Upgrading to PSA Summer 2024

This page describes the changes to make when upgrading to Summer 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 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 2024, see New Features and Enhancements in PSA Summer 2024.

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 2024 for your users, take the following actions.

Upgrade Steps for Summer 2024

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
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
To continue to use your own record pages, you can add the following to them: PSA Actions components. PSA Lightning components.	PSA Lightning Components
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

Improved Scheduling in Work Planners and Resource Requests

Upgrade Steps

To upgrade this feature to Summer 2024, take the following action.

Upgrade Steps for Summer 2024

Action	Further Information
For creating schedules for unheld resource requests, ensure that users have Read permission for the Work Calendar field on the Region, Practice, and Group objects.	Permission Sets and Other Technical Documentation
For cloning resource requests, assign the PSA - Edit Work Planner permission to the relevant users.

Included in This Feature

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

Custom Setting Fields

Custom Setting Fields Added in Summer 2024

Custom Setting	Custom Setting Field	Further Information
Assignment Settings	Retain Schedule On Unhold	Assignment Settings
	Retain Schedule On Unassign
	Default Scheduling Strategy Unheld RRs

Improved Filtering in the Work Planner

Upgrade Steps

To upgrade this feature to Summer 2024, take the following action.

Upgrade Steps for Summer 2024

Action	Further Information
Ensure that you republish the Experience Cloud site with the work planner to upgrade to the Summer 2024 version of the Work Planner. The Lightning Web Runtime (LWR) sites use the version of the previously published component’s source code, which can cause issues at runtime.	For more information on the LWR sites, see the Salesforce Help.

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 2024

Component Properties	Component Name	Further Information
Start Date Offset (In Days)	PSA Line Manager Work Planner PSA Project Manager Work Planner PSA Resource Work Planner PSA Work Planner Work Planner in Experience Cloud Sites	Work Planner Lightning Component Properties
End Date Offset (In Days)

Permission Sets

Permission Sets Updated in Summer 2024

Permission Set	Description	Further Information
PSA - Edit Work Planner	We have added the following to this permission set: RM_WorkHistoryController Apex class permission to view the Record Details panel. Read permission for the following fields on the Assignment object: Billable Hours Submitted Non-Billable Hours Submitted Status	Permission Sets and Other Technical Documentation

Resourcing Tab Enhancements

Upgrade Steps

No upgrade steps are required to upgrade this feature to Summer 2024.

Included in This Feature

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

Fields

Field	App Page	Further Information
Show Worked With Customer Filter	Resource Request	Resourcing Lightning Component Properties

Shortlisting on a Resource Request

Upgrade Steps

To upgrade this feature to Summer 2024, take the following action.

Upgrade Steps for Summer 2024

Action	Further Information
Add the RMIS_ShortlistController Apex Class to a user profile, or a new or existing permission set. Add the following object permissions to the same permission set: Add Create, Read, Edit, and Delete access for the Shortlist and Shortlist Resource objects. Add Read and Edit access for the Notes, Resource, Shortlist, and Status fields on the Shortlist Resource object. Add Read and Edit access for the Shortlist field on the Resource Request object. Assign the updated permission set to the user profiles of users who will use the shortlisting functionality.	Resource Request Lightning Page and Component Permissions
Ensure the Duplicate Shortlist action is shown on a resource request's record page by enabling the Duplicate Shortlist action.	Resource Request Actions Lightning Component Properties
[Optional] Customize columns in the Manage Shortlist window using the Manage Shortlist Custom Fields Field Set Lightning component property.	Resourcing Lightning Component Properties

Included in this Feature

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

Objects

Objects Added in Summer 2024

Object Label	Description	Further Information
Shortlist	Stores a list of shortlisted resources on the resource request.
Shortlist Resource	Links a resource to a shortlist.

Fields

Fields Added in Summer 2024

Field	Object	Further Information
Shortlist	Resource Request	Resource Request Fields

Filter Fields

Filter Fields Added in Summer 2024

Fields	Lightning Component	Further Information
Display Only Shortlisted Resources	PSA Resourcing	Filters Panel Fields

Lightning Component Properties

Lightning Component Properties Added in Summer 2024

Component Properties	Component Name	Further Information
Manage Shortlist Custom Fields Field Set	PSA Resourcing	Resourcing Lightning Component Properties
Show Duplicate Shortlist	PSA Actions: Resource Request Details	Resource Request Actions Lightning Component Properties

Enhancements to Manage Resource Requests

Assign Multiple Held Resource Requests

Upgrade Steps

To upgrade this feature to Summer 2024, take the following action.

