Upgrading to PSA Spring 2025

This page describes the changes to make when upgrading to Spring 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 Spring 2025, see New Features and Enhancements in PSA Spring 2025.

Apex Class Permission Required by All Spring 2025 Users

All users of Certinia Help Spring 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

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

Upgrade Steps for Spring 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

AI Resource Summaries

Early Adopter

Note:

This feature is part of the Certinia Early Adopter Program. This program is only available to a limited number of customers. For more information, contact your Customer Success Manager.

Upgrade Steps

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

Upgrade Steps for Spring 2025
Action	Further Information
Set up Einstein Generative AI in your org.	For more information, see the Salesforce Help.
Install the Certinia AI Adapter Package.	For more information, see the Salesforce Help.
Assign the RS_ResourceSummaryController Apex class permission to users you want to generate AI summaries for resources.	Permission Sets and Other Technical Documentation
Ensure users you want to generate AI summaries for resources have Read access to the following objects: Assignment Project Resource Request Skill or Certification Skill or Certification Rating	Permission Sets and Other Technical Documentation

Split Assignments to New Resource Requests via Synchronous API

Upgrade Steps

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

Upgrade Steps for Spring 2025
Action	Further Information
Ensure the following permissions for the relevant users that you want to split multiple assignments into resource requests using API: Create and Edit permissions on: Schedule Hours field on the Schedule object Assignment field on the Expense and Timecard Header objects Read permission for the Assignment object Create permissions for the following fields on the Resource Skill Request object: Minimum Rating Resource Request Skill Certification Create permission for the following fields on the Resource Request object: End Date Group Opportunity Practice Project Region Resource Resource Role SOW Hours Start Date Note: Ensure that the fields added in the additional field list also have Create permission on the Resource Request object.	Permission Sets and Other Technical Documentation For information about assigning permission sets, see Salesforce Help.

Mass Hold and Mass Assign Resource Requests via Asynchronous APIs

Upgrade Steps

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

Upgrade Steps for Spring 2025
Action	Further Information
Ensure the following permissions for the relevant users that you want to hold and assign multiple resource requests using asynchronous APIs: Create permission for the Schedule Hours field on the Schedule object Edit permission for the Preferred Schedule field on the Resource Request object Read permissions on: Assignment, Resource Request, and Work Calendar objects Work Calendar field on the Contact object Resource and Schedule fields on the Assignment object Delete permission for the Schedule object.	Permission Sets and Other Technical Documentation For information about assigning permission sets, see Salesforce Help.

Visibility of Cost Rate Information

Upgrade Steps

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

Upgrade Steps for Spring 2025
Action	Further Information
Ensure that relevant users have the following permissions added to modify cost rate: Read and Edit permission for the following fields on Assignment object to the PSA - Manage Project Assignments: Cost Rate Cost Rate Amount Use Default Cost Rate Read and Edit permission for the following fields on Assignment object to the PSA - Edit Work Planner: Cost Rate Amount Use Default Cost Rate Note: The field-level permissions are optional for users who are cloning assignments, splitting an assignment to a new assignment, and splitting an assignment to a new resource request.	Permission Sets and Other Technical Documentation For information about assigning permission sets, see Salesforce Help.

Included in This Feature

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

Permission Sets

Permission Set Updated in Spring 2025
Permission Set	Description	Further Information
PSA - Manage Project Assignments	We have removed Read and Edit permissions from the following fields on the Assignment object: Cost Rate Cost Rate Amount Use Default Cost Rate	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 - Edit Work Planner	We have removed Read and Edit permissions from the following fields on the Assignment object: Cost Rate Amount Use Default Cost Rate

Loading Records Incrementally in Work Planners

Upgrade Steps

No upgrade steps are required to upgrade this feature to Spring 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 Spring 2025
Button	Component Name	Further Information
Load More	PSA EC 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

Mass Resourcing with Resource Request Staffer

Upgrade Steps

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

Action	Further Information
Assign the PSA - Use Resource Request Staffer permission set to the users that you want to use Resource Request Staffer.	Permission Sets and Other Technical Documentation For information about assigning permission sets, see Salesforce Help.
Select the appropriate PSA Resource Request Staffer component properties using the Lightning App Builder from the Resource Request Staffer page.	For more information about Lightning App Builder, see the Salesforce Help. Resource Request Staffer Lightning Component Properties
Add the Worked with Customer field to any of the page layouts that your org uses for the Resource Request object.	Resource Request Fields

Action

Further Information

Assign the PSA - Use Resource Request Staffer permission set to the users that you want to use Resource Request Staffer.

Permission Sets and Other Technical Documentation

For information about assigning permission sets, see Salesforce Help.

Select the appropriate PSA Resource Request Staffer component properties using the Lightning App Builder from the Resource Request Staffer page.

For more information about Lightning App Builder, see the Salesforce Help.

Resource Request Staffer Lightning Component Properties

Add the Worked with Customer field to any of the page layouts that your org uses for the Resource Request object.

Resource Request Fields

Included in This Feature

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

Fields

Fields Added in Spring 2025
Field	Object	Further Information
Worked with Customer	Resource Request	Resource Request Fields

Lightning Components

Lightning Components Added in Spring 2025
Component	Description	Further Information
PSA Resource Request Staffer	Staff resource requests with resources in bulk.	Resource Request Staffer Lightning Component Properties

Lightning Component Properties

PSA Resourcing Component Properties Added in Spring 2025
Component Properties	Further Information
Default Worked with Customer Filter Value	Resourcing Lightning Component Properties

PSA Resourcing Component Properties Renamed in Spring 2025
Previous Label	New Label	Further Information
Group Filter Behavior	Default Group Filter Value	Resourcing Lightning Component Properties
Practice Filter Behavior	Default Practice Filter Value
Region Filter Behavior	Default Region Filter Value
Role Filter Behavior	Default Role Filter Value

Lightning Pages

Lightning Pages Added in Spring 2025
Page	Description	Further Information
Resource Request Staffer	Staff resource requests with resources in bulk.	Resource Request Staffer Overview

Objects

Objects Added in Spring 2025
Object	Description	Further Information
Resource Match Process	For system use. Stores information about resource to resource request matching processes.	Resource Match Process Fields
Resource Match Result	For system use. Stores information about resource to resource request matching process results.	Resource Match Result Fields

