Upgrading to PSA Summer 2023

This page describes the changes to make when upgrading to Summer 2023.

See the Upgrade Steps section under each feature for details of any action required. If you don't want to use or upgrade an optional feature, you can skip the upgrade steps for that feature. To perform upgrade steps in your org, you must be assigned administrator permissions.

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 Summer 2023, see New Features and Enhancements in PSA Summer 2023.

 

FinancialForce is Now Certinia

We have made the following changes to align with our new Certinia brand:

  • The publisher name has been updated to Certinia
  • Package names no longer reference FinancialForce
  • In most cases, text referring to FinancialForce has been replaced with Certinia

For more information about these updates and related text changes, see the Package Name Updates article in the Certinia Community and the Technical Documentation Pack.

To learn more about our rebrand, visit the Certinia Community for a message from our CEO, Scott Brown.

Note:

Major versions include updates to both package and publisher names. In service packs, only the package name has changed. Some elements, such as theming and logos, have not been updated and other references to FinancialForce might remain visible in your org.

Lightning Experience

The following table explains the Lightning component types.

Lightning Component Types

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 any PSA Lightning component types replaced in this release have been removed from the object page layouts. If you are upgrading to any 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 already 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 Summer 2023 for your users, take the following actions.

Upgrade Steps for Summer 2023

Action

Further Information
Assign the PSA - Lightning Component Apex Class Access permission set to the user profiles of users who will use Lightning components.

Assigning and Removing Permission Sets

Permission Sets and Other Technical Documentation

For information on assigning permission sets to single or multiple users, see the Salesforce Help

If you want to use the Certinia record pages instead of your own, activate the Certinia record pages in the Lightning App Builder. 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.
 For information on activating Lightning Experience record pages, see 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
If you want to use any new PSA Lightning actions, add them to your object page layouts. For information on adding quick actions to page layouts in Lightning Experience, see 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 Components

Lightning Components Added in Summer 2023
Component Description Further Information
PSA Project Overview View projects and associated records. About the Project Overview
PSA Project Task Board View and manage the status of project tasks. Project Task Board Overview
PSA Work Event Calendar View and manage work events.

Setting up Work Events

Work Event Calendar Overview

Project Creation

Upgrade Steps

To upgrade this feature to Summer 2023, take the following action.

Upgrade Steps for Summer 2023

Action

Further Information

To ensure that dates are offset correctly and to take account of non-working time when creating a project from an existing project or template, when adding tasks to a project from a template, or when adding records to a project from a template, you must add the Work Calendar field to either of the following Project Task field sets:

  • Create Project From Template Project Tasks Columns
  • Create Project From Temp Alt Copy Project Task Fields
Note:

You must also add the Work Calendar field to any custom Project Task field sets you have created and referenced in the Create Project Personal custom setting.

 Creating a Project from an Existing Project or a Template

Adding Project Tasks from a Template

Adding Records from a Template

Project Overview

Upgrade Steps

To upgrade this feature to Summer 2023, take the following action.

Upgrade Steps for Summer 2023

Action

Further Information
[Optional] To use the Project Overview component it must be added to a project page layout using Lightning App Builder. The Project Overview component can be added to project overview pages. Setting up the Project Overview Component

You must recalculate the actuals for all the Projects and RPGs used within your org. Otherwise existing Projects and RPGs might not display the correct Non-Rolled Up Value (NRV) Actuals values.

We suggest running this process outside of normal working hours.

[Optional] To customize the fields your users see in the Project Overview grid, you must:

  1. Add fields from the Project object to your custom Project field set.
  2. Add fields from the Project Actuals object to your custom Project Actuals field set.
  3. Ensure users are assigned Read permissions for the new fields selected.
  4. Select your new custom field sets in the Custom Columns Field Set property in Lightning App Builder.

Included in this Feature

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

Fields

Fields Added in Summer 2023
Fields Location Further Information
NRV Billed
  • Project Object
  • RPG Object
  • Project Actuals Converter Object
NRV Billings
NRV Bookings
NRV Expense Budget
NRV Internal Budget
NRV Invoiced
NRV Margin
NRV Pass-Through Billing
NRV Pre-Billed
NRV Revenue
NRV Internal Costs
NRV External Costs
NRV Expense Costs
NRV Other Costs
NRV Total Costs
NRV Billable Hours (External)
NRV Billable Hours (Internal)
NRV Credited Hours
NRV Excluded Hours
NRV Non-Billable Hours (External)
NRV Non-Billable Hours (Internal)
NRV Has Difference in Verification Actuals Verifier "Actuals Verifier Fields"

Project Task Board

No upgrade steps are required to upgrade this feature to Summer 2023.

