Upgrading to PSA Winter 2025

This page describes the changes to make when upgrading to Winter 2025.

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 Winter 2025, see New Features and Enhancements in PSA Winter 2025.

Apex Class Permission Required by All Winter 2025 Users

All users of Certinia Help Winter 2025 require access to the TelemetryLoggerController Apex Class regardless of which features they are using. If you are using custom permission sets, you must update them to include access to this class.

Upgrade Steps

Upgrade Steps for Winter 2025

Action	Further Information
Update custom permission sets to include access to the TelemetryLoggerController Apex Class.	For information on editing permission sets, see the Salesforce Help

Convert Daily Schedules to Weekly Schedules via API

Upgrade Steps

To upgrade this feature to Winter 2025, take the following action.

Upgrade Steps for Winter 2025

Action	Further Information
Add the Read permission for the following fields in the Schedule object: End Date Friday Hours Monday Hours Saturday Hours Start Date Sunday Hours Thursday Hours Tuesday Hours Wednesday Hours	Permission Sets and Other Technical Documentation

Enhancements to Work Planner

Restricting Editing of Schedules in Past Date

Upgrade Steps

To upgrade this feature to Winter 2025, take the following action.

Upgrade Steps for Winter 2025

Action	Further Information
From the Lightning App Builder, ensure that the Restrict Edit Schedules in Past Date Lightning property is selected for the following: PSA ES Work Planner (Experience Cloud sites only) PSA Line Manager Work Planner PSA Project Manager Work Planner PSA Resource Work Planner PSA Record Work Planner PSA Work Planner	Work Planner Lightning Component Properties

Included in This Feature

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

Lightning Component Properties

Lightning Component Properties Added in Winter 2025

Component Properties	Component Name	Further Information
Restrict Edit Schedules in Past Date	PSA ES Work Planner (Experience Cloud sites only) PSA Line Manager Work Planner PSA Project Manager Work Planner PSA Record Work Planner PSA Resource Work Planner PSA Work Planner	Work Planner Lightning Component Properties

Customizing Columns in Work Planner

Upgrade Steps

To upgrade this feature to Winter 2025, take the following action.

Upgrade Steps for Winter 2025

Action	Further Information
From the Lightning App Builder, ensure that Project Custom Column Field Set and Resource Custom Column Field Set Lightning properties are added for the following: PSA ES Work Planner (Experience Cloud sites only) PSA Line Manager Work Planner PSA Project Manager Work Planner PSA Resource Work Planner PSA Record Work Planner PSA Work Planner	Work Planner Lightning Component Properties

Included in This Feature

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

Lightning Component Properties

Lightning Component Properties Added in Winter 2025

Component Properties	Component Name	Further Information
Project Custom Column Field Set	PSA ES Work Planner (Experience Cloud sites only) PSA Line Manager Work Planner PSA Project Manager Work Planner PSA Record Work Planner PSA Resource Work Planner PSA Work Planner	Work Planner Lightning Component Properties
Resource Custom Column Field Set

Separating Swap and Split Actions Buttons for Assignments and Resource Requests

Upgrade Steps

To upgrade this feature to Winter 2025, take the following action.

Upgrade Steps for Winter 2025

Action

Further Information

From the Lightning App Builder, ensure that the following Lightning properties are deselected: Hide Split to New Assignment Action Hide Split to New Held Resource Request Action on Resource Request Hide Swap Resource Action on Assignment Hide Swap Resource Action on Resource Request These Lightning properties are deselected for the following Work Planner components: PSA ES Work Planner (Experience Cloud sites only) PSA Line Manager Work Planner PSA Project Manager Work Planner PSA Resource Work Planner PSA Record Work Planner PSA Work Planner

Work Planner Lightning Component Properties

Included in This Feature

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

Lightning Component Properties

Lightning Component Properties Added in Winter 2025

Component Properties	Component Name	Further Information
Hide Split to New Assignment Action	PSA ES Work Planner (Experience Cloud sites only) PSA Line Manager Work Planner PSA Project Manager Work Planner PSA Record Work Planner PSA Resource Work Planner PSA Work Planner	Work Planner Lightning Component Properties
Hide Split to New Held Resource Request Action on Resource Request
Hide Swap Resource Action on Assignment
Hide Swap Resource Action on Resource Request

Lightning Component Properties Deprecated in Winter 2025

Component Properties	Component Name	Further Information
DEPRECATED: Hide Swap Resource & Split Assignment Action	PSA ES Work Planner (Experience Cloud sites only) PSA Line Manager Work Planner PSA Project Manager Work Planner PSA Record Work Planner PSA Resource Work Planner PSA Work Planner	Work Planner Lightning Component Fields
DEPRECATED: Hide Swap Resource & Split Requests Action

Buttons

Buttons Added in Winter 2025

Button	Object	Further Information
Split to New Held Resource Request	Resource Request	Work Planner Lightning Component Fields
Swap Resource	Assignment
	Resource Request

Buttons Renamed in Winter 2025

Previous Name	New Name	Further Information
Swap Resource & Split Assignment	Swap Resource	Work Planner Lightning Component Fields
	Split to New Assignment
Swap Resource & Split Resource Request	Swap Resource
	Split to New Held Resource Request

Splitting an Assignment to a New Resource Request

Upgrade Steps

To upgrade this feature to Winter 2025, take the following action.

Upgrade Steps for Winter 2025

Action	Further Information
From the Lightning App Builder, ensure that the Hide Split to New Resource Request Action on Assignment Lightning property is deselected for the following: PSA ES Work Planner (Experience Cloud sites only) PSA Line Manager Work Planner PSA Project Manager Work Planner PSA Resource Work Planner PSA Record Work Planner PSA Work Planner	Work Planner Lightning Component Properties
Ensure that you have the following permission controls to create resource requests and update the assignment schedules: Resource Request Entry Staffing	Permission Sets and Other Technical Documentation
Assign the PSA - Edit Work Planner permission set to users who want to split the existing assignment to resource requests in the Work Planner tab.

