Upgrading to PSA Summer 2025

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

Apex Class Permission Required by All Summer 2025 Users

All users of Certinia Help Summer 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 Summer 2025, take the following action.

Upgrade Steps for Summer 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.

Configuring AI Resource Summaries

Upgrade Steps

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

Upgrade Steps for Summer 2025
Step Task Related Help Topic
1. Install the AI Core package. For more information, see the Salesforce Help.
2. Assign the Certinia AI Prompt Builder Configuration permissions to users you want to configure resource summaries. Permission Sets and Other Technical Documentation

Improved Performance When Searching for Resources

Upgrade Steps

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

Upgrade Steps for Summer 2025
Action Further Information
To enhance the querying of availability by daily hours on the Utilization Engine record, ensure that you select Use SOQL Availability Filtering and Use Enhanced Availability Filtering fields 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 Setting Fields

Custom Setting Fields Added in Summer 2025
Custom Setting Field Custom Setting Further Information
Use Enhanced Availability Filtering Utilization Settings Utilization Settings

Fields

Fields Added in Summer 2025
Field Object Further Information
Day 1-366 Details (Hours) Cumulative Availability Cumulative Availability Fields

Permission Sets

Permission Sets Update in Summer 2025
Permission Set Description Further Information
PSA - Edit Work Planner Add Read permissions for the Day 1 Details (Hours) fields on the Cumulative Availability object in the PSA - Edit Work Planner 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 - 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

Enhancements to Resource Availability

Upgrade Steps

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

Upgrade Steps for Summer 2025
Action Further Information
Complete the schedule availability setup steps. Setting up Resource Availability to Account for Resource Schedules

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 Summer 2025
Asynchronous Callable Object Further Information
ScheduleAvailabilityLocalCallable Monthly Availability and Utilization Engine PSA Asynchronous Callables
ScheduleAvailabilitySyncDatasetCallable
ScheduleAvailabilitySyncPartCallable
ScheduleAvailabilitySyncProcessCallable
ScheduleAvailabilitySyncQueryCallable

Buttons

Buttons Added in Summer 2025
Button Location Further Information
Cancel Create Monthly Availability Dataset Managing the Monthly Availability Dataset
Create
Reset

Custom Setting Fields

Custom Setting Fields Added in Summer 2025
Custom Setting Field Custom Setting Further Information
Enable Schedule Matched Availability Utilization Settings Utilization Settings

Datasets

Datasets Added in Summer 2025
Dataset Further Information
Monthly Availability Monthly Availability Dataset Output Fields

Objects

Objects Added in Summer 2025
Custom Object Description Further Information
Availability Dataset Update Log Stores information on the initial creation of the Monthly Availability dataset and any updates that are pushed to the dataset in Analytics. Availability Dataset Update Log Fields
Monthly Availability Stores data when changes are made to resource availability in PSA, before these changes are successfully pushed to Analytics. Monthly Availability Fields

Permission Sets

Permission Sets Updated in Summer 2025
Permission Set Description Further Information
PSA - Staff Resource Requests We have added the Read permission to the Monthly Availability 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.

Work Opportunities Hub: Apply Custom Fields to Resource Requests

Upgrade Steps

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

Lightning Component Properties

Work Opportunities Hub and Mobile Work Opportunities Hub Component Properties Added in Summer 2025
Component Properties Further Information
Work Opportunity Details Custom Fields Field Set Work Opportunities Hub Lightning Component Properties

Work Planner, Opportunity, and Project Pages: User Experience Changes

Upgrade Steps

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

Included in This Feature

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

App Fields

App Fields Added in Summer 2025
Field App Further Information
Future Scheduled Hours Work Planner Viewing Record Details

Custom Setting Fields

Custom Setting Fields Added in Summer 2025
Custom Setting Field Custom Setting Further Information
Hide Schedule Selection Section Assignment Setting Assignment Settings

View and Edit Assignment and Resource Request Dates in Work Planner Allocation View

Upgrade Steps

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

Included in This Feature

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

Fields

Fields Added in Summer 2025
Field App Further Information
End Date Work Planner Work Planner Lightning Component Fields
Start Date Work Planner Work Planner Lightning Component Fields

Lightning Component Properties

PSA Work Planner Component Properties Added in Summer 2025
Component Properties Further Information
Schedule Used for Date Changes Work Planner Lightning Component Properties

Enhanced Customization of Data Displayed in Work Planners

Upgrade Steps

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

Upgrade Steps for Summer 2025
Action Further Information
When upgrading to Summer 2025, the existing column layout is reset. As a workaround, users might want to note down the existing column layout before proceeding with the upgrade. Filtering and Sorting the Data

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 Updated in Summer 2025
Lightning Component Properties Component Name Further Information
Maximum Results Returned
  • PSA Work Planner
  • PSA Line Manager Work Planner
  • PSA Project Manager Work Planner
  • PSA Resource Work Planner
  • PSA EC Work Planner ( Experience Cloud sites only)
 Work Planner Lightning Component Properties

Enhanced Automated Staffing for Resource Requests

Upgrade Steps

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

Upgrade Steps for Summer 2025
Action Further Information
Complete the auto-staffing setup steps. Setting up Auto-Staffing
Add the "Auto-Assign: Error" and "Auto-Assign: No Matched Resource" picklist values to the Processing Stage field on the Resource Request object. For more information, see the Salesforce Help.