Tabs

Tabs Added in Spring 2025
Tab	Description	Further Information
Resource Request Staffer	Staff resource requests with resources in bulk.	Resource Request Staffer Overview

Permission Sets

Permission Sets Added in Spring 2025
Permission Set	Further Information
PSA - Use Resource Request Staffer	Permission Sets and Other Technical Documentation

Enhanced Scalability for Services Billing

Upgrade Steps

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

Upgrade Steps for Spring 2025
Action	Further Information
Ensure that you have added the custom Async Job Records tab in your org.	Monitoring Asynchronous Jobs
Add the Read permission for the Queued field in the following objects: Billing Event Billing Event Batch	Permission Sets and Other Technical Documentation

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 Spring 2025
Custom Setting Field	Custom Setting	Further Information
Flex Queue Delay	Billing Settings	Billing Settings
Flex Queue Maximum Batch Retries
Flex Queue Threshold

Fields

Fields Added in Spring 2025
Field	Object	Further Information
Queued	Billing Event	Billing Event Fields
Queued	Billing Event Batch	Billing Event Batch Fields

Asynchronous Callables

Asynchronous Callables Added in Spring 2025
Asynchronous Callable	Object	Further Information
BILL_QueueBillingJobCallable	Billing Event	PSA Asynchronous Callables

Permission Sets

Permission Set Updated in Spring 2025
Permission Set	Description	Further Information
PSA - Release Billing Events	We have added Read permission for the Queued field on the Billing Event and Billing Event Batch objects.	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.

Cumulative Availability Filtering in Utilization Engine

Upgrade Steps

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

Upgrade Steps for Spring 2025
Action	Further Information
To enhance the querying of availability by hours and percentages on the Utilization Engine record, ensure that you select the Use SOQL Availability Filtering field from the Utilization Settings and run the utilization engine.	Utilization Settings and Running the Utilization Engine Jobs
Update your permission sets manually if you have cloned the packaged permission sets or created your own custom permission sets and add Read permission to the Cumulative Availability object.	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 Spring 2025
Custom Object	Description	Further Information
Cumulative Availability	Stores the pre-calculated availability records for a resource based on a seven-day schedule.	Cumulative Availability Fields

Custom Setting Fields

Custom Setting Fields Added in Spring 2025
Custom Setting Field	Custom Setting	Further Information
Use SOQL Availability Filtering	Utilization Settings	Utilization Settings

Permission Sets

Permission Sets Updated in Spring 2025
Permission Set	Description	Further Information
PSA - Edit Work Planner	Add Read permissions for the following fields on the Cumulative Availability object in the PSA - Edit Work Planner permission set: Availability Hours in Week 1-53 Period Resource	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 - Manage Project Assignments
PSA - Manage Resource Requests for a Project
PSA - Staff Resource Requests
PSA - Use Resource Planner
PSA - Use Resource Request Staffer
PSA - View Work Planner

Repeating Patterns in Assignments and Resource Requests and Mass Editing Shortlist Statuses

Upgrade Steps

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

Shortlist Information in Work Planners and Resource Requests

Upgrade Steps

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

Included in This Feature

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

Lightning Components

Lightning Components Updated in Spring 2025
Component	Description	Further Information
All Work Planner components: PSA Work Planner PSA Line Manager Work Planner PSA Project Manager Work Planner PSA Resource Work Planner PSA EC Work Planner	Added two sections in the Record Details panel Resource Request tab: Project Tasks Shortlisted Resources	Using Work Planners Viewing Record Details

Lightning Component Properties

Work Planner Component Properties Added in Spring 2025
Component Properties	Further Information
Record Details Shortlisted Resources Custom Field Set	Work Planner Lightning Component Properties
Hide Shortlists Section	Work Planner Lightning Component Properties

Work Planner Component Properties Updated in Spring 2025
Component Properties	Further Information
Record Details Tasks Custom Field Set	Work Planner Lightning Component Properties

Resource Request Component Properties Added in Spring 2025
Component Properties	Further Information
Hide Other Shortlists Section	Resourcing Lightning Component Properties

Work Planners Component Properties Deprecated in Spring 2025
Component Properties	Further Information
Contact Card Hover Details Field Set for Assignments	Work Planner Lightning Component Properties
Contact Card Hover Details Field Set for Resource Requests	Work Planner Lightning Component Properties

PSA Resource Request Staffer Component Properties Deprecated in Spring 2025
Component Properties	Further Information
Contact Card: Field Set for Assignments	Resource Request Staffer Lightning Component Properties
Contact Card: Field Set for Resource Requests	Resource Request Staffer Lightning Component Properties

PSA Resource Optimizer Component Properties Deprecated in Spring 2025
Component Properties	Further Information
Contact Card: Field Set for Assignments	Resource Optimizer Lightning Component Properties
Contact Card: Field Set for Resource Requests	Resource Optimizer Lightning Component Properties

PSA Contact Card Component Properties Deprecated in Spring 2025
Component Properties	Further Information
Hover Details Field Set for Assignments	Contact Card Lightning Component Properties
Hover Details Field Set for Resource Requests	Contact Card Lightning Component Properties

Permission Sets

Permission Set Added in Spring 2025
Permission Set	Description	Further Information
PSA - Manage Shortlists	Manage shortlists in planners and resource requests.	Permission Sets and Other Technical Documentation

Custom Setting Fields

Custom Setting Fields Added in Spring 2025
Custom Setting Field	Custom Setting	Further Information
Exclude Shortlist Statuses	Planners - Resource	Resource, Project, and Work Planners Settings and Preferences

Fields

Fields Added in Spring 2025
Field	Object/App	Further Information
Exclude Shortlists	Work Planner (In the Filters panel of all work planner components.)	Work Planner Lightning Component Fields
Exclude Other Shortlists	Resource Request	PSA Resourcing Lightning Component Fields

Sharing Saved Filters in Work Planners

Upgrade Steps

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

Upgrade Steps for Spring 2025
Action	Further Information
To restrict specific users from creating public filter sets and amending the sharing settings on filter sets, complete the steps described in Filter Sets in Work Planners.	Filter Sets in Work Planners
When upgrading to Spring 2025, all users will lose any filter sets they have previously created. This is because saved filters are now stored in the Filter Set object instead of local storage. As a workaround, users might want to note down previously saved filter criteria, to save time when recreating their filter sets.	Filter Sets in Work Planners