Gantt on a Project Record

To upgrade this feature to Summer 2023, take the following action.

Upgrade Steps for Summer 2023

Action

Further Information

[Optional] In the Lightning App Builder for the Project Lightning page, select the Project Gantt component and deselect Show Critical Path if you do not want users to see the Critical Path button.

 Project Gantt Lightning Component Properties

Included in this Feature

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

Lightning Component Properties

Lightning Component Properties Added in Summer 2023
Property

Description

 Further Information
Show Critical Path If selected, the Critical Path button is displayed on the Project Gantt Lightning component. Viewing Gantt from a Project Record

Permission Sets

Permission Sets Updated in Summer 2023
Permission Set Description Further Information
PSA - Manage Gantt and Project Tasks

Added Read permission for the Name field on the Project Task object.

In the PSA Permissions window, select Permission Changes from the Contents pane. Scroll down to the Updates to Permission Sets table and click the link in the View Changes column for the relevant permission set. A list of all changes made to this permission set in this release is displayed.


For information on assigning permission sets to single or multiple users, see the Salesforce Help.

Gantt Task Editor

No upgrade steps are required to upgrade this feature to Summer 2023.

Project Task Scheduling Enhancements

No upgrade steps are required to upgrade this feature to Summer 2023.

Included in this Feature

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

Custom Settings

Custom Setting Field Enhanced in Summer 2023
Custom Setting Custom Setting Field Further Information
Task Management Settings Project Task Scheduling Task Management Settings

Advance Lookup Search

No upgrade steps are required to upgrade this feature to Summer 2023.

PSA Mobile Application

No upgrade steps are required to upgrade this feature to Summer 2023.

Included in this Feature

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

Permission Sets

Permission Sets Added in Summer 2023
Permission Set Description Further Information
PSA - Mobile Allows access to PSA features on mobile app.

Setting up the PSA Mobile Application

 

PSA Permissions

 

For more information on assigning permission sets to single or multiple users, see the Salesforce Help.
PSA - My Weekly Summary Allows user to see logged and schedule hours with assignments on PSA My Weekly Summary component.

Resource Management

No upgrade steps are required to upgrade this feature to Summer 2023.

Included in this Feature

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

Fields

Fields Added in Summer 2023
Fields Location Further Information
Minimum Work Duration PSA Resource Filter Lightning Component Resource Filter Lightning Component Fields
Last Worked

Buttons

Buttons Added in Summer 2023
Button Location Further Information
View History Contact Card Lightning component Contact Card Lightning Component Overview

Resource Optimizer

No upgrade steps are required to upgrade this feature to Summer 2023.

Resource Requests

Upgrade Steps

To upgrade this feature to Summer 2023, take the following action.

Upgrade Steps for Summer 2023

Action

Further Information

[Optional] In the Assignment Settings custom setting, select Retain Schedule on Hold if you want users to be able to choose whether to retain the preferred schedule on the resource request, or if you want the preferred schedule to be retained automatically when holding a resource.

 Holding Resources

Included in this Feature

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

Custom Settings

Custom Settings Added in Summer 2023
Custom Setting Custom Setting Field Further Information
Assignment Settings Retain Schedule on Hold Assignment Settings

Resource Schedule

Upgrade Steps

To upgrade this feature to Summer 2023, take the following action.

Upgrade Steps for Summer 2023

Action

Further Information

[Optional] In the Lightning App Builder for the Resource Request Lightning page, select the Resource Schedule component and select Display Schedule Options Window. This means users can now see the Schedule Options window when holding and assigning resources on resource requests that have a preferred schedule.

 Resource Schedule Lightning Component Properties

Included in this Feature

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

Component Properties

Component Properties Added in Summer 2023
Property Description Further Information
Display Schedule Options Window If selected, the Schedule Options window is displayed when holding or assigning resources on resource requests that have a preferred schedule. Resource Schedule Lightning Component Properties

Services Forecasting

Upgrade Steps

To upgrade this feature to Summer 2023, take the following action.

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.