Update the labels and API names of the existing picklist values on the Processing Stage field as follows:

  • "Auto-Assign Initiated" to "Auto-Assign: In Progress"
  • "Auto-Assigned" to "Auto-Assign: Completed"
  • "Eligible for Auto-Assign" to "Auto-Assign: Pending"

Included in This Feature

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

Fields

Fields Added to the Resource Request Object
Field Description Further Information
Assignment Source For system use. Used to indicate if the related assignment was created using auto-assign. This field is cleared if the Auto-Assign checkbox is manually deselected. Resource Request Fields
Auto-Assign If selected, a resource is automatically matched and assigned to the resource request, and an assignment is created.
Auto-Staffing Last Enabled For system use. The most recent date and time that a user enabled auto-assign for the resource request. This field is cleared if the Auto-Assign checkbox is manually deselected.
Auto-Staffing Last Enabled By For system use. The last user that enabled auto-assign for the resource request. This field is cleared if the Auto-Assign checkbox is manually deselected.
Fields Added to the Resource Match Process Object
Field Description Further Information
Source

The source of the resource match process. The source can be one of the following:

  • "Auto-Assign"
  • "Resource Request Staffer"
 Resource Match Process Fields
Fields Added to the Resource Match Result Object
Field Description Further Information
Number of Matched Resources The number of resources matched for the related resource request. Resource Match Result Fields
Picklist Values Added to Resource Request Object Fields
Object Field Picklist Values Further Information
Resource Request Processing Stage
  • "Auto-Assign: Error"
  • "Auto-Assign: No Matched Resource"
 Resource Request Fields
Picklist Values Updated for Resource Request Object Fields
Object Field Picklist Values Further Information
Resource Request Processing Stage
  • "Auto-Assign: Completed"
  • "Auto-Assign: In Progress"
  • "Auto-Assign: Pending"
 Resource Request Fields

List Views

List Views Added in Summer 2025
Object List View Further Information
Resource Request Auto-Staffing: Completed Resource Request Fields
Auto-Staffing: Error
Auto-Staffing: No Matched Resources

Permission Sets

Permission Sets Added in Summer 2025
Permission Set Description Further Information
PSA - Auto-Assign Resources to Resource Requests Assign resources to resource requests automatically using auto-assign. Permission Sets and Other Technical Documentation
Permission Sets Updated in Summer 2025
Permission Set Description Further Information
PSA - Use Resource Request Staffer 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 - Create Project Resource Requests and Assign Automatically
Standard User
Permission Sets Deleted in Summer 2025
Permission Set Further Information
PSA - Create Project Resource Requests and Assign Automatically Permission Sets and Other Technical Documentation

Permission Set Groups

Permission Set Groups Updated in Summer 2025
Permission Set Group Description Further Information
PSA - Project Manager

We have made the following changes to this permission set group:

  • Add the PSA - Auto-Assign Resources to Resource Requests permission set.
  • Remove the PSA - Create Project Resource Requests and Assign Automatically permission set.
 Permission Sets and Other Technical Documentation
PSA - Resource Manager We have added the PSA - Auto-Assign Resources to Resource Requests permission set.

Asynchronous Callables

Asynchronous Callables Added in Summer 2025
Asynchronous Callable Class Description Further Information
AutoAssignCoordinatorCallable

Starts the auto-staffing process when the Auto-Assign checkbox is selected on a resource request. Queues AutoAssignMatchJobCallable within a delay of 10 minutes. Before queuing, it checks the following:

  • A match job is already queued or running.
  • There are resource requests with the Processing Stage field set to "Auto-Assign: In Progress".
  • There are resource requests with the Processing Stage field set to "Auto-Assign: Pending".

Only the third condition must be met to queue AutoAssignMatchJobCallable.

  
AutoAssignMatchJobCallable Searches for up to 1,000 resource requests with the Processing Stage field set to "Auto-Assign: Pending" and starts the matching process for those resource requests. Resource requests are prioritized based on the date on the Auto Staffing Last Enabled field, matching the oldest resource requests first.  
BasePostActionCallable Triggers callables that perform actions after matching resources. Additionally, it checks if TopMatchAllocatorCallable is in error.  
PostActionAutoAssignCallable

Calls a job that performs actions related to auto-staffing after TopMatchAllocatorCallable has identified the most suitable resource for each resource request. If TopMatchAllocatorCallable fails, PostActionAutoAssignCallable does the following:

  • Send an app log for the error.
  • Update the Processing Stage field to "Auto-Assign: Error" and deselect the Auto-Assign checkbox on the resource request.
  • Send a notification to the user that selected the Auto-Assign checkbox.
  
PostActionNotificationCallable Sends a success email and notification if TopMatchAllocator fails, or a failure email and notification if it fails. This callable is enqueued by Resource Request Staffer and synchronous assignment processes.  
RA_TerminalCallableAutoAssign

Updates the following fields related to auto-assign on resource requests:

  • Auto-Assign: deselects the field.
  • Processing Stage: populates the field with "Auto-Assign: Complete" or "Auto-Assign: Error" depending on the outcome of the auto-assign process.
  • Assignment Source: populates the field with "Auto-Assign" if a resource is assigned to the resource request.

Additionally, this callable sends notifications to the user who enabled auto-assign when resources are assigned to resource requests or an error occurs during auto-assign.

