Upgrading to PSA Winter 2026

This page describes the changes to make when upgrading to Winter 2026.

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.

If you are upgrading from a version earlier than Summer 2025, check the documentation for previous releases for upgrade details.

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 Winter 2026, see New Features and Enhancements in PSA Winter 2026.

Ensure a Successful Upgrade to Winter 2026

Upgrade Steps

To upgrade this feature to Winter 2026, take the following action.

Upgrade Steps for Winter 2026

Action	Further Information
Remove the affected components from your Experience Cloud site. Perform the upgrade to Winter 2026. Add the components back to the site once the upgrade is complete.	New Features and Enhancements in PSA Winter 2026

Update Custom Permission Sets for Using the Resource Request's Resourcing Tab

Upgrade Steps

If you have cloned packaged permission sets or created your own permission sets for working with the Resourcing tab on the resource request record page, you must edit them to include access to the RRDefaultStateController Apex class.

Upgrade Steps for Winter 2026

Action	Further Information
Update any custom permission sets for working with the Resourcing tab on the resource request record page to include access to the RRDefaultStateController Apex class.	For more information about editing permission sets, see the Salesforce Help

See Updated Future Scheduled Hours Immediately in Assignment Schedules

Upgrade Steps

To upgrade this feature to Winter 2026, take the following action.

Upgrade Steps for Winter 2026

Action	Further Information
Enable the Update Future Scheduled Hours setting to automatically update the schedule's future scheduled hours when it's edited. Warning: We recommend disabling any existing automation for this field, such as scheduled batch processes on the PSA Administration page.	Assignment Settings

Custom Setting Fields

Custom Setting Fields Added in Winter 2026

Custom Setting	Custom Setting Field	Further Information
Assignment Settings	Update Future Scheduled Hours	Assignment Settings

Implement Auto-Staffing Enhancements for More Flexible Staffing

Upgrade Steps

To upgrade this feature to Winter 2026, take the following action.

Upgrade Steps for Winter 2026

Action	Further Information
In the Feature Console, enable the Configure the Delegated System User feature. Warning: You must enable the Configure the Delegated System User feature even if you configured the delegated system user manually in Summer 2025. This is because some processes now require the delegated system user to have been enabled via the Feature Console.	Configuring the Delegated System User
Add the following picklist values to the Processing Stage field on the Resource Request object: "Auto-Hold: Completed" "Auto-Hold: Error" "Auto-Hold: In Progress" "Auto-Hold: No Matched Resource" "Auto-Hold: Pending"	For more information, see the Salesforce Help.
Follow the steps in Importing Configuration Settings to import the configuration option autostaffingenqueuedelay. This will create the Auto-Staffing configuration group.	Importing Configuration Settings and Auto-Staffing Configuration Options

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 Winter 2026

Custom Object	Description	Further Information
Resource Search Settings	Search parameters and weightings to use when staffing a resource to a resource request.	Resource Search Settings Fields
Staffing Preference	Preferences to use when staffing a resource to a resource request.	Staffing Preference Fields

Fields

Fields Added to the Resource Request Object

Field	Object	Further Information
Auto-Hold	Resource Request	Resource Request Fields
Auto-Staffing App Log
Auto-Staffing App Log Message
Staffing Preference

Picklist Values

Picklist Values Added to Resource Request Object Fields

Object	Field	Picklist Values	Further Information
Resource Request	Processing Stage	"Auto-Hold: Completed" "Auto-Hold: Error" "Auto-Hold: In Progress" "Auto-Hold: No Matched Resource" "Auto-Hold: Pending"	Resource Request Fields

List Views

List Views Updated in Winter 2026

Object	List View	Description	Further Information
Resource Request	Auto-Staffing: Completed	We have added the Auto-Hold field to all three list views, and the Auto-Staffing App Log Message field to the Auto-Staffing: Error list view.	Resource Request Fields
	Auto-Staffing: Error
	Auto-Staffing: No Matched Resources

Configuration Options

Configuration Options Added in Winter 2026

Configuration Group	Configuration Option	Further Information
Auto-Staffing	AutoStaffingEnqueueDelay	Auto-Staffing Configuration Options

Permission Sets

Permission Sets Updated in Winter 2026

Permission Set	Description	Further Information
PSA - Auto-Staff Resource Requests	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 - Manage Configuration
PSA - Staff Resource Requests
PSA - Use Resource Request Staffer

Adopt Resource Request Staffer Enhancements for Improved Bulk Staffing

Upgrade Steps

To upgrade this feature to Winter 2026, take the following action.