Included in This Feature

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

Lightning Component Properties

Lightning Component Properties Added in Winter 2025

Component Properties	Component Name	Further Information
Hide Split to New Resource Request Action on Assignment	PSA ES Work Planner (Experience Cloud sites only) PSA Line Manager Work Planner PSA Project Manager Work Planner PSA Record Work Planner PSA Resource Work Planner PSA Work Planner	Work Planner Lightning Component Properties

Buttons

Buttons Added in Winter 2025

Button	Object	Further Information
Split to New Resource Request	Assignment	Work Planner Lightning Component Fields

Permission Sets

Permission Sets Added in Winter 2025

Permission Set	Description	Further Information
PSA - Edit Work Planner	We have added Read permission for the following: Planned Hours field on the Assignment object Assignment field on the Expense object Opportunity field on the Project object	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.

View Details Option on Contextual Menu

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2025.

Included in This Feature

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

Custom Actions

Custom Actions Added in Winter 2025

Custom Actions	Further Information
View Details	Work Planner Lightning Component Fields

Exclude from Planners and Configurable Types of Work Colors for Work Planner

Upgrade Steps

To upgrade this feature to Winter 2025, take the following action.

Upgrade Steps for Winter 2025

Action	Further Information
Assign Read permission to relevant users for the following fields: Exclude from Planners field on the Contact object Assignment Color Field custom field in the Planners - Resource custom setting Resource Request Color Field custom field in the Planners - Resource custom setting	Resource, Project, and Work Planners Settings and Preferences

Included in This Feature

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

Permission Sets

Permission Sets Updated in Winter 2025

Permission Set	Description	Further Information
PSA - View Work Planner	We have added the RMWP_PreferenceController Apex class permission to enable users to view the Types of Work Colors section in the Preferences panel. We have added the Read permission for the Exclude from Planners field.	Permission Sets and Other Technical Documentation
PSA - Edit Work Planner

Copying Schedule Values for Assignments and Resource Requests

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2025.

Included in This Feature

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

Lightning Component Properties

Lightning Component Properties Added in Winter 2025

Component Properties	Component Name	Further Information
Enable Fill Handle	PSA ES Work Planner (Experience Cloud sites only) PSA Line Manager Work Planner PSA Project Manager Work Planner PSA Resource Work Planner PSA Work Planner PSA Work Planner on a project record	Work Planner Lightning Component Properties
Enable Fill Handle	PSA Resourcing	Resourcing Lightning Component Properties

Record Work Planner to Replace Project Team Schedule

Upgrade Steps

To upgrade this feature to Winter 2025, take the following action.

Upgrade Steps for Winter 2025

Action

Further Information

From a project record, open the Lightning App Builder to edit the Project Lightning page. Remove the DEPRECATED: PSA Project Team Schedule component from the Project Lightning page. Add the PSA Work Planner component to the Project Lightning page. We recommend that you create a separate tab on the page named Resources and add the component to that tab. Alternatively, you can configure the component to be displayed elsewhere on the page, as required. For more information, see "Lightning App Builder" in the Salesforce Help.

Setting up Work Planners

Included in This Feature

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

Lightning Components

The following Lightning component is now prefixed with DEPRECATED. We recommend you do not use the component because it will be removed in a future release.

Lightning Components Deprecated in Winter 2025

Previous Component Name	Deprecated Component Name	Description	Further Information
PSA Project Team Schedule	DEPRECATED: PSA Project Team Schedule	DEPRECATED: Manage resource requests and assignments for all resources assigned to a project.	DEPRECATED: Project Team Schedule Lightning Component Fields

Lightning Component Properties

Lightning Component Properties Added in Winter 2025

Component Properties	Component Name	Further Information
End Date Offset	PSA Work Planner	Work Planner Lightning Component Properties
Start Date Offset

Lightning Component Fields

Fields Added in Winter 2025

Field	Component Name	Further Information
Show Other Work	PSA Work Planner	Work Planner Lightning Component Fields

Lightning Component Buttons

Buttons Added in Winter 2025

Button	Component Name	Further Information
Match Project Dates	PSA Work Planner	Work Planner Lightning Component Fields

Improved Self-Nomination for Resource Requests

Upgrade Steps

To upgrade this feature to Winter 2025, take the following action.

Upgrade Steps for Winter 2025

Action	Further Information
Ensure that relevant users have read, write, and edit permissions for the Interest Removed field on the Candidate object.	Candidate Fields
Add the Interest Removed field to the Candidate Layout page layout.	Candidate Fields

Included in This Feature

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

Custom Setting Fields

Custom Setting Fields Added in Winter 2025

Custom Setting Field	Custom Setting	Further Information
Retain Candidate Record	Work Opportunities Hub	Work Opportunities Hub Settings

Fields

Fields Added in Winter 2025

Field	Object	Further Information
Interest Removed	Candidate	Candidate Fields

Improved Candidate Shortlisting for Resource Requests

Upgrade Steps for Winter 2025

Action	Further Information
If users need access to the Notes and Created By fields in the Manage Shortlist window, add these fields to a field set on the Shortlist object.	Salesforce Help about field sets

Included in This Feature

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

Fields

Fields Deleted in Winter 2025

Field	Object	Further Information
Notes	Shortlist	PSA Resourcing Lightning Component Fields
Created By

Lightning Component Properties

PSA Resourcing Component Properties Added in Winter 2025

Component Properties	Further Information
Exclude Shortlist Statuses	Resourcing Lightning Component Properties

Custom Actions

Custom Actions Added in Winter 2025

Custom Actions	Further Information
View Details	Managing Resource Requests

Switching Filter Buttons in the Resource Request Filters Panel

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2025.