 PSA Asynchronous Callables
RA_TerminalCallableBase Calls RA_TerminalCallableAutoAssign if an auto-assign process is performed or RA_TerminalCallableNotification if an assignment process is performed.
RA_TerminalCallableNotification

Sends email notifications for assignment processes in the following scenarios:

  • Resources are assigned to resource requests.
  • Resources are not matched to some resource requests.
  • An error occurs during the process.

Custom Metadata Records

Custom Metadata Records Added in Summer 2025
Custom Metadata Type Custom Metadata Record Description Further Information
Foundations Configuration Item PSA DSM AutoAssignMatchJobCallable For system use. Enable the auto-staffing process to run in the delegated system mode. PSA Custom Metadata Records for Delegated System Mode
PSA DSM PostActionAutoAssignCallable

Resource Request Staffer Enhancements

Upgrade Steps

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

Upgrade Steps for Summer 2025
Action Further Information

If you are using a custom Lightning page for Resource Request Staffer, rename the following tabs:

  • Unmatched to Open Requests
  • Matched to Match Results
 Resource Request Staffer Fields

Resource Request Match Quality

Upgrade Steps

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

Upgrade Steps for Summer 2025
Action Further Information
To display the match quality of resources matched prior to upgrading, clear the matched resources and match resources to the resource requests again. Matching Resources in Resource Request Staffer
[Optional] Select the Enable Staffing Logs field in the Resource Requests Settings custom setting.

Setting up Auto-Staffing

Permission Sets and Other Technical Documentation

See the Salesforce Help
[Optional] Assign read permission for the Staffing Log object, its fields, and tab to users that you want to view staffing logs. These permissions are included in the PSA - Use Resource Request Staffer permission set.

Custom Settings

Custom Settings Added in Summer 2025
Custom Setting Further Information
Resource Request Settings Resource Request Settings

Fields

Fields Added in Summer 2025
Field Object Further Information
Matched Resource Match Quality (%) Resource Match Result Resource Match Result Fields
Matched Resources Match Quality (%)
Staffing Log

Lightning Component Properties

PSA Resourcing Component Properties Added in Summer 2025
Component Properties Further Information
Show Match Quality Resourcing Lightning Component Properties
PSA Resource Request Staffer Component Properties Added in Summer 2025
Component Properties Further Information
Show Match Quality Resource Request Staffer Lightning Component Properties

Objects

Objects Added in Summer 2025
Object Description Further Information
Staffing Log Stores auto-staffing logs. Staffing Log Fields

Tabs

Tabs Added in Summer 2025
Tab Description Further Information
Staffing Logs View staffing logs. How Resources are Matched and Assigned in Auto-Staffing

Resource Optimizer Enhancements

Upgrade Steps

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

Improved Filtering for Role-Based Work Planners

Upgrade Steps

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

Upgrade Steps for Summer 2025
Action Further Information

Ensure that the Restrict Resource Filter field is selected in the properties panel of the Lightning App Builder for the following components:

  • PSA Line Manager Work Planner
  • PSA Resource Work Planner

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

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 Summer 2025
Lightning Component Properties Component Name Further Information
Restrict Resource Filter
  • PSA Line Manager Work Planner
  • PSA Resource Work Planner
 Work Planner Lightning Component Properties

Work Event Calendar: Enhanced Resource Visibility and Planning

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

Included in This Feature

Lightning Component Properties

PSA Work Event Calendar Component Properties Added in Summer 2025
Component Properties Further Information
Hide Resource Images Work Event Calendar Lightning Component Properties
Resource Selector Custom Fields Field Set
Default View

Project AI Summaries

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 Summer 2025, take the following action.

Upgrade Steps for Summer 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.

Assign the following permission sets to users you want to generate project AI and project task AI summaries:

  • PSA - Manage Projects
  • PSA - Manage Project Tasks
 Permissions for the Project AI Summaries Component

Assign the below Apex class permission to users you want to be able to generate AI project summaries:

  1. All Project summaries:

    • PS_GenAIController
    • pselib_TelemetryLoggerController

  2. Project Summary:

    • PS_ProjectSummaryController

  3. Client Facing Summary:

    • PS_ProjectClientSummaryController

  4. Executive Summary:

    • PS_ProjectExecutiveSummaryController

  5. Project Tasks Summary:

    • PSProjectTasksSummaryController

  6. RAID Summary:

    • PS_RAIDSummaryController
To use the PSA Project AI Summary and PSA Project Tasks AI Summary components add them to the project page layout in Lightning App Builder. Setting Up Project AI Summaries

Included in This Feature

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

Lightning Components

Lightning Components Added in Summer 2025
Component Description Further Information
PSA AI Project Summary Enables users to leverage AI to generate a summary of a project record. About Project AI Summaries
PSA AI Project Tasks Summary Enables users to leverage AI to generate a summary of a project's project task records. About Project Task AI Summaries

Gantt on a Project Record: Add, Edit, and Delete Project Tasks

Upgrade Steps

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

Gantt on a Project Record: Support for Roll-Ups to Summary Tasks

Upgrade Steps

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

Gantt on a Project Record: Managing Project Task Assignments

Upgrade Steps

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

Gantt on a Project Record: Ensuring WBS Consistency

Upgrade Steps

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

Gantt on a Project Record: Restricted Permissions Handling

Upgrade Steps

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

Inline Editing on RAID Tracker

Upgrade Steps

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

Included in This Feature

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

Buttons

Buttons Added in Summer 2025
Button Component Name Further Information
Save RAID Tracker RAID Tracker Lightning Component Fields