Upgrade Steps for Summer 2024

Action	Further Information
Ensure that the Show Manage Resource Requests checkbox is selected in the properties pane of Lightning App Builder for PSA Actions: Resource Requests from the project and opportunity record pages.	Permissions for Manage Resource Requests Lightning Component
Add Read permission on the Holiday object, Delete and Edit permissions on the Schedule object.
Add the following fields to any custom permission sets you are using for the Manage Resource Requests window: Resource and Schedule fields on the Assignment object. Work Calendar field on the Holiday object. Work hours of each day on the Work Calendar object. These fields are present in the packaged PSA - Manage Resource Requests for a Project permission set.	Resource Request Fields
Ensure users who need to assign unheld resource requests are assigned to the PSA - Manage Project Assignments permission set.	Permission Sets and Other Technical Documentation
[Optional] Customize columns in the Manage Resource Requests window using the MassReassignResourceRequestColumns field set on the Resource Request object.	Customizing Columns for Manage Resource Requests

Included in This Feature

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

Filter Fields

Filter Fields Added in Summer 2024

Field	Description	Further Information
Resource Roles	The filter uses the roles of assigned resources to find resource requests.	Manage Resource Requests Fields and Buttons
Status	The filter uses status to find resource requests.

Permission Sets

Permission Sets Updated in Summer 2024

Permission Set	Description	Further Information
PSA - Manage Resource Requests for a Project	We have added Read access for the Holiday object. We have added Read access for the following fields: Resource and Schedule fields on the Assignment object. Work Calendar field on the Holiday object. Work hours of each day fields on the Work Calendar object. Delete and Edit access on the Schedule 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.

Unhold and Unassign Resource Requests in Bulk via APIs

Upgrade Steps

No upgrade steps are required to upgrade this feature to Summer 2024.

Save Schedule Data via APIs

Upgrade Steps

No upgrade steps are required to upgrade this feature to Summer 2024.

Utilization Engine Performance Improvements

Upgrade Steps

No upgrade steps are required to upgrade this feature to Summer 2024.

Actuals Performance Improvements

Actuals Calculation for Reorganized Projects

Upgrade Steps

No upgrade steps are required to upgrade this feature to Summer 2024.

Included in This Feature

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

Fields

Fields Added in Summer 2024

Field	Object	Further Information
Is Project Move	Transaction	Transaction Fields
Is Project Move	Transaction Delta	Transaction Delta Fields

Prevent Actuals Double Counting

Upgrade Steps

No upgrade steps are required to upgrade this feature to Summer 2024.

Included in This Feature

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

Fields

Fields Added in Summer 2024

Field	Object	Further Information
Resume Processing	Actuals	This field has been added in the Visualforce page. Recalculating Resource and Project Actuals.

Permission Sets

Permission Sets Updated in Summer 2024

Permission Set	Description	Further Information
PSA - Recalculate Actuals	We have provided access to the Act_BatchProcessesController class.	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.
PSA - Recalculate Project Actuals
PSA - Recalculate Resource Actuals

Receiving Asynchronous Process Error Notification Emails

Upgrade Steps

To upgrade this feature to Summer 2024, take the following action.

Upgrade Steps for Summer 2024

Action	Further Information
You can configure one email address or one group email address to receive the actuals error notification emails. To do so:  Navigate to Setup | Custom Settings | Async Job Notification Settings. Specify one email address or one group email address in the Actuals Error Notification Email field.	Async Job Notification Settings

Included in This Feature

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

Custom Settings

Custom Setting Added in Summer 2024

Custom Setting	Further Information
Async Job Notification Settings	Async Job Notification Settings

Custom Setting Fields

Custom Setting Fields Added in Summer 2024

Field	Custom Setting	Further Information
Actuals Error Notification Email	Async Job Notification Settings	Async Job Notification Settings

Enhancements to the Project Task Board

Upgrade Steps

To upgrade this feature to Summer 2024, take the following action.

Upgrade Steps for Summer 2024

Action	Further Information
Add the PTM_ResourceController Apex class permission to any custom permission sets you are using for the PSA Project Task Board Lightning component.	Permissions for the Project Task Board Lightning Component

Included in This Feature

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

Fields

Fields Added in Summer 2024

Fields	Lightning Component	Further Information
Milestones	Project Task Board	Filter Fields
Projects
Resource
Resource Roles
Task Involvement
Task Timeline

Fields Deprecated in Summer 2024

Field API Name	Field	Lightning Component	Further Information
ptm_filter_panel_my_tasks_filter	My Tasks	Project Task Board	Filter Fields

Permission Sets

Permission Sets Updated in Summer 2024

Permission Set	Description	Further Information
PSA - Manage Gantt and Project Tasks	We have added Read access for the Summary 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.

Manage Resources on Project Tasks

Upgrade Steps

To upgrade this feature to Summer 2024, take the following action.

Upgrade Steps for Summer 2024

Action	Further Information
[Optional] From the Lightning App Builder, ensure that Enable Manage Resources in the Properties panel is selected for the PSA Project Task Board component.	Setting up the Project Task Board Lightning Component

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 2024

Component Properties	Component Name	Further Information
Enable Manage Resources	PSA Project Task Board	Project Task Board Lightning Component Fields

Fields

Fields Added in Summer 2024

Fields	Lightning Page	Further Information
Actual Cost	Manage Resources on Project Task	Manage Resources Fields and Buttons
Allocation Hours
Allocation Percentage
Assignment
End Date
Estimated Cost
Resource Name
Resource Role
Start Date
Worked Hours
Default Cost Rate	Assign Resources to Project Task
Group
Practice
Region
Resource Name
Role

Permission Sets

Permission Sets Updated in Summer 2024

Permission Set	Description	Further Information
PSA - Manage Gantt and Project Tasks	We have added Read access for the Summary 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.

