Upgrading to PS Cloud Core Analytics 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 assets such as dashboards, datasets, dataset fields, or lenses that have been added or changed in this release.

For information on new features and changes to existing features in Spring 2025, see New Features and Enhancements in PS Cloud Core Analytics Spring 2025.

Note:

To use a new feature or enhancement, you must upgrade your PS Cloud Analytics app. For more information about how to upgrade apps, see Upgrading the Business Analytics App.

(Beta) Introducing the Services Forecast Datasets for Analytics

Upgrade Steps

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

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.

Upgrade Steps for Spring 2025
Action	Further Information
Create the Services Forecast Live dataset in PSA.	(Beta) Managing the Services Forecast Live Dataset
Create the Services Forecast Plans dataset in PSA.	(Beta) Creating the Services Forecast Plans Dataset
In WorkGrid, create the following: An input data source for the Services Forecast Live dataset, ensuring that the Analytics Dataset API Name field has the value ServicesForecastLive. An output data source for the Services Forecast Plans dataset, ensuring that the Analytics Dataset API Name field has the value ServicesForecastPlans.	Creating a Data Source
Add the Services Forecast field to the PS Cloud Analytics Setup page layout.	PS Cloud Analytics Setup Fields
Update your PS Cloud Core Analytics app to include the Services Forecast Reporting dataset.	Updating Your PS Cloud Core Analytics App

Included in This Feature

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

Datasets

Datasets Added Spring 2025
Dataset	Further Information
Services Forecast Reporting	(Beta) Services Forecast Reporting Dataset PS Cloud Analytics Output Fields

Fields

Fields Added Spring 2025
Object Name	Field Name	Description	Further Information
PS Cloud Analytics Setup	Services Forecast	If selected, combines the Services Forecast Live and Services Forecast Plans datasets to create the Services Forecast Reporting dataset.	PS Cloud Analytics Setup Fields

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
Ensure a manager is assigned to at least one Salesforce user record.	For more information, see the Salesforce Help.
Add the new Resource Skills View Restriction field to the Optional Data Security section of the PS Cloud Analytics Setup page layout.	PS Cloud Analytics Setup Fields
Update your PS Cloud Core Analytics app.	Updating Your PS Cloud Core Analytics App
Enter the following value in the Security Predicate field of the Resource Skills dataset: Copy `'Resource.pse__Salesforce_User__c' == "$User.Id" \|\| 'Resource.ViewAll.pse__User__c' == "$User.Id" \|\| 'Resource.SalesforceUser.Managers' == "$User.Id"`	For more 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 to the PS Cloud Analytics Setup Object in Spring 2025
Field	Description	Further Information
Resource Skills View Restriction	If selected, allows users to view only their own skills, and user managers to view only their own skills and the skills of resources below them in their respective management hierarchy, in the Resource Skills dataset.	PS Cloud Analytics Setup Fields

Fields Added to the Resource Skills Dataset in Spring 2025
Field Type	Field Label	Field API Name	Description
Dimension	Resource Group ID Chain	ResourceGroupIdChain	System-generated list of identifiers of all of the groups associated with the resource. The groups' identifiers are listed in descending hierarchical order.
	Resource Group ID	ResourceGroupId	The identifier of a group associated with the resource.
	Resource Group Level XX	ResourceGroupNameXX	The name of a group associated with the resource. XX represents a number between 00 and 12, and determines the group's level in the hierarchy of groups associated with the resource. 00 is the highest level of group.
	Resource Group Name	ResourceGroupNameChain	System-generated list of names of all of the groups associated with the resource. The groups' names are listed in descending hierarchical order.
	Resource Manager Level XX	ResourceManagerLevelXX	The name of a manager associated with the resource. XX represents a number between 00 and 12, and determines the manager's level in the management hierarchy associated with the resource. 00 is the highest management level.
	Resource Manager Name	ResourceManagerName	The name of a manager associated with the resource.
	Resource Practice ID Chain	ResourcePracticeIdChain	System-generated list of identifiers of all of the practices associated with the resource. The practices' identifiers are listed in descending hierarchical order.
	Resource Practice ID	ResourcePracticeId	The identifier of a practice associated with the resource.
	Resource Practice Level XX	ResourcePracticeNameXX	The name of a practice associated with the resource. XX represents a number between 00 and 12, and determines the group's level in the hierarchy of groups associated with the resource. 00 is the highest level of group.
	Resource Practice Name	ResourcePracticeNameChain	System-generated list of names of all of the practices associated with the resource. The practices' names are listed in descending hierarchical order.
	Resource Region ID Chain	ResourceRegionIdChain	System-generated list of identifiers of all of the regions associated with the resource. The regions' identifiers are listed in descending hierarchical order.
	Resource Region ID	ResourceRegionId	The identifier of a region associated with the resource.
	Resource Region Level XX	ResourceRegionNameXX	The name of a region associated with the resource. XX represents a number between 00 and 12, and determines the region's level in the hierarchy of regions associated with the resource. 00 is the highest level of region.
	Resource Region Name	ResourceRegionNameChain	System-generated list of names of all of the regions associated with the resource. The regions' names are listed in descending hierarchical order.
	Resource Role	ResourceRole	The role of the resource.

For more information on the fields included in the Resource Skills dataset, see Resource Skills Dataset PS Cloud Analytics Output Fields.

Enhanced Skill Suggestions for Resource Requests

Upgrade Steps

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

Upgrade Steps for Spring 2025
Step	Description
Upgrade PSA to Spring 2025.	Upgrading PSA
Update your PS Cloud Core Analytics app to Spring 2025.	Updating Your PS Cloud Core Analytics App

Included in This Feature

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

Fields

Fields Added to the Resourcing Adjacencies Dataset in Spring 2025
Field Type	Field Label	Field API Name	Description
Dimension	AttributeSource	AttributeSource	The source of skills. For skills that are associated with past assignments, this is "Past Assignment". For skills that relate to the region, practice, group, or role of resources with those skills, this is "Resource Attribute".
Dimension	Source Field Related Values	SourceFieldRelatedValues	The value that relates to the source field value. If the source of a skill is a region, practice, or group, this is a comma-separated list of the following system-generated identifiers: Identifier of the region, practice, or group Identifier of all regions, practices, or groups, above in its respective hierarchy. If the source of a skill is a role, this is the resource's role.

Fields Updated on the Resourcing Adjacencies Dataset in Spring 2025
Field Type	Field Label	Old Field API Name	New Field API Name
Dimension	Matched Field Name	Matched_Field_Name	MatchedFieldName
	Matched Field Value	Matched_Field_Value	MatchedFieldValue
	Source Field Name	Source_Field_Name	SourceFieldName
	Source Field Value	Source_Field_Value	SourceFieldValue

Billed and Unbilled Revenue Recognized Records by Project Name

Upgrade Steps

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

Upgrade Steps for Spring 2025
Action	Further Information
Update your PS Cloud Core Analytics app.	Updating Your PS Cloud Core Analytics App
Ensure that you select the Revenue Management Fields checkbox in that record when creating or updating the app to get the lens.	Setting up PS Cloud Core Analytics Apps
Assign the required permissions and licenses to PS Cloud Advanced Analytics app.	PS Cloud Core Analytics Permission Sets

Included in This Feature

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

Assets

Assets Added in Spring 2025
Lens Name	Description	Dataset
Billed and Unbilled Revenue Recognized Records by Project Name	Enables you to: View the billed and unbilled revenue for projects associated with a GLA. Calculate the billed and unbilled adjustment amount.	Project Reporting