Upgrade Steps for Winter 2026

Action	Further Information
[Optional] Add the Resource Request Staffer component to project and opportunity record pages.	Setting up Resource Request Staffer

Included in This Feature

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

Fields

Fields Added in Winter 2026

Object	Field	Further Information
Resource Match Process	Origin	Resource Match Process Fields
	Respect Staffing Preferences

Deprecated Fields

The following field is now prefixed with DEPRECATED. We recommend you do not use it because it will be removed in a future release.

Fields Deprecated in Winter 2026

Object	Field	Further Information
Resource Match Process	DEPRECATED: Source	Resource Match Process Fields

Permission Sets

Permission Sets Updated in Winter 2026

Permission Set	Description	Further Information
PSA - Use Resource Request Staffer	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.

Use Schedule Availability in Resource Request Staffer and Auto-Staffing

Upgrade Steps

To upgrade this feature to Winter 2026, take the following action.

Upgrade Steps for Winter 2026

Action	Further Information
To enable auto-staffing to run while using the schedule availability calculation: Assign read permission for the Monthly Availability object to the delegated system user. Follow the steps in Setting up Resource Availability to Account for Resource Schedules.	Setting up Auto-Staffing

Included in This Feature

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

Fields

Fields Added in Winter 2026

Object	Field	Further Information
Staffing Log	Availability Mode	Staffing Log Fields

Lightning Component Properties

Resource Request Staffer Component Properties Added in Winter 2026

Component Name	Component Properties	Further Information
Resource Request Staffer	Minimum Availability Default Value (%)	Resource Request Staffer Lightning Component Properties

Asynchronous Callables

Asynchronous Callables Added in Winter 2026

Object	Asynchronous Callable	Further Information
Monthly Availability	ScheduleAvailabilitySyncDeleteCallable	PSA Asynchronous Callables
Monthly Availability and Utilization Engine	ResourceScheduleMatcherCallable	PSA Asynchronous Callables
Monthly Availability and Utilization Engine	ScheduleAvailabilityMatcherCallable	PSA Asynchronous Callables

Control Duplicate Rate Card Validation in Rate Card Sets

Upgrade Steps

To upgrade this feature to Winter 2026, take the following action.

Upgrade Steps for Winter 2026

Action	Further Information
[Optional] Import the new configuration options from the PSA Administration page. To do so: Click Import Configuration on the PSA Administration page. Select the "ASM Triggers" 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 organization with the selected configuration file checkbox, as this will override the existing configuration.	Importing and Exporting Configurations
[Optional] To add a rate card to a set where there is an existing rate card with the same role, currency, start date, end date, and Region/Practice/Group/Account, you would need to set RateCardSetJunctionValidator to false.	ASM Triggers

Included in This Feature

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

Configuration Group Options

Configuration Group Options Added in Winter 2026

Configuration Option	Configuration Group	Further Information
RateCardSetJunctionValidator	ASM Trigger	ASM Triggers

Get Accurate Cost and Bill Rates on Resource Assignments

Upgrade Steps

To upgrade this feature to Winter 2026, take the following action.

Upgrade Steps Added in Winter 2026

Action	Further Information
If you use a custom rate card plug-in, ensure that you have updated the implementation accordingly.	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 Winter 2026

Custom Setting Field	Custom Setting	Further Information
Disable Dated Rate Cost Rate Matching	Rate Card Settings	Rate Card Settings
Disable Dated Rate Bill Rate Matching

Control Opportunity Field Visibility Based on User Access

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2026.

Manage AI Summaries Using Custom Fields and Preferred Configuration

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 Winter 2026, take the following action.

Upgrade Steps for Winter 2026

Action	Further Information
Ensure that the prompt configuration you want to use to generate resource AI summaries is selected in the Resource Summary AI Prompt Configuration field in the properties panel of the Lightning App Builder for the PSA Resourcing component.	Resourcing 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

PSA Resourcing Component Properties Added in Winter 2026

Component Name	Component Properties	Further Information
PSA Resourcing	Resource Summary AI Prompt Configuration	Resourcing Lightning Component Properties

Enhance Collaboration on Shortlists

Upgrade Steps

To upgrade this feature to Winter 2026, take the following action.

Upgrade Steps for Winter 2026

Action	Further Information
Ensure that you select the View and Manage Shortlists Only custom setting field in the Resource Request Settings to view and manage only shortlisted resources from the Resource Request page.	Resource Request 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 Winter 2026

Custom Setting Field	Custom Setting	Further Information
View and Manage Shortlists Only	Resource Request Settings	Resource Request Settings

Manage Resources with Enhanced User Interface

Populate Field Sets for Assignment Data

Upgrade Steps

To upgrade this feature to Winter 2026, take the following action.

