Upgrading to PS Cloud Analytics 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 assets such as dashboards, datasets, dataset fields, or lenses that have been added or changed in this release.

For information on new features and changes to existing features in Summer 2023, see New Features and Enhancements in PS Cloud Analytics Summer 2023.

Note:

To use a new feature or enhancement, you must upgrade your PS Cloud Analytics app. For more information about how to upgrade apps, see Upgrading the Business Analytics App.

For ease of navigation, the upgrade procedures are presented separately for PS Cloud Core Analytics and PS Cloud Advanced Analytics.

Upgrading to PS Cloud Core Analytics

To upgrade to the new features for PS Cloud Core Analytics, see the below topics.

PS Cloud Analytics Setup Enhancements

Upgrade Steps

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

Action	Further Information
Update your PS Cloud Core Analytics app	Updating Your PS Cloud Core Analytics App

Included in this Feature

Fields

Fields Added for this Feature in Summer 2023
Field	Further Information
Task Time	To use the new functionality, add these fields to the PS Cloud Analytics Setup record page. Creating an App from the PS Cloud Core Analytics Template
Additional Milestone Fields
Additional Resource Change Fields

Permission Sets

Permission Sets Deprecated for this Feature in Summer 2023
Permission Set	Further Information
DEPRECATED: Services CPQ Selected from PSAAnalyticsSetup permission set.	This permission has been deprecated.

Dataset Enhancements

Upgrade Steps

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

Action	Further Information
Update your PS Cloud Core Analytics app	Updating Your PS Cloud Core Analytics App

Included in this Feature

Project Reporting Dataset Output Fields

Fields Added to the Project Reporting Dataset Output Fields in Summer 2023
Field Name	Dataset	Further Information
Assignment Cost Rate	Project Reporting	Project Reporting Dataset Output Fields
Assignment Cost Rate (Project Currency)
EvA Actual Costs
EvA Actual Margin
EvA Scheduled Costs
EvA Scheduled Margin
Exclude from Billing
Milestone Record Type
PTA Estimated Hours
Task Time Reporting Date
Task Time ID
Task Time Assignment Bill Rate
Task Time Cost
Task Time Revenue
Task Time Timecard Cost Rate
Task Time Assignment Cost Rate
Task Time Assignment ID
Task Time Assignment Name
Task Time ID
Task Time Milestone ID
Task Time Milestone Name
Task Time Project Task ID
Task Time Project Task Name
Task Time Timecard ID
Task Time Timecard Name
Account Billing Country
Task Time Actual Task Hours
Timecard Header Approver Name
Timecard Header Approver ID
Timecard Header ID

Project Reporting Dataset Input Fields

Fields Added to the Project Reporting Dataset Input Fields in Summer 2023
Field Name	Field API Name	Further Information
Currency	CurrencyIsoCode	Project Reporting Flow Input Fields
Record ID	id
Name	Name
Friday Hours	pse__Friday_Hours__c
Monday Hours	pse__Monday_Hours__c
Project Task	pse__Project_Task__c
Saturday Hours	pse__Saturday_Hours__c
Start Date	pse__Start_Date__c
Sunday Hours	pse__Sunday_Hours__c
Thursday Hours	pse__Thursday_Hours__c
Timecard	pse__Timecard__c
Tuesday Hours	pse__Tuesday_Hours__c
Wednesday Hours	pse__Wednesday_Hours__c

Utilization Results Dataset Output Fields

Fields Added to the Utilization Results Dataset Output Fields in Summer 2023
Field Name	Dataset	Further Information
Resource Change New Utilization Target (%)	Utilization Results	Utilization Results Dataset PS Cloud Analytics Output Fields
Resource Change Old Utilization Target (%)
Resource Change Date
Resource Change New Group
Resource Change New Is Resource
Resource Change New Is Resource Active
Resource Change New Practice
Resource Change New Region
Resource Change New Resource
Resource Change New Work Calendar
Resource Change Old Group
Resource Change Old Is Resource
Resource Change Old Is Resource Active
Resource Change Old Practice
Resource Change Old Region
Resource Change Old Resource Role
Resource Change Old Work Calendar

Utilization Results Dataset Input Fields

Fields Added to the Utilization Results Dataset Input Fields in Summer 2023
Field Name	Field API Name	Further Information
Resource Change ID	Id	Utilization Results Flow Input Fields \| Utilization Result main field Utilization Results Flow PSA Input Fields
Change Date	pse__Change_Date__c	Utilization Results Flow Input Fields \| Augmented fields Utilization Results Flow PSA Input Fields
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