Introducing Actions, Assumptions, Decisions, and Dependencies in PSA

Upgrade Steps

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

Upgrade Steps for Summer 2025
Action Further Information

Assign users the PSA - Manage Projects permission set to enable them to view the following objects:

  • Actions
  • Assumptions
  • Decisions
  • Dependencies
 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 Objects

Custom Objects Added in Summer 2025
Object Label Description Further Information
Actions This contains actions associated to a project. Action Fields
Assumptions This contains assumptions associated to a project. Assumption Fields
Decisions This contains actions decisions to a project. Decision Fields
Dependencies This contains dependencies associated to a project. Dependency Fields

Permission Set

Permission Sets Updated in Summer 2025
Permission Set Description Further Information
PSA - Manage Projects

For PSA - Manage Projects, we have added the following new apex classes:

  • RAID_ActionController
  • RAID_AssumptionController
  • RAID_DecisionController
  • RAID_DependencyController

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.

Lightning Component Properties

RAID Tracker Lightning Component Properties Added in Summer 2025
Component Properties Component Name Further Information
Action Custom Fields Field Set RAID Tracker RAID Tracker Lightning Component Properties
Assumption Custom Fields Field Set
Decision Custom Fields Field Set
Dependency Custom Fields Field Set

Introducing RAID to the Project Management Workspace and Experience Cloud Sites

Upgrade Steps

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

Included in This Feature

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

Filter Fields

Filter Fields Added to RAID Tracker Lightning Component on Project Management Workspace in Summer 2025
Field Component Name Further Information
Projects RAID Tracker Project Management Workspace
Project Manager

Dynamic Portfolio Creation Through Rules

Upgrade Steps

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

Upgrade Steps for Summer 2025
Action Further Information
Assign edit permission for all project fields to users you want to create rules for portfolios. Setting Up Portfolios

Included in This Feature

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

Buttons

Buttons Added in Summer 2025
Button Object Further Information
Manage Portfolio Portfolio Portfolio Fields and Buttons

Fields

Fields Added in Summer 2025
Field Object Further Information
Filter Type Portfolio Portfolio Fields and Buttons

Custom Actions

Custom Actions Added in Summer 2025
Custom Actions Further Information
Update Portfolio Portfolio Fields and Buttons

Enhancements to Delivery Tracker Through Timeline View

Upgrade Steps

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

Enhancements to Project Monitor Rollup

Upgrade Steps

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

Upgrade Steps for Summer 2025
Action Further Information
Add the Action: Update Project Monitor Fields field to the Project Layout page layout. See the Salesforce Help.

Page Layouts

Page Layouts Updated in Summer 2025
Page Layout Object Description Further Information
Project Page Layout Project This page layout now includes the Action: Update Project Monitor Fields field, which can be used to manually trigger a recalculation of a project's Project Monitor Fields. See the Salesforce Help.

Fields

Fields Added in Summer 2025
Field Object Further Information
Action: Update Project Monitor Fields Project Project Fields
Expires At Process Lock Process Lock Fields

Permission Sets

Permission Sets Updated in Summer 2025
Permission Set Description Further Information
PSA - Manage Projects We have added the Read permission to the Action: Update Project Monitor in 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.
PSA - Manage Create Project Mappings
PS Cloud Analytics Integration User Read Access

Supporting Additional Fields in the Record Details Panel in Timesheet Entry

Upgrade Steps

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

Included in This Feature

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

Lightning Component Properties

Timesheet Entry Component Properties Added in Summer 2025
Component Properties Further Information
Assignment Record Details Timesheet Entry Properties
Milestone Record Details
Project Record Details
Project Task Custom Editable Field Set
Project Task Custom Read-Only Field Set

Enhancements to Usability and Navigation in Timesheet Entry

Upgrade Steps

No upgrade steps are required to upgrade this feature to Summer 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 Summer 2025
Custom Setting Field Custom Setting Further Information
Open in Quick Action Page Timecard Entry UI Global Time Entry Settings

Convert Time Variance Batch Job to Asynchronous Framework

Upgrade Steps

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

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 Summer 2025
Asynchronous Callables Object Further Information
TimeVarianceCallable Time Variance PSA Asynchronous Callables
TimeVarianceEnqueuer

(Beta) Introduction of Fields Detailing Revenue and Costs Carried Over From Closed Periods in Services Forecasting

This section contains upgrading details for new fields introduced 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

Warning:

If you have previously installed the Fall 2019 version of PSA, you must ensure that the Project ID field on the Revenue Forecast Batch Lock object has been deleted.

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

Upgrade Steps for Summer 2025
Action Further Information
Add the fields listed in Fields to your page layouts for the relevant objects. The new fields are automatically populated when the forecast jobs are next run. For information about editing page layouts, see the Salesforce Help
If you have any custom permission sets for running or viewing forecasts, add Read permission for the fields listed in Fields. For information about managing 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.