Utilization Engine Improvements

Creating Utilization Engine Records with New Resources

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2025.

Enhancements to the Resourcing Tab

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2025.

Improved Filtering in Resource Optimizer

Upgrade Steps

To upgrade this feature to Winter 2025, take the following action.

Upgrade Steps for Winter 2025

Step	Action	Further Information
1	Create a field set on the Resource Request object containing the fields you want to filter by in Resource Optimizer.	For more information about creating field sets, see the Salesforce Help.
2	From the Lightning App Builder, select the field set you created from the Additional Filter Fields Field Set drop-down in the properties panel for the PSA Resource Optimizer component.	Resource Optimizer Lightning Component Properties

Included in This Feature

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

Lightning Component Properties

PSA Resource Optimizer Component Properties Added in Winter 2025

Component Property	Further Information
Additional Filter Fields Field Set	Resource Optimizer Lightning Component Properties

Removal of Support of Off-Platform Use for Intelligent Staffing and Resource Optimizer

Upgrade Steps

To upgrade this feature to Winter 2025, take the following action.

Upgrade Steps for Winter 2025

Action	Further Information
If you use the PSA - Match and Assign Resources with Optimizer permission set to manage access to the External Job object, create a custom permission set. You can also include permissions for this object in existing permission sets. We have removed the permissions related to the object from the PSA - Match and Assign Resources with Optimizer permission set.	See the Salesforce Help.

Included in This Feature

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

Permission Sets

Permission Sets Updated in Winter 2025

Permission Set	Further Information
PSA - Match and Assign Resources with Optimizer	Permission Sets and Other Technical Documentation

Custom Settings

Custom Settings Deprecated in Winter 2025

API Name	Previous Label	New Label
External_Systems__c	External Systems	DEPRECATED: External Systems

Field Mappings for Resource Matching

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2025.

Included in This Feature

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

Lightning Pages

Lightning Pages Added in Winter 2025

Page	Description	Further Information
Resourcing Match Mappings	View and customize mappings between resource request and contact fields when matching resources to resource requests.	PSA Administration

Enhancement to Resource Filtering by Distance

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2025.

Included in This Feature

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

Fields

Fields Updated in Winter 2025

Field	Object	Further Information
Work State/Province (PSA)	Resource Request	Request Resources Fields

Skill Suggestions for Resource Requests

Upgrade Steps

To upgrade this feature to Winter 2025, take the following action.

Upgrade Steps for Winter 2025

Step	Action	Further Information
1	Complete the setup required for PS Cloud Core Analytics. You must ensure that Resource Adjacencies is selected on the PS Cloud Analytics Setup record.	Setting up PS Cloud Core Analytics Apps
2	Assign one of the following PS Cloud Advanced Analytics permission sets to users that you want to see suggested skills: CRM Analytics Platform Admin CRM Analytics Platform User CRM Analytics Plus User CRM Analytics Plus Admin This is required for the Analytics data to be displayed in PSA.	For more information about Analytics permission sets, see the Salesforce Help PS Cloud Advanced Analytics Permission Sets PS Cloud Advanced Analytics Licensing
3	Provide access for the createUserSessionId Visualforce page to the users that you want to see suggested skills. The permission is included in the PSA - Manage Resource Requests for a Project and PSA - Manage Resource Requests for an Opportunity permission sets.	For more information about assigning permissions, see the Salesforce Help Permission Sets and Other Technical Documentation
4	Provide Read access for the following objects to the users that you want to see skill suggestions: Assignment Group Practice Region Resource Request Resource Skill Request Skill or Certification Some of these objects also require some field-level permissions, which are listed on the related Help page.	Upgrading to PSA Winter 2025
5	Create data for the Resourcing Adjacencies dataset.	Preparing the Data Environment for PS Cloud Analytics

Adding Skill and Certification Ratings

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2025.

Included in This Feature

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

Custom Setting Fields

Custom Setting Fields Added in Winter 2025

Custom Setting Field	Custom Setting	Further Information
Disable Category Ratings in Components	Skills Management Settings	Skills Management Settings

Lightning Component Properties

PSA Contact Card Component Properties Added in Winter 2025

Component Properties	Further Information
Default Add Skills View	Contact Card Lightning Component Properties

PSA Manage Skills and Certifications Component Properties Added in Winter 2025

Component Properties	Further Information
Default Add Skills View	Manage Skills and Certifications Lightning Component Properties

PSA Mass Manage Skills and Certifications Component Properties Added in Winter 2025

Component Properties	Further Information
Default Add Skills View	Mass Manage Skills and Certifications Lightning Component Properties

PSA Resourcing Component Properties Added in Winter 2025

Component Properties	Further Information
Default Add Skills View	Resourcing Lightning Component Properties

Rescheduling Project Tasks from Gantt on a Project Record

Upgrade Steps

To upgrade this feature to Winter 2025, take the following action.

Upgrade Steps for Winter 2025

Action	Further Information
Assign Edit permission for the following fields on the Project Task object to enable users to change the start date, the end date, or both on project tasks displayed in the Project Gantt Lightning component: End Date & Time Start Date & Time	Managing Project Tasks from Gantt on a Project Record Permissions for the Project Gantt Lightning Component
[Optional] If you do not want users to be able to edit records from Gantt on a project record in an org, select Disable Editing in the Properties panel for the Project Gantt component in the Lightning App Builder. Warning: This feature only prevents users from editing records through Gantt on a project record and has nothing to do with record sharing, permissions, or field level security. If users have the appropriate access, they might potentially edit a record in another way in PSA.	Setting up the Project Gantt Lightning Component Project Gantt Lightning Component Properties Experience Cloud Sites Overview
[Optional] If you have previously made the Project Gantt component available to external users through PSA Experience Cloud sites, take the following action to ensure they are prevented from editing records from Gantt on a project record: Deselect and then reselect Disable Editing in the Properties panel for the Project Gantt component in the Lightning App Builder. Click Save. Warning: This feature only prevents users from editing records through Gantt on a project record and has nothing to do with record sharing, permissions, or field level security. If users have the appropriate access, they might potentially edit a record in another way in a PSA Experience Cloud site.
[Optional] If you want users to be able to view and edit work calendar details for project tasks from Gantt on a project record, you must add the Work Calendar field on the Project Task object to the field set you are using to control the columns displayed in the Gantt grid. This field set is specified in the Custom Columns Field Set property for the Project Gantt component in the Lightning App Builder.	Project Gantt Lightning Component Fields

