Upgrading to PSA Fall 2021

This section describes changes to make for the following features when upgrading to Fall 2021:

• Upgrading to PSA Fall 2021
• Skills, Certifications, and Experience
• Einstein Next Best Action - Update Skills
• Work Opportunities Hub
• Intelligent Staffing
• PSA Resource Schedule Component
• PSA Resourcing Component
• PSA Contact Card Component
• PSA Resource Filter Component
• Resource Optimizer
• Utilization Reporting
• Lightning Experience
• FinancialForce In-App Guidance
• Expenses
• Services Billing
• Projects
• Opportunities
• Functional Permissions
• PSA Project Team Schedule Component
• Gantt
• Revenue Forecasting
• PSA Navigation
• Enhancements in Lightning Page Layouts
• Time Entry UI Enhancements
• PSA Operations Page
• PSA Workspaces
• Security Checks
• Integration Hub - Work Time to PSA
• Integration Hub
• Services CPQ

See the Upgrade Steps section under each feature for details of any action required. If you do not want to use or upgrade a feature, you can skip the upgrade steps for that feature. To perform upgrade steps, you must have administrator-level user permissions in your organization.

See the Included in this Feature section under each feature for details of items such as objects, fields, or buttons that have been added in this release.

Note:

Where new objects, fields, or buttons have been added for a feature, we recommend that you add them to any relevant page layouts, profiles, and permission sets. For information on how to do this, see the Salesforce Help.

For information on new features and changes to existing features in Fall 2021, see New Features and Enhancements in PSA Fall 2021 in the PSA Help or “What’s New in PSA Fall 2021” available from the FinancialForce Community.

Skills, Certifications, and Experience

Upgrade Steps

To upgrade this feature to Fall 2021, take the following action.

Upgrade steps for Fall 2021

Action	Further Information
Add the Resource Roles picklist to the page layouts on the Skill / Certification object or to the page layout that is set as the Master on the Edit Page Layout Assignment page for the Skill / Certification object.	Skill / Certification Fields
Add the Resource Roles picklist to the Skill Set page layout.	Skill Set Fields

Included in this Feature

This section details the items that have been added and updated in this release.

Buttons

Buttons added in Fall 2021

Button	Lightning Component	Further Information
Add | Experience	PSA Managing Skills and Certifications	Managing Skills, Certifications, and Experience for Resources

Buttons renamed in Fall 2021

Original Label	New Label	Further Information
Add Certification Rating	Add | Skill or Certification	Managing Skills, Certifications, and Experience for Resources
Add Skill Rating	Add | Skill or Certification

Custom Objects

Custom objects added in Fall 2021

Object Label	Description	Further Information
Experience	Stores details of a resource's experience.	Experience Fields
Experience Skill	Stores details of a resource's experience skills.	Experience Skill Fields

Custom Settings

Custom settings added in Fall 2021

Custom Setting	Further Information
Skills Management	Skills Management Settings

Custom Setting Fields

Custom setting fields added in Fall 2021

Custom Setting	Custom Setting Field	Further Information
Skills Management	Restrict Skills and Skill Sets by Role	Skills Management Settings
	Restrict Skills and Skill Sets by Role
	Enable Experience
	Outdated Skills Threshold in Days

Fields

Fields added in Fall 2021

Field	Object	Further Information
Assignment	Experience	Experience Fields
Description
End Date
Experience Name
Hours
Project Task Assignment
Resource
Start Date
Experience	Experience Skill	Experience Skill Fields
Experience Skill Name
Skill / Certification
Resource Roles*	Skill / Certification	Skill / Certification Fields
Resource Roles*	Skill Set	Skill Set Fields

*The Resource Role global picklist value set contains the options available from these picklist fields.

Fields removed in Fall 2021

Field Label	Removed from	Further Information
Aspiration	Add to Profile window	Skill / Certification Rating Fields
Date Achieved	Add to Profile window
Last Used Date	Add to Profile window

Windows

Windows renamed in Fall 2021

Original Label	New Label	Further Information
Add Certification Rating	Add to Profile	Managing Skills, Certifications, and Experience for Resources
Add Skill Rating	Add to Profile

Einstein Next Best Action - Update Skills

Upgrade Steps

No upgrade steps are required to upgrade this feature to Fall 2021. For setup details, see Configuring the Einstein Next Best Action - Update Skills Component.

Work Opportunities Hub

Upgrade Steps

No upgrade steps are required to upgrade this feature to Fall 2021. For setup details, see Setting Up the Work Opportunities Hub.

Included in this Feature

This section details the items that have been added in this release.