Enhancements to Gantt on a Project Record

Upgrade Steps

To upgrade this feature to Summer 2024, take the following action.

Upgrade Steps for Summer 2024

Action	Further Information
Ensure that all users of the PSA Project Gantt Lightning component are assigned either a custom permission set containing the required permissions or the PSA - Manage Gantt and Project Tasks permission set. Note: The PSA - Manage Project Tasks permission set no longer contains all the required permissions for Gantt on a project record.	Permissions for the Project Gantt Lightning Component
[Optional] In the Lightning App Builder for the Project Gantt component, select a field set from Task Details Custom Fields Field Set to display the required fields on the Task tab of the Record Details panel.	Project Gantt Lightning Component Properties

Included in This Feature

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

Lightning Component Fields

Fields Added to the Project Gantt Lightning Component in Summer 2024

Field	Description	Further Information
Search	Search for project tasks based on the task name.	Project Gantt Lightning Component Fields

Lightning Component Properties

Project Gantt Component Properties Added in Summer 2024

Component Properties	Further Information
Task Details Custom Fields Field Set	Project Assignments Breakdown Lightning Component Properties

Display Over Allocation Information in Gantt on a Project Record

Upgrade Steps

To upgrade this feature to Summer 2024, take the following action.

Upgrade Steps for Summer 2024

Action	Further Information
To enable the over allocation feature in Gantt on a project record: From the Lightning App Builder, select Show Over Allocation in the properties panel for the PSA Project Gantt component. Click Save.	Identifying Over Allocated Resources
Remove the following Apex class permissions from any custom permission sets you are using for the PSA Project Gantt component: GNT_ProjectHierarchyLoadController GNT_ResourcingController	Permissions for the Project Gantt Lightning Component
Add the following Apex class permissions to any custom permission sets you are using for the PSA Project Gantt component: PTM_ProjectController PTM_ProjectTaskDependencyController PTM_ProjectTaskController PTM_ResourceController PTM_ScheduleController PTM_WorkCalendarController
If not already present, add Read access for the following objects and fields to any custom permission sets you are using for the PSA Project Gantt component: Assignment object: Project, Resource, and Schedule fields Contact object: Work Calendar field Project object: End Date, Start Date, and Work Calendar fields Project Task object: End Date, Project, and Start Date fields Project Task Assignment object: Project Task and Resource fields Resource Request object: Preferred Schedule, Project, Resource, and Resource Held fields Schedule object: End Date, Start Date, Monday Hours, Tuesday Hours, Wednesday Hours, Thursday Hours, Friday Hours, Saturday Hours, and Sunday Hours fields Schedule Exception object: Default Exception Hours Per Day, End Date, Schedule, Start Date, Monday Hours, Tuesday Hours, Wednesday Hours, Thursday Hours, Friday Hours, Saturday Hours, and Sunday Hours fields Work Calendar object

Included in this Feature

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

Lightning Component Properties

PSA Project Gantt Component Properties Added in Summer 2024

Component Properties	Further Information
Show Over Allocation	Project Gantt Lightning Component Properties

Permission Sets

Permission Sets Updated in Summer 2024

Permission Set	Description	Further Information
PSA - Manage Gantt and Project Tasks	We have made various changes to this permission set.	In the PSA Permissions window, 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 the permission set in this release is displayed. For information on assigning permission sets to single or multiple users, see the Salesforce Help.
PSA - Manage Project Tasks

Visualizing Project Task Baseline and Actual Dates in Gantt on a Project Record

Upgrade Steps

To upgrade this feature to Summer 2024, take the following action.

Upgrade Steps for Summer 2024

Action	Further Information
[Optional] If you have previously added the Project Gantt component to the Project Lightning page and you want to access the button on the toolbar: Deselect and then reselect Show Comparisons in the properties panel for the Project Gantt component in the Lightning App Builder. Click Save.	Project Gantt Lightning Component Properties
If not already present, add Read permission for the following objects and fields to any custom permission sets you are using for the PSA Project Gantt Lightning component: Project Task object: Actual End Date & Time field Actual Start Date & Time field Version Item Task object: End Date and Time field Original Id field Start Date and Time field	Permissions for the Project Gantt Lightning Component

Included in This Feature

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

Lightning Component Properties

PSA Project Gantt Lightning Component Properties Added in Summer 2024

Component Properties	Further Information
Show Comparisons	Project Gantt Lightning Component Properties

Permission Sets

Permission Sets Updated in Summer 2024

Permission Set	Description	Further Information
PSA - Manage Gantt and Project Tasks	We have added permission for the apex class TelemetryLoggerController for logging in Telemetry.	Permission Sets and Other Technical Documentation

Full Screen Experience for Enhanced Usability

Upgrade Steps

To upgrade this feature to Summer 2024, take the following action.

