SECTIONSNew Features and Enhancements in WorkGrid January 2026
The following new features have been introduced in the January 2026 release of WorkGrid.
If you are upgrading from a previous version, see Upgrading to WorkGrid January 2026. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.
If you are upgrading from a version earlier than Winter 2026, check the documentation for previous releases for upgrade details.
Manage Plan Calculations with Multiple Units
When deriving plan cell values using calculations, your chosen standardization unit is now considered when including constants in the Formula Builder expression. Literal cell figures viewed in the formula bar also reflect this same standardization preference. Applying a standardization unit to a plan, so that all cells display the converted values, now drives the following consistent output in the Formula Builder:
- If a cell contains a literal value, not one that is the result of a calculation, the formula bar displays it in the same standardized unit.
- If a constant value is included in a new or existing calculation, it is always displayed and managed within the formula bar in the same standardized unit to deliver the expected result.
Therefore, with a standardized unit selected on a plan, any changes you apply through the formula bar to a literal or constant value will be in the converted rate, ensuring complete uniformity in the management of plan calculations.
For more information, see Calculations in Plan Cells and Standardizing Planning Units in a Plan.
Mass Update From Analytics Process
You can schedule a mass update from Analytics for the default scenario created from and linked to a data source. This eliminates the need for manual updates, ensuring data is kept current across multiple forecasts automatically. For more information, see Mass Update From Analytics Process.
Sending Plan Adjustments to Analytics
When you send plan data that contains cell value adjustments to Analytics via a data source, the target dataset now receives both the Value Before Adjustment and Adjustment Value amounts on separate rows, from which the Value After Adjustment can easily be calculated. This additional level of plan data provides you with extra insight into the recorded adjustments versus their original values, which can be examined using Analytics. Previously, only the Value After Adjustment amount was made available to Analytics for each varied cell.
If you assign an expiration date to an adjustment, the dataset now includes this information. After the date passes, the next plan data submission to Analytics automatically sets the expired adjustment value to zero.
For more information, see Making Adjustments, Send Plans to Analytics and Fields on Datasets Created from Plans.
Set up Service Forecasting with a Streamlined Process
You can now use a streamlined and automated process with minimal manual input to set up Services Forecasting using the Feature Console. In addition to making the setup faster, this also reduces the risk of user errors. For more information, see (Beta) Setting up Services Forecasting.
Work More Efficiently When Managing Plans
We've implemented various optimizations to the underlying algorithms that control how your data is displayed, managed, and updated in WorkGrid. These changes ensure effective scalability and processing efficiency.
Update from Analytics
The synchronization of plan cell values from the Analytics source dataset has been streamlined. This ensures that the required processing of multi-layered dimensions, field mappings, and custom entity filters to retrieve the matching Analytics data is completed in a timely manner.
Plan Creation from Analytics
During plan creation, the custom mappings defined in the Configure Dimension Value Mappings step of the New Plan wizard are now processed efficiently using internal lookups. This significantly reduces the time taken to compile each plan.
Data Source Creation and Editing
When you define the dimension and measure mappings applicable to a data source, the background processes used to manage these preferences have now been refined. You can also add, edit, or remove your entity mappings more quickly.
Fixes
Fixes are listed on the Known Issues page of the Certinia Community. You can access this page from the Community Support Hub. For a brief description of the issues that have been fixed in this version of WorkGrid, see the relevant section of the Known Issues page.