Utilization 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

Fields Retrieved from the Utilization Result Object
Field Label	Field API Name	Description
Billable Assignment Hours	pse__Billable_Assignment_Hours__c	These fields are imported directly from your PSA environment. For more information about these fields, see Utilization Result Fields.
Billable Timecard Hours	pse__Billable_Timecard_Hours__c
Calendar Hours	pse__Calendar_Hours__c
Credited Assignment Hours	pse__Credited_Assignment_Hours__c
Credited Timecard Hours	pse__Credited_Timecard_Hours__c
Date	pse__Date__c
Held Resource Request Hours	pse__Held_Resource_Request_Hours__c
Non-Billable Assignment Hours	pse__Non_Billable_Assignment_Hours__c
Non-Billable Timecard Hours	pse__Non_Billable_Timecard_Hours__c
Old Practice	pse__Old_Practice__c
Old Region	pse__Old_Practice__c
Resource Role	pse__Resource_Role__c
Time Excluded Assignment Hours	pse__Time_Excluded_Assignment_Hours__c
Time Excluded Timecard Hours	pse__Time_Excluded_Timecard_Hours__c
Unheld Resource Request Hours	pse__Unheld_Resource_Request_Hours__c
Utilization Excluded Assignment Hours	pse__Utilization_Excluded_Assignment_Hours__c
Utilization Excluded Held RR Hours	pse__Utilization_Excluded_Held_RR_Hours__c
Utilization Excluded Timecard Hours	pse__Utilization_Excluded_Timecard_Hours__c
Utilization Excluded Unheld RR Hours	pse__Utilization_Excluded_Unheld_RR_Hours__c
Group ID	pse__Group__c	We use this field to look up the corresponding PSA object for the following fields: Group .
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 ID	pse__Resource__c	We use this field to look up the corresponding PSA object for the following fields: Resource (Contact) .
Resource Change ID	Id	We use this field to look up the corresponding PSA object for the following fields: Resource Change.

Time Period

Fields Retrieved from the Timer Period Object
Field Label	Field API Name	Description
Name	Name	These fields are imported directly from your PSA environment. For more information about these fields, see Time Period Fields.
End Date	pse__End_Date__c
Start Date	pse__Start_Date__c
Type	pse__Type__c

Skill Or Certification

Fields Retrieved from the Skill Or Certification Object
Field Label	Field API Name	Description
Certification Source	pse__Certification_Source__c	These fields are imported directly from your PSA environment. For more information about these fields, see Skill or Certification Fields.
Description	pse__Description__c
Group	pse__Group__c
Last Modified By ID	LastModifiedById
Record ID	Id
Skill or Certification	pse__Skill_Or_Certification__c
Type	pse__Type__c

Skill Or Certification Rating

Fields Retrieved from the Skill Or Certification Ranking Object
Field Label	Field API Name	Description
Aspiration	pse__Aspiration__c	These fields are imported directly from your PSA environment. For more information about these fields, see Skill or Certification Rating Fields.
Certified	pse__Certified__c
Date Achieved	pse__Date_Achieved__c
Evaluation Date	pse__Evaluation_Date__c
Expiration Date	pse__Expiration_Date__c
Last Modified By ID	LastModifiedById
Name	Name
Numerical Rating	pse__Numerical_Rating__c
Rating	pse__Rating__c
Resource	pse__Resource__c
Skill /Certification	pse__Skill_Certification__c
Years of Experience	pse__Years_Experience__c

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.

Fields Retrieved from the Permission Control Object
Field Label	Field API Name	Description
End Date	pse__End_Date__c	These fields are imported directly from your PSA environment. For more information about these fields, see Permission Control Fields
Record ID	Id
Start Date	pse__Start_Date__c
User	pse__User__c
Bypass Utilization Results Security Mode	pse__View_All_Utilization__c

Contact

This refers to the Salesforce Contact object.

Fields Retrieved from the Contact Object
Field Label	Field API Name	Description
Department	Department	Populates the Resource Department field in the resulting dataset.
Is Resource	pse__Is_Resource__c	Populates the Is Resource field in the resulting dataset.
Is Resource Active	pse__Is_Resource_Active__c	Populates the Is Resource Active field in the resulting dataset.
Last Date	pse__Last_Date__c	Populates the Resource Last Date field in the resulting dataset.
Mailing City	MailingCity	Populates the Resource Mailing City field in the resulting dataset.
Mailing Country	MailingCountry	Populates the Resource Mailing Country field in the resulting dataset.
Mailing State	MailingState	Populates the Resource Mailing State field in the resulting dataset.
Name	Name	Populates the Resource Name field in the resulting dataset.
Reports To	ReportsToId
Salesforce User	pse__Salesforce_User__c	Joins the Salesforce contact record to the Salesforce user record.
Start Date	pse__Start_Date__c	Populates the Resource Start Date field in the resulting dataset.
Work Calendar	pse__Work_Calendar__c	Populates the Resource Work Calendar field in the resulting dataset.

User

This refers to the Salesforce User object.

Fields Retrieved from the User Object
Field Label	Field API Name	Description
FullPhotoUrl	FullPhotoUrl
Manager	ManagerId
Record ID	Id
Role	UserRoleId
Username	Username	Populates the Salesforce Resource Username field in the resulting dataset.

Augmented Fields

Augmented fields complement the data imported from the base objects, giving you a better view of your data.

Note:

These fields are imported directly from your PSA environment. For more information about these fields, see the PSA field reference guide for their corresponding PSA object.

Key: → — Lookup path between objects

Augmented Fields
PSA Object	Lookup Path	Field Label	Field API Name
Region	N/A	Record ID	Id
		Region Name	Name
		Reversed Region ID Chain	pse__Reversed_ID_Chain__c
Practice	N/A	Record ID	Id
		Practice Name	Name
		Reversed Practice ID Chain	pse__Reversed_ID_Chain__c
Group	N/A	Record ID	Id
		Group Name	Name
		Reversed Group ID Chain	pse__Reversed_ID_Chain__c
Resource (Contact)	N/A	Contact ID	Id
Resource (Contact)	N/A	Full Name	Name
Resource Change	N/A	Change Date	pse__Change_Date__c
		New Group	pse__New_Group__c
		New Is Resource	pse__New_Is_Resource__c
		New Is Resource Active	pse__New_Is_Resource_Active__c
		New Practice	pse__New_Practice__c
		New Region	pse__New_Region__c
		New Resource Role	pse__New_Resource_Role__c
		New Utilization Target	pse__New_Utilization_Target__c
		New Work Calendar	pse__New_Work_Calendar__c
		Old Group	pse__Old_Group__c
		Old Is Resource	pse__Old_Is_Resource__c
		Old Is Resource Active	pse__Old_Is_Resource_Active__c
		Old Resource Role	pse__Old_Resource_Role__c
		Old Utilization Target	pse__Old_Utilization_Target__c
		Old Work Calendar	pse__Old_Work_Calendar__c
Utilization Run		Id	Id
		Name	Name
		Threshold Value 1	pse__Threshold_Value_1__c
		Threshold Value 2	pse__Threshold_Value_2__c
		Threshold Value 3	pse__Threshold_Value_3__c
		Threshold Value 4	pse__Threshold_Value_4__c
		Threshold Value 5	pse__Threshold_Value_5__c
		Threshold Value 6	pse__Threshold_Value_6__c