Upgrade Steps for Summer 2024

Action	Further Information
Ensure that the users who want to access the PSA Project Gantt and PSA Project Task Board components have either a custom permission set or the PSA - Manage Gantt and Project Tasks permission set assigned.	Permissions for the Project Gantt Lightning Component   Permissions for the Project Task Board Lightning Component
Ensure that the users who want to access the PSA Project Team Schedule component have either a custom permission set or both PSA - Edit Project Team Schedule and PSA - View Project Team Schedule permission sets assigned.	Assigning and Removing Permission Sets   Permission Sets and Other Technical Documentation

Included in This Feature

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

Permission Sets

Permission Sets Updated in Summer 2024

Permission Set	Description	Further Information
PSA - Manage Gantt and Project Tasks	We have added permission for the apex class TelemetryLoggerController to log data in Telemetry.	Permission Sets and Other Technical Documentation
PSA - Edit Project Team Schedule
PSA - View Project Team Schedule

Project Source Tracking

Upgrade Steps

To upgrade this feature to Summer 2024, take the following action.

Upgrade Steps for Summer 2024

Action	Further Information
Assign the PSA - Manage Projects permission set to view the created project sources related to a project in the Related tab of the project record page.	Assigning and Removing Permission Sets
Assign the PSA - Create Projects permission set to the users who want to edit the following fields: Source Assignment Source Milestone Source Project Location Source Project Methodology Source Project Phase Source Project Task Source Risk Source Resource Request
To view source lookup fields on your record pages, add them to your object page layouts.	For information on adding fields to page layouts in Lightning Experience, see the Salesforce Help.
If you are upgrading to Summer 2024, perform the following steps manually using the Object Manager: Add the Project Sources related list in the Project Layout page layout. Remove the New button from this related list. Add the Action and Status fields to the page layout.	For more information, see the Salesforce Help.

Included in this Feature

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

Fields

Fields Added in Summer 2024

Field	Object	Further Information
Action	Project Source	Project Source Fields
Status
Source Assignment	Assignment	Assignment Fields
Source Milestone	Milestone	Milestone Fields
Source Project Location	Project Location	Project Location, Methodology and Phase Fields
Source Project Methodology	Project Methodology
Source Project Project Phase	Project Phase
Source Project Task	Project Task	Project Task Fields
Source Resource Request	Resource Request	Resource Request Fields
Source Risk	Risk	Risk Fields

Page Layouts

Page Layouts Added in Summer 2024

Page Layout	Object	Further Information
Project Source Layout	Project Source	Project Source Fields

Permission Sets

Permission Sets Updated in Summer 2024

Permission Set	Description	Further Information
PSA - Create Projects	We have added edit permissions for the following fields: Source Assignment Source Milestone Source Project Location Source Project Methodology Source Project Phase Source Project Task Source Risk Source Resource Request	Permission Sets and Other Technical Documentation
PSA - Manage Projects	We have added read access to the project source records.

Project Monitor Rollup Asynchronous Process

Upgrade Steps

No upgrade steps are required to upgrade this feature to Summer 2024.

Included in This Feature

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

Fields

Fields Added in Summer 2024

Object	Field	Further Information
Assignment	Recalculate Project Monitor Fields	Assignment Fields

New ASM Triggers Configuration Group

Upgrade Steps

To upgrade this feature to Summer 2024, take the following action.

Upgrade Steps for Summer 2024

Action	Further Information
To run the process of maintaining practice hierarchies asynchronously, set the handlePracticeTrigger.SetPracticeChainAsync ASM Triggers configuration group option to true.	ASM Triggers

Included in This Feature

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

Configuration Group Options

Configuration Group Options Added in Summer 2024

Fields	Custom Setting	Configuration Group	Further Information
handlePracticeTrigger.SetPracticeChainAsync	Trigger Settings	ASM Triggers	ASM Triggers

Track Project Financials

Upgrade Steps

To upgrade this feature to Summer 2024, take the following action.