Custom Objects

Custom objects added in Fall 2021

Object Label	Description	Further Information
Candidate	Stores details of resources who have self-nominated for resource requests.	Candidate Fields

Custom Settings

Custom settings added in Fall 2021

Custom Setting	Further Information
Work Opportunities Hub	Work Opportunities Hub Settings

Custom Setting Fields

Custom setting fields added in Fall 2021

Custom Setting	Custom Setting Field	Further Information
Work Opportunities Hub	Candidates Can Self-Nominate for Work	Work Opportunities Hub Settings
	Filter by Primary Skill
	Filter by Resource Group
	Filter by Resource Practice
	Filter by Resource Region
	Filter by Resource Role

Fields

Fields added in Fall 2021

Field	Object	Further Information
Candidate Name	Candidate	Candidate Fields
Resource
Resource Request
Allow Candidates to Self-Nominate	Resource Request	Resource Request Fields
Information for Prospective Candidates
Self-Nomination Deadline

Lightning Components

Lightning components added in Fall 2021

Page	Description	Further Information
PSA Resource Self-Nomination	View and express interest in upcoming work.	Setting Up the Work Opportunities Hub Work Opportunities Hub

Permission Sets

Permission sets added in Fall 2021

Permission Set Name	Further Information
PSA - Manage Self-Nominations on Work Opportunities	Managing Self-Nominations for Work Opportunities
PSA - Self-Nominate for Work Opportunities	Expressing Interest in Upcoming Work Opportunities

Intelligent Staffing

Upgrade Steps

To upgrade Intelligent Staffing to Fall 2021, take the following action.

Upgrade steps for Fall 2021

Action	Further Information
Specify an appropriate value in the following Resource Search Service custom setting fields: Availability Priority Filter Fields Priority Skills Priority Custom Filter Fields Weighting Worked With Customer Weighting	Resource Search Service Settings

Included in this Feature

This section details the items that have been added in this release.

Custom Settings

Custom setting fields added in Fall 2021

Custom Setting	Custom Setting Field	Further Information
Resource Search Service	Availability Priority	Resource Search Service Settings
	Filter Fields Priority
	Skills Priority
	Custom Filter Fields Weighting
	Worked With Customer Weighting

PSA Resource Schedule Component

Upgrade Steps

To upgrade the PSA Resource Schedule component to Fall 2021, take the following action.

Upgrade steps for Fall 2021

Action	Further Information
If you are using your own Resource Request page, in the Lightning App Builder, create a custom tab named Resource Schedule on the required page or pages.	"Add and Customize Tabs on Lightning Pages Using the Lightning App Builder" in the Salesforce Help
If you are using your own Resource Request page, in the Lightning App Builder, on the required page or pages, add the PSA Resource Schedule component to the custom Resource Schedule tab that you previously created.	Adding Components to a Lightning Page
In the Lightning App Builder, add the PSA Contact Card component to the required PSA Resource Request Lightning pages.
Assign the required permissions to your users who are going to use the PSA Resource Schedule component.	Resource Schedule Permissions
Select the field sets in the following Lightning App Builder options to display additional fields when you hover over assignments and resource requests in the PSA Resource Schedule component: Hover Details Field Set for Assignments Hover Details Field Set for Resource Requests	Customizing Assignment and Resource Request Hover Tooltips
Set the pixel height in the Pixel Height field for the PSA Resource Schedule component.	Setting the PSA Resource Schedule Component Height
Set the number of months to display before and after the current resource request, to show all data within those dates.	Determining the Current Resource Request Date Padding
Specify the default scheduling strategy to display in the Scheduling Strategy field in the Manage Schedule window when your users click Manage Schedule in the PSA Resource Schedule component.	Specifying the Default Scheduling Strategy
Select a field set to customize the contact field rows displayed in the Compare Resources window.	Customizing Rows in the Compare Resources Window

Included in this Feature

This section details the items that have been added in this release.

PSA Resource Schedule Component Property Fields

PSA Resource Schedule component property fields added in Fall 2021

Field	Further Information
Compare Resources Contact Field Set	Customizing the PSA Resource Schedule Component
Date Padding
Default Scheduling Strategy
Hover Details Field Set for Resource Requests
Hover Details Field Set for Assignments
Pixel Height

PSA Resourcing Component

Upgrade Steps

To upgrade the PSA Resourcing component to Fall 2021, take the following action.

Upgrade steps for Fall 2021

Action	Further Information
To display resource availability in hours or percentage in the PSA Resourcing component: In the Component Properties pane for the PSA Resourcing component, specify an option in the Availability Display Format picklist.	Specifying the Resource Availability Display Format

Included in this Feature

This section details the items that have been added in this release for the Resourcing component.

Resourcing Component Properties Fields

Resourcing component Properties Fields added in Fall 2021

Field	Further Information
Availability Display Format	Specifying the Resource Availability Display Format

PSA Contact Card Component

Upgrade Steps

Note:

No upgrade steps are required to upgrade the PSA Contact Card component to Fall 2021.

You can configure the Contact Card where it is now available as an instance from the following new features:

• PSA Resource Optimizer component on the Resource Optimizer Lightning app page
• PSA Project Team Schedule component
• PSA Resource Schedule component

If you are upgrading to Fall 2021, see the Contact Card upgrade steps in the relevant upgrading sections for these new features.

PSA Resource Filter Component

Upgrade Steps

To upgrade the PSA Resource Filter Lightning component to Fall 2021, take the following action:

Upgrade steps for Fall 2021

Action	Further Information
[Optional] Select Include Sub-Regions by Default in the Component Properties pane for the PSA Resource Filter Lightning component.	Include Sub-Regions by Default
[Optional] In the Component Properties pane for the PSA Resource Filter Lightning component: Select Show Minimum Availability Filter. Enter a value between 0 and 100 in the Minimum Availability Default Value (%) field.	Enabling Minimum Resource Availability

Included in this Feature

This section details the items that have been added in this release.