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 Spring 2025
Permission Set	Description	Further Information
PSA - Edit Work Planner	We have added a permission for the Filter Set object and permissions for the following related fields: Filter_Set__c.Feature__c Filter_Set__c.Filter_Set_Name__c Filter_Set__c.Filters__c Filter_Set__c.IsDefault__c Filter_Set__c.Is_Private__c Filter_Set__c.Related_SObject_ID__c	Permission Sets and Other Technical Documentation
PSA - View Work Planner	We have added a permission for the Filter Set object and permissions for the following related fields: Filter_Set__c.Feature__c Filter_Set__c.Filter_Set_Name__c Filter_Set__c.Filters__c Filter_Set__c.IsDefault__c Filter_Set__c.Is_Private__c Filter_Set__c.Related_SObject_ID__c	Permission Sets and Other Technical Documentation

Custom Fields

Custom Fields Updated in Spring 2025
Field	Object	Further Information
Available In	Filter Set	Filter Set Fields

Improved Record Security for Work Planner

Upgrade Steps

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

Selecting Multiple Values in Picklist Filter Fields

Upgrade Steps

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

Updating Schedules via Monthly View and Percentage Values for Work Planners and Resource Requests

Upgrade Steps

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

Included in This Feature

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

Lightning Component Fields

Fields Added in Spring 2025
Field	Component Name	Further Information
Show Expanded Rows as Percentages	PSA Work Planner PSA EC Work Planner (Experience Cloud sites only) PSA Line Manager Work Planner PSA Project Manager Work Planner PSA Resource Work Planner PSA Work Planner on a project record PSA Resourcing	Preferences Fields

Updated Availability Calculation to Reflect Preferred Schedule Fields on Resource Requests

Upgrade Steps

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

Enhanced Skill Suggestions for Resource Requests

Upgrade Steps

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

Upgrade Steps for Spring 2025
Action	Further Information
If you have not set up suggested skills for resource requests in Winter 2025, complete the steps described in Setting up Suggested Skills for Resource Requests.	Setting up Suggested Skills for Resource Requests

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 Spring 2025
Permission Set	Description	Further Information
PSA - Create Project Resource Requests and Assign Automatically	We have made various changes to these 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.
PSA - Edit Work Planner
PSA - Manage Resource Requests for a Project
PSA - Manage Resource Requests for an Opportunity
PSA - Staff Resource Requests
PSA - View Work Planner

Efficiency Gains in Resource Requests and Work Planners

Automatically Populated Fields When Creating Resource Requests and Assignments

Upgrade Steps

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

Column Customization in Work Planners

Upgrade Steps

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

Hiding Projects from Work Planners

Upgrade Steps

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

Included in This Feature

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

Fields

Fields Renamed in Spring 2025
Previous Label	New Label	Object/App	Further Information
Exclude from Project Planner	Exclude from Planners	Project	Project Fields

Percent Allocation When Creating Resource Requests from Work Planners, Projects, and Opportunities

Upgrade Steps

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

Enhanced Work Planner Performance

Upgrade Steps

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

Resource Matching Indicators on the Resourcing Tab

Upgrade Steps

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

Enhanced Skills Management on Resource Requests

Upgrade Steps

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

Manage Project Task Hierarchies in Gantt on a Project Record with the Work Breakdown Structure (WBS)

Upgrade Steps

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

Manage Dependencies in Gantt on a Project Record

Upgrade Steps

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

View Resources in Gantt on a Project Record

Upgrade Steps

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

Improved Filtering for the Project Task Board and Gantt on a Project Record

Enhancements to the Project Gantt Filter Panel

Upgrade Steps

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

Enhancements to the Project Task Board Filter Panel

Upgrade Steps

No upgrade steps are required to upgrade this feature to Spring 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 Spring 2025
Component Properties	Component Name	Further Information
Task Filter Custom Fields Field Set	PSA Project Task Board	Project Task Board Lightning Component Properties

Buttons

Buttons Added in Spring 2025
Button	Location	Further Information
	Filter Panel	Project Task Board Lightning Component Fields

Introducing RAID for Risk and Issue Management

Upgrade Steps

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

Included in This Feature

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

Lightning Components

Lightning Component Added in Spring 2025
Component Name	Description	Further Information
PSA RAID Tracker	Enable users to view the RAID summary on the grid.	RAID Tracker Lightning Component Fields

Lightning Component Properties

RAID Tracker Lightning Component Properties Added in Spring 2025
Component Properties	Component Name	Further Information
Issue Custom Fields Field Set	RAID Tracker	RAID Tracker Lightning Component Properties
Risk Custom Fields Field Set	RAID Tracker	RAID Tracker Lightning Component Properties

Permission Set

Permission Sets Updated in Spring 2025
Permission Set	Description	Further Information
PSA - Manage Projects	For PSA - Manage Projects, we have added two new apex classes. These are: RAID_IssueController RAID_RiskController	Permission Sets and Other Technical Documentation

Improvements to Collaboration and Tracking Work

Upgrade Steps

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

Upgrade Steps for Spring 2025
Action	Further Information
To edit project tasks and add rich notes using the new Edit Task window, change the Task Editing setting in Lightning App Builder to Use Task Details Custom Field Set Edit.	Project Task Board Lightning Component Properties

Updates to Rate Cards Matching

Recalculate Rate Cards Matching Rates

Upgrade Steps

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

Upgrade Steps for Spring 2025
Action	Further Information
We have deprecated the following configuration options from the Resource Request Settings: assignment-rate-matching-fieldset resource-request-rate-matching-fieldset If you need to trigger a recalculation of rates to allow the rate card plugin to automatically update rates when any of the specified fields are modified. Ensure you have selected the following custom fields in the Rate Card Settings fields: Assignment Rate Card Matching Field Set Resource Request Rate Card Field Set	Resource Request Settings and 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 Setting Fields Added in Spring 2025
Fields	Custom Setting	Further Information
Assignment Rate Card Matching Field Set	Rate Card Settings	Rate Card Settings
Resource Request Rate Card Field Set	Rate Card Settings	Rate Card Settings

Remove Rate On No Rate Card Matching

Upgrade Steps

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

Upgrade Steps for Spring 2025
Action	Further Information
We have deprecated the remove-rate-card-on-no-match configuration option from the Resource Request Settings. If you need to remove the rate on no matching rate card found, ensure to select the Remove Rate On No Rate Card Match custom field in the Rate Card Settings.	Resource Request Settings and 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 Setting Fields Added in Spring 2025
Fields	Custom Setting	Further Information
Remove Rate On No Rate Card Match	Rate Card Settings	Rate Card Settings