Upgrade Steps for Summer 2024

Action	Further Information
Manually add the following values to the Type picklist on the Budget object: Billable Expenses Non-Billable Expenses	For more information about editing picklists, see the Salesforce Help.
Set up PSA to track budget consumption if you have not already done so in Spring 2024. Note: If you are already using budget allocations to track the consumption of Customer Purchase Order and Internal Budgets in a project, you must create a separate budget allocation to track consumption of the project's Billable Expenses and Non-Billable Expenses budgets. This is because you cannot edit a budget allocation that is already in use.	Setting up PSA to Track Consumption of Individual Budgets
To set a budget allocation as the default for a project, select the Default checkbox on the budget allocation's record page. A project can have only one default budget allocation.	Automatic Assignment of Budget Allocation
To apply a billing cap to an individual budget, select the Apply Billing Cap checkbox on the budget's record page.	Applying a Billing Cap to Individual Budgets
To have PSA notify users when consumption of a budget exceeds a threshold, enter the required percentage in the budget's Amount Consumed Alert Threshold 1 field. You can optionally set a second threshold in the Amount Consumed Alert Threshold 2 field.	Notifying Users When Consumption of a Budget Exceeds a Threshold
Assign the PSA - Manage Projects permission set to users who need to view the Project Budgets grid and Project Assignments Breakdown grid on a project record, and the budget consumption grids on a budget record.	For more information about assigning permission sets, see the Salesforce Help.
Note: If you began using budget allocations in Spring 2024, perform this step if you want to ensure that a budget's Amount Consumed fields are correct before more business records are allocated to it in Summer 2024. In Spring 2024, you could link milestones and timecard splits to budget allocations, but only timecard splits consumed budgets. In Summer 2024, milestones also consume budgets, and the amounts consumed by different record types are held in separate Amount Consumed fields on a budget. If you want the amount consumed values on a budget to include business records that were allocated to the budget when using budget allocations in Spring 2024, you must update the following fields manually: Update a budget's Amount Consumed field to include the Milestone Amount of milestones that were linked to the budget via a budget allocation. Update a budget's Amount Consumed by Milestones field to contain the value of milestones that were linked to the budget via a budget allocation. Update a budget's Amount Consumed by Timecard Splits field to contain the value of timecard splits that were included in financials when using Spring 2024. PSA will automatically update these fields for business records that are included in financials from Summer 2024 onwards.	Track Consumption of Individual Budgets

Included in This Feature

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

Picklist Values

Picklist Values Added in Summer 2024

Field	Object	Values
Type	Budget	Billable Expenses
		Non-Billable Expenses

Fields

Fields Added in Summer 2024

Field	Object	Further Information
Allocated Budget	Billing Event Item	Billing Fields Warning: Users must not be given permission to edit this field.
Amount Consumed by Expenses	Budget	Budget Fields
Amount Consumed by Milestone Fees
Amount Consumed by Misc Adjustments
Amount Consumed by Timecard Splits
Amount Consumed Alert Threshold 1
Amount Consumed Alert Threshold 2
Amount Remaining
Apply Billing Cap
Budget Allocation	Assignment	Assignment Fields
Budget Allocation	Expense Report	Expense and Expense Report Fields
Budget Allocation	Miscellaneous Adjustment	Miscellaneous Adjustment Fields
Billable Expenses Budget	Budget Allocation	Budget Allocation Fields
Default
Non-Billable Expenses Budget
Project Budget Billing Cap Tolerance	Account Extension	Account Extension Fields

Custom Setting Fields

Custom Setting Fields Added in Summer 2024

Custom Setting Field	Custom Setting	Further Information
Mass Assign Budget Allocation Editable	Assignment Settings	Assignment Settings
Mass Assign Budget Allocation Required

Configuration Group Options

Configuration Group Options Added in Summer 2024

Configuration Option	Configuration Group	Further Information
billable-expense-budget-categories	Miscellaneous Adjustment	Miscellaneous Adjustment Settings
non-billable-expense-budget-categories

Lightning Pages

Lightning Pages Added in Summer 2024

Page	Description	Further Information
Budget Allocation Record Page	Lightning record page for the Budget Allocation object.	Budget Allocation Fields

Lightning Components

Lightning Components Added in Summer 2024

Component	Description	Further Information
PSA - Project Budgets	Enables users to view a summary of the project based on budgets, grouped by type	Project Budgets Fields
PSA - Time-Based Budget Consumption	Enables users to view the budget consumed by timecard splits on a budget record page.	Time-Based Budget Consumption Fields
PSA - Milestone-Based Budget Consumption	Enable users to view the amount consumed by milestones on a budget record page.	Milestone-Based Budget Consumption Fields
PSA - Miscellaneous Adjustments-Based Budget Consumption	Enables users to view the amount consumed by miscellaneous adjustments	Miscellaneous Adjustments-Based Budget Consumption Fields
PSA - Expense-Based Budget Consumption	Enables users to view the amount consumed by expenses.	Expense-Based Budget Consumption Fields

Changes to Lightning Components

Changes to Lightning Components in Summer 2024

Component	Change
PSA Actions: Project Financials	New Budget Allocation action is added
PSA Actions: Project Billing	Project Billing action is hidden by default

Permission Sets

Permission Sets Updated in Summer 2024

Permission Set	Description	Further Information
PSA - Manage Projects	We have added read access for the following components: Project Assignments Breakdown grid Project Budgets Time-Based Budget Consumption Milestone-Based Budget Consumption Miscellaneous Adjustments-Based Budget Consumption Expense-Based Budget Consumption	Permission Sets and Other Technical Documentation

Improvements to Compact Time Entry and Expense Entry

The following are the improvements that have been implemented in PSA Expense Entry in Summer 2024.

Accessing Global Projects in the Expense Entry Lightning Web Component

Upgrade Steps

To upgrade this feature to Summer 2024, take the following action.