PSA Resource Filter Lightning App Builder Fields

PSA Resource Filter Lightning App Builder fields added in Fall 2021

Field	Further Information
Include Sub-Regions by Default	Include Sub-Regions by Default
Show Minimum Availability Filter	Enabling Minimum Resource Availability
Minimum Availability Default Value (%)

PSA Resource Filter: Resource Skills Filter

PSA Resource Filter: Resource Skills Filter fields added in Fall 2021

Field	Further Information
Consider Expiration Date	Resource Skills Filter Buttons and Fields

Resource Optimizer

Upgrade Steps

To upgrade this feature to Fall 2021, take the following action.

Upgrade steps for Fall 2021

Action	Further Information
Assign the FF Group - PSA - Resource Manager permission set group to the users who need to: View the new Resource Optimizer Lightning App page. Assign resources who are matched to resource requests. Note: The FF Group - PSA - Resource Manager permission set group contains the PSA - Match and Assign Resources with Optimizer permission set.	Assigning and Removing Permission Sets Permission Sets and Other Technical Documentation “Assign Permission Sets to a Single User” and “Assign a Permission Set to Multiple Users” in the Salesforce Help
For the additional permissions required with the new PSA - Match and Assign Resources with Optimizer permission set: Assign Read permission on the Skill and Certification Rating object. Set up a permission control with the Staffing permission selected.	Salesforce Object Permissions Required for Permission Checks
Add additional fields to the Contact Card which opens when you select a resource in the data table on the Resource Optimizer Lightning App page.	Customizing the PSA Resource Optimizer Component
For the Contact Card which opens when you select a resource in the data table on the Resource Optimizer Lightning App page, select Contact Card Show Resource Requests.
For the Contact Card which opens when you select a resource in the data table on the Resource Optimizer Lightning App page, select Contact Card Show Scheduled Time in Hours to show a resource's scheduled working time on relevant assignments and resource requests as an hourly value.

Included in this Feature

This section details the items that have been added in this release.

PSA Resource Optimizer Component Lightning App Builder Fields

PSA Resource Optimizer component Lightning App Builder fields added in Fall 2021

Field	Further Information
Contact Card Custom Fields Field Set	Customizing the PSA Resource Optimizer Component
Contact Card Show Resource Requests
Contact Card Show Scheduled Time in Hours

Utilization Reporting

Upgrade Steps

No upgrade steps are required in PSA to create these dashboards. To create these dashboards and their required datasets, you must ensure you have appropriate data in PSA, and run the PSA Analytics App Template Design Wizard in Business Analytics.

For more information, see Setting up the PSA Analytics App in the Business Analytics Help.

Lightning Experience

This implementation adds the following component types to PSA record pages and object page layouts.

Type	Description	Visualforce Buttons or Actions
Lightning app pages	Direct replacements for existing pages or parts of pages.	The equivalent existing Visualforce buttons or actions that the PSA Lightning component types replaced in this release have been removed from the object page layouts. If you are upgrading to the Lightning component types in this PSA release, you might need to manually remove any Visualforce buttons or actions from any page layouts that have not been removed.
PSA Actions components	Components that contain multiple PSA Lightning actions to open new Lightning windows or existing Visualforce pages. The components are included in the relevant default record pages.
PSA Lightning actions	Actions that open new Lightning windows. These are included in the default object page layouts.
PSA Lightning components	Components that deliver specific functionality. These are included in the relevant default record pages.

Upgrade Steps

To upgrade Lightning components to Fall 2021 for your users, take the following action.

Upgrade steps for Fall 2021

Action	Further Information
Assign the PSA - Lightning Component Apex Class Access permission set to user profiles of users who will use the new Lightning components.	Assigning and Removing Permission Sets Permission Sets and Other Technical Documentation “Assign Permission Sets to a Single User” and “Assign a Permission Set to Multiple Users” in the Salesforce Help
If you want to use the FinancialForce record pages instead of your own, activate the FinancialForce record pages. You have the following options: Make the page the org default for the object. Make the page the default object record page for specific Lightning apps. Assign the page to a combination of Lightning apps, record types, and profiles. Assign the page to a form factor, such as a desktop or phone.	"Activate Lightning Experience Record Pages" in the Salesforce Help
If you want to continue to use your own record pages, you can add the following to them: PSA Actions components. PSA Lightning components.	PSA Lightning Components Overview
If you want to use the new PSA Lightning actions, add them to your object page layouts.	"Actions in Lightning Experience", “Quick Actions”, and "Add Quick Actions to the Case Page Layout for Lightning Experience" in the Salesforce Help

Included in this Feature

This section details the items that have been added or updated in this release for Lightning Experience.

Lightning App Pages

Lightning app pages added for Fall 2021

Page	Description	Further Information
Create Project	Create a project.	Creating a Project from an Existing Project or a Template
Resource Optimizer	Optimize the allocation of resources to resource requests.	Resource Optimizer for Resource Requests
Projects Awaiting Billing	Lightning app page to generate multiple billing events at the same time.	Projects Awaiting Billing Tab
Billing Events Awaiting Release	Lightning app page to release multiple billing events at the same time.	Billing Events Awaiting Release Tab
Billing Events Awaiting Invoicing	Lightning app page to mark multiple billing events as invoiced at the same time.	Billing Events Awaiting Invoicing Tab
Invoiced Billing Events	Lightning app page to view and revert invoiced billing events.	Invoiced Billing Events Tab

PSA Actions Lightning Components

PSA Lightning Actions components added to the supplied Lightning PSA record pages shown in PSA Fall 2021

Action Component Name	PSA Record Page	Description	Further Information
PSA Actions: Vendor Invoice Details	Vendor Invoice	Enables add and recalculate actions on Vendor Invoice Item records.	PSA Lightning Components Overview Adding Vendor Invoice Items Recalculating an Invoice
PSA Actions: Expense Report Attachments	Expense Report	Manages expense report attachments actions.