Actuals Template in the Project Reporting Dataset

Upgrade Steps

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

Upgrade steps for Summer 2023
Action	Further Information
Before updating your PS Cloud Core Analytics app, ensure that the Integration User has view access for the Revenue Management Template object and read access for the Actuals Template field on the following objects: Expense Milestone Miscellaneous Adjustment Project Timecard Split Note: This is an unmanaged field in your org. Depending on how your org is set up, the field might have a different label, for example Recognition Template or Revenue Management Template. By default, the API name of the field is ffrrtemplate__c. This is defined in the Actuals Template field on the Revenue Management Settings custom setting. Note: Depending on how you recognize revenue and amortize cost, the Actuals Template field might not be used or even available on all the objects listed above. You only need to provide the Integration User with access to the fields that are used in your org. For example, if you recognize revenue exclusively at the project level, you can only provide access for the field on the Project object.	What is a Recognition Template? Managing Custom Settings Metadata Changes when Enabling Revenue Recognition for PSA
Before updating your PS Cloud Core Analytics app, ensure that the Revenue Management Fields checkbox is selected for the active PS Cloud Core Analytics setup record.	Creating an App from the PS Cloud Core Analytics Template

Included in this Feature

This section details the assets that have been added or changed in this release.

Fields Added to the Project Reporting Dataset in Summer 2023
Field Type	Field Label	Field API Name	Description
Dimension	Actuals Template ID	ActualsTemplateId	The ID of the Revenue Management template used when recognizing revenue and amortizing costs for the source record.

For more information about all the fields available in the Project Reporting dataset, see Project Reporting Dataset Output Fields.

Lenses Enhancements

Assets Added in Summer 2023
Lens Name	Description	Dataset
Project Task Allocated and Estimated Hours	Enables you to view: Project Task Estimated hours, and Allocation hours from Project Task Assignment. Actual Hours from Task Time per project, milestone and project task.	Project Reporting
Task Time Actual Hours and Revenue/Cost per Project Task	Enables you to view: Project Task Assignment Allocation hours and Task Time Actual Hours. Corresponding cost and revenue broken down per project, milestone, project task and for each resource.
Task Time Actual Hours per Day by Project Task and Resource	Enables you to view: Daily Task Time Actual Hours for each resource broken down per project, milestone and project task. Timecard submitted by resource for associated project task.

Utilization Analytics Dashboard Enhancements

Upgrade Steps

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

Action	Further Information
Update your PS Cloud Core Analytics app	Updating Your PS Cloud Core Analytics App

Included in this Feature

Field Added to the PSA Utilization Analytics Dashboard in Summer 2023
Field	Description	Further Information
Resource	Pickers added to the utilization visualization and capacity visualization options.	PSA Utilization Analytics Dashboard

Upgrading to PS Cloud Advanced Analytics

To upgrade to the new features for PS Cloud Advanced Analytics, see the below topics.

Project Scheduling Risk Dashboard Enhancements

Upgrade Steps

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

Action	Further Information
Update your PS Cloud Core Analytics app	Updating Your PS Cloud Core Analytics App
Update your PS Cloud Advanced Analytics app	Updating your PS Cloud Advanced Analytics App

Included in this Feature

This section details the assets that have been added or changed in this release.

Assets Added to the Project Scheduling Risk Dashboard in Summer 2023
Asset	Description	Further Information
Project Scheduling Risk Dashboard	Displays a summary of the riskiest projects by scheduled variance. It helps you to track the scheduled versus actual hours variance on your projects and how that has affected the revenue for the last 13 weeks. It also helps to predict risks to the project schedule for the next 13 weeks based on the hours variance for each resource for the last 13 weeks. Toggle between Project Revenue and Project Costs to view graphical trends and calculations for a specific project either based on revenue or costs. Click on a project variance and click View Details to see detailed statistical and graphical trends for that project.	PSA Project Scheduling Risk dashboard
Project Scheduling Risk Dashboard - View Details	Toggle between Last 13 Weeks and Next 13 Weeks tabs to view graphical trends for a specific project. In the Last 13 Weeks and Next 13 Weeks tabs, toggle between Resource and Role to view graphical trends based on resource or role.