Upgrade Steps for Summer 2024

Action	Further Information
Update the permissions that you require for this functionality.	Permission Sets (table below) Permission Sets and Other Technical Documentation

Included in This Feature

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

Permission Sets

Permission Sets Updated in Summer 2024

Permission Set	Description	Further Information
PSA - Enter Expenses Against Projects and Assignments	We have added Read access for the Group ID Chain field on the Group object. We have added Read access for the Practice ID Chain field on the Practice object. We have added Read access for the Region ID Chain field on the Region 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.

Improvements to Time Entry

Upgrade Steps

No upgrade steps are required to upgrade this feature to Summer 2024.

Enhanced and Improved Time Entry

Upgrade Steps

To upgrade this feature to Summer 2024, take the following action.

Upgrade Steps for Summer 2024            

Action	Further Information
Assign the following permission sets to users who use time entry: PSA - Enter Time Against Projects and Assignments.	Setting Up Timesheet Entry
Ensure your user has a resource record set up to enter time in Timesheet Entry.
Ensure your users are assigned the relevant read/edit permissions for all of the fields used in Timesheet Entry.

Included in This Feature

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

Buttons

Buttons Added in Summer 2024

Button	Object	Further Information
Cancel	Timecards	Timesheet Entry Fields and Buttons
Copy From Previous Week
Create From Assignments
Create From Global Projects
Save
Submit
Today

Fields

Fields Added in Summer 2024

Field	Object	Further Information
Assignment	Timecards	Timesheet Entry Fields and Buttons
Friday Hours
Milestone
Monday Hours
Project
Saturday Hours
Status
Sunday Hours
Thursday Hours
Total Hours
Tuesday Hours
Wednesday Hours

Lightning Components

Lightning Components Added in Summer 2024

Component	Description	Further Information
PSA Timesheet Entry	Enable users to enter time against multiple projects and assignments, and save and submit multiple timecards.	Using Timesheet Entry

Lightning Components Renamed in Summer 2024

Component	Description	Further Information
PSA Compact Time Entry	Compact time entry component.	Using the Time Entry Component

Lightning Component Properties

Timesheet Entry Component Properties Added in Summer 2024

Component Properties	Further Information
Hide Resource Name Summary Card	Timesheet Entry Properties
Hide Remaining Hours to Submit Summary Card
Hide Saved Hours Summary Card
Hide Submitted Hours Summary Card
Hide Work Calendar Summary Card
Use Milestones

Lightning Pages

Lightning Pages Added in Summer 2024

Page	Description	Further Information
Timesheet Entry	Enter time against projects and assignments.	Timesheet Entry Overview

Removed in this Feature

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

Custom Objects

Custom Objects Removed in Summer 2024

Object Label	Description
Work Queue	The Work Queue object.

Custom Settings

Custom Settings Removed in Summer 2024

Custom Setting	Custom Setting Field
Work Queues	Last Queue Manager Execution
	Scheduled Job ID
	Use With Actuals
	Use With Backlog
	Use With Billing Clear
	Use With Billing Generation
	Use With Billing Invoice
	Use With Billing Recalculation
	Use With Billing Release
	Use With Billing Remove
	Use With Missing Timecards
	Use With RPGPR Maintainance
	Use With Utilization
	Use Work Queue Manager
	Use Work Queue Monitor
	Work Queue Manager Max Threads
	Work Queue Manager Poll Frequency
	Work Queue Monitor Schedule ID

Custom Settings Fields

Custom Setting Fields Removed in Summer 2024

Custom Setting	Custom Setting Field	Further Information
Timecard Entry UI Global	Assignment Load Limit	Timecard Settings
	Assignment Lookup Columns
	Display Account on Resource Lookup
	Project Lookup Columns
	Resource Lookup Columns
Timecard Entry UI Personal	Billable Header Field Position Is Left
	Disable Cache
	Hide Billable Column
	Hide View Edit Details Link
	Methodology Field Position is Popup
	Methodology Header Field Position Is Left
	Milestone Field Position is Popup
	Milestone Header Field Position Is Left
	Note Primary Location Allowed
	Phase Field Position is Popup
	Phase Header Field Position Is Left
	Primary Location Header Field Position Is Left
	Primary Location Field Position is Popup
	Show Timecard etc.
	Show Timecard Methodology
	Show Timecard Milestone
	Show Timecard Phase
	Use Field Set for Timecard UI
	Width in Pixels for Milestone Drop-down

Fields

Fields Removed in Summer 2024

Field	Object
ApexClass	Work Queue
Batch ID
Constructor Data
Day Parameter
Schedule
Last Run
Next Run
Status
Status Message
Time Zone Offset

Performance Improvement to Timecards

Upgrade Steps

To upgrade this feature to Summer 2024, take the following action.

Upgrade Steps for Summer 2024

Action	Further Information
Select the Enable TC Transaction Platform Event custom setting field in the Advanced Settings custom setting to create and update transactions in the background to enhance the performance of the creation and submission of timecards.	Managing Advanced Settings
Select the Enable Timecard Async Submit custom setting field in the Timecard Entry Global UI custom setting to submit the timecards for approval asynchronously.	Timecard Settings
Select the Redirect Notification To Time Entry field in the Timecard Entry Global UI custom setting to redirect the user to the Project Time Entry LWC UI page when the user clicks a notification from the bell icon. If it is deselected, the user is redirected to the Time Entry Sencha UI page.