Fields

Fields Added in Summer 2025
Object Field Further Information
Cost Forecast Corp: Pending Costs Before Carryover Cost Forecast Fields
Corp: Pending Costs Carried Over
Corp: Unfulfilled Pending Costs
Corp: Unfulfilled Scheduled Costs
Corp: Unfulfilled Unscheduled Costs
Pending Costs Before Carryover
Pending Costs Carried Over
Unfulfilled Pending Costs
Unfulfilled Scheduled Costs
Unfulfilled Unscheduled Costs
Cost Forecast Staging Pending Costs Carried Over Cost Forecast Staging Fields
Unfulfilled Pending Costs
Unfulfilled Scheduled Costs
Unfulfilled Unscheduled Costs
Cost Forecast Type Corp: Pending Costs Before Carryover Cost Forecast Type Fields
Corp: Pending Costs Carried Over
Corp: Unfulfilled Pending Costs
Corp: Unfulfilled Scheduled Costs
Corp: Unfulfilled Unscheduled Costs
Pending Costs Before Carryover
Pending Costs Carried Over
Unfulfilled Pending Costs
Unfulfilled Scheduled Costs
Unfulfilled Unscheduled Costs
Revenue Forecast Corp: Pending Revenue Before Carryover Revenue Forecast Fields
Corp: Pending Revenue Carried Over
Corp: Unfulfilled Pending Revenue
Corp: Unfulfilled Scheduled Revenue
Corp: Unfulfilled Unscheduled Revenue
Pending Revenue Before Carryover
Pending Revenue Carried Over
Unfulfilled Pending Revenue
Unfulfilled Scheduled Hours
Unfulfilled Scheduled Revenue
Unfulfilled Unscheduled Hours
Unfulfilled Unscheduled Revenue
Revenue Forecast Staging Pending Revenue Carried Over Revenue Forecast Staging Fields
Unfulfilled Pending Revenue
Unfulfilled Scheduled Hours
Unfulfilled Scheduled Revenue
Unfulfilled Unscheduled Hours
Unfulfilled Unscheduled Revenue
Revenue Forecast Type Corp: Pending Revenue Before Carryover Revenue Forecast Type Fields
Corp: Pending Revenue Carried Over
Corp: Unfulfilled Pending Revenue
Corp: Unfulfilled Scheduled Revenue
Corp: Unfulfilled Unscheduled Revenue
Pending Revenue Before Carryover
Pending Revenue Carried Over
Unfulfilled Pending Revenue
Unfulfilled Scheduled Hours
Unfulfilled Scheduled Revenue
Unfulfilled Unscheduled Hours
Unfulfilled Unscheduled Revenue

Permission Sets

Permission Sets Updated in Summer 2025
Permission Set Description Further Information
PSA - Run Forecast 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 - View Forecasts
PSA - View All Forecasts

(Beta) Include Additional Sources of Scheduled Costs and Revenue 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 Summer 2025, take the following action.

Upgrade Steps for Summer 2025
Action Further Information
Add the Recognition Method field to the Budget Layout page layout or to any relevant custom page layouts you are using. For more information about updating page layouts, see the Salesforce Help

[Optional] Add a picklist value of "Equal Split: Expense Budget" to the following:

  • Revenue Source field on the Revenue Forecast Type object
  • Cost Source field on the Cost Forecast Type object
 For more information about adding or editing picklist values, see the Salesforce Help

If you have any custom permission sets for configuring recognition methods for forecasting, add the following:

  • Read and Update permission for the Budget object
  • Read and Edit permission for the Recognition Method field on the Budget object
 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.

Fields

Fields Added in Summer 2025
Object Field Further Information
Budget Recognition Method Budget Fields
Fields Updated in Summer 2025
Object Field Description Further Information
Revenue Forecast Staging Revenue Source New picklist value of "Equal Split: Expense Budget" added. Revenue Forecast Staging Fields
Revenue Forecast Type Revenue Forecast Type Fields
Cost Forecast Staging Cost Forecast Staging Fields
Cost Forecast Type Cost Forecast Type Fields

Permission Sets

Permission Sets Updated in Summer 2025
Permission Set Description Further Information
PSA - Configure Recognition Methods for Forecasting 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 Unheld Resource Requests in % Complete Revenue Forecast Calculations for 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 Summer 2025, take the following action.

Upgrade Steps for Summer 2025
Action Further Information

Add the following picklist values to the Revenue Source field on the Revenue Forecast Type object:

  • "% Complete: Milestone Unheld Resource Request"
  • "% Complete: Project Unheld Resource Request"
 For more information about adding or editing picklist values, see the Salesforce Help
Add the fields listed in Fields to your page layouts for the relevant objects. The new fields are automatically populated when the forecast jobs are next run, where appropriate. For information about editing page layouts, see the Salesforce Help
If you have any custom permission sets for running or viewing forecasts, add Read permission for the new fields listed in Fields. For information about managing permission sets, see the Salesforce Help

If you have any custom permission sets for configuring your forecast setup, add Read and Edit permissions for the following fields on the Revenue Forecast Setup object:

  • Include Unheld RRs in % Complete
  • Unheld RR % Complete Weighting Field

[Optional] Update the help text (tooltip) for the following fields on the Revenue Forecast Setup object to maintain accuracy:

  • Held RR % Complete Weighting Field
  • Use Weighting for % Complete

The changes to the label and short description for these fields update automatically on upgrade but the changes to the help text do not (this is a known issue with Salesforce). See Fields for details of the new help text.