Improvement to PSA Performance and Scalability

PSA Asynchronous Process

Upgrade Steps

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

Upgrade Steps for Spring 2025
Action	Further Information
Ensure that you have added the custom Async Job Records tab in your org.	Monitoring Asynchronous Jobs
Ensure to update the latest hours variance when the project is marked as active.	Viewing and Updating Project Variance

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 Spring 2025
Asynchronous Callable	Object	Further Information
ActualsUpdateFieldsOnProjectCallable	Actuals	PSA Asynchronous Callables
CreateEVAForHeldRRLauncherCallable	Estimates Versus Actuals
RPGPRMaintenanceCallable	Region Practice Group Project Resource
ShiftNotificationsCallable	Team Schedule Planner
TMR_TimecardSyncJobCallable	Timecard
UE_AdminLauncher	Utilization Engine

Calculating Hours Variance for Active and Inactive Projects

Upgrade Steps

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

Improved Project Variance Calculation

Upgrade Steps

No upgrade steps are required to upgrade this feature to Spring 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 Spring 2025
Custom Setting Field	Custom Setting	Further Information
Project Variance Chunk Size	Project Variance Settings	Project Variance Settings

Retaining Historical Utilization When Excluding Resource From Utilization

Upgrade Steps

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

Upgrade Steps for Spring 2025
Action	Further Information
Ensure that relevant users have Read and Edit permissions for the New Exclude From Time Calculations field on the Resource Change object in the Standard User permission set.	Permission Sets and Other Technical Documentation
Add the New Exclude From Time Calculations and Old Exclude From Time Calculations fields to the Resource Change Layout page layout.	See the Salesforce Help.

Included in This Feature

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

Fields

Fields Added in Spring 2025
Field	Object	Further Information
New Exclude From Time Calculations	Resource Change	Resource Change Fields
Old Exclude From Time Calculations	Resource Change	Resource Change Fields

Surfacing Issues and Risks in Project Task Board

Upgrade Steps

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

Lightning Component Properties

Project Task Board Component Properties Added in Spring 2025
Component Properties	Further Information
Show Project Task Issues	Project Task Board Lightning Component Properties
Show Project Task Risks	Project Task Board Lightning Component Properties

New Custom Indexes on Schedule Object

Upgrade Steps

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

Included in This Feature

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

Custom Indexes

Custom Indexes Added in Spring 2025
Custom Indexes	Object	Further Information
End Date	Schedule	Schedule Fields
Start Date	Schedule	Schedule Fields

Scaling Project Sharing

Upgrade Steps

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

Upgrade Steps for Spring 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 "Project" 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 and Exporting Configurations

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 Spring 2025
Configuration Option Name	Configuration Group	Further Information
project-sharing-chunk-size	Project	Project Configuration Group

Asynchronous Callables

Asynchronous Callables Added in Spring 2025
Asynchronous Callable	Object	Further Information
SP_ShareProjectCallable	Project	PSA Asynchronous Callables

Delivery Tracker: View Rolled-up Values and Project Totals

Upgrade Steps

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

Introducing Project Portfolios

Upgrade Steps

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

Upgrade Steps for Spring 2025
Action	Further Information
To enable users to create and use portfolios you must assign them the PSA - Manage Portfolios permission set.	Setting Up Portfolios

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 Spring 2025
Custom Object	Description	Further Information
Portfolio object	Represents a collection of projects with common criteria.	Using Portfolios

Lightning Pages

Lightning Pages Added in Spring 2025
Page	Description	Further Information
Portfolio Record Page	The record page which displays portfolios.	Using Portfolios

Supporting Task Times in Timesheet Entry Through Pre-Population and Additional Fields

Upgrade Steps

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

Upgrade Steps for Spring 2025
Action	Further Information
[Optional] To enable entering time on summary tasks for your users, enable the Allow Time Entry on Summary Tasks checkbox in the Timecard Entry UI Global custom setting.	Setting Up Timesheet Entry

Dependent Picklist Support in Timesheet Entry

Upgrade Steps

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

Adding Support for Legacy Features in Timesheet Entry

Upgrade Steps

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

Custom Setting Fields

Custom Setting Fields Renamed in Spring 2025
Custom Setting Field	Custom Setting	Further Information
Hide Copy Schedules renamed to Disable Copying Hours from Schedule	Timecard Entry Personal UI	Time Entry Settings

Custom Setting Fields

Custom Setting Fields Added in Spring 2025
Custom Setting Field	Custom Setting	Further Information
Disable Self Assignment	Timecard Entry Personal UI	Time Entry Settings

Enhancements to Submitting Timecards in Timesheet Entry

Upgrade Steps

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

Upgrade Steps for Spring 2025
Action	Further Information
To enable asynchronous submission for timecards on Timesheet Entry, you must enable the Timecard Async Submit custom setting field in the Timecard Entry UI Global custom setting. We recommend enabling this custom setting only if you have a complex timecard approval process that takes a long time to run. This is because when the setting is enabled, and the process fails, the notification is delayed due to the asynchronous process.	Time Entry Settings

Improvements to Handling of High Volumes in Timesheet Entry

Upgrade Steps

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

Upgrade Steps for Spring 2025
Action	Further Information
[Optional] Previously, the Name and Nickname fields always displayed on the Self-Assignment record page, even when removed from the Self-Assignment UI Assignment field set. This behavior has been corrected. To ensure these fields are displayed in Timesheet Entry, you must add them to the Self-Assignment UI Assignment field set.	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 Spring 2025
Button	Component Name	Further Information
Self Assignment	Timesheet Entry component	Timesheet Entry Fields and Buttons

Custom Setting Fields

Custom Setting Fields Renamed in Spring 2025
Custom Setting Field	Custom Setting	Further Information
Assignment detail fields, previously named Assignment tooltip fields	Timecard Entry UI Personal	Time Entry Settings
Project detail fields, previously named Project tooltip fields	Timecard Entry UI Personal	Time Entry Settings

One-Click Automation for Timesheet Creation in Timesheet Entry

Upgrade Steps

No upgrade steps are required to upgrade this feature to Spring 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 Spring 2025
Button	Component Name	Further Information
Suggest Timecards	Timesheet Entry	Using Timesheet Entry

Custom Setting Fields

Custom Setting Fields Renamed in Spring 2025
Custom Setting Field	Custom Setting	Further Information
Disable Copying Hours from Schedule	Timecard Entry UI Personal	Time Entry Settings

Supporting Assignment Milestones in Timesheet Entry

Upgrade Steps

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

(Beta) Future Support for Dated Resource Rates

Warning:

The dated resource rates feature is Beta functionality in this release. Do not adopt it except in sandbox environments. Further development is required to deliver a fully functional solution.