Upgrade Steps for Summer 2023

Action

Further Information
Add the Schedule Forecast button to the Revenue Forecast Setup Layout page layout. When editing the page layout, the button is available in the Salesforce Mobile and Lightning Experience Actions section. Scheduling Revenue Forecasts
[Optional] Delete any existing revenue forecast scheduled jobs if you are going to use the new Schedule Forecast button on the Revenue Forecast Setup page to schedule revenue forecasts.

[Optional] To use the new feature that enables you to apply weighting to % Complete revenue forecast calculations:

  1. Add the following fields to the Project Settings section of the Revenue Forecast Setup Layout page layout:
    • Use Weighting for % Complete
    • Assignment % Complete Weighting Field
    • RR % Complete Weighting Field
  2. Follow the instructions in "Applying Weighting to % Complete Revenue Forecast Calculations" in Setting up Forecasting.

Applying Weighting (% Complete Revenue)

[Optional] With the introduction of the Weighting feature, the help text is no longer accurate on the % Hours Completed for Recognition fields on the Project and Milestone objects. Update the help text to this:
Percentage of hours completed, for revenue forecasts using the % Complete recognition method. For more information, see the PSA Help.
 Project Fields and Milestone Fields

[Optional] If you are using the weighting feature for % Complete revenue forecast calculations and want users to be able to validate the weighted values returned for monthly time periods, add the following fields to the Revenue Forecast Layout page layout:

  • Actual Weighted Effort
  • Scheduled Weighted Effort
 Revenue Forecast Fields

[Optional] If you are using the % Complete or Equal Split recognition method and do not want PSA to use the value in the Bookings field on the project record as the total project revenue in forecast calculations, take the following action:

  1. Add the Total Revenue Field on Project field to the Project Settings section of the Revenue Forecast Setup Layout page layout.
  2. On the active revenue forecast setup record, enter the API name of the numeric field on the Project object you want to use instead in the Total Revenue Field on Project field. The field must be a Number, Currency, or Percent field type, or must be a formula field that returns one of these field types. You must include the namespace of the field.

Specifying the Field Containing the Total Project Revenue (% Complete and Equal Split Revenue)

 

[Optional] If you are using the Deliverable, % Complete, or Equal Split recognition method and do not want PSA to use the value in the Milestone Amount field on the milestone record as the total milestone revenue in forecast calculations, take the following action:

  1. Add the Total Revenue Field on Milestone field to the Project Settings section of the Revenue Forecast Setup Layout page layout.
  2. On the active revenue forecast setup record, enter the API name of the numeric field on the Milestone object you want to use instead in the Total Amount Field on Milestone field. The field must be a Number, Currency, or Percent field type, or must be a formula field that returns one of these field types. You must include the namespace of the field.
 Specifying the Field Containing the Total Milestone Revenue (Deliverable, % Complete, and Equal Split Revenue)

[Optional] If you are using the Deliverable recognition method and want to exclude EVA records that relate to specific assignments or resource requests from the forecast, take the following action:

  1. Add the following fields to the Project Settings section of the Revenue Forecast Setup Layout page layout:
    • Exclude from Forecast Assignment Field
    • Exclude from Forecast RR Field
  2. [Optional] In Exclude from Forecast Assignment Field on the active revenue forecast setup record, enter the API name of the checkbox field on assignment records that you want to use to denote records to be excluded from forecasting calculations. You must include the namespace of the field. You can use an existing checkbox field or create a new one on the Assignment object.
  3. [Optional] In Exclude from Forecast RR Field on the active revenue forecast setup record, enter the API name of the checkbox field on resource request records that you want to use to denote records to be excluded from forecasting calculations. You must include the namespace of the field. You can use an existing checkbox field or create a new one on the Resource Request object.
 Excluding Selected Assignments and Resource Requests (Deliverable Revenue)

[Optional] If you are using the Deliverable recognition method, you can configure PSA to use values in nominated fields for assignments and resource requests instead of the default bill rate fields:

  1. Add the following fields to the Project Settings section of the Revenue Forecast Setup Layout page layout:
    • Assignment Bill Rate Field
    • Resource Request Bill Rate Field
  2. [Optional] In Assignment Bill Rate Field on the active revenue forecast setup record, enter the API name of the field on assignment records that you want to use instead of the bill rate in revenue forecast calculations. You must include the namespace of the field. You can use an existing field or create a new one on the Assignment object.
  3. [Optional] In Resource Request Bill Rate Field on the active revenue forecast setup record, enter the API name of the field on resource request records that you want to use instead of the bill rate in revenue forecast calculations. You must include the namespace of the field. You can use an existing field or create a new one on the Resource Request object.
 Specifying the Fields to Use Instead of Bill Rate on Assignments and Resource Requests (Deliverable Revenue)

Included in this Feature

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

Buttons

Buttons Added in Summer 2023
Button Location Further Information
Rename Version Review Forecast Version page

 

 Reviewing Revenue Forecast Versions
Schedule Forecast PSA Administration tab, Revenue Forecasting section Scheduling Revenue Forecasts
Schedule Version Scheduling Revenue Forecast Versions
Schedule Forecast Revenue Forecast Setup tab Revenue Forecast Setup Fields
Buttons Renamed in Summer 2023
Original Label New Label Location Further Information
Revenue Forecast Preview Preview Forecast PSA Administration tab, Revenue Forecasting section Previewing Revenue Forecasts

Fields

Fields Added in Summer 2023
Field Object Further Information
Actual Weighted Effort Revenue Forecast Revenue Forecast Fields
Scheduled Weighted Effort
Assignment % Complete Weighting Field Revenue Forecast Setup Revenue Forecast Setup Fields
Assignment Bill Rate Field
Exclude from Forecast Assignment Field
Exclude from Forecast RR Field
RR % Complete Weighting Field
Resource Request Bill Rate Field
Total Revenue Field on Project
Total Revenue Field on Milestone
Use Weighting for % Complete
Date and Time Locked Revenue Forecast Version Revenue Forecast Version Fields
Actuals Total Revenue Forecast Version Detail Revenue Forecast Version Detail Fields
Corp: Actuals Total
Corp: Scheduled Total
Scheduled Total

Permission Sets

Permission Sets Updated in Summer 2023
Permission Set Description Further Information
PSA - Configure Forecast Setup

Added Apex class access for the following:

  • RevenueForecastSchedulerController
  • LookupSearchController

Added Read permission for the following new field on the Revenue Forecast Version object:

  • Date and Time Locked

Added Read permission for the following new fields on the Revenue Forecast Version Detail object:

  • Actuals Total
  • Corp: Actuals Total
  • Corp: Scheduled Total
  • Scheduled Total

Added Read and Edit permission for the following new fields on the Revenue Forecast Setup object:

  • Assignment % Complete Weighting Field
  • Assignment Bill Rate Field
  • Exclude from Forecast Assignment Field
  • Exclude from Forecast RR Field
  • RR % Complete Weighting Field
  • Resource Request Bill Rate Field
  • Total Revenue Field on Milestone
  • Total Revenue Field on Project
  • Use Weighting for % Complete

Added Read permission for the following objects:

  • Region
  • Practice
  • Group

In the PSA Permissions window, select Permission Changes from the Contents pane. Scroll down to the Updates to Permission Sets table and click the link in the View Changes column for the relevant permission set. A list of all changes made to this permission set in this release is displayed.


For information on assigning permission sets to single or multiple users, see the Salesforce Help.

PS Cloud Analytics Integration User Read Access

Added Read permission for the following new field on the Revenue Forecast Version object:

  • Date and Time Locked

Added Read permission for the following new fields on the Revenue Forecast Version Detail object:

  • Actuals Total
  • Corp: Actuals Total
  • Corp: Scheduled Total
  • Scheduled Total
PSA - Lock Forecast Version

Added Read permission for the following new field on the Revenue Forecast Version object:

  • Date and Time Locked
PSA - View Forecast

Added Apex class access for the following:

  • RFV_RenameController

Added Read permission for the following new fields on the Revenue Forecast object:

  • Actual Weighted Effort
  • Scheduled Weighted Effort

Added Read permission for the following new field on the Revenue Forecast Version object:

  • Date and Time Locked
PSA - View All Forecasts

Added Apex class access for the following:

  • RFV_RenameController

Added Read permission for the following new fields on the Revenue Forecast object:

  • Actual Weighted Effort
  • Scheduled Weighted Effort

Added Edit permission for the Revenue Forecast Version object.