 For information about changing the help text associated with a field, see the Salesforce Help
[Optional] If you are using the % Complete recognition method, select Include Unheld RRs in % Complete on the active revenue forecast setup record to include all unheld resource requests both with and without schedules in % Complete forecast calculations. Scheduling Forecasts
[Optional] If you are using the % Complete recognition method, select Unheld RR % Complete Weighting Field on the active revenue forecast setup record to include unheld resource requests in weighted forecast calculations. Applying Weighting (% Complete)

Included in This Feature

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

Fields

Fields Added in Summer 2025
Object Field Further Information
Revenue Forecast Unscheduled Weighted Effort Revenue Forecast Fields
Revenue Forecast Setup Include Unheld RRs in % Complete Revenue Forecast Setup Fields
Unheld RR % Complete Weighting Field
Revenue Forecast Staging Unscheduled Weighted Effort Revenue Forecast Staging Fields
Revenue Forecast Type Actual Hours Revenue Forecast Type Fields
Actual Weighted Effort
Scheduled Hours
Scheduled Weighted Effort
Unscheduled Hours
Unscheduled Weighted Effort
Field Labels and Help Text Updated in Summer 2025
Object Original Field Label New Field Label Original Help Text New Help Text Further Information
Revenue Forecast Setup RR % Complete Weighting Field Held RR % Complete Weighting Field The API name, including namespace, of the number field on the Resource Request object you want PSA to use when calculating weighting on % Complete revenue forecasts. You can use an existing number field or create your own custom field. The API name, including namespace, of the number field on the Resource Request object you want PSA to use when calculating weighting on % Complete revenue forecasts for held resource requests. You can use an existing number field or create your own custom field. Revenue Forecast Setup Fields
Use Weighting for % Complete Unchanged Indicates that weighting is applied to % Complete forecast calculations for scheduled and actual hours on assignments and resource requests. Use the Assignment % Complete Weighting Field and RR % Complete Weighting Field settings to specify the fields you want PSA to use in the calculations. Indicates that weighting is applied to % Complete forecast calculations for scheduled, unscheduled, and actual hours on assignments and resource requests. Use the Assignment % Complete Weighting Field, Held RR % Complete Weighting Field, and Unheld RR % Complete Weighting Field settings to specify the fields you want PSA to use in the calculations.
Fields Updated in Summer 2025
Object Field Description Further Information
Revenue Forecast Staging Revenue Source

New picklist values added:

  • "% Complete: Milestone Unheld Resource Request"
  • "% Complete: Project Unheld Resource Request"
 Revenue Forecast Staging Fields
Revenue Forecast Type Revenue Forecast Type Fields

Permission Sets

Permission Sets Updated in Summer 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 - Run Forecast
PSA - View Forecasts
PSA - View All Forecasts

(Beta) Include Services Forecast Datasets 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.

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

Upgrade Steps

The Services Forecast datasets referred to in this section were released as Beta functionality in Spring 2025 and continue to be Beta in this release. For information about the upgrade steps, see Upgrading to PSA Spring 2025.

Included in This Feature

The Services Forecast datasets referred to in this section were released as Beta functionality in Spring 2025 and continue to be Beta in this release. For information about the items that were included, such as new fields and new Lightning actions, see Upgrading to PSA Spring 2025.

(Beta) Include 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

The services credits functionality referred to in this section was released as Beta functionality in Spring 2025 and continues to be Beta in this release. For information about the upgrade steps, see Upgrading to PSA Spring 2025.

Included in This Feature

The services credits functionality referred to in this section was released as Beta functionality in Spring 2025 and continues to be Beta in this release. For information about the items that were included, such as new fields, see Upgrading to PSA Spring 2025.

Introduction to Services Credits Deliverables

Upgrade Steps

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

Upgrade Steps for Summer 2025
Action Further Information

Add the relevant fields on the following objects to any custom permission sets that you want users to get access to the objects:

  • Project Services Cred Deliverable Items
  • Project Services Credits Deliverable
  • Services Credits Deliverable
  • Services Credits Deliverable Item
 For information on editing page layouts and managing permissions, see the Salesforce Help.

Assign the PSA - Create Project permission set to the users who want to do the following:

  • View Services Credits Deliverable and Services Credits Deliverable Item records.
  • Create Project Services Credits Deliverable and Project Services Cred Deliverable Item records.
  • Read access on the Services Credits field to the Milestone object.
 Permission Sets and Other Technical Documentation
Assign the PSA - Manage Services Credits Allocations permission set to the users who want to allocate services credits to the milestone and populate this value on the project services cred deliverable item.