Upgrade Steps

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

Upgrade Steps for Spring 2025
Action	Further Information
Add the fields listed in Fields to your page layouts for the relevant objects. You must also add the fields to any custom permission sets you have for those objects.	For information on editing page layouts and managing permissions, see the Salesforce Help
[Optional] Edit your page layout for the Rate Card object to include the related list (Beta) Dated Resource Rates.	For information on editing page layouts, see the Salesforce Help
[Optional] Add the new Assignment fields to the field set Assign Resource To Project Custom Fields to make those fields visible on the Assign Resource to Project window.	Assign Resource To Project Custom Fields
[Optional] If you want the new Assignment fields to be copied from a template to a new project, add the fields to the field set identified in the Assignment Hidden field in the Create Project Personal custom setting.	Create Project Personal Custom Setting
[Optional] If you want to include the new Assignment fields on the Create Assignments from Project Tasks window, add the fields to the field set identified in the Assignment Editable Columns field in the Task-Based Resourcing custom setting.	Task-Based Resourcing Settings
[Optional] The formula of the Scheduled Bill Rate field on the Est Vs Actuals object has changed. We therefore recommend you edit the field's Help Text to reflect the new behavior. The wording we recommend is: Copy `Calculated by dividing Scheduled Billable Amount by the estimated number of hours or days, depending on whether the Bill Rate is Daily Rate field is selected on the assignment. If Scheduled Billable Amount is blank, this is the bill rate from the assignment.`	For information on editing field information, see the Salesforce Help
[Optional] The Help Text for the Adjust Past Est on Records with Actuals field in the Est Vs Actuals Settings custom setting needs editing to clarify that the field only impacts EVAs with actuals values. The wording we recommend is: Copy `Determines whether the Est Vs Actuals fields derived from the schedule, for example, Estimated Hours, are updated for Est Vs Actuals records with actuals values when they have an end date earlier than today.`	For information on editing field information, see the Salesforce Help
Create rate cards with dated resource rates, then allow them to be matched to resource requests and assignments.	(Beta) Dated Resource Rates Overview

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 Spring 2025
Custom Object	Description	Further Information
Dated Resource Rate	Stores dated billing or cost rates for resources.	(Beta) Dated Resource Rate Fields
Date Resource Rate Change	This object and its records are for system use only.	For system use only.

Fields

Fields Added in Spring 2025
Field	Object	Further Information
Bill Rate Card	Assignment	Assignment Fields
Use Dated Resource Bill Rates	Assignment	Assignment Fields
Scheduled Billable Amount	Est Vs Actuals	Estimates Versus Actuals Fields
Dated Resource Rate Count	Rate Card	Rate Card Fields
Dated Resource Rate Type	Rate Card	Rate Card Fields
Bill Rate Card	Resource Request	Resource Request Fields
Cost Rate Card	Resource Request	Resource Request Fields
Dated Request Billable Amount	Resource Request	Resource Request Fields
(Beta) Use Dated Resource Bill Rates	Resource Request	Resource Request Fields
(Beta) Use Dated Resource Cost Rates	Resource Request	Resource Request Fields
(Monday - Sunday) Bill Rate	Timecard	Timecard Fields
Dated Bill Rates Apply	Timecard	Timecard Fields
Summed Total Billable Amount	Timecard	Timecard Fields
(Monday - Sunday) Bill Rate	Timecard Split	Timecard Split Fields
Weighted Average Bill Rate	Timecard Split	Timecard Split Fields

Custom Setting Fields

Custom Setting Fields Added in Spring 2025
Custom Setting Field	Custom Setting	Further Information
Sync Assignment EVAs to DRR: Job Size	Est Vs Actuals Settings	Est Vs Actuals Settings
Sync Assignment EVAs to DRR: Max Jobs	Est Vs Actuals Settings	Est Vs Actuals Settings

(Beta) Introducing the Services Forecast Datasets for Analytics

This section contains the upgrading information for two new Services Forecast datasets.

Warning:

Services Forecasting is Beta functionality in this release. Further development is required to deliver a fully functional solution. Contact Certinia Support.

Revenue Forecasting is unaffected and continues to work in the same way as before.

Services Forecast Live and Services Forecast Plans Datasets

Upgrade Steps

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

Upgrade Steps for Spring 2025
Action	Further Information
Assign the CRM Analytics Platform Admin permission sets to any users who are going to manage the Services Forecast Live dataset and create the Services Forecast Plans dataset.	For more information about permission sets, see the Salesforce Help
Assign the PSA - Revenue Forecast - Run custom permission to users who need to run or schedule updates to the Services Forecast Live dataset.
If you have any custom permission sets for configuring the forecasting setup, add Apex class access to the RF_AnalyticsScheduleController so that users can access and use the Manage Services Forecast Dataset Live window from either the revenue forecast setup record or the PSA Administration page.
Add the following Lightning actions to the button bar on the Revenue Forecast Setup Layout page layout: Manage Services Forecast Live Dataset Manage Services Forecast Plans Dataset	For information about updating page layouts, see the Salesforce Help
For correct data to be displayed in the dataset, ensure null measure handling is enabled.	For more information on null measure handling, see the Salesforce Help
Update the Services Forecast Live dataset or schedule an update. When updated, create the Services Forecast Plans dataset.	(Beta) Managing the Services Forecast Live Dataset (Beta) Creating the Services Forecast Plans Dataset

Included in This Feature

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

Datasets

Datasets Added in Spring 2025
Dataset	Further Information
Services Forecast Live	(Beta) Managing the Services Forecast Live Dataset
Services Forecast Plans	(Beta) Creating the Services Forecast Plans Dataset

Fields

Fields Added in Spring 2025
Object	Field	Further Information
Cost Forecast Type	Synced with Dataset	Cost Forecast Type Fields
Revenue Forecast Type	Synced with Dataset	Revenue Forecast Type Fields

Lightning Actions

Lightning Actions Added in Spring 2025
Lightning Action	Object	Further Information
Manage Services Forecast Live Dataset	Revenue Forecast Setup	Revenue Forecast Setup Fields
Manage Services Forecast Plans Dataset	Revenue Forecast Setup	Revenue Forecast Setup Fields

Permission Sets

Permission Sets Updated in Spring 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.

