SECTIONSUpgrading to PS Cloud Analytics Spring 2024
This page describes the changes to make when upgrading to Spring 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 Spring 2024, see New Features and Enhancements in PS Cloud Analytics Spring 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.
Summary of Project Financials KPIs for Project Managers
Upgrade Steps
To upgrade this feature to Spring 2024, take the following action.
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Action |
Further Information |
|---|---|
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Add the following fields to the PS Cloud Analytics Setup page layout:
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Update your PS Cloud Core Analytics app. |
Included in this Feature
Dashboards
| Dashboard | Description | Further Information |
|---|---|---|
| PSA Project Overview | Displays a summary of your project's financial key performance indicators (KPIs). | PSA Project Overview Dashboard |
Fields
| Dataset | Field Name | Further Information |
|---|---|---|
| Project Reporting | Suggested Bill Rate Currency Code | Project Reporting Flow Input Fields |
| Suggested Bill Rate Number | ||
| Budget Amount (Project Currency) | Project Reporting Dataset Output Fields | |
| EvA Billable Amount (Project Currency) | ||
| Expense Billing Amount (Project Currency) | ||
| Milestone Amount (Project Currency) | ||
| Misc Adjustment Amount (Project Currency) | ||
| RR Suggested Bill Rate | ||
| RR Suggested Bill Rate Currency Code | ||
| RR Suggested Bill Rate Number | ||
| RR Suggested Bill Rate (Project Currency) | ||
| Timecard Total Billable Amount (Project Currency) |
Utilization Analytics Improvements
Utilization Analytics Security
Upgrade Steps
To upgrade this feature to Spring 2024, take the following action.
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Action |
Further Information |
|---|---|
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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. |
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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.
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Add Read and Edit permissions for the View All Utilization field on the Permission Control object of the PSA Manage Configuration permission set. |
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Provide the following access on the PS Cloud Analytics Integration User Read Access permission set:
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Add Read and Edit access for the following fields on the PS Cloud Analytics Setup object:
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| Update your PS Cloud Core Analytics app | 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
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Field |
Object |
Further Information |
|---|---|---|
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Utilization Results Security Mode |
PS Cloud Analytics Setup |
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Utilization Results Hierarchy Mode |
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Utilization Results Permission Controls |
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View All Utilization |
Permission Control |
Permission Control Fields in PSA |
Utilization Results Dataset Fields
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Field Name |
Dataset |
Further Information |
|---|---|---|
|
Resource Salesforce User |
Utilization Results |
Utilization Results Dataset PS Cloud Analytics Output Fields |
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Name |
Contact fields in the |
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Salesforce User |
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Reports To |
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View All Utilization |
Permission Control fields in the Utilization Results Flow PSA Input Fields. |
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Record ID |
User fields in the Utilization Results Flow PSA Input Fields. |
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FullPhotoUrl |
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Manager |
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Role |
Permission Sets
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Permission Set |
Description |
Further Information |
|---|---|---|
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PSA Manage Configuration |
Added Read and Edit access for the View All Utilization field on the Permission Control 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. |
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PS Cloud Analytics Integration User Read Access |
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| PS Cloud Analytics Setup |
Added Read and Edit access for the following fields on the PS Cloud Analytics Setup object:
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Monitor the Amount Available to Bill for a Given Project
Upgrade Steps
To upgrade this feature to Spring 2024, take the following action.
|
Action |
Further Information |
|---|---|
|
Update your PS Cloud Core Analytics app |
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| Embed the PSA Project Billings dashboard on a new tab of your project Lightning page. | Adding the PSA Project Billings Dashboard to the Project Lightning Page |
Included in this Feature
Assets
| Asset | Description | Further Information |
|---|---|---|
| PSA Project Billings dashboard | Displays the amount available to bill for a given project. | PSA Project Billings Dashboard |
Fields
| Dataset | Field Name | Further Information |
|---|---|---|
| Project Reporting | Available to Bill | Project Reporting Dataset Output Fields |
| Amount Available to Bill | ||
| Expense Amount Available to Bill | ||
| Milestone Amount Available to Bill | ||
| Misc Adjustment Amount Available to Bill | ||
| Timecard Amount Available to Bill | ||
| Amount Available to Bill (Project Currency) | ||
| Expense Amount Available to Bill (Project Currency) | ||
| Milestone Amount Available to Bill (Project Currency) | ||
| Misc Adjustment Amount Available to Bill (Project Currency) | ||
| Timecard Amount Available to Bill (Project Currency) |
Upgrading to PS Cloud Advanced Analytics
To upgrade to the new features for PS Cloud Advanced Analytics, see the below topics.
PSA Utilization Analytics Capacity and Demand Planning Dashboard Enhancements
Upgrade Steps
To upgrade this feature to Spring 2024, take the following action.
|
Action |
Further Information |
|---|---|
| Specify the threshold values in your PSA Utilization Setup record. | Utilization Setup Fields |
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Add the following fields to the PS Cloud Analytics Setup page layout:
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Update your PS Cloud Core Analytics app |
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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.
Dashboard Elements
| Dashboard | Element | Description | Further Information |
|---|---|---|---|
| PSA Utilization Analytics Capacity and Demand Planning | Demand Modeling | Apply weightings by opportunity probability percentage to unheld demand hours. | PSA Utilization Analytics Capacity and Demand Planning Dashboard |
Staffing Risk Predictor: Impact on Revenue Calculation
Upgrade Steps
To upgrade this feature to Spring 2024, take the following action.
|
Action |
Further Information |
|---|---|
|
Add the following fields to the PS Cloud Analytics Setup page layout:
|
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Update your PS Cloud Core Analytics app |
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|
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.
Dashboard Elements
| Dashboard | Element | Description | Further Information |
|---|---|---|---|
| PSA Staffing Risk Predictor (beta) | Predicted Revenue at Risk (project level) | Displays the total amount of revenue lost if all resource requests are staffed on the predicted staffing date. | PSA Staffing Risk Predictor (beta) Dashboard |
| PSA Staffing Risk Predictor (beta) | Predicted Revenue at Risk (resource request level) | Displays the amount of revenue lost if the resource request is staffed on the predicted staffing date |
Einstein Discovery Prediction Models for Project Managers
Upgrade Steps
To upgrade this feature to Spring 2024, take the following action.
|
Action |
Further Information |
|---|---|
|
Add the following fields to the PS Cloud Analytics Setup page layout:
|
|
|
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.
Dashboard Elements
| Dashboard | Element | Description | Further Information |
|---|---|---|---|
| PSA Staffing Risk Predictor (beta) | Resource Request Role | Displays the requested role of the resource on the resource request. | PSA Staffing Risk Predictor (beta) Dashboard |
Utilization Analytics Improvements
Utilization Analytics Security
Upgrade Steps
To upgrade this feature to Spring 2024, take the following action.
|
Action |
Further Information |
|---|---|
|
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.
|
|
|
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 and Edit access for the following fields on the PS Cloud Analytics Setup object:
|
|
| Update your PS Cloud Core Analytics app | Creating an App from the PS Cloud Core Analytics Template |
|
Update your PS Cloud Advanced Analytics app |
Included in this Feature
This feature is applicable for both PS Cloud Core Analytics and PS Cloud Advanced Analytics. For more information about this feature, see Utilization Analytics Security in Upgrading to PS Cloud Core Analytics.