Assign the PSA - Manage Services Deliverables permission set to the users who want to manage the following objects:

  • Project Services Cred Deliverable Items
  • Project Services Credits Deliverable Services Credits Deliverable
  • Services Credits Deliverable
  • Services Credits Deliverable Item

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 Summer 2025
Custom Object Description Further Information
Project Services Cred Deliverable Item Represents a copy of the services credits deliverable item for a specific project. It is automatically generated when a services credits deliverable is added to a project. Project Services Cred Deliverable Items Fields
Project Services Credits Deliverable Represents a copy of the services credits deliverable for a specific project. It is automatically generated when the deliverable is added to a project, and any currently active deliverable items linked to it are also copied to create their own project deliverable items within that project. Project Services Credits Deliverable Fields
Services Credits Deliverable Represents a template of a defined outcome or service to be provided to a customer that is being funded by services credits. It provides a way of grouping the milestones and related records necessary to complete the work involved in delivering the service. Services Credits Deliverable Fields
Services Credits Deliverable Item Represents a defined piece of work that contributes to a services credits deliverable. Services Credits Deliverable Item Fields

Lightning Pages

Lightning Pages Added in Summer 2025
Page Description Further Information
Project Services Credits Deliverable Record Page Create project services credits deliverable records. Project Services Credits Deliverable Fields
Project Services Credits Deliverable Item Record Page Create project services credits deliverable item records. Project Services Cred Deliverable Items Fields
Services Credits Deliverable Record Page Create services credits deliverable records. Services Credits Deliverable Fields
Services Credits Deliverable Item Record Page Create services credits deliverable item records. Services Credits Deliverable Fields

Page Layouts

Page Layouts Added in Summer 2025
Page Layout Further Information
Project Services Credits Deliverable Compact Layout Project Services Credits Deliverable Fields
Project Services Credits Deliverable Item Compact Layout Project Services Cred Deliverable Items Fields
Services Credits Deliverable Compact Layout Services Credits Deliverable Fields
Services Credits Deliverable Item Compact Layout Services Credits Deliverable Item Fields

Lightning Tabs

Lightning Tabs Added in Summer 2025
Tabs Description
Services Credits Deliverable Manage services credits deliverable records and its related services credits deliverable items.

Permission Sets

Permission Sets Added in Summer 2025
Permission Set Description Further Information
PSA - Manage Services Deliverables Manage services credits deliverable records. It includes permission to create, edit, delete, and view services credits deliverables, and deliverable items. It also includes permissions to view project services credits deliverables and deliverable items. Permission Sets and Other Technical Documentation
Permission Sets Updated in Summer 2025
Permission Set Description Further Information
PSA - Create Project

We have made the following permission changes:

  • Read access on Services Credits Deliverable and Services Credits Deliverable Item objects.
  • Create access to Project Services Credits Deliverable and Project Services Credits Deliverable Item objects.
  • Read access on the Services Credits field to the Milestone 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.

For information on assigning permission sets to single or multiple users, see the Salesforce Help.

Manual Allocation Adjustment of Services Credits

Upgrade Steps

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

Upgrade Steps for Summer 2025
Action Further Information
Ensure that the Enable Manual Allocation of Credits field in the Services Credits Settings custom setting is selected to allocate and adjust credits manually. Services Credits Settings

Buttons

Buttons Added in Summer 2025
Button Location Further Information
Adjust Manage Services Credits Managing Services Credits
Back
Cancel

Allocation of Services Credits Enhancements

Upgrade Steps

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

Enhanced Visibility of Payment Status for Service Credits

Upgrade Steps

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

Upgrade Steps for Summer 2025
Action Further Information
Assign the PSA - Manage Services Credits Customer Purchase permission set to have the read and edit permissions for the Opportunity Product field and read access for the Sales Invoice Paid checkbox. 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 Summer 2025
Field Object Further Information
Opportunity Product Services Credits Customer Purchase Services Credits Customer Purchase Fields
Sales Invoice Paid

Permission Set

Permission Sets Updated in Summer 2025
Permission Set Description Further Information
PSA- Manage Services Credits Customer Purchase We have added read and edit permissions for the Opportunity Product field and read access for the Sales Invoice Paid checkbox. 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) Support for Dated Resource Rates

Warning:

The dated resource rates feature is Beta functionality in this release of PSA. 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 Summer 2025, take the following action.

Upgrade Steps for Summer 2025
Action Further Information

[Optional] The way the Resource Request Bill Rate field on the Est Vs Actuals object is calculated 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 Requested Billable Amount by the resource request's hours in the period covered by the EVA.
 For information on editing 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 Added in Summer 2025
Field Object Further Information
Requested Billable Amount Est Vs Actuals Estimates Versus Actuals Fields
Last Modified Date of DRRs Rate Card Rate Card Fields

Custom Setting Fields

Custom Setting Fields Added in Summer 2025
Custom Setting Field Custom Setting Further Information
Delete DRR Change Records Batch Size Est Vs Actuals Settings Est Vs Actuals Settings
Enable EVA Process Custom Notification Est Vs Actuals Settings Est Vs Actuals Settings
Sync ResReq EVAs to DRR: Job Size Est Vs Actuals Settings Est Vs Actuals Settings
Sync ResReq EVAs to DRR: Max Jobs Est Vs Actuals Settings Est Vs Actuals Settings

Enhanced Scalability for Services Billing

Upgrade Steps

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

Upgrade Steps for Summer 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 for Billing Event Generation field in the Project 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 Added in Summer 2025
Field Object Further Information
Queued for Billing Event Generation Project Project Fields

Enhanced Trigger Control

Upgrade Steps

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

Upgrade Steps for Summer 2025
Action Further Information

If you are an existing user and using any of the configuration options listed below, we recommend that you contact the Certinia Customer Support team. Alternatively, your administrator can create the newly added configuration options in the ASM Triggers configuration group.