Enhanced PSA Actions Components

PSA Lightning actions enhanced or added to the PSA Actions: Assignments component for Fall 2021

Action	Page Layout	Further Information	Pilot
Assign Self-Assignment	Project	Self-Assignment
Assign Multiple Resources to Project	Project	Assigning Multiple Resources to Projects	Yes

PSA Lightning actions added to the PSA Actions: Resource Requests component for Fall 2021

Action	Page Layout	Further Information
Add Resource Requests from Template	Opportunity	Adding Resource Requests from a Template

PSA Lightning actions added to the PSA Actions: Task-Based Resourcing component for Fall 2021

Action	Page Layout	Further Information
Create Held Resource Requests from Project Tasks	Project	Generating Resource Requests from Project Tasks

PSA Lightning Actions

Lightning actions added in Fall 2021

Action	Page Layout	Further Information
Add Vendor Invoice Items	Vendor Invoice	Adding Vendor Invoice Items
Create Billing Document	Billing Event	Creating Billing Documents for Billing Events
Edit	Expense Report	Expense Reports
New
Export Configuration	PSA Administration	PSA Administration
Import Configuration
Actuals Calculate Delta Batch	PSA Administration	PSA Administration
App Log Cleanup Job	PSA Administration	PSA Administration
Billing Queue Management	PSA Administration	PSA Administration
Calculate Hours Variance on Projects	PSA Administration	PSA Administration
RPGPR Maintenance Batch	PSA Administration	PSA Administration
Scheduled Job Cleanup	PSA Administration	PSA Administration
Update Project Currency Exchange Rates	PSA Administration	PSA Administration
Generate EVAs For Held Resource Requests	PSA Administration	PSA Administration
Calculate Future Time on Schedules	PSA Administration	PSA Administration
Utilization Engine	PSA Administration	PSA Administration
Recalculate Schedules on Assignments	PSA Administration	PSA Administration
Recalculate Schedules on Resource Requests	PSA Administration	PSA Administration
Actuals Verifier	PSA Administration	PSA Administration
Project Actuals Recalc	PSA Administration	PSA Administration
Task-Based Resourcing Mappings	PSA Administration	PSA Administration
Manage Geocoding Services	PSA Administration	PSA Administration
Retry Project Task Sync	PSA Administration	PSA Administration
Manage Foundations Administration	PSA Administration	PSA Administration

PSA Lightning Components for Record Pages

Lightning components added to the Lightning record pages in PSA Fall 2021

Component	PSA Record Page	Description	Further Information
PSA Project Team Schedule	Project	Manage resource requests and assignments for all resources assigned to a project.	PSA Project Team Schedule Component Project Team Schedule Overview
PSA Resource Schedule	Resource Request	Manage resource requests and assignments for all resources.	PSA Resource Schedule Component Resource Schedule Overview

PSA Lightning Components for App Pages

Lightning components added to Lightning app pages in PSA Fall 2021

Component	PSA App Page	Description	Further Information
PSA Create Project	Create Project	Contains the Create Project button, Select a Starting Point window, and the Project Details card component.	Creating a Project from an Existing Project or a Template
PSA Create Project: Project Records	Create Project	View related object records. This component must be used in conjunction with the PSA Create Project component.	Creating a Project from an Existing Project or a Template
PSA Resource Optimizer	Resource Optimizer	Optimize the allocation of resources to resource requests.	Resource Optimizer for Resource Requests

PSA Lightning Components for Various Lightning Page Types

Lightning components introduced in PSA Fall 2021

Component	Lightning Page Type	Description	Further Information
PSA Resource Self-Nomination	Any workspace, home page, app page, or a user's Salesforce My Profile page.	View and express interest in upcoming work.	Setting Up the Work Opportunities Hub Work Opportunities Hub

FinancialForce In-App Guidance

No upgrade steps are required to upgrade this feature to Fall 2021.

To find out more about the FinancialForce In-App Guidance, see the FinancialForce In-App Guidance Quick Start Guide - Fall 2021.

Expenses

PSA Expense Entry Component

Upgrade Steps

To upgrade this feature to Fall 2021, take the following action.

Upgrade steps for Fall 2021

Action	Further Information
Assign the PSA - Lightning Component Apex Class Access permission set to the user profiles of users who will use the new PSA Expense Entry component.	Permission Sets and Other Technical Documentation “Assign Permission Sets to a Single User” and “Assign a Permission Set to Multiple Users” in the Salesforce Help
Add the PSA Expense Entry Lightning component to the page layout that you want to use the component on.	PSA Lightning Components Overview

Included in this Feature

This section details the items that have been added in this release for the PSA Expense Entry component.