Included in This Feature

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

Lightning Component Properties

Project Gantt Component Properties Added in Winter 2025

Component Properties	Further Information
Disable Editing	Project Gantt Lightning Component Properties

Editing Text Fields on Project Tasks from Gantt on a Project Record

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2025.

Moving Grid Columns to Locked in Gantt on a Project Record

Upgrade Steps

To upgrade this feature to Winter 2025, take the following action.

Upgrade Steps for Winter 2025

Action

Further Information

Ensure that individual users who have previously configured Gantt on a project record to their own requirements are aware that they must now repeat those changes. This is because all columns in the Gantt grid revert to their default state in this release to ensure that the Alerts column containing clickable error and over allocation icons is visible to all users. Configurations affected are hidden columns, custom column widths, the position of the splitter between the Gantt grid and Gantt chart, and the order of the columns. The selected calendar view and any filters are unaffected.

Managing Columns in the Gantt Grid

Filters for Gantt on a Project Record

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2025.

Included in This Feature

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

Lightning Component Buttons

Buttons Added in Winter 2025

Button	Component Name	Further Information
	PSA Project Gantt	Project Gantt Lightning Component Fields

Lightning Component Fields

Fields Added in Winter 2025

Field	Component Name	Further Information
Assigned Resource	Gantt on a project record Filter Panel	Project Gantt Lightning Component Fields
External Resource
Name
Resource Roles
Tasks Starting Before Tasks Ending After
Task Involvement
Task Timeline

Actuals Performance Improvements

Actuals Calculation for Reorganized Projects

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2025.

Services Billing Improvements

Upgrade Steps

To upgrade this feature to Winter 2025, take the following action.

Upgrade Steps for Winter 2025

Action

Further Information

Import the new configuration options from the PSA Administration page. To do so: Click Import Configuration in the PSA Administration page. Select the "Billing" group from the Configuration Groups drop-down list. Click Compare Configuration to view the new configuration information. Click Import. Note: We recommend that you do not select the Replace values in your org with the selected configuration file checkbox, as this will override the existing configuration.

Importing Configuration Settings

Included in This Feature

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

Configuration Options

Configuration Options Added in Winter 2025

Configuration Option Name	Configuration Group	Further Information
Max_Records_For_Generate_Account_And_Project_Billing	Billing Setting	Configuration Options in the Billing Configuration Group

Improvement to PSA Performance and Scalability

Receiving EVA Asynchronous Process Error Notification Emails

Upgrade Steps

To upgrade this feature to Winter 2025, take the following action.

Upgrade Steps for Winter 2025

Action	Further Information
Specify one email address or one group email address in the EVA Error Notification Email field. To do so: Navigate to Setup | Custom Settings | Async Job Notification Settings. Note: The email address specified in the Error Notification Email field must be associated with a user of the organization. Otherwise, the email will not be sent.	Async Job Notification Settings

Included in This Feature

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

Custom Setting Fields

Custom Setting Fields Added in Winter 2025

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

Custom Setting Fields Removed in Winter 2025

Custom Setting	Custom Setting Field	Further Information
Trigger Settings	RecalculateEstVsActuals Enabled	Trigger Settings

Closing Multiple Assignments

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2025.

Calculating Hours Variance on Projects

Upgrade Steps

To upgrade this feature to Winter 2025, take the following action.

Upgrade Steps for Winter 2025

Steps	Action	Further Information
1.	Ensure that you have Read permission for the fields in the calculateProjectHoursVariance method to the PVar_ProjectHoursVarianceController in the PSA - Manage Projects permission set: Estimated Hours at Completion Hours Cut Off Date Percent Hours Complete Planned Hours Scheduled Hours Remaining Total Submitted Hours Variance at Completion Variance From Plan	Permission Sets and Other Technical Documentation
2.	[Optional] To receive the process notifications, ensure that the Enable Process Status Notification custom setting field is selected in the Project Variance Batch Settings.	Project Variance Settings
3.	[Optional] Deselect the Exclude Inactive Projects checkbox in the Project Variance Settings, if you want to continue calculating variance for inactive projects.

Included in This Feature

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

Buttons

Buttons Renamed in Winter 2025

Previous Name	New Name	Further Information
Submit Batch	Run	Running Calculate Hours Variance on Projects
Schedule Batch	Schedule

Custom Settings

Custom Settings Renamed in Winter 2025

Previous Custom Setting Label	New Custom Setting Label	Further Information
Project Variance Batch Settings	Project Variance Settings	Project Variance Settings

Custom Setting Fields

Custom Setting Fields Added in Winter 2025

Custom Setting	Custom Setting Field API Name	Custom Setting Field Label	Further Information
Project Variance Settings	Exclude_Inactive_Projects_Calculation__c	Exclude Inactive Projects	Project Variance Settings

Custom Setting Fields Renamed in Winter 2025

Custom Setting Field API Name	Custom Setting	Previous Custom Setting Field Label	New Custom Setting Field Label	Further Information
Notifications_Chatter__c	Project Variance Settings	Notifications by Chatter	Enable Process Status Notification	Project Variance Settings

