Upgrading to PS Cloud Analytics Winter 2024
This page describes the changes to make when upgrading to Winter 2024.
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 Winter 2024, see New Features and Enhancements in PS Cloud Analytics Winter 2024.
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.
Enhancements to Services Performance Analytics Data and Dashboards
Upgrade Steps
To upgrade this feature to Winter 2024, take the following action.
Action |
Further Information |
---|---|
Update your PS Cloud Core Analytics app |
Included in this Feature
This section details the assets that have been added or changed in this release.
Filter View Options
Element Name | Filter | View Options | Further Information |
---|---|---|---|
Revenue Variance Bar Chart | Project | Top 5 Ascending, Top 5 Descending, Top 10 Absolute | PSA Revenue Forecast Dashboard |
Opportunity | |||
Milestone | |||
Account | |||
Details List | Zero Value Records | Shown, Hidden (default) |
Configuration Pages
Page Name | Description | Further Information |
---|---|---|
PSA Project Burnup Dashboard Configuration Page | Choose whether the current month is displayed as actuals or scheduled data in the Project Trend Prediction chart. | Using the PSA Project Burnup Dashboard Configuration Page |
Fields
Field Name |
Dataset |
Further Information |
---|---|---|
Allow Candidates to Self-Nominate |
Project Reporting |
|
Assignment Created Date |
||
Days To Staff |
||
Project Margin (%) |
||
Project Owner ID |
||
Project Owner Name |
||
Resource Request Created Date |
Utilization Analytics (Embedded) Improvements
Upgrade Steps
To upgrade this feature to Winter 2024, take the following action.
Action |
Further Information |
---|---|
Update your PS Cloud Core Analytics app |
Included in this Feature
Permission sets
Permission Set | Description | Further Information |
---|---|---|
PS Cloud AnalyticsIntegration User Read Access |
Added Read permission for the following new fields on the Utilization Run object:
Added Read permission for the following new fields on the Utilization Results 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. |
Upgrading to PS Cloud Advanced Analytics
To upgrade to the new features for PS Cloud Advanced Analytics, see the below topics.
Enhancements to Services Performance Analytics Dashboards
Upgrade Steps
To upgrade this feature to Winter 2024, take the following action.
Action |
Further Information |
---|---|
Update your PS Cloud Core Analytics app |
|
Update your PS Cloud Advanced Analytics app |
Included in this Feature
Filter View Options
Element Name | Filter | View Options | Further Information |
---|---|---|---|
Revenue Variance Bar Chart | Project | Top 5 Ascending, Top 5 Descending, Top 10 Absolute | PSA Revenue Forecast Dashboard |
Opportunity | |||
Milestone | |||
Account | |||
Details List | Zero Value Records | Shown, Hidden (default) |
Configuration Pages
Page Name | Description | Further Information |
---|---|---|
PSA Project Burnup Plus Dashboard Configuration Page | Choose whether the current month is displayed as actuals or scheduled data in the Project Trend Prediction chart. | Using the PSA Project Burnup Dashboard Configuration Page |
PSA Project Burnup Plus (Embedded) Configuration Page | PSA Project Burnup Plus (Embedded) Dashboard |
Einstein Discovery Prediction Models for Project Managers
Upgrade Steps
To upgrade this feature to Winter 2024, take the following action.
Action |
Further Information |
---|---|
Update your PS Cloud Core Analytics app |
|
Update your PS Cloud Advanced Analytics app |
Included in this Feature
This section details the assets that have been added or changed in this release.
Datasets
Dataset | Further Information |
---|---|
Project Margin | Project Margin Dataset PS Cloud AI Analytics Input Fields |
Days to Staff | Days to Staff Dataset PS Cloud AI Analytics Input Fields |
Models
Model | Description | Further Information |
---|---|---|
Project Margin % Predictor (beta) |
Enables you to predict the Project Margin (%) field based on historical performance and determines which factors are influential in maximizing a project's margin. |
Training Project Margin % Predictor (beta) Models |
Days to Staff Predictor (beta) |
Enables you to minimize the Days to Staff field from the Days to Staff dataset. Days to staff is the number of days it takes to staff resource requests on projects based on historical data in your org. The Days to Staff Predictor (beta) model analyzes the different data related to this metric in your Days to Staff dataset and highlights the factors that influence it. |
Training Days to Staff Predictor (beta) Models |
Assets
Asset | Description | Further Information |
---|---|---|
PSA Staffing Risk Predictor (beta)dashboard | Provides visualization of the difference in days between the scheduled work start date of a resource request and the date on which it's predicted that the resource request will be staffed to make project managers aware of any resource requests that are unlikely to be staffed before the date that work is scheduled to start. | PSA Staffing Risk Predictor (beta) Dashboard |
PSA Project Margin % Predictor (beta) dashboard | Provides visualization of the predicted final margin percentage on projects to make project managers aware of any potential risk to planned project margin percentage based on historical performance. | PSA Project Margin % Predictor (beta) Dashboard |
Certinia Help Is Now Available from help.certinia.com
No additional steps are required to upgrade this feature. The Help links in dashboards are automatically updated when you upgrade your PS Cloud Analytics app.
For more information, see Certinia Help URL.