Included in This Feature

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

Custom Objects

Custom Objects Added in Summer 2024

Object Label	Description	Further Information
Asynchronous Worker State	System only object that stores record state when business record is passed to be processed asynchronously.	Async Worker State Fields
Business Record Change	System only object that handles the asynchronous process when a business record changes.	Business Record Change Fields

Custom Setting Fields

Custom Setting Fields Added in Summer 2024

Custom Setting Field	Custom Setting	Further Information
Enable TC Transaction Platform Event	Advanced Settings	Managing Advanced Settings
Enable Timecard Async Submit	Time Entry Global UI	Timecard Settings
Errors
Redirect Notification To Time Entry

Improved User Experience for Managing Skills and Certifications

Upgrade Steps

No upgrade steps are required to upgrade this feature to Summer 2024.

Included in This Feature

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

Buttons

Buttons Added in Summer 2024

Button	Object	Further Information
Manage Skills	Resource Request	Managing Resource Skill Requests on Resource Requests

Buttons Deprecated in Summer 2024

Button	Object	Further Information
DEPRECATED: Manage Skills	Resource Request	Managing Resource Skill Requests on Resource Requests

Mass Managing Skills and Certifications for Resource Requests

Upgrade Steps

To upgrade this feature to Summer 2024, take the following action.

Upgrade Steps for Summer 2024

Action	Further Information
Ensure that the Show Manage Resource Requests checkbox is selected in the properties pane of Lightning App Builder for PSA Actions: Resource Requests from the project and opportunity record pages.	Mass Managing Resource Requests
For managing skills, certifications, and skill sets on resource requests, ensure that users have Read permission on the Skill or Certification Rating object.	Permission Sets and Other Technical Documentation

Included in This Feature

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

Window Names

Window Names Updated in Summer 2024

Previous Window Name	New Window Name	Further Information
Update Resource Requests	Manage Resource Requests	Mass Managing Resource Requests

Buttons

Buttons Added in Summer 2024

Button	Location	Further Information
Manage Skills	Manage Resource Requests	Mass Managing Resource Requests

Permission Sets

Permission Sets Updated in Summer 2024

Permission Set	Description	Further Information
PSA - Manage Resource Requests for a Project	We have added Read permission for the Record Type Name field on the Skill or Certification object.	Permission Sets and Other Technical Documentation
PSA - Manage Resource Requests for an Opportunity

Estimates Versus Actuals Performance Improvements

Upgrade Steps

To upgrade this feature to Summer 2024, take the following action.

Upgrade Steps for Summer 2024

Action	Further Information
[Optional] Ensure that the Calculate EVA Actuals Incrementally custom setting field in the Est Vs Actuals Settings is selected to initiate a synchronous EVA calculation process.	Est Vs Actuals Settings
[Optional] Ensure that the RecalculateEstVsActuals Disabled custom setting field is deselected and the Enable EVA Process Notification custom setting field is selected in the Est Vs Actuals Settings custom setting to view the information message when the EVA jobs are queued.

Included in This Feature

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

Custom Setting Fields

Custom Setting Fields Added in Summer 2024

Custom Setting Field	Custom Setting	Further Information
Calculate EVA Actuals Incrementally	Est Vs Actuals	Est Vs Actuals Settings
Enable EVA Process Notification

Geolocation Improvements

Upgrade Steps

To upgrade this feature to Summer 2024, take the following action.

Upgrade Steps for Summer 2024

Action	Further Information
Ensure you update the renamed fields and remove the deprecated fields from the page layout.	External API Credential Custom Metadata Type Fields
Ensure you deselect the Resource Geolocation Trigger Disabled custom setting in the Trigger setting. This will disable the calculation of the resource's geographic location based on the Mailing Address field in their contact record. Note: If you select this custom setting, then the resource’s geographic location data is not populated from Google.	Trigger Settings
Ensure that the Res Request Geolocation Trigger Disabled custom setting is deselected in the Trigger custom setting so that the geographic location of the Work Address on the resource request is disabled and not calculated. Note: If you select this custom setting, then the geographic location of the Work Address on the resource request data is not populated from Google.

Included in This Feature

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

Custom Fields

Renamed Custom Fields in Summer 2024

Field API Name	Original Label	New Label	Further Information
pse__Crypto_Key__c	Crypto Key	API Key	External API Credential Custom Metadata Type Fields

Custom Fields Deprecated in Summer 2024

Custom Fields	Further Information
Deprecated: Encrypt	External API Credential Custom Metadata Type Fields Note: You can update the page layout to remove the deprecated fields.

Improved Performance in Services Revenue Forecasting

Upgrade Steps

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.

To upgrade this feature to Summer 2024, take the following action.