Group Cost Forecasts by Resource

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 Spring 2025, take the following action.

Upgrade Steps for Spring 2025
Action	Further Information
Add the Group Cost Forecasts by Resource checkbox to the Revenue Forecast Setup Layout page layout. We recommend you add it to the General Settings section.	For information about updating page layouts, see the Salesforce Help
[Optional] If you want to see how much is being spent on each resource on a project, select Group Cost Forecasts by Resource on the active revenue forecast setup record.	Setting up Forecasting
If you have any custom permission sets for configuring the forecasting setup, add Edit permission for the Group Cost Forecasts by Resource checkbox on the Revenue Forecast Setup object.	For more information about permission sets, see the Salesforce Help
[Optional] There is currently no packaged permission set for Cost Forecasting. If you have created your own custom permission set, add Edit permission for the Resource field on each of the following objects to it: Cost Forecast Cost Forecast Staging Cost Forecast Type

Included in This Feature

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

Fields

Fields Added in Spring 2025
Object	Field	Further Information
Cost Forecast	Resource	Cost Forecast Fields
Cost Forecast Staging	Resource	Cost Forecast Staging Fields
Cost Forecast Type	Resource	Cost Forecast Type Fields
Revenue Forecast Setup	Group Cost Forecasts by Resource	Revenue Forecast Setup Fields

Permission Sets

Permission Sets Updated in Spring 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.

(Beta) Include Services Credits in Services Forecasting

This section contains upgrading details for including services credits in Services Forecasting.

Warning:

Services Forecasting is Beta functionality in this release. Further development is required to deliver a fully functional solution. Contact Certinia Support.

Upgrade Steps

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

Upgrade Steps for Spring 2025
Action	Further Information
Add the following fields to the Revenue Forecast Setup Layout page layout or to any relevant custom page layouts you are using: Account Batch Size Account Scheduler Batch Size Exclude from Forecast Account Field Include Services Credits	For more information about updating page layouts, see the Salesforce Help
Add the Recognition Method field to the following page layouts or to any relevant custom page layouts you are using: Services Credits Allocation Layout page layout Services Credits Customer Purchase Layout page layout
Add the Account field to the following page layouts or to any relevant custom page layouts you are using: Revenue Forecast Batch Log Layout Revenue Forecast Batch Status Layout Revenue Forecast Layout Revenue Forecast Type Layout
If you have any custom permission sets for configuring the revenue forecast setup, add Edit permission for the following fields on the Revenue Forecast Setup object: Account Batch Size Account Scheduler Batch Size Exclude from Forecast Account Field Include Services Credits	For more information about permission sets, see the Salesforce Help
If you have any custom permission sets for configuring recognition methods on forecasts, add Edit permission for the following: Services Credits Allocation object Recognition Method field on the Services Credits Allocation object Services Credits Customer Purchase object Recognition Method field on the Services Credits Customer Purchase object
If you have any custom permission sets for viewing forecasts, add Read permission for the following: Account field on the Revenue Forecast object Account field on the Revenue Forecast Batch Log object Account field on the Revenue Forecast Batch Status object Account field on the Revenue Forecast Type object Time Period object Type field on the Time Period object
If you have any custom permission sets for running forecasts, add Read permission for the following: Account field on the Revenue Forecast object Account field on the Revenue Forecast Batch Log object (also add Edit permission to any custom permission sets) Account field on the Revenue Forecast Batch Status object Account field on the Revenue Forecast Type object
To enable users to run account forecasts from an account record page, open the Lightning App Builder for the Account Record page and take the following action: Add an accordion component to the Account Record page. Add a section called Services Forecasting to the accordion. Drag the PSA Actions: Account Services Forecast custom component into the accordion. Save and activate the page. We also recommend adding the Revenue Forecast and the Revenue Forecast Batch Status related lists to the Account page layout to make it easy to view the revenue forecast records created.	For more information about the Lightning App Builder and updating page layouts, see the Salesforce Help
To include services credits in forecasts: Ensure a supported recognition method is set on relevant services credits customer purchase records, for example, Equal Split: Months. Select Include Services Credits on the active revenue forecast setup record to include services credits in scheduled forecasts. Note: Existing forecast scheduled jobs are unaffected. If you select Include Services Credits, any qualifying records are automatically included in those scheduled jobs.	Scheduling Forecasts
[Optional] If you want to exclude specific account records from scheduled forecasts, take the following action: In Exclude from Forecast Account Field on the active revenue forecast setup record, enter the API name of the checkbox field on account records that you want to use to denote records to be excluded. You must include the namespace of the field. You can use an existing field or create a new one on the Account object. On the account records you want to exclude from scheduled forecasts, select the checkbox field specified at Step 1.	Scheduling Forecasts

Included in This Feature

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

Fields

Fields Added in Spring 2025
Object	Field	Further Information
Revenue Forecast	Account	Revenue Forecast Fields
Revenue Forecast Batch Log	Account	Revenue Forecast Batch Log Fields
Revenue Forecast Batch Status	Account	Revenue Forecast Batch Status Fields
Revenue Forecast Staging	Account	Revenue Forecast Staging Fields
Revenue Forecast Type	Account	Revenue Forecast Type Fields
Revenue Forecast Setup	Account Batch Size	Revenue Forecast Setup Fields
	Account Scheduler Batch Size	Revenue Forecast Setup Fields
	Exclude from Forecast Account Field	Revenue Forecast Setup Fields
	Include Services Credits	Revenue Forecast Setup Fields
Services Credits Allocation	Recognition Method	Services Credits Allocation Fields
Services Credits Customer Purchase	Recognition Method	Services Credits Customer Purchase Fields

Fields Updated in Spring 2025
Object	Field	Description	Further Information
Revenue Forecast	Revenue Source	New picklist options added: Services Credits: Expired Services Credits: Unallocated	Revenue Forecast Fields
Revenue Forecast Staging	Revenue Source	New picklist options added: Services Credits: Expired Services Credits: Unallocated	Revenue Forecast Staging Fields