Upgrade Steps for Winter 2026

Action

Further Information

To display custom fields from the Assignment Work History and Record Details Field Set, use the Assignment Work History Field Set and Record Details Assignment History Field Set properties in the Lightning App Builder for the following components: 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) PSA Work Planner on a project record PSA Resourcing PSA Resource Optimizer PSA Project Gantt PSA Resource Request Staffer PSA Project Task Board PSA Project Task Board on a project record PSA Project Task Board(Experience Cloud sites only) PSA Contact Card

For more information: Work Planner Lightning Component Properties Resourcing Lightning Component Properties Project Gantt Lightning Component Properties Resource Request Staffer Lightning Component Properties Project Task Board Lightning Component Properties Contact Card 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

Custom Setting Fields Added in Winter 2026

Component Properties	Component Name	Further Information
Assignment Work History Field Set	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) PSA Work Planner on a project record PSA Resourcing PSA Resource Optimizer PSA Project Gantt PSA Resource Request Staffer PSA Project Task Board PSA Project Task Board on a project record PSA Project Task Board(Experience Cloud sites only) PSA Contact Card	For more information: Work Planner Lightning Component Properties Resourcing Lightning Component Properties Project Gantt Lightning Component Properties Resource Request Staffer Lightning Component Properties Project Task Board Lightning Component Properties Contact Card Lightning Component Properties
Record Details Assignment History Field Set

Manage Project Timelines with Drag-and-Drop in Work Planner

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2026.

Improve Resource Assignment on Assign Multiple Resources to Project

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2026.

Expand Data Visibility and Customization

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2026.

Improvement in Schedule Exceptions Validation Rule

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2026.

Improve Resource Matching with Skills and Certifications

Upgrade Steps

To upgrade this feature to Winter 2026, take the following action.

Upgrade Steps for Winter 2026

Action	Further Information
To exclude aspirational and expired skills and certifications when matching resources using Resource Request Staffer, select the following fields in the Resource Search Service custom setting: Exclude Aspirational Skills and Certs Exclude Expired Skills and Certs	Resource Search Service Settings
Grant users read permission on the Aspiration and Expiration Date fields on the Skill or Certification Rating object. This enables users to edit the Include Aspirational Skills and Certifications and Include Expired Skills and Certifications fields in the Filter panels in the following places: Resourcing tab on resource requests Assign Multiple Resources to Project window on projects This also enables users to edit the Include Aspirational Skills and Certifications field in Work Planner.	Permission Sets and Other Technical Documentation
If your organization uses an approval process for skills and certifications and you want to define default approval statuses that ratings must have to be included in the resource matching process, grant users read permission on the Approval Status field on the Skills or Certification Rating object. This enables users to edit the Approval Status field in the Filter panels in the following places: Resourcing tab on resource requests Assign Multiple Resources to Project window on projects Additionally, if any statuses are defined in the Skill or Cert Rating: Required Statuses field in the Resource Search Service custom setting, only skill or certification ratings with any of those statuses are included in the matching process when using Resource Request Staffer.
If your organization uses skills and certifications but it does not use an approval process for them, complete the following steps: Do not update the default value on the Skill or Cert Rating: Required Statuses field in the Resource Search Service custom setting. Ensure users do not have permission on the Approval Status field on the Skill and Certification Rating object. This prevents the Approval Status field from showing in the Filters panel in the Resourcing tab and the Assign Multiple Resources to Project window. For Resource Request Staffer, this prevents that skills and certifications are filtered on the approval status.	Resource Search Service Settings Permission Sets and Other Technical Documentation
If your organization uses an approval process only for a number of skills and certifications, complete the following steps: Create a picklist value for the Approval Status field to represent skills or certifications that are not subject to approval. Select the value created in step 1 on the ratings of skills or certifications not subject to approval. You can use Salesforce Data Loader to facilitate the update. Make resource managers and other relevant users aware that they must select the new picklist value for newly created skills and certifications that will not be subject to approval.	For information about editing page layouts, see Salesforce Help. Setting up an Approval Process for Skills and Certifications
If the DEPRECATED: Skill or Certification field is added to the Category Layout, Certification Layout, or Skill Layout page layout for the Skill or Certification object and you want to show the record type, make the following changes to the page layouts: Remove the DEPRECATED: Skill or Certification field. Add the Skill Record Type field.	For information about editing page layouts, see Salesforce Help.

