Assignment_Hours__c | Populates the Time Excluded Assignment Hours field in the resulting dataset. |
| Time Excluded Timecard Hours | pse__Time_Excluded_Timecard_Hours__c | Populates the Time Excluded Timecard Hours field in the resulting dataset. |
| Unheld Resource Request Hours | pse__Unheld_Resource_Request_Hours__c | Populates the Unheld Resource Request Hours field in the resulting dataset. |
| Utilization Excluded Assignment Hours | pse__Utilization_Excluded_Assignment_Hours__c | Populates the Utilization Excluded Assignment Hours field in the resulting dataset. |
| Utilization Excluded Held RR Hours | pse__Utilization_Excluded_Held_RR_Hours__c | Populates the Utilization Excluded Held RR Hours field in the resulting dataset. |
| Utilization Excluded Timecard Hours | pse__Utilization_Excluded_Timecard_Hours__c | Populates the Utilization Excluded Timecard Hours field in the resulting dataset. |
| Utilization Excluded Unheld RR Hours | pse__Utilization_Excluded_Unheld_RR_Hours__c | Populates the Utilization Excluded Unheld RR Hours field in the resulting dataset. |
Time Period
The main fields retrieved from the Time Period object in PSA are as follows.
| Field Label | Field API Name | Description |
|---|---|---|
| End Date | pse__End_Date__c | Populates the Time Period Month End Date and Time Period Week End Date fields in the resulting dataset. |
| Name | Name | Populates the Time Period Month, Time Period Quarter, Time Period Week, and Time Period Year fields in the resulting dataset, depending on the time period type. |
| Start Date | pse__Start_Date__c | Populates the Time Period Month Start Date and Time Period Week Start Date fields in the resulting dataset. |
| Type | pse__Type__c | Used to determine the type of the time period, which controls the population of the Time Period Month, Time Period Quarter, Time Period Week, and Time Period Year fields in the resulting dataset. |
Skill Or Certification
The main fields retrieved from the Skill Or Certification object in PSA are as follows.
| Field Label | Field API Name | Description |
|---|---|---|
| Certification Source | pse__Certification_Source__c | Used to provide certification source details for the Resource Skill / Certification field in the resulting dataset. |
| Description | pse__Description__c | Used to provide description details for the Resource Skill / Certification field in the resulting dataset. |
| Group | pse__Group__c | Used to identify the group associated with the skill or certification record. |
| Last Modified By ID | LastModifiedById | Used to identify the user who last modified the skill or certification record. |
| Record ID | Id | Used to identify the skill or certification record and link it to skill or certification rating records. |
| Skill or Certification | pse__Skill_Or_Certification__c | Populates the Resource Skill / Certification field in the resulting dataset. |
| Type | pse__Type__c | Used to indicate whether the record represents a skill or a certification. |
Skill Or Certification Rating
The main fields retrieved from the Skill Or Certification Ranking object in PSA are as follows.
| Field Label | Field API Name | Description |
|---|---|---|
| Aspiration | pse__Aspiration__c | Used to capture the resource's aspiration toward the associated skill or certification. |
| Certified | pse__Certified__c | Used to indicate whether the resource is certified in the associated skill or certification. |
| Date Achieved | pse__Date_Achieved__c | Used to record the date on which the resource achieved the associated skill or certification. |
| Evaluation Date | pse__Evaluation_Date__c | Used to record the date on which the skill or certification rating was evaluated. |
| Expiration Date | pse__Expiration_Date__c | Used to record the date on which the resource's skill or certification expires. |
| Last Modified By ID | LastModifiedById | Used to identify the user who last modified the skill or certification rating record. |
| Name | Name | Used to identify the skill or certification rating record. |
| Numerical Rating | pse__Numerical_Rating__c | Used to record the numerical rating of the resource's skill or certification. |
| Rating | pse__Rating__c | Used to record the rating of the resource's skill or certification. |
| Resource | pse__Resource__c | Used to link the skill or certification rating to the associated resource for population of the Resource Skill / Certification field in the resulting dataset. |
| Skill /Certification | pse__Skill_Certification__c | Used to link the rating to the associated skill or certification record for population of the Resource Skill / Certification field in the resulting dataset. |
| Years of Experience | pse__Years_Experience__c | Used to record the resource's years of experience in the associated skill or certification. |
Permission Control
The Permission Control fields are only used if you have Utilization Results Permission Controls set to true on your active PS Cloud Analytics Setup record.
The main fields retrieved from the Permission Control object in PSA are as follows.
| Field Label | Field API Name | Description |
|---|---|---|
| End Date | pse__End_Date__c | Used to determine the date range during which the permission control record is valid. |
| Record ID | Id | Used to identify the permission control record. |
| Start Date | pse__Start_Date__c | Used to determine the date range during which the permission control record is valid. |
| User | pse__User__c | Used to identify the user to whom the permission control record applies. |
| Bypass Utilization Results Security Mode | pse__View_All_Utilization__c | Used to determine whether the user has permission to view all utilization results. |
Contact
This refers to the Salesforce Contact object.
The main fields retrieved from the Salesforce Contact object are as follows.
| Field Label | Field API Name | Description |
|---|---|---|
| Name | Name | Populates the Resource Name field in the resulting dataset. |
| Salesforce User | pse__Salesforce_User__c | Used to look up the corresponding Salesforce User record for fields such as the Salesforce Resource User Photo URL. |
| Reports To | ReportsToId | Used to determine the hierarchy when the Utilization Results Security mode is set to "Hierarchy" and the Utilization Results Hierarchy Mode is set to "Reports to Field on Contact Object". |
User
This refers to the Salesforce User object.
The main fields retrieved from the Salesforce User object are as follows.
| Field Label | Field API Name | Description |
|---|---|---|
| FullPhotoUrl | FullPhotoUrl | Populates the Salesforce Resource User Photo URL field in the resulting dataset. |
| Manager | ManagerId | Used to determine the hierarchy when the Utilization Results Security mode is set to "Hierarchy" and the Utilization Results Hierarchy Mode is set to "Manager Field on User Object". |
| Record ID | Id | Used to identify the Salesforce User record. |
| Role | UserRoleId | Used to determine the hierarchy when the Utilization Results Security mode is set to "Hierarchy" and the Utilization Results Hierarchy Mode is set to "Role Field on User Object". |
Augmented Fields
Augmented fields complement the data imported from the base objects, giving you a better view of your data.
Key: → — Lookup path between objects