  • The handleTransactionForBudget option is deprecated and has now been replaced with BudgetManager, FIN_BudgetTrigger, and BILL_BudgetTrigger.
  • The handleTransactionForMiscellaneousAdjustment option is deprecated and has now been replaced with MiscellaneousAdjustmentManager, FIN_MiscellaneousAdjustmentTrigger, and BILL_MiscAdjustmentTrigger.
  • The handleTransactionForTimecard option is deprecated and has now been replaced with Timecards, FIN_TimecardTrigger, BILL_TimecardTrigger, and Transaction_TimecardTrigger.
 ASM Triggers
If you want to disable a specific trigger, you can do so by adding a configuration option in asm-triggers using that trigger's unique name. Contact Certinia Customer Support Team

Enhancements to Data Security

Storing Google Maps API Key

Upgrade Steps

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

Upgrade Steps for Summer 2025
Action Further Information
All users, including new and existing ones, must set or update the API Key. This can be done in the Manage Google Geocoding Services window located under Geocoding Services within the PSA Administration tab. PSA Administration
To modify the API key, ensure that the users are assigned the PSA - Geocoding Services API Key - Manage custom permission. 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 Summer 2025
Field Object Further Information
API Key PSA Administration PSA Administration
Enable Geocoding Services

Custom Permissions

Custom Permission Added in Summer 2025
Custom Permission Further Information
PSA- Geocoding Services API Key - Manage Permission Sets and Other Technical Documentation

Permission Sets

Permission Sets Updated in Summer 2025
Permission Set Description Further Information
PSA- Manage Configuration We have added a PSA- Geocoding Services API Key - Manage custom permission to manage the API key. 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.

Security Checks

Upgrade Steps

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

Upgrade Steps for Summer 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.

If you have any custom permission sets for viewing and editing Skill Certification Ratings, add Read permission for the following:

  • Contact object:

    • Contact ID
    • Contact Name

  • Skill or Certification Rating object

    • Resource
    • Skill or Certification

  • Skill or Certification object

    • Record Type Name
    • Type
Assign the relevant permissions to users to edit and manage skill and certification ratings.
Ensure that you have the Delete permission for the App Log object before beginning any processes to delete app logs.

Included in This Feature

Permission Sets
Permission Set Updated in Summer 2025
Permission Set Description Further Information
PSA - Edit Skill and Certification Ratings
  • For PSA - Edit Skill and Certification Ratings, we have updated the SkillsAndCertificationsController apex class to check the following permissions.

  • Read permission for the following:

    • Contact ID and Contact Name fields on the Contact standard object.
    • Resource and Skill or Certification fields on the Skill or Certification Rating 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.
PSA - Manage Skill and Certification Ratings
  • For PSA - Manage Skill and Certification Ratings, we have updated the SkillsAndCertificationsController apex class to check the following permissions.
  • Read permission for the Record Type Name and Type fields on the Skill or Certification object.
PSA - Recalculate Actuals Delete permission for the App Log object.
PSA - Recalculate Project Actuals
PSA - Recalculate Resource Actuals

Project Visibility Updates When Generating Billing Events for an Account

Upgrade Steps

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

Upgrade Steps for Summer 2025
Action Further Information
Ensure that users have appropriate sharing rules applied with view-only permission to view the relevant projects associated with the account. See the Salesforce Help.

Sharing Rules on Skills Capacity

Upgrade Steps

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

Upgrade Steps for Summer 2025
Action Further Information
Ensure that users have appropriate sharing rules applied to share the skills, resource skill requests, skill ratings, and contacts from the Skills Capacity page with view-only permission on records. See the Salesforce Help.

Permission-Based Visibility on Search Resources Page

Upgrade Steps

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

Upgrade Steps for Summer 2025
Action Further Information
Ensure that users have appropriate permissions assigned to the Certinia - PSA - Resource Manager permission set group. Permission Sets and Other Technical Documentation

Ensure that users have appropriate permissions assigned to the following fields:

  • Contact object

    • Latitude
    • Longitude
    • Revenue

  • Skill object

    • Certification Source
    • Unique Name

Release Content

Upgrade Steps

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

Upgrade Steps for Summer 2025
Action Further Information
Reset the metrics of updated prompts to ensure that users see these prompts again with their updated content if they have previously dismissed or completed them. PSA In-App Guidance
Deactivate any deprecated prompts that are active in your org.

Included in This Feature

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

In-App Guidance

PSA In-App Guidance Added in Spring 2025
Name App Tab Type Active Created
Team Schedule Planner Deprecation Any Team Schedule Planner Floating Yes Summer 2025
Time Entry Page Deprecation Any Time Entry Page Floating Yes Summer 2025
PSA In-App Guidance Updated in Spring 2025
Name App Tab Type Active Created
DEPRECATED: Release Overview Any Home Docked No Fall 2020
Revenue Forecasting - Reviewing a Forecast Version Any Review Forecast Version Docked No Winter 2021
Work Planner Redirect from Resource Planner PSA Resource Planner Floating Yes Summer 2024
Work Planner Redirect from Project Planner PSA Project Planner Floating Yes Summer 2024
PSA In-App Guidance Deprecated in Spring 2025
Name App Tab Type Active Created
DEPRECATED: Project Template LP CPFT Any Create Project From a Template Floating No Spring 2021
DEPRECATED: Project Template LP Any Opportunities (Record) Floating No Spring 2021
DEPRECATED: Revenue Forecasting for Opportunities Any Opportunities (List) Docked No Fall 2020