Lightning Components

Lightning components added in Fall 2021

Action	Description	Further Information
PSA Expense Entry	Submit expenses against assignments and milestones associated with projects.	Using the Expense Entry Lightning Component

Expense Reports

Upgrade Steps

To upgrade this feature to Fall 2021, take the following action.

Upgrade steps for Fall 2021

Action	Further Information
To use the new PSA Lightning actions for expense reports, you must override the standard buttons: From Setup, navigate to the Expense Report object, and select Buttons, Links, and Actions. Click Edit from the drop-down menu next to the Edit button. Next to Lightning Experience Override, select Lightning component. Select c:em_expenseReportOverride from the drop-down. Click Save. Repeat these steps for the New button.	"Override Standard Buttons and Tab Home Pages" in the Salesforce Help.
[Optional] Add the Edit Lightning action to the Expense Report page layout.

Services Billing

To upgrade this feature to Fall 2021, take the following action.

Upgrade steps for Fall 2021

Action	Further Information
Assign users the correct permissions. The FF Group - PSA - Project Manager and FF Group - PSA - Ops Team Member permission set groups contain the following permission sets, which enable users to take the relevant actions and access the relevant tabs: PSA - Generate Billing Events PSA - Release Billing Events PSA - Invoice Billing Events PSA - Recalculate Billing Data PSA - Revert Billing Data You can mute any permission sets that users don't need.	Permission Sets and Other Technical Documentation   Services Billing Permission Sets   "Permission Sets" and "Muting Permission Set" in the Salesforce Help
Assign the correct cascading permission controls for the billing actions at the RPG or project level, as needed: Billing: for generation and release of billing events. Invoicing: for marking billing events as invoiced.	"User Management" in the Salesforce Help
We recommend that you create a Services Billing app in your org, containing the Services Billing workspace and the relevant tabs. If needed, contact FinancialForce Onboarding to have the PSA Workspaces package installed into your org.	"Develop for Lightning Experience" in the Salesforce Help

Included in this Feature

This section details the items that have been added and updated in this release.

Lightning Components

Lightning components added in Fall 2021

Page	Description	Further Information
Projects Awaiting Billing	Lightning app page to generate multiple billing events at the same time.	Projects Awaiting Billing Tab
Billing Events Awaiting Release	Lightning app page to release multiple billing events at the same time.	Billing Events Awaiting Release Tab
Billing Events Awaiting Invoicing	Lightning app page to mark multiple billing events as invoiced at the same time.	Billing Events Awaiting Invoicing Tab
Invoiced Billing Events	Lightning app page to view and revert invoiced billing events, if needed.	Invoiced Billing Events Tab

Permission Sets

Permission sets added in Fall 2021

Permission Set Name	Further Information
PSA - Generate Billing Events	Permission Sets and Other Technical Documentation   Services Billing Permission Sets   "Permission Sets" in the Salesforce Help
PSA - Release Billing Events
PSA - Invoice Billing Events
PSA - Recalculate Billing Data
PSA - Revert Billing Data

Custom Objects

Custom objects added and updated in Fall 2021

Object Label	Description	Further Information
Billing Event Calculation Detail	A system-generated object that stores the selected values for project, account, region, practice and group. This does not need to be accessed during the billing process.	Billing Event Calculation Detail Fields
Billing Event Calculation	A system-generated object that stores the details of all the related billing event batches, billing events, and billing event items. This does not need to be accessed during the billing process.	Billing Event Calculation Fields

Fields

Fields added to system-generated objects in Fall 2021

Field	Object	Further Information
Account	Billing Event Calculation Detail	Billing Event Calculation Detail Fields
Billing Event Calculation
Group
Practice
Project
Region
End Date	Billing Event Calculation	Billing Event Calculation Fields
Start Date

Projects

Creating a Project (Pilot)

Upgrade Steps

Upgrade steps for Fall 2021

Action	Further Information
To enable users to use the Create Project Lightning app page, you must grant permission to view the following: Relevant project records Template field on the Project object	Creating a Project from an Existing Project or a Template
To make Create Project visible in the App Launcher, change the Create Project custom tab setting to Default On for the relevant user profiles.	See the Salesforce Help for information on viewing and editing tab settings in permission sets and profiles.
The PSA Create Project: Project Records Lightning component is available on the Create Project Lightning app page and displays the related object records that will be copied into the new project. To make sure the relevant data is displayed, you must grant Read permission to users for the following objects: Assignments Milestones Project Locations Project Methodologies Project Phases Project Tasks Resource Requests Risks	Creating a Project from an Existing Project or a Template

Included in this Feature

This section details the items that have been added in this release.

Lightning App Pages

Lightning app pages added for Fall 2021

Page	Description	Further Information
Create Project	Create a Project	Creating a Project from an Existing Project or a Template

Lightning Components

Lightning components added for Fall 2021

Component	Description	Further Information
PSA Create Project	Contains the Create Project button, Select a Starting Point window, and the Project Details card component. The Create Project component is available on the Create Project app page.	Creating a Project from an Existing Project or a Template
PSA Create Project: Project Records	View related object records. This component must be used in conjunction with the PSA Create Project component.	Creating a Project from an Existing Project or a Template

Create Project Personal Custom Setting Fields

Upgrade Steps

No upgrade steps are required to upgrade this feature to Fall 2021.

