ArticlesBite Size Analytics: What Updates Were Made to Project Reporting Dataset in Spring 21?

Previously in PSA Analytics, there was not a dataset that had projects with all related data for you to write your own reports and dashboards from. Well, here it is in Spring 21! The project reporting dataset is built especially for you to self-serve in Analytics and combines the commonly reported objects related to projects: Projects, Milestones, Timecards, Assignments, Budgets, Expenses, Estimates v Actuals, Miscellaneous Adjustments.

You can answer such questions as:

• Do milestones exceed budget?
• Which timecards and expenses have been submitted each week by project and resource?
• Which Timecards and Expenses have been approved?
• What were my task time hours logged by day, week, month, quarter, year? (Summer 23)
• How to build a lens in a project reporting dataset?

All queries (lens) and dashboards you build can be filtered by:

• Account
• Region-Practice-Group
• Project name
• Project manager
• Time

See the video below for an introduction to the dataset and how it is structured so you can understand the under-the-hood workings.

Overview of Changes in Spring 21 

Project Reporting Dataset: How to Build a Lens

We also have a video on how to build a lens to help you get started.

For any feedback or requests for future Bite Size Analytics, post in the Reporting Chatter group.