Lightning Components

Lightning Components Added in Spring 2025
Component	Description	Further Information
PSA Actions: Account Services Forecast	Add account services forecast actions.	Running Account Revenue Forecasts

Permission Sets

Permission Sets Updated in Spring 2025
Permission Set	Description	Further Information
PSA - Configure Forecast Setup	We have made various changes to these 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.
PSA - Configure Recognition Methods for Forecast
PSA - Run Forecast
PSA - View Forecasts
PSA - View All Forecasts

Services Credits APIs and Flows

Manage Services Credits via APIs

Upgrade Steps

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

Allocate and Expire Services Credits via Flows

Upgrade Steps

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

Included in This Feature

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

Apex Classes

Apex Classes Added in Spring 2025
Apex Classes	Description	Further Information
ServiceCrdtsServiceActionAllocCredsForMS	You can use the action in this Apex class to allocate services credits to milestones.	Services Credits Apex Actions
ServiceCreditsServcActionExpirePurchases	You can use the action in this Apex class to expire available services credits that remain on services credits customer purchase records where the expiry date is in the past.	Services Credits Apex Actions

Manual Allocation of Services Credits

Upgrade Steps

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

Upgrade Steps for Spring 2025
Action	Further Information
Ensure that relevant users have read permission for the following objects and fields by adding these to the PSA - Manage Services Credits Allocations permission set or to any custom permission sets to allocate manually: Milestone Start Date field on the Milestone object Manually Allocated field on the Services Credits Consumption object	Permission Sets and Other Technical Documentation For more information about permission sets, see the Salesforce Help.
Ensure that the Enable Manual Allocation of Credits field in the Services Credits Settings custom setting is selected to allocate credits manually.	Services Credits Settings

Included in This Feature

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

Buttons

Buttons Added in Spring 2025
Button	Location	Further Information
Allocate Manually	Manage Services Credits	Managing Services Credits

Custom Setting Fields

Custom Setting Fields Added in Spring 2025
Custom Setting Field	Custom Setting	Further Information
Enable Manual Allocation of Credits	Services Credits Settings	Services Credits Settings

Fields

Fields Added in Spring 2025
Field	Object	Further Information
Manually Allocated	Services Credits Consumption	Services Credits Consumption Fields

Permission Sets

Permission Set Updated in Spring 2025
Permission Set	Description	Further Information
PSA - Manage Services Credits Allocations	We have made the following changes to the permission set: Renamed the cred_AllocateServCredMSModalController to cred_AllocateMilestoneModalController Apex class. Added Read permission for the Milestone Start Date field on the Milestone object. Added Read permission for the Manually Allocated field on the Services Credits Consumption 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.

Bulk Expiry of Services Credits

Schedule or Run Bulk Expiry of Services Credits

Upgrade Steps

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

Upgrade Steps for Spring 2025
Action	Further Information
Ensure that relevant users are assigned the PSA - Manage Services Credits Customer Purchases permission set. If they are using custom permission sets, ensure they are assigned relevant objects and field-level permissions along with the PSA - Services Credits - Expire custom permission to perform bulk expiry of services credits.	Permission Sets and Other Technical Documentation For more information about custom permissions, see the Salesforce Help.

Included in This Feature

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

Lightning Actions

Lightning Actions Added in Spring 2025
Lightning Actions	Page Layout	Further Information
Bulk Expiry	PSA Administration	PSA Administration

Buttons

Buttons Added in Spring 2025
Button	Location	Further Information
Run	Bulk Expire Services Credits	PSA Administration
Schedule	Bulk Expire Services Credits	PSA Administration

Services Credits Grace Period

Upgrade Steps

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

Upgrade Steps for Spring 2025
Action	Further Information
Set the Grace Period field in the Services Credits Settings custom setting to the number of days you want to add to the expiry date of services credits.	Services Credits 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 Spring 2025
Custom Setting Field	Custom Setting	Further Information
Grace Period	Services Credits Settings	Services Credits Settings

Custom Permissions for Services Credits

Upgrade Steps

Upgrade Steps for Spring 2025
Action	Further Information
Ensure that relevant users are assigned the PSA - Manage Services Credits Allocations and PSA - Manage Services Credits Customer Purchases permission sets to allocate, adjust, or expire services credits. Note: If users are not assigned these permission sets, they can be granted custom permissions to allocate, adjust, or expire services credits.	Permission Sets and Other Technical Documentation For more information about permission sets, see the Salesforce Help.

Included in This Feature

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

Custom Permissions

Custom Permission Added in Spring 2025
Custom Permission	Description	Further Information
PSA - Services Credits - Allocate	Enables you to allocate services credits.	Permission Sets and Other Technical Documentation For more information about custom permissions, see the Salesforce Help.
PSA - Services Credits - Adjust	Enables you to adjust services credits allocations.
PSA - Services Credits - Expire	Enables you to expire services credits.

Permission Sets

Permission Set Updated in Spring 2025
Permission Set	Description	Further Information
PSA - Manage Services Credits Allocations	We have added the following custom permissions: PSA - Services Credits - Allocate PSA - Services Credits - Adjust	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 - Manage Services Credits Customer Purchases	We have added PSA - Services Credits - Expire custom permission.

Enhancements to Unbilled Revenue Adjustment Report

Upgrade Steps

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

Upgrade Steps for Spring 2025
Action	Further Information
If not already present, assign users the PSA Analytics Integration User Read Access permission set for the following objects and fields: Duplicate Milestone Amount field in Milestone object Duplicate Total Billable Amount field in Timecard Split object Duplicate Amount field in Miscellaneous Adjustment object	Permission Sets and Other Technical Documentation

Included in This Feature

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

Fields

Fields Added in Spring 2025
Field	Object	Further Information
Duplicate Amount	Miscellaneous Adjustment	Miscellaneous Adjustment Fields
Duplicate Milestone Amount	Milestone	Milestone Fields
Duplicate Total Billable Amount	Timecard Split	Timecard Split Fields

Permission Sets

Permission Set Added in Spring 2025
Permission Set	Description	Further Information
PSA Analytics Integration User Read Access	We have added Read permission for the following: Duplicate Milestone Amount field on the Milestone object Duplicate Total Billable Amount field on the Timecard Split object Duplicate Amount field on the Miscellaneous Adjustment 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 Data Security

Upgrade Steps

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

Upgrade Steps for Spring 2025
Action	Further Information
Add the new Bypass Resource Skills View Restriction field to the Permissions section of the Permission Control Layout page layout.	For more information on customizing page layouts, see the Salesforce Help.
[Optional] Update the help text for the Bypass Utilization Results Security Mode field in the Permission Control object to the following: If selected, bypasses the Utilization Results Security Mode in the PS Cloud Analytics Setup record, allowing users to view all records in the Utilization Results dataset.	For more information on updating field information, see the Salesforce Help.

