Upgrading to PS Cloud Core Analytics 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 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 Summer 2025, see New Features and Enhancements in PS Cloud Core Analytics Summer 2025.

Note:

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

(Beta) Enhancements to Services Forecasting

Upgrade Steps

No additional upgrade steps are required to upgrade this feature to Summer 2025. The new features are automatically available when you upgrade your PS Cloud Core Analytics app.

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.

Included in This Feature

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

Recipes

Recipes Added in Summer 2025
Recipe	Further Information
PS Cloud Core Analytics App Initialize Services Forecast Reporting	PS Cloud Core Analytics Data Reference
PS Cloud Core Analytics App Snapshot Services Forecast Plans	PS Cloud Core Analytics Data Reference

Dashboards

Dashboards Added in Summer 2025
Dashboard	Description	Further Information
PSA Services Forecast	Enables service leaders and project managers view and compare revenue, cost, and margin information for Live forecasts imported from PSA and Working forecasts imported from WorkGrid against historical forecasts from WorkGrid.	(Beta) PSA Services Forecast Dashboard

Enhancements to the Project Reporting Dataset

Upgrade Steps

No additional upgrade steps are required to upgrade this feature to Summer 2025. The new features are automatically available when you upgrade 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 Project Reporting Dataset in Summer 2025
Field Type	Field Label	Field API Name	Description
Date	Budget Created Date	BudgetCreatedDate	The date the budget was created.
	Budget Last Modified Date	BudgetLastModifiedDate	The date the budget was last modified.
	Created Date	CreatedDate	The date the record was created.
	EvA Created Date	EVACreatedDate	The date the EvA was created.
	EvA Last Modified Date	EVALastModifiedDate	The date the EvA was last modified.
	Expense Created Date	ExpenseCreatedDate	The date the expense was created.
	Expense Last Modified Date	ExpenseLastModifiedDate	The date the expense was last modified.
	Last Modified Date	LastModifiedDate	The date the record was last modified.
	Milestone Created Date	MilestoneCreatedDate	The date the milestone was created.
	Milestone Last Modified Date	MilestoneLastModifiedDate	The date the milestone was last modified.
	Misc Adjustment Created Date	MiscAdjustmentCreatedDate	The date the miscellaneous adjustment was created.
	Misc Adjustment Last Modified Date	MiscAdjustmentLastModifiedDate	The date the miscellaneous adjustment was last modified.
	Project Task Created Date	ProjectTaskCreatedDate	The date the project task was created.
	Project Task Last Modified Date	ProjectTaskLastModifiedDate	The date the project task was last modified.
	RR Last Modified Date	ResourceRequestLastModifiedDate	The date the resource request was last modified.
	Timecard Created Date	TimecardCreatedDate	The date the timecard was created.
	Timecard Last Modified Date	TimecardLastModifiedDate	The date the timecard was last modified.