Upgrading to PSA Spring 2024

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.

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.

To continue to use your own record pages, you can add the following to them:

• PSA Actions components.
• PSA Lightning components.

In the Lightning App Builder, change the page template to Header and One Region and map the existing Right Sidebar to the new Main Region.

Delete the existing tabs that contain the following deprecated components:

• DEPRECATED: PSA Resourcing
• DEPRECATED: PSA Resource Schedule

Remove the standard Tabs component that contains the PSA Resource Filter, PSA Contact Card, and PSA Actions: Resource Request Details components.

Ensure the View All Utilization field is available in the PSA Permission Control layout. Contact your administrator, if the field is not available in the layout.

Ensure the following fields are available in the PS Cloud Analytics Setup layout. Contact your administrator, if the fields are not available in the layout.

• Utilization Results Security Mode 
• Utilization Results Hierarchy Mode
• Utilization Results Permission Controls 

Add Read and Edit permissions for the View All Utilization field on the Permission Control object of the PSA Manage Configuration permission set.

Provide the following access on the PS Cloud Analytics Integration User Read Access permission set:

• Add Read access for the View All Utilization field on the Permission Control object.
• Add Read access to the Utilization Setup object.
• Add Read access for the Active field on the Utilization Setup object.

Add Read and Edit access for the following fields on the PS Cloud Analytics Setup object:

• Utilization Results Security Mode
• Utilization Results Hierarchy Mode
• Utilization Results Permission Controls

Added Read and Edit access for the View All Utilization field on the Permission Control object.

• Added Read access for the View All Utilization field on the Permission Control object.
• Added Read access to the Utilization Setup object.
• Added Read access for the Active field on the Utilization Setup object.

PSA 4 Months Historical Util Results

PSA Hist Util Results By Month

PSA Hist Util Results By Week

PSA Sched Util Results By Month

Assignment

Resource Request

DEPRECATED: Utilization Run

Import the new configuration options from the PSA Administration page.

• Add Read access for the following fields on the AsyncJobRecord object:
  • Complete
  • Failed
  • Succeeded
• Add Read and Edit access for the following fields on the AsyncJobRecord object:
  • Error
  • Finalizer Callable Name
  • Finalizer Error
  • Finalizer Result
  • External Job Reference
  • Parameters
  • Result

UseActualsCalculateDeltaContinuous

Actuals

By default, the Budget Allocation Layout includes fields to specify a customer purchase order budget and one internal budget. If you expect to proportionally split cost values between two or three internal budgets, add the following fields to the Budget Allocation Layout page layout:

• Internal Budget 2

• Internal Budget 2 Percent Allocation

• Internal Budget 3

• Internal Budget 3 Percent Allocation

To enable users to use the Actions | Manage Resource Request Set action on the Resource Request page, ensure that the following permissions sets are assigned to users and set the correct access in them:

• PSA - Manage Resource Requests for an Opportunity

• PSA - Manage Resource Requests for a Project

• We have added Read and Edit permission for the following fields on the Resource Request Object:

  • Maximum Distance

  • Distance Unit

• We have added Read, Create, and Edit permissions on the Resource Request Set object.

• We have added Read and Edit permission for the following fields on the Resource Request Set object:

  • Account

  • Master Resource Request

  • Opportunity

  • Project

Approve

• Expense Reports to Approve

• Timecards to Approve

Close

Filter

Reassign

Reject

Select

Sort 

• My Skills

• My Certifications

• My Skills

• My Certifications

• My Aspirations

• My Skills

• My Certifications

Reset the metrics of the Release Overview prompt to ensure that users see this prompt again with its updated content if they have previously dismissed or completed it.