Custom Setting Fields Deprecated in Winter 2025

Custom Setting Field API Name	Custom Setting	Previous Custom Setting Field Label	Deprecated Custom Setting Fields Label
Notifications_Task__c	Project Variance Settings	Notifications by Task	DEPRECATED: Notifications by Task
ProjectVariance_Batch_Size__c	Project Variance Settings	Project Variance Batch Size	DEPRECATED: Project Variance Batch Size

Objects

Objects Deprecated in Winter 2025

Previous Objects Label	Deprecated Objects Label	Further Information
Project Variance Batch Fields	DEPRECATED: Project Variance Batch Fields	DEPRECATED: Project Variance Batch Fields
Project Variance Batch Log Fields	DEPRECATED: Project Variance Batch Log Fields	DEPRECATED: Project Variance Batch Log Fields

Fields

Fields Renamed in Winter 2025

Field API Name	Object	Previous Field Label	New Field Label	Further Information
Exclude_from_Project_Variance_Batch__c	Projects	Exclude from Project Variance Batch	Exclude from Hours Variance Calculation	Project Fields

New Configuration Options to Manage Region and Group Records Asynchronously

Upgrade Steps

To upgrade this feature to Winter 2025, take the following action.

Upgrade Steps for Winter 2025

Steps	Action	Further Information
1.	[Optional] Import the new configuration options from the PSA Administration page.To do so: Click Import Configuration on the PSA Administration page. Select the “ASM Triggers” group from the Configuration Groups drop-down list. Click Compare Configuration to view the new configuration information. Click Import. Note: We recommend that you do not select the Replace values in your organization with the selected configuration file checkbox, as this will override the existing configuration.	Importing and Exporting Configurations
2.	[Optional] To run the process of maintaining region and group hierarchies asynchronously, set the following ASM Triggers configuration group options to true: handleGroupTrigger.SetGroupChainAsync handleRegionTrigger.SetRegionChainAsync	ASM Triggers

Included in This Feature

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

Configuration Group Options

Configuration Group Options Added in Winter 2025

Configuration Option	Configuration Group	Further Information
handleGroupTrigger.SetGroupChainAsync	ASM Trigger	ASM Triggers
handleRegionTrigger.SetRegionChainAsync

Improved Intelligent Staffing Performance

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2025.

Update to Rate Cards Matching

Upgrade Steps

To upgrade this feature to Winter 2025, take the following action.

Upgrade Steps for Winter 2025

Action	Further Information
We have deprecated the disable-rate-card-matching configuration option. If you have disabled rate card matching using this configuration option in the resource requests configuration group, ensure that you select the Disable Rate Card Matching field in the Rate Card Settings custom setting to disable it.	Rate Card Settings

Included in This Feature

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

Custom Settings

Custom Settings Added in Winter 2025

Custom Setting	Further Information
Rate Card Settings	Rate Card Settings

Fields

Custom Setting Fields Added in Winter 2025

Field	Custom Setting	Further Information
Disable Rate Card Matching	Rate Card Settings	Rate Card Settings
Match Assignments Asynchronously
Match Resource Requests Asynchronously

Configuration Group Options

Configuration Group Options Deprecated in Winter 2025

Configuration Option	Configuration Group	Further Information
Rate Card Settings	Resource Request Settings	Resource Request Settings

Enhancements to Manage Resources on Project Task

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2025.

Enhancements to Project Task Board

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2025.

Included in This Feature

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

Lightning Component Properties

PSA Project Task Board Component Properties Added in Winter 2025

Component Properties	Further Information
Show Preferences Panel	Project Task Board Lightning Component Properties

Buttons

Buttons Added in Winter 2025

Button	Component Name	Further Information
	PSA Project Task Board	Project Task Board Lightning Component Properties

 

Viewing Milestones on Project Tasks

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2025.

Included in This Feature

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

Lightning Component Properties

Gantt on a project record Component Properties Added in Winter 2025

Component Properties	Further Information
Milestone Custom Fields Field Set	Project Gantt Lightning Component Properties

Lightning Component Properties

Project Task BoardComponent Properties Added in Winter 2025

Component Properties	Further Information
Milestone Custom Fields Field Set	Project Task Board Lightning Component Properties

Improvements to PSA Triggers

PSA Asynchronous Process

Upgrade Steps

To upgrade this feature to Winter 2025, take the following action.

Upgrade Steps for Winter 2025

Action	Further Information
Ensure that you have added the custom Async Job Records tab in your org.	Monitoring Asynchronous Jobs

Included in This Feature

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

Asynchronous Callables

Asynchronous Callables Added in Winter 2025

Asynchronous Callable	Object	Further Information
ExpenseRollupCallable	Expense	PSA Asynchronous Callables
GroupChainUpdateCallable	Group Update
GroupChainUpdateChildCallable
PracticeChainUpdateChildCallable	Practice Update
ProjectActualsDeltaRecalculationCallable	Actuals
ProjActSameCurrencyRecalcCallable
RegionChainUpdateCallable	Region Update
RegionChainUpdateChildCallable
TimecardChangeCallable	Timecards
TimecardRollupCallable

Asynchronous Callables Renamed in Winter 2025

Previous Name	New Name	Object	Asynchronous Apex Feature	Further Information
AsyncBulkDelete	BulkDeleteBillingEventItemCallable	Billing Event	Future Method	PSA Asynchronous Callables
AsyncRemoveEmptyBatches	RemoveEmptyBatchesCallable
AsyncTimecardSubmitQueueable	AsyncTimecardSubmitCallable	Time Entry	Queueable Class
CalculateFinancialsForPTAAsync	CalculateFinancialsForPTACallable	Project Task Assignment	Queueable Class
DeleteInactiveProjectBacklogDetailsFuture	DeleteProjectBacklogDetailsCallable	Project	Future Method
GeoCodingBatch	GeoCodingCallable	Staffing	Batchable
HandleProjectAssignmentMilestoneClosedFlags	HandleAssignMilestoneFlagsCallable	Project	Future Method
ProjectVarianceBatch	ProjectVarianceCallable	Project Variance Calculation	Batchable
ProjectVarianceBatch	ProjectVarianceLauncherCallable
ThresholdAlertNotificationQueue	ThresholdAlertNotificationCallable	Project	Queueable Class
UpdateEstVsActualsNameQueueable	UpdateEstVsActualsNameCallable	Estimates Versus Actuals Assignment
UpdateSchedulesQueueable	UpdateSchedulesCallable	Estimates Versus Actuals
UtilizationEngine	UE_Callable UE_Launcher	Utilization Engine	Batchable

Note:

These callable classes are used to improve the trigger performance and run the records asynchronously.