Included in this Feature

This section details the items that have been changed in this release.

Create Project Personal Custom Setting Fields

Create Project Personal custom setting field labels changed in Fall 2021

New Field Label	Original Field Label	Further Information
Assignment Editable	Template Proj Assignment Fieldset	Project Configuration Group Options and Custom Settings
Assignment Hidden	Template Proj Alt Copy Assign Fieldset	Project Configuration Group Options and Custom Settings
Budget Editable	Opp and Template Proj Budget Fieldset	Project Configuration Group Options and Custom Settings
Location Editable	Template Proj Location Fieldset	Project Configuration Group Options and Custom Settings
Methodology Editable	Template Proj Meth Fieldset	Project Configuration Group Options and Custom Settings
Methodology Hidden	Template Proj Alt Copy Meth Fieldset	Project Configuration Group Options and Custom Settings
Milestone Editable	Template Proj MS Fieldset	Project Configuration Group Options and Custom Settings
Milestone Hidden	Template Proj Alt Copy MS Fieldset	Project Configuration Group Options and Custom Settings
Milestone Opp Product (Opp) Editable	Opportunity Product Milestone Fieldset	Project Configuration Group Options and Custom Settings
Milestone Opp Product (Tmpl) Editable	Opportunity Proj Milestone Fieldset	Project Configuration Group Options and Custom Settings
Milestone Read Only	Template Proj Columns MS Fieldset	Project Configuration Group Options and Custom Settings
Phase Editable	Template Proj Phase Fieldset	Project Configuration Group Options and Custom Settings
Phase Hidden	Template Proj Alt Copy Phase Fieldset	Project Configuration Group Options and Custom Settings
Project Details Editable	Opp and Template Proj Fieldset	Project Configuration Group Options and Custom Settings
Project Details Hidden	Template Proj Alt Copy Project Fieldset	Project Configuration Group Options and Custom Settings
Project Location Hidden	Template Proj Alt Copy Location Fieldset	Project Configuration Group Options and Custom Settings
Project Task Editable	Template Proj Task Fieldset	Project Configuration Group Options and Custom Settings
Project Task Hidden	Template Proj Alt Copy Task Fieldset	Project Configuration Group Options and Custom Settings
Project Task Assignment Hidden	Template Proj Copy PTA Fieldset	Project Configuration Group Options and Custom Settings
Resource Request from Opp Read Only	Opp RR Fieldset	Project Configuration Group Options and Custom Settings
Resource Request from Template Editable	Template Proj RR Fieldset	Project Configuration Group Options and Custom Settings
Resource Request from Template Hidden	Template Proj Alt Copy RR Fieldset	Project Configuration Group Options and Custom Settings
Resource Request from Template Read Only	Template Proj Columns RR Fieldset	Project Configuration Group Options and Custom Settings
Resource Skill Request Hidden	Resource Skill Request Fieldset	Project Configuration Group Options and Custom Settings
Risk Editable	Template Proj Risk Fieldset	Project Configuration Group Options and Custom Settings
Risk Hidden	Template Proj Alt Copy Risk Fieldset	Project Configuration Group Options and Custom Settings

Creating Resource Requests from Project Tasks

Upgrade Steps

Upgrade steps for Fall 2021

Action	Further Information
For a project Lightning record page, in Lightning App Builder select Show Create Held Resource Requests from Project Tasks (Pilot) in the properties pane for the PSA Actions: Task-Based Resourcing component.	Customizing PSA Lightning Components

Included in this Feature

This section details the items that have been added in this release.

Custom Settings

Custom setting fields added in Fall 2021

Custom Setting	Custom Setting Field	Further Information
Task-Based Resourcing	Held Resource Request Groupings	Managing the Custom Columns, Groupings, and Custom Mappings Used When Creating Resource Requests from Project Tasks (Lightning)  Task-Based Resourcing Settings

Lightning Actions

Lightning actions added to the PSA Actions: Task-Based Resourcing component for Fall 2021

Action	Page Layout	Further Information
Create Held Resource Requests from Project Tasks	Project	Generating Resource Requests from Project Tasks

Lightning actions added to PSA Administration in Fall 2021

Action	Page Layout	Further Information
Task-Based Resourcing Mappings	PSA  Administration	PSA Administration

Opportunities

Adding Resource Requests from a Template

Upgrade Steps

Upgrade steps for Fall 2021

Action	Further Information
For an opportunity Lightning record page, in Lightning App Builder select Show Add Resource Requests from Template (Pilot) in the properties pane for the PSA Actions: Resource Requests component.	Customizing PSA Lightning Components

Included in this Feature

This section details the items that have been added in this release.

Lightning Actions

PSALightning action added to the PSA Actions: Resource Requests component for Fall 2021

Action	Page Layout	Further Information
Add Resource Requests from Template	Opportunity	Adding Resource Requests from a Template

Functional Permissions

Upgrade Steps

No upgrade steps are required to upgrade Functional Permissions to Fall 2021.

Included in this Feature

This section details the items that have been added and removed in this release.

Added Permission Set Groups

See Salesforce Object Permissions Required for Permission Checks for further information.

