Capacity Flow 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 Detail and Utilization Summary as base objects to extract PSA field information. It also uses these objects to look up to other PSA objects to complement the data necessary to generate the Capacity Dataset.

Utilization Detail

The main fields extracted from the Utilization Detail object in PSA.

Fields Retrieved from the Utilization Detail Object
Field Label Field API Name Description
Group ID pse__Group__c The ID chain, name, name chain, and hierarchy depth of the group that the utilization calculation is run for populate the related group fields in the resulting dataset.
Historical Billable Hours pse__Historical_Billable_Hours__c Used to calculate billable hours values in the resulting dataset. For more information, see Capacity Flow Intermediate Processing.
Historical Calendar Hours pse__Historical_Calendar_Hours__c Used to calculate calendar hours values in the resulting dataset. For more information, see Capacity Flow Intermediate Processing.
Historical Credited Hours pse__Historical_Credited_Hours__c Used to calculate credited hours values in the resulting dataset. For more information, see Capacity Flow Intermediate Processing.
Historical End Date pse__Historical_End_Date__c Used to calculate calendar hours in the resulting dataset. For more information, see Capacity Flow Intermediate Processing.
Historical Excluded Hours pse__Historical_Excluded_Hours__c Used to calculate excluded hours values in the resulting dataset. For more information, see Capacity Flow Intermediate Processing.
Historical Non-Billable Hours pse__Historical_Non_Billable_Hours__c Used to calculate non-billable hours values in the resulting dataset. For more information, see Capacity Flow Intermediate Processing.
Historical Scheduled Billable Hours pse__Hist_Sch_Billable_Hours__c Used to calculate scheduled billable hours values in the resulting dataset. For more information, see Capacity Flow Intermediate Processing.
Historical Scheduled Credited Hours pse__Hist_Sch_Credited_Hours__c Used to calculate scheduled credited hours values in the resulting dataset. For more information, see Capacity Flow Intermediate Processing.
Historical Scheduled Excluded Hours pse__Hist_Sch_Excluded_Hours__c Used to calculate scheduled excluded hours values in the resulting dataset. For more information, see Capacity Flow Intermediate Processing.
Historical Scheduled Held Hours pse__Hist_Sch_Held_Hours__c Used to calculate scheduled held hours values in the resulting dataset. For more information, see Capacity Flow Intermediate Processing.
Historical Scheduled Non-Billable Hours pse__Hist_Sch_Non_Billable_Hours__c Populates the Historical Scheduled Non Billable Hours field in the resulting dataset.
Historical Start Date pse__Historical_Start_Date__c Populates the Historical Utilization Start Date field in the resulting dataset.
Historical Utilization Target Hours pse__ Historical_Utilization_Target_Hours__c Populates the Historical Utilization Target Hours field in the resulting dataset.
Is Report Master pse_Is_Report_Master__c Populates the Is Report Master field in the resulting dataset.
Practice ID pse__Practice__c The ID chain, name, name chain, and hierarchy depth of the practice that the utilization calculation is run for populate the related practice fields in the resulting dataset.
Region ID pse__Region__c The ID chain, name, name chain, and hierarchy depth of the region that the utilization calculation is run for populate the related region fields in the resulting dataset.
Resource ID pse__Resource__c

The following fields of the resource that the utilization calculation is run for populate the related resource fields in the resulting dataset:

  • Department
  • External Resource
  • Full Name
  • Is Resource
  • Is Resource Active
  • Last Date
  • Mailing City
  • Mailing Country
  • Mailing State/Province
  • Resource Role
  • Salesforce User ID
  • Start Date
  • Work Calendar
Scheduled Billable Hours pse__Scheduled_Billable_Hours__c Populates the Total Capacity Hours field in the resulting dataset. Also, used to identify "Scheduled" capacity type records.
Scheduled Calendar Hours pse__Scheduled_Calendar_Hours__c Populates the Total Capacity Hours field in the resulting dataset. Also, used to identify "Remaining" capacity type records.
Scheduled Credited Hours pse__Scheduled_Credited_Hours__c Populates the Total Capacity Hours field in the resulting dataset. Also, used to identify "Scheduled" capacity type records.
Scheduled End Date pse__Scheduled_End_Date__c Populates the Utilization End Date field in the resulting dataset.
Scheduled Excluded Hours pse__Scheduled_Excluded_Hours__c Populates the Total Capacity Hours field in the resulting dataset. Also, used to identify "Scheduled" capacity type records.
Scheduled Held Hours pse__Scheduled_Held_Hours__c Populates the Total Capacity Hours field in the resulting dataset. Also, used to identify "Scheduled" capacity type records.
Scheduled Non-Billable Hours pse__Scheduled_Non_Billable_Hours__c Populates the Total Capacity Hours field in the resulting dataset. Also, used to identify "Scheduled" capacity type records.
Scheduled Start Date pse__Scheduled_Start_Date__c Populates the Scheduled Utilization Start Date field in the resulting dataset.
Scheduled Utilization Target Hours pse__Scheduled_Utilization_Target_Hours__c Populates the Scheduled Utilization Target Hours field in the resulting dataset.
Time Period ID pse__Time_Period__c The name, type, start date, and end date in the time period record populate the Time Period Name, Time Period Type, Time Period Start Date, and Time Period End Date in the resulting dataset.
Utilization Calculation ID pse__Utilization_Calculation__c The name, ID, and Is Report Master value in the utilization calculation record populate the Utilization Calculation Name, Utilization Calculation Name, and Is Report Master in the resulting dataset.
Utilization Target Hours pse__Utilization_Target_Hours__c Populates the related utilization target hours fields in the resulting dataset.

Utilization Summary

The main fields extracted from the Utilization Summary object in PSA are as follows.

Fields Retrieved from the Utilization Summary Object
Field Label Field API Name Description
Assigned Billable Hours pse__ Assigned_Billable_Hours__c Populates the Scheduled Billable Hours field in the resulting dataset.
Assigned Credited Hours pse__Assigned_Credited_Hours__c Populates the Scheduled Credited Hours field in the resulting dataset.
Assigned Excluded Hours pse__Assigned_Excluded_Hours__c Populates the Scheduled Excluded Hours field in the resulting dataset.
Assigned Non-Billable Hours pse__Assigned_Non_Billable_Hours__c Populates the Scheduled Non-Billable Hours field in the resulting dataset.
Group ID pse__Group__c The ID chain, name, name chain, and hierarchy depth of the group that the utilization summary relates to populate the related group fields in the resulting dataset.
Held Hours Opp Pct Weighted pse__Held_Hours_Opp_Pct_Weighted__c Populates the Total Weighted Capacity Hours field in the resulting dataset.
Practice ID pse__Practice__c The ID chain, name, name chain, and hierarchy depth of the practice that the utilization summary relates to populate the related practice fields in the resulting dataset.
Region ID pse__Region__c The ID chain, name, name chain, and hierarchy depth of the region that the utilization summary relates to populate the related region fields in the resulting dataset.
Resource Role pse__Resource_Role__c Populates the Resource Role field in the resulting dataset.
Time Period ID pse__Time_Period__c The name, type, start date, and end date in the time period record populate the Time Period Name, Time Period Type, Time Period Start Date, and Time Period End Date in the resulting dataset.
Unheld Hours pse__Unheld_Hours__c Populates the Total Requested Hours field, and used to populate the Capacity Subtype and Total Capacity Hours fields in the resulting dataset.
Unheld Hours Opp Pct Weighted pse__Unheld_Hours_Opp_Pct_Weighted__c Populates the Total Weighted Requested Hours field in the resulting dataset.
Utilization Calculation ID pse__ Utilization_Calculation__c The Name and Is Report Master fields populate the related utilization calculation fields in the resulting dataset.