Copying Child Records from Template

Upgrade Steps

To upgrade this feature to Winter 2025, take the following action.

Upgrade Steps for Winter 2025

Action	Further Information
Select the Copy Child Records from Template Async field to copy the child records in asynchronous mode when creating a project from a template. Note: We recommend that you copy the child records in asynchronous mode to avoid any limit exceptions.	Project Fields

Improvements to Schedule Updates

Upgrade Steps

To upgrade this feature to Winter 2025, take the following action.

Upgrade Steps for Winter 2025

Action	Further Information
[Optional] If you have written any custom code that is executed on scheduled updates, ensure that it works as desired in asynchronous mode.	See the Salesforce Help.

Introduction to Services Credits

Upgrade Steps

To upgrade this feature to Winter 2025, take the following action.

Upgrade Steps for Winter 2025

Action	Further Information
Update the Milestone Layout page layout to add the Manage Services Credits button, Services Credits section, Services Credits and Services Credits Allocation fields.	See the Salesforce Help
By default, milestones that are funded by services credits and have the status Planned, Canceled, or None do not require services credits to be allocated. If you want other statuses to not require services credits to have been allocated, specify them in the Milestone Status: No Allocation Required field in the Services Credits Settings custom setting.	Services Credits Settings
To consume available services credits on a services credits customer purchase record with the expiry date in the past, select the Allocate Credits with Past Expiry Date field in the Services Credits Settings custom setting.
Assign the PSA - Manage Services Credits Customer Purchases permission set to the users who have to create, edit, or expire services credits customer purchase records and want to view services credits allocation and consumption records.	Assigning and Removing Permission Sets
Assign the PSA - Manage Services Credits Allocations permission set to users who have to allocate, adjust the allocation of services credits, or view services credits customer purchase records.

Included in This Feature

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

Custom Objects

Custom Objects Added in Winter 2025

Custom Object	Description	Further Information
Services Credits Allocation	Represents the number of services credits that are allocated to a particular piece of work such as milestones. These records are generated as part of the process of redeeming the credits.	Services Credits Allocation Fields
Services Credits Consumption	Represents the number of services credits consumed from a services credits customer purchase record. These records are generated as part of the process of redeeming the credits.	Services Credits Consumption Fields
Services Credits Customer Purchase	Represents a defined number of services credits that a customer has purchased on a given date, and which share common properties such as internal value, amount paid, start and expiry dates.	Services Credits Customer Purchase Fields

Fields

Fields Added in Winter 2025

Field	Object	Further Information
Services Credits	Milestone	Milestone Fields
Services Credits Allocation

Lightning Pages

Lightning Pages Added in Winter 2025

Page	Description	Further Information
Services Credits Allocation Record Page	View generated services credits allocation records.	Services Credits Allocation Fields
Services Credits Consumption Record Page	View generated services credits consumption records.	Services Credits Consumption Fields
Services Credits Customer Purchase Record Page	Create services credits customer purchase records.	Services Credits Customer Purchase Fields

Page Layouts

Page Layouts Added in Winter 2025

Page Layout	Further Information
Services Credits Allocation Layout	Services Credits Allocation Fields
Services Credits Consumption Layout	Services Credits Consumption Fields
Services Credits Customer Purchase Layout	Services Credits Customer Purchase Fields

Tabs

Tabs Added in Winter 2025

Tab	Description
Services Credits Allocations	View services credits allocation records.
Services Credits Consumptions	View services credits consumption records.
Services Credits Customer Purchases	View and manage services credits customer purchase records.

Lightning Actions

Lightning Actions Added in Winter 2025

Lightning Actions	Further Information
Expire Services Credits	Services Credits Customer Purchase Fields
Manage Services Credits	Milestone Fields

Custom Setting Fields

Custom Setting Fields Added in Winter 2025

Custom Setting Field	Custom Setting	Further Information
Allocate Credits with Past Expiry Date	Services Credits Settings	Services Credits Settings
Milestone Status: No Allocation Required

Permission Sets

Permission Sets Added in Winter 2025

Permission Set	Description	Further Information
PSA - Manage Services Credits Customer Purchases	Manage services credits customer purchase records. It includes permission to create, edit, expire services credits customer purchase , and access to view services credits consumption and allocation records.	Permission Sets and Other Technical Documentation
PSA - Manage Services Credits Allocations	Manage services credits allocations. It includes permissions to allocate services credits, adjust the allocation of services credits, and view services credits customer purchase records.

Configuration Group Options

Configuration Group Options Added in Winter 2025

Configuration Option	Configuration Group	Further Information
ServicesCreditsAllocationTrigger	ASM Triggers	Trigger Settings
ServicesCreditsAllocationTrigger.restrictManualCreationOfAllocations
ServicesCreditsConsumptionTrigger
ServicesCreditsConsumptionTrigger.restrictManualCreationOfConsumptions
ServicesCreditsMilestoneTrigger
ServicesCreditsPurchaseTrigger

Timesheet Entry Enhancements

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2025.