Upgrade Steps for Summer 2024

Action	Further Information
Add the new Maximum Concurrent Jobs field to the Revenue Forecast Setup page layout. We recommend you add it to the Forecast Batch Settings section.	Running Project Revenue Forecasts
If you have any custom permission sets that give access to the Revenue Forecast Setup object, ensure that you add Edit access to the new Maximum Concurrent Jobs field.	Permission Sets
[Optional] The maximum whole number you can add to the Project Batch Size field on a revenue forecast setup record has changed from 2,000 to 20. If you already have an active revenue forecast setup record, we recommend updating the values of the following fields to the values shown: Forecast Factor Batch Size: 1,000 Project Batch Size: 10 This is not mandatory but will improve the performance of revenue forecast jobs.	Revenue Forecast Setup Fields

Included in This Feature

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

Custom Objects

Custom Objects Added in Summer 2024

Object Label	Description	Further Information
Revenue Forecast Staging	System only object that temporarily stores values for a revenue forecast or revenue forecast type to aid efficient processing of large volumes of data.	Revenue Forecast Staging Fields

Fields

Fields Added in Summer 2024

Field	Object	Further Information
Maximum Concurrent Jobs	Revenue Forecast Setup	Revenue Forecast Setup Fields
Actual Hours	Revenue Forecast Staging	Revenue Forecast Staging Fields
Actual Weighted Effort
Milestone
Project
Revenue Pending Recognition
Revenue Recognized to Date
Revenue Source
Revenue Type
Scheduled Hours
Scheduled Revenue
Scheduled Weighted Effort
Time Period
Unscheduled Hours
Unscheduled Revenue

Permission Sets

Permission Sets Updated in Summer 2024

Permission Set	Description	Further Information
PSA - Configure Forecast Setup	We have made various changes to this permission set.	In the PSA Permissions window, 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 the permission set in this release is displayed.
PSA - Delete Forecasts

Additional Recognition Method in Services Revenue Forecasting

Upgrade Steps

To upgrade this feature to Summer 2024, take the following action.

Upgrade Steps for Summer 2024

Action	Further Information
From Setup | Objects and Fields | Picklist Value Sets add the following entry to the Recognition Method global value set. Ensure you use the exact API name as shown: Equal Split: Months/Actual Days in Part Periods	For more information on global picklist value sets, see the Salesforce Help.

Included in this Feature

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

Fields

Fields Updated in Summer 2024

Field	Description	Object	Further Information
Recognition Method (which uses a global picklist value set)	New picklist value available: Equal Split: Months/Actual Days in Part Periods	Expense Milestone Miscellaneous Adjustment Project Timecard Split	Equal Split Recognition Method

Deprecated Features and Functionality

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

Generate an Invoice Directly from a Budget Record

The ability to generate an invoice directly from a budget record will be deprecated in a future release. The feature was intended to represent a pre-bill or deposit but its functionality is limited. Instead milestones or miscellaneous adjustments are typically used to represent deposits.

We recommend you do not use the following fields because they will be deprecated in a future release.

Deprecated Fields in Summer 2024

Object	Field Label	Replaced By
Billing Event	Budget Remaining	Refer to the budget's Amount Remaining field instead.
Billing Event Item	Budget	Use another billable business record to represent pre-billed amounts, such as a milestone or miscellaneous adjustment.
Budget	Approved for Billing Bill Date Billable Billed Billing Event Billing Event Invoiced Billing Event Item Billing Event Released Billing Event Status Billing Hold Eligible for Billing Exclude from Billing Invoice Date Invoice Number Invoiced Pre-Billed Amount Pre-Billed Transaction Total Amount	Use another billable business record to represent pre-billed amounts, such as a milestone or miscellaneous adjustment.

Replacement Manage Skills Button and Window

We have deprecated the existing Manage Skills button and window, opened from the resource request record quick actions. There is a new Manage Skills button on the Actions tab on the resource request record that opens an improved Manage Skills window. This improvement ensures that you can more easily access and manage skills and certifications, contributing to a more efficient resource management process.

The following button and window are now prefixed with DEPRECATED. We recommend you do not use the button or window because they will be removed in a future release.

Deprecated Buttons in Summer 2024

Object	Button
Resource Request	DEPRECATED: Manage Skills

Deprecated Windows in Summer 2024

Object	Window
Resource Request	DEPRECATED: Manage Skills

Release Content

Upgrade Steps

To upgrade this feature to Summer 2024, take the following action.

Upgrade steps for Summer 2024

Action	Further Information
Activate the Resource Optimizer prompt.	Managing Certinia In-App Guidance
Deactivate any deprecated prompts that are active in your org.

Included in this Feature

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

In-App Guidance

PSA In-App Guidance Added in Summer 2024

Name	App	Tab	Type	Active	Created
Work Planner Redirect from Resource Planner	PSA	Resource Planner	Floating	Yes	Summer 2024
Work Planner Redirect from Project Planner	PSA	Project Planner	Floating	Yes	Summer 2024

PSA In-App Guidance Updated in Summer 2024

Name	App	Tab	Type	Active	Created
Resource Optimizer	PSA	Resource Optimizer	Docked	No	Spring 2022