Included in This Feature

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

Fields

Fields Added in Spring 2025
Field	Object	Description	Further Information
Bypass Resource Skills View Restriction	Permission Control	If selected, bypasses the Resource Skills View Restriction in the PS Cloud Analytics Setup record, allowing users to view the skills of all resources in the Resource Skills dataset. Note: The Resource Skills dataset is part of PS Cloud Core Analytics, which is used by dashboards in PS Cloud Core Analytics and PS Cloud Advanced Analytics apps.	Permission Control Fields

Field Label Changes

Fields Renamed in Spring 2025
API Name	Previous Name	New Name	Further Information
pse__View_All_Utilization__c	View All Utilization	Bypass Utilization Results Security Mode	Permission Control Fields

Enhancements to Smart Rescheduling

Upgrade Steps

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

Included in This Feature

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

Buttons

Buttons Added in Spring 2025
Button	Location	Further Information
Export	Suggested Adjustments window	Suggested Adjustments Window Fields

Delete App Logs by Date and Schedule the App Log Cleanup Job to Run Periodically

Upgrade Steps

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

Included in This Feature

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

Lightning Components

Lightning Components Updated in Spring 2025
Component	Description	Further Information
PSA Batch Processes Administration Actions	Added the new Schedule App Log Cleanup Job action link.	PSA Lightning Components PSA Batch Processes

Organization-Wide Email Address

Upgrade Steps

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

Upgrade Steps for Spring 2025
Action	Further Information
Enter the email address in the Organization-Wide Email Address field in the FDN Background Processing Settings custom setting. It must be a verified email address listed on Salesforce's Organization-Wide Email Addresses page.	Setting an Organization-Wide Email Address
Ensure that you have selected the Allow All Profiles to Use this From Address option for the email address listed on Salesforce's Organization-Wide Email Addresses page.	See Salesforce Help.

Resource Settings week-start-monday Configuration Option

Upgrade Steps

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

Included in This Feature

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

Configuration Options

Configuration Options Updated in Spring 2025
Configuration Option Name	Configuration Option Group	Further Information
week-start-monday	Resource Settings	Resource Settings

Accessibility Issues Fixes on Resource Management Area

Upgrade Steps

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

Included in This Feature

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

Buttons

Buttons Renamed in Spring 2025.
Previous Name	New Name	Further Information
Add Assignments	Add	Adding Assignments from a Template
Add Milestones	Add	Adding Milestones from a Template
Add Records	Add	Adding Records from a Template
Add Resource Requests	Add	Adding Resource Requests from a Template
Add Tasks	Add	Adding Project Tasks from a Template
Create Project	Create	Creating a Project from an Existing Project or a Template
Set a Default	Save as Default	Using Work Planners Managing Saved Filters Work Planner Lightning Component Fields Saving Filters in Gantt

Deprecated Features and Functionality

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

The ability to generate an invoice directly from a budget record will be retired 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.

If you are already using any of the fields listed below, you can continue to use them but be aware that they will be retired in a future release. If you do not already use any of them, we recommend you do not start using them now. Similarly, we recommend that you do not build any (or any more) customizations that use these fields.

Fields to Be Retired in a Future Release
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: updateTimecardRollupsAsync Method in AssignmentService and MilestoneService APIs

The ability to recalculate fields on Assignments or Milestones whose values are calculated from Timecards linked to the assignment or milestone using the updateTimecardRollupsAsync method will be deprecated in a future release. It is now replaced with updateTimecardRollupsAsyncAPI.

We recommend you do not use this method as it will be removed in a future release.

Deprecated Synchronous Update Required Field From Expense and Timecard Split Objects

Fields

Fields Deprecated in Spring 2025
Field Label	Deprecated Field API Name	Object	Related Object API Name	Further Information
Synchronous Update Required	Synchronous_Update_Required__c	Expense	Expense__c	Expense and Expense Report Fields
Synchronous Update Required	Synchronous_Update_Required__c	Timecard	Timecard__c	Timecard Split Fields

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

Visualforce Pages Deprecated in Spring 2025
Deprecated Page Name	Replaced By	Further Information
Project Planner	PSA - Work Planner	Using Work Planners
Resource Planner	PSA - Work Planner	Using Work Planners
Team Schedule Planner	No replacement	About the Team Schedule Planner

Upgrade Steps

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

Upgrade Steps in Spring 2025
Action	Further Information
Follow the steps in Setting up Work Planners	Setting up Work Planners

Deprecation of Resource Optimizer Panel Lightning Component

Lightning Components Deprecated in Spring 2025
Component Label	Replaced By	Further Information
DEPRECATED: PSA Resource Optimizer Panel	Resource Details panel in the Resource Optimizer component on the Resource Optimizer page	Resource Details

Upgrade Steps

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

Upgrade Steps in Spring 2025
Action	Further Information
Delete the Resource Optimizer Panel component from your Lightning pages using the Lightning App Builder.	For more information about editing pages using Lightning App Builder, see Salesforce Help.
Use Resource Optimizer from the Resource Optimizer page or add the Resource Optimizer Lightning component to a Lightning page that uses a one region page template.	Using Resource Optimizer For more information, see Salesforce Help.

Deprecation of the Time Entry Page

Visualforce Pages Deprecated in Spring 2025
Deprecated Page Name	Replaced By	Further Information
Time Entry page	PSA - Timesheet Entry	Using Timesheet Entry

Upgrade Steps

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

Upgrade Steps in Spring 2025
Action	Further Information
Follow the steps in Setting Up Timesheet Entry	Setting Up Timesheet Entry

Release Content

Upgrade Steps

No upgrade steps are required to upgrade this feature to Spring 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 Spring 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

Concepts

Upgrading PSA

Tasks

Preparing to Upgrade

Installing Managed Packages

Optional Upgrade Tasks