Included in This Feature

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

Fields

Fields Added in Winter 2025

Field	Component	Further Information
Work	PSA Timesheet Entry	Timesheet Entry Fields and Buttons

Timesheet Entry - Logging Time Against Project Tasks

Upgrade Steps

To upgrade this feature to Winter 2025, take the following action.

Upgrade Steps for Winter 2025

Action	Further Information
To enable recording time against project tasks, Task Time Entry mode must be set to any mode other than Current in the Timecard Personal UI custom setting. You must also assign the following permissions to your users: Read permission for the TMTE_TaskTimeEntryController class. Read permission for the Parent Task field on the Project Task Object.	Setting Up Timesheet Entry

Included in This Feature

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

Lightning Component Buttons

Buttons Added in Winter 2025

Button	Component Name	Further Information
Add Tasks	Timesheet Entry component	Setting Up Timesheet Entry

Timesheet Entry - Delegated Time Entry

Delegated time entry is now available in Timesheet Entry through the addition of the Change Resource button. Clicking Change Resource opens the Change Resource window and enables you to select a new resource to enter time for. Delegated time entry speeds up the time management process by enabling users to enter time on behalf of other users, in scenarios where they are not able to.

For more information, see:

• Setting Up Timesheet Entry
• Using Timesheet Entry

Timesheet Entry - Required Timecard Notes and Quick Entry

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2025.

Timesheet Entry - Timecard Custom Fields

Upgrade Steps

To upgrade this feature to Winter 2025, take the following action.

Upgrade Steps for Winter 2025

Action	Further Information
[Optional] When adding custom field sets, you must ensure users are assigned Read or Edit permissions for the fields you're adding to Timesheet Entry.	Setting Up Timesheet Entry

Included in This Feature

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

Custom Setting Fields

Custom Setting Fields Added in Winter 2025

Custom Setting Field	Custom Setting	Further Information
Additional Fields	Timecard Entry UI Personal	Timecard Settings

Smart Rescheduling

Upgrade Steps

To upgrade this feature to Winter 2025, take the following action.

Upgrade Steps for Winter 2025

Action	Further Information
Set up your PS Cloud Core Analytics app, ensuring you have the Project Reporting dataset and a PS Cloud Core Analytics App PSA Analytics Dataflow scheduled to run at regular intervals. Also, ensure your PS Cloud Core Analytics app is shared with all the relevant users. For more information on scheduling your dataflows, see Using PS Cloud Core Analytics.	Setting up PS Cloud Core Analytics Apps
Assign one of the following PS Cloud Advanced Analytics permission sets to users that you want to use Smart Rescheduling: CRM Analytics Platform Admin CRM Analytics Platform User CRM Analytics Plus User CRM Analytics Plus Admin	PS Cloud Advanced Analytics Permission Sets PS Cloud Advanced Analytics Licensing
Assign the PSA - Decision Intelligence permission set to the relevant users.	Permission Sets and Other Technical Documentation
From the Project record page, open the Lightning App Builder, and select the Smart Rescheduling property in Work Planner.	Work Planner Lightning Component Properties

Included in This Feature

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

Lightning Component Properties

Lightning Component Properties Added in Winter 2025

Component Properties	Component Name	Description	Further Information
Smart Rescheduling	PSA Work Planner	If selected, enables you to view the predicted hours variance percentage for your project, and view and apply suggested adjustments to the future hours of your project's resources to the Record Work Planner.	Work Planner Lightning Component Properties

Introducing Cost Forecasting

Upgrade Steps

To upgrade this feature to Winter 2025, take the following action.

Upgrade Steps for Winter 2025

Action	Further Information
[Optional] For the following fields on the Revenue Forecast Setup object, update the help text as shown as the fields are now respected when using Cost Forecasting: Custom Date for Deliverable Expenses: API name of the custom field on the Expense object that is used to determine the monthly time period any Deliverable expenses are added to. This enables you to control the month in which revenue or costs are placed. Custom Date for Deliverable Milestones: API name of the custom field on the Milestone object that is used to determine the monthly time period any Deliverable milestones are added to. This enables you to control the month in which revenue or costs are placed. Custom Date for Deliverable Misc Adjustments: API name of the custom field on the Misc Adjustment object that is used to determine the monthly time period any Deliverable misc adjustments are added to. This enables you to control the month in which revenue or costs are placed.	Revenue Forecast Setup Fields
[Optional] To configure Cost Forecasting to run after Revenue Forecasting: Add Enable Cost Forecasting to the General Settings section of the Revenue Forecast Setup Layout page layout. Select Enable Cost Forecasting on the active revenue forecast setup record.	Setting up Forecasting
[Optional] To configure Cost Forecasting to retain the total approved costs from the previous forecast run for any closed time period when you are not using the integration between PSA and Revenue Management: Add Retain Pending Costs in Closed Periods to the Revenue Management Integration section of the Revenue Forecast Setup Layout page layout. Select Retain Pending Costs in Closed Periods on the active revenue forecast setup record.
[Optional] For access to Cost Forecasting records, create a custom permission set that contains Read permission for the Cost Forecast and Cost Forecast Type objects and all relevant fields.	Permission Sets
Add Delete permission for the following objects to the PSA - Delete Forecasts permission set and to any custom permission sets that include permission to delete forecasts: Cost Forecast Cost Forecast Staging Cost Forecast Type
[Optional] Update the Project Layout page layout to include the Cost Forecasts related list.	For information about updating page layouts, see the Salesforce Help.

Included in This Feature

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

Custom Objects

Custom Objects Added in Winter 2025

Object Label	Description	Further Information
Cost Forecast	Stores the cost forecast for a project or an opportunity.	Cost Forecast Fields
Cost Forecast Staging	System only object that temporarily stores values for a cost forecast or cost forecast type to aid efficient processing of large volumes of data.	Cost Forecast Staging Fields
Cost Forecast Type	Stores the cost forecast for a relevant object, for example Milestone or Assignment.	Cost Forecast Type Fields

Fields

Fields Added in Winter 2025

Field	Object	Further Information
Enable Cost Forecasting	Revenue Forecast Setup	Revenue Forecast Setup Fields
Retain Pending Costs in Closed Periods

Permission Sets

Permission Sets Updated in Winter 2025

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

Enhanced Support for Unheld Resource Requests in Services 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 Winter 2025, take the following action.