Added Read permission for the following new field on the Revenue Forecast Version object:

  • Date and Time Locked

Added Read permission for the following new fields on the Revenue Forecast Version Detail object:

  • Actuals Total
  • Corp: Actuals Total
  • Corp: Scheduled Total
  • Scheduled Total
PSA - Run Forecast (custom permission)

Added Read permission for the following new fields on the Revenue Forecast object:

  • Actual Weighted Effort
  • Scheduled Weighted Effort

Self-Assignment

No upgrade steps are required to upgrade this feature to Summer 2023.

Services Billing

Upgrade Steps

No upgrade steps are required to upgrade this feature to Summer 2023.

Included in this Feature

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

Lightning Component Properties

Lightning Component Properties Added in Summer 2023

Property

Description

Further Information
Show Generate Account Billing When selected, the Generate Account Billing button is displayed on the PSA Records: Projects Awaiting Billing Lightning component. PSA Records: Projects Awaiting Billing Lightning Component Properties
Show Generate Project Billing When selected, the Generate Project Billing button is displayed on the PSA Records: Projects Awaiting Billing Lightning component
Show Schedule Billing Event Generation When selected, the Schedule Billing Event Generation button is displayed on the PSA Records: Projects Awaiting Billing Lightning component
Show Revert Billing When selected, the Revert Billing button is displayed on the PSA Records: Billing Events Awaiting Invoicing Lightning component. PSA Records: Billing Events Awaiting Invoicing Lightning Component Properties
Show Combine When selected, the Combine button is displayed on the PSA Records: Billing Events Awaiting Release Lightning component. PSA Records: Billing Events Awaiting Release Lightning Component Properties
Show Revert Billing When selected, the Revert Billing button is displayed on the PSA Records: Billing Events Awaiting Release Lightning component.
Show Recalculate Billing When selected, the Recalculate Billing button is displayed on the PSA Records: Billing Events Awaiting Release Lightning component.

Buttons

Buttons Added in Summer 2023
Button Location Further Information
View Status

Projects Awaiting Billing Tab

Invoiced Billing Events Tab

Billing Events Awaiting Release Tab

Billing Events Awaiting Invoicing Tab

 Billing Fields

Time Entry Accessibility

No upgrade steps are required to upgrade this feature to Summer 2023.

Included in this Feature

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

Tabs

Buttons Converted to Tabs in Summer 2023
Tabs Location Further Information
Summary PSA Time Entry Lightning component Time Entry Lightning Component Fields
Tasks
Notes

Timecard and Expense Rollup

Upgrade Steps

No upgrade steps are required to upgrade this feature to Summer 2023.

Included in this Feature

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

Config Options Added in the ASM Triggers Configuration Group

Options

Description

Further Information
UseDeltaRollupForTimecard When true, timecard rollup on the assignment or milestone is performed based only on the modified timecards. Trigger Settings
UseDeltaRollupForExpense When true, expense rollup on the assignment or milestone is performed based only on the modified expenses.

Utilization

Upgrade Steps

No upgrade steps are required to upgrade this feature to Summer 2023.

Included in this Feature

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

Fields

Fields Added in Summer 2023
Fields

Location

 Further Information
Resource Change PSA Administration - Utilization Result Utilization Result Fields

Subtract Holidays From Calendar Hours

Timecard Statuses

Stage

PSA Administration - Utilization Run Batch

 

 Utilization Run Batch Fields

Scope

Subtract Holidays From Calendar Hours

PSA Administration - Utilization Setup

 

 Utilization Setup Fields

Timecard Statuses

Custom Setting Fields

Custom Setting Field Added in Summer 2023
Custom Setting Field Description Further Information
Use Utilization Calculation Controls the availability of the utilization calculation feature. Utilization Settings

Permission Sets

Permission Sets Added in Summer 2023
Permission Set Description Further Information

PSA - Utilization Analytics

Added Read and Edit permission for the following new fields on the Utilization Setup object:

  • Timecard Statuses
  • Subtract Holidays From Calendar Hours

Added Read permission for the following new fields on the Utilization Run object:

  • Timecard Statuses
  • Subtract Holidays From Calendar Hours

Added Read and Edit permission for the Status field on the Timecard object.

In the PSA Permissions window, select Permission Changes from the Contents pane. Scroll down to the Updates to Permission Sets table and click the link in the View Changes column for the relevant permission set. A list of all changes made to this permission set in this release is displayed.