Permission set groups added in Fall 2021

Permission Set Group Name
FF Group - PSA - Line Manager
FF Group - PSA - Ops Team Member
FF Group - PSA - Project Manager
FF Group - PSA - Resource
FF Group - PSA - Resource Manager
FF Group - PSA - Services Leader
FF Group - PSA - System Administrator

Added Permission Sets

See Salesforce Object Permissions Required for Permission Checks for further information.

Permission sets added in Fall 2021

Permission Set Name
IHC - Configure Mappings
PSA - Approve Expense Reports
PSA - Approve Timecards
PSA - Assign Resource and Manage Assignment Against Projects
PSA - Calculate Missing Timecards
PSA - Calculate Time Variance
PSA - Clone Expense Reports and Combine Attachments
PSA - Close Assignments
PSA - Close Time Period for Forecasting
PSA - Configure Recognition Methods for Forecasting
PSA - Create Projects
PSA - Delete Forecasts
PSA - Edit Skill and Certification Ratings
PSA - Enter Time Against Milestones
PSA - Enter Time Against Projects and Assignments
PSA - Enter Time Against Tasks
PSA - Generate Billing Events
PSA - Invoice Billing Events
PSA - Manage Configuration
PSA - Manage Expense Limits and Rates
PSA - Manage Gantt and Project Tasks
PSA - Manage Project Assignments
PSA - Manage Project Tasks
PSA - Manage Projects
PSA - Manage Resource Requests for an Opportunity
PSA - Manage Resource Requests for Project
PSA - Manage Resources and Skills
PSA - Manage Resourcing for Project Tasks
PSA - Manage Self-Nominations on Work Opportunities
PSA - Manage Skill and Certification Ratings
PSA - Manage Vendor Invoices
PSA - Manage Your Skill and Certification Ratings
PSA - Match and Assign Resources with Optimizer
PSA - Recalculate Actuals
PSA - Recalculate Billing Data
PSA - Recalculate Project Actuals
PSA - Recalculate Resource Actuals
PSA - Recalculate Schedules
PSA - Release Billing Events
PSA - Revert Billing Data
PSA - Self Assign to a Project
PSA - Self-Nominate for Work Opportunities
PSA - Staff Resource Requests
PSA - Swap Resources
PSA - Use Project Planner
PSA - Use Resource Planner
PSA - Use Team Schedule Planner
PSA - View Cost and Revenue Summary for Opportunity
PSA - View Cost and Revenue Summary for Project
PSA - View PSA Online Help
PSA - View Project Team Schedule
PSA - View Skills Capacity
PSA - View Unfilled Resource Requests for a Project
PSA Core - Perform Package Administration

Removed Permission Sets

See Permission Sets and Other Technical Documentation for further information.

Permission sets removed in Fall 2021

Permission Set Name	Permission Merged in Permission Set
PSA	-
PSA - Administration	PSA - Manage Configuration
PSA - Create Project From Opportunity	PSA - Create Projects
PSA - Expenses	PSA - Enter Expenses Against Projects and Assignments PSA - Enter Expenses Against Milestones
PSA - Forecasting	PSA - Adjust Forecast Version PSA - Close Time Period for Forecasting PSA - Configure Forecast Setup PSA - Configure Recognition Methods for Forecasting PSA - Delete Forecasts PSA - Lock Forecast Version PSA - Run Forecast PSA - View All Forecasts PSA - View Forecast
PSA - Operations	-
PSA - Project Management - Create Project From Template	PSA - Create Projects
PSA - Project Versions	PSA - Manage Projects
PSA - Project Versions - Delete	PSA - Manage Projects
PSA - Project Versions - Save	PSA - Manage Projects
PSA - Project Versions - View	PSA - Manage Projects
PSA - Skills	PSA - Manage Resources and Skills
PSA - Skills - Cascade Delete	PSA - Manage Resources and Skills
PSA Project Manager - Gantt	PSA - Manage Gantt and Project Tasks
TODPermissionSetTeamLead	PSA - Use Team Schedule Planner PSA - Manage Teams

PSA Project Team Schedule Component

Upgrade Steps

To upgrade this feature to Fall 2021, take the following action.

Upgrade steps for Fall 2021

Action	Further Information
On the required Project Lightning record pages, in Lightning App Builder, create a custom tab, for example, named Resources.	"Add and Customize Tabs on Lightning Pages Using the Lightning App Builder" in the Salesforce Help
Add the Project Team Schedule component to the custom tab on the required Project Lightning record pages.	Adding Components to a Lightning Page
Assign the required permissions to the relevant users of the Project Team Schedule component.	Project Team Schedule Permissions
Assign the PSA - View Project Team Schedule permission set to your users who are going to use the Project Team Schedule component.	Salesforce Object Permissions Required for Permission Checks
Set the pixel height in the Pixel Height field for the PSA Team Schedule component.	Customizing the PSA Project Team Schedule Component
Select field sets in the following Lightning App Builder options to display additional fields when you hover over assignments and resource requests in the PSA Team Schedule component: Hover Details Field Set for Assignments Hover Details Field Set for Resource Requests
Select a field set in Contact Card Custom Fields Field Set to display custom fields in the Resource Details window when users click Resource Details in the Project Team Schedule component.
Select Contact Card Show Resource Requests to display resource requests in the Resource Details window.
Select Contact Card Show Scheduled Time in Hours to display a resource's scheduled time in hours in the Resource Details window.