Upgrade Steps for Winter 2025

Action	Further Information
If not already present, add the following picklist option to the Revenue Source field on the Revenue Forecast Type object: Deliverable: Resource Request	Resource Request
We have added the following fields to the Revenue Forecast Setup object: Include Unheld RRs with Schedules Include Unheld RRs without Schedules Take the following action: Add the fields to the Revenue Forecast Setup Page Layout. Add Read and Edit permissions for the fields to any custom permission sets you are using for configuring the setup of Revenue Forecasting. [Optional] If you want to include unheld resource requests in your forecasts, select one or both of the fields on the active revenue forecast setup record, as required.	Scheduling Forecasts For information on adding fields to a page layout, see the Salesforce Help
[Optional] For the following fields on the Revenue Forecast Setup object, update the help text as shown: Actuals Cutoff Day: The day of the week that serves as the cutoff day when using the Use Mid Month Forecast Calculations setting. Forecasting excludes scheduled hours that fall on or before the cutoff day. Exclude Resource Requests on Project: If selected, resource requests relating to projects and milestones are excluded from forecasts.	Configuring Mid Month Forecasting Calculations (Deliverable and % Complete) Resource Request

Included in This Feature

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

Fields

Fields Added in Winter 2025

Object	Field	Further Information
Revenue Forecast Setup	Include Unheld RRs with Schedules	Revenue Forecast Setup Fields
	Include Unheld RRs without Schedules

Permission Sets

Permission Sets Updated in Winter 2025

Permission Set	Description	Further Information
PSA - Configure Forecast Setup	We have added Read and Edit permissions to the following new fields on the Revenue Forecast Setup object: Include Unheld RRs with Schedules Include Unheld RRs without Schedules	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.

Billing Event Optimization for Capped Budgets

Upgrade Steps

To upgrade this feature to Winter 2025, take the following action.

Upgrade Steps for Winter 2025

Action	Further Information
Set up PSA to track budget consumption if you have not already done so.	Setting up PSA to Track Consumption of Individual Budgets
Select the Apply Billing Cap checkbox on budgets that you want to cap for billing. Do not apply billing caps at both budget and project level for the same project.	Applying a Billing Cap to Individual Budgets
To allow billing optimization when releasing billing events in bulk, select the project's Bill to Budget Cap checkbox.
Ensure that the Disable Billing Closer to Cap field in the Billing Settings custom setting is not selected.
If you use a custom Lightning page for Billing Event and it does not already include the Release quick action, add this quick action to the page layout that is used by your Lightning page.	For information on editing page layouts, see the Salesforce Help
If you use custom permission sets, update them all to include read access to the Amount Released for Invoicing field on the Budget object. Warning: All users who release billing events will need read access to this field, even if budgets are not capped for billing.	For information on editing permission sets, see the Salesforce Help
If you apply a billing cap to a budget that was created before Winter 2025, the budget's Amount Released for Invoicing field will be blank. PSA will calculate this value the first time you release billing events linked to the budget: If this happens when releasing a single billing event, a message is displayed asking you to click a Recalculate button. If this happens when releasing billing events in bulk, the value is recalculated automatically.	Updating a Budget's Amount Released for Invoicing

Included in This Feature

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

Fields

Fields Added in Winter 2025

Field	Object	Further Information
Amount Released for Invoicing	Budget	Budget Fields
Auto-Generated Due to Billing Cap	Billing Event	Billing Fields
Bill to Budget Cap	Project	Project Fields
Budget Cap Adjustment	Miscellaneous Adjustment	Miscellaneous Adjustment Fields
Budget Cap Linked Adjustment	Miscellaneous Adjustment	Miscellaneous Adjustment Fields

Security Checks

Upgrade Steps

To upgrade this feature to Winter 2025, take the following action.

Upgrade Steps for Winter 2025

Action	Further Information
Update your permission sets manually if you have cloned the packaged permission sets or created your own custom permission sets.	See the Salesforce Help.
Review and adjust the Read permission updates made to various objects and fields in the permission sets.	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.

Performance and Scale Help Enhancements

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2025.

Deprecated Features and Functionality

Deprecation: Ability to Bill a Budget's Pre-Bill Amount

The following information was first published in Summer 2024.

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.

Deprecation: Resource Planner, Project Planner, and Team Schedule Planner

The Resource Planner, Project Planner, and Team Schedule Planner will be deprecated in a future release. We recommend that you migrate to Work Planner, which covers many of the same workflows as the Resource Planner, Project Planner, and Team Schedule Planner and offers additional features.

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

Deprecated Lightning App Pages in a Future Release

Lightning App Page	Replaced By	Further Information
Project Planner	Work Planner Lightning app page	Setting up Work Planners
Resource Planner	Work Planner Lightning app page	Setting up Work Planners
Team Schedule Planner	Work Planner Lightning app page	Setting up Work Planners

Removal of Support of Off-Platform Use for Intelligent Staffing and Resource Optimizer

Custom Settings

Custom Settings Deprecated in Winter 2025

API Name	Previous Label	New Label
External_Systems__c	External Systems	DEPRECATED: External Systems

Release Content

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2025.

Included in This Feature

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

In-App Guidance

PSA In-App Guidance Updated in Winter 2025

Name	App	Tab	Type	Active	Created
Work Planner Redirect from Resource Planner	PSA	Resource Planner	Floating	No	Summer 2024
Work Planner Redirect from Project Planner	PSA	Project Planner	Floating	No	Summer 2024