For information on assigning permission sets to single or multiple users, see the Salesforce Help.

APIs

Global APIs Added in Summer 2023
API Name Description Further Information
runUtilizationForResource This allows users to pass the ID of a single resource in order to run utilization for just that resource. Also, it is possible to pass the resource ID as well as two dates, to limit the period that utilization is calculated for that resource.

PSA Apex API Developer Reference

runUtilizationForRole This allows users to pass the name of a single role to run utilization for just that role. Also, it is possible to pass the role name as well as two dates, to also limit the period that utilization is calculated for that role.
isUtilizationAnalyticsTransaction This allows to check if the current transaction is running in the Utilization Analytics context. This can be used within a trigger on the Assignment or Resource Request SObject to return early, it may be required due to Utilization Run performance issues caused by custom Apex code execution. No additional processing should be needed when running in the Utilization Analytics context as it only updates the Utilization Run field on the record with the run ID.

Work Events

To upgrade this feature to Summer 2023, take the following actions.

Upgrade Steps for Summer 2023

Action

Further Information
Set up the relevant external calendars Setting up External Calendars
Assign the PSA - Manage Work Events permission set to the relevant users. Setting up Work Events
Add the PSA Work Event Calendar component to the Project record page, using the Lightning App Builder. PSA Lightning Components

If the calendar sync is already set up for Google in your org, you must change the following:

  • The scopes allowed within the Google app to add ./auth/calendar.
  • The scopes in the Auth. Provider for Google from /calendar.events to /calendar. When you have done this, you must re-authenticate through the appropriate method for the relevant type of principal.
 Generating Named Credentials (for Google Calendar)

Included in this Feature

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

Custom Objects

Custom Objects Added in Summer 2023
Object Label Description

Further Information
Work Event Created in the Work Event Calendar component to define the event.

Setting up Work Events

Work Events Overview
Work Event Invite Defines the details of the invite, which is sent to the relevant resource's external Outlook or Google calendar.

Setting up Work Events

Work Events Overview

Permission Sets

Permission Sets Added in Summer 2023
Permission Set

Description

 Further Information
PSA - Manage Work Events Create and manage work events and work event invites. Setting up Work Events

Work Planners

Upgrade Steps

No upgrade steps are required to upgrade this feature to Summer 2023.

Included in this Feature

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

Lightning Component Properties

Lightning Component Properties Added in Summer 2023
Property

Description

 Further Information
Clone Resource Request Custom Fields Field Set The field set containing the custom fields that are displayed in the Clone Resource Request window. Work Planner Lightning Component Properties
Create Resource Request Custom Fields Field Set The field set containing the custom fields that are displayed in the Create Resource Request window.
Filter by Assignment Section Custom Fields Field Set The field set containing the custom fields that are displayed in the Filter by Assignment section of the filter panel.
Filter by Project Section Custom Fields Field Set The field set containing the custom fields that are displayed in the Filter by Project section of the filter panel.
Filter by Resource Section Custom Fields Field Set The field set containing the custom fields that are displayed in the Filter by Resource section of the filter panel.
Filter by Resource Request Section Custom Fields Field Set The field set containing the custom fields that are displayed in the Filter by Resource Request section of the filter panel.

 

Lightning Component Properties Updated in Summer 2023
Property

Description

 Further Information
DEPRECATED: Hover Details Field Set for Projects This property has been deprecated because you can now view details of a selected project in the Record Details panel. Work Planner Lightning Component Properties
Lightning Component Properties Renamed in Summer 2023
Original Label

New Label

Description

 Further Information
Hover Details Field Set for Assignments Contact Card Hover Details Field Set for Assignments This property has been renamed because the fields are now only displayed when hovering over an assignment in the Record Details panel, which uses the Contact Card component. Work Planner Lightning Component Properties
Hover Details Field Set for Resource Requests Contact Card Hover Details Field Set for Resource Requests This property has been renamed because the fields are now only displayed when hovering over a resource request in the Record Details panel, which uses the Contact Card component.

Deprecated Features and Functionality

In this release, we have deprecated the following features and functionality.

Einstein Next Best Action - Update Skills

Upgrade Steps

No upgrade steps are required to upgrade this feature to Summer 2023.

Release Content

Upgrade Steps

If you are upgrading from a previous version, see Upgrading to In-App Guidance Summer 2023. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.