Included in this Feature

This section details the items that have been added in this release.

Project Team Schedule Component Lightning App Builder Fields

Project Team Schedule Component Lightning App Builder Fields added in Fall 2021

Field	Further Information
Hover Details Field Set for Assignments	Customizing the PSA Project Team Schedule Component
Hover Details Field Set for Resource Requests
Pixel Height
Contact Card Custom Fields Field
Contact Card Show Resource Requests
Contact Card Show Scheduled Time in Hours

Gantt

Upgrade Steps

To upgrade this feature to Fall 2021, take the following action.

Upgrade steps for Fall 2021

Action	Further Information
Grant sharing access to users for the relevant projects. The following rules apply: If a project record is private to a user, the user cannot open that project in Gantt. If a project record is read-only to a user, the user can only open that project in read-only mode in Gantt. If a project record is read-write to a user, the user can open that project in edit mode in Gantt.	Assigning Gantt Permissions and Controlling Sharing Access
Assign additional object permissions to users if you have not assigned them the PSA Project Manager - Gantt permission set and if either of the following configuration options are set to true or are not present: auto-recalculate-schedule-for-held-resource-requests auto-recalculate-schedule-for-assignments The objects requiring permissions are: Est Vs Actuals: Read and Update permission Hours to Days Rule: Read permission Schedule: Update permission Schedule Exception: Read permission These additional permissions are required for automatic schedule updates when saving changes to project tasks or project task assignments.	Schedule Settings

Included in this Feature

This section details the items that have been added in this release.

Custom Setting Fields

Custom setting fields added in Fall 2021

Custom Setting	Custom Setting Field	Further Information
Gantt Global Settings	Respect Sharing When Deleting Tasks	Configuring Gantt Custom Settings
	Respect Sharing When Editing a Project
	Show Create Assignments Button
	Show Create Held Resource Request Button
	Show Create Resource Requests Button
	Show Project Milestones Button
	Suppress Auto Link Assignment

Revenue Forecasting

Upgrade Steps

Warning:

If you have previously installed the Fall 2019 version of PSA, you must ensure that the Project ID field on the Revenue Forecast Batch Lock object has been deleted.

To upgrade Revenue Forecasting to Fall 2021, take the optional following action.

Upgrade steps for Fall 2021

Action	Further Information
[Optional] Set up PSA to respect view and edit permission controls for revenue forecast versions grouped by regions, practices, and groups, or specific projects and opportunities for users on the Review Forecast Version page.	Setting up Forecasting

Included in this Feature

This section details the items that have been added or repurposed in this release for Revenue Forecasting.

Fields

Added and repurposed fields in Fall 2021

New Field Name	Object	Previous Field Name	Added or Repurposed	Further Information
Opportunity	Permission Control	-	Added	Opportunity
Revenue Forecast Version Adjust	Permission Control	Edit Forecast	Repurposed	Revenue Forecast Version Adjust
Revenue Forecast Version View	Permission Control	View Forecast	Repurposed	Revenue Forecast Version View
Respect Permission Controls	Revenue Forecast Setup	-	Added	Respect Permission Controls

PSA Navigation

Upgrade Steps

No upgrade steps are required to upgrade this feature to Fall 2021.

Enhancements in Lightning Page Layouts

Upgrade Steps

No upgrade steps are required to upgrade this feature to Fall 2021.

Time Entry UI Enhancements

Upgrade Steps

No upgrade steps are required to upgrade this feature to Fall 2021.

PSA Operations Page

Upgrade Steps

Manually remove the PSA Operations page from your org.

PSA Workspaces

Upgrade Steps

No upgrade steps are required to upgrade PSA workspaces to Fall 2021.

Security Checks

Permission Checks

Upgrade Steps

To upgrade to Fall 2021, take the following action.

Upgrade steps for Fall 2021

Action	Further Information
Provide Read access for your users on the following Salesforce standard objects: Account Contact Opportunity Warning: Permission checks are always enforced on the above objects, regardless of the Disable Permission Checks setting.	PSA Permission Settings Salesforce Standard Objects and Fields Permissions in the PSA Technical Pack

Permission Checks for Actuals on a Contact Record

Upgrade Steps

To upgrade permission checks for actuals on a contact record, take the following action.

Upgrade steps for Fall 2021

Action	Further Information
Provide Update permission on the standard Salesforce Contact object to all users who update actuals fields on a contact record or trigger updates to actuals fields.	PSA Permission Settings

Integration Hub - Work Time to PSA

Upgrade Steps

No upgrade steps are required to upgrade this feature to Fall 2021.

To find out more about the Integration Hub - Work Time to PSA, see   in the Integrations Help.

Integration Hub

Upgrade Steps

If you are using Integration Hub Connector: Concur - PSA, when you upgrade PSA to Fall 2021, the connector isn't updated automatically. The workflows that were enabled in the previous version of PSA continue to work, but you cannot use the new features or change your configuration settings.

Before you can upgrade the connector, FinancialForce Customer Support must make the upgraded workflows available in your org. Once the workflows are available, you must perform the steps detailed in Upgrading Concur - PSAto Fall 2021 in the Integrations Help.

Services CPQ

No upgrade steps are required to upgrade this feature to Fall 2021.

To find out more about Services CPQ, see Services CPQ Overview in the Services CPQ Help.