Included in This Feature

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

Fields

Fields Updated in Winter 2026

Field	Object	Further Information
DEPRECATED: Skill or Certification	Resource Skill Request	Resource Skill Request Fields

Custom Setting Fields

Custom Setting Fields Added in Winter 2026

Custom Setting	Custom Setting Field	Further Information
Resource Search Service	Exclude Aspirational Skills and Certs	Resource Search Service Settings
	Exclude Expired Skills and Certs
	Skill or Cert Rating: Required Statuses

Permission Sets

Permission Sets Updated in Winter 2026

Permission Set	Description	Further Information
PS Cloud Analytics Integration User Read Access	We have deleted the DEPRECATED: Skill or Certification field from these permission sets.	Permission Sets and Other Technical Documentation
PSA - Edit Skill and Certification Ratings
PSA - Manage Resources and Skills
PSA - Auto-Staff Resource Requests	We have added read permission on the following fields on the Resource Search Settings field to these permission sets: Exclude Aspirational Skills Certs and Skill or Cert Rating: Required Status
PSA - Manage Configuration

Manage Resource Staffing on Work Planner

Upgrade Steps

To upgrade this feature to Winter 2026, take the following action.

Upgrade Steps for Winter 2026

Action	Further Information
[Optional] To prevent users from holding and unholding resource requests on Work Planner, select the Hide Hold and Unhold Actions property in the Lightning App Builder.	Work Planner Lightning Component Properties
[Optional] To prevent users from assigning resource requests and unassigning a resource from an assignment on Work Planner, select the Hide Assign and Unassign Actions property in the Lightning App Builder.

Included in This Feature

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

Lightning Component Properties

Work Planner Component Properties Added in Winter 2026

Component	Component Properties	Further Information
PSA Work Planner	Hide Assign and Unassign Actions	Work Planner Lightning Component Properties
	Hide Hold and Unhold Actions	Work Planner Lightning Component Properties

Permission Sets

Permission Sets Updated in Winter 2026

Permission Set	Description	Further Information
PSA - Edit Work Planner	Updated to ensure only authorized users can view and perform actions from the Hold, Unhold, Assign, and Unassign right-click actions.	Permission Sets and Other Technical Documentation

Improving Assignment Reallocation Using AI Agents

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2026.

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 Winter 2026

Custom Object	Description	Further Information
Smart Action Plan	For system use. Stores information about the plan that originates from a smart action.	Smart Action Plan Fields
Smart Action Step	For system use. Stores information about the steps of the related plan.	Smart Action Step Fields

Apex Actions

Apex Actions Added in Winter 2026

Apex Action	Description	Further Information
Create Plan for Assignment Reallocation	Creates a plan to reassign assignments from a user's request.	Apex Actions for AI Agents
Execute Plan	Executes a smart action plan. This works in conjunction with any action that creates a plan.

Optimized Work Planner Usability and Efficiency

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2026.

Enhanced Advanced Lookups: Dynamic Columns

Upgrade Steps

To upgrade this feature to Winter 2026, take the following action.

Upgrade Steps for Winter 2026

Action	Further Information
In order to access and use the Advanced Search Configurations Lightning action, you must assign users with the PSA - Manage Configuration custom permission set.	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.

Lightning Actions

Lightning Actions Added in Winter 2026

Lightning Actions	Page Layout	Further Information
Advanced Search Configurations	PSA Administration	PSA Administration

Buttons

Buttons Added in Winter 2026

Field	Button	Description	Further Information
Advanced Search Configurations	+Add	Adds a new row for defining an object and its field set.	PSA Administration
	Save	Saves the objects and field sets mapping defined.
		Deletes the selected row containing the object and field set definition.

Permission Sets

Permission Sets Updated in Winter 2026

Permission Set	Description	Further Information
PSA - Manage Configuration	We have added PSA - Manage Configuration to use the advanced search configurations.	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.

Manage Project Budgets with Smart Rescheduling Insights

Upgrade Steps

To upgrade this feature to Winter 2026, take the following action.

Upgrade Steps for Winter 2026

Action	Further Information
[Optional] For all users with PSA - Edit Work Planner permissions that you do not want to be able to apply suggested adjustments to Work Planners, create a new Smart Rescheduling Settings record and ensure that the Cannot Apply Suggested Adjustments field is selected.	Setting Up Smart Rescheduling
[Optional] If you want to notify users that the suggested adjustments they are trying to apply exceed the project's budget, and allow them to be applied, select the Allow Application if Budget Exceeded field in the Smart Rescheduling Settings custom setting.
[Optional] If you want to notify users that the suggested adjustments they are trying to apply exceed the project's budget, and prevent them from being applied, select the Display Budget Exceeded Message Only field in the Smart Rescheduling Settings custom setting.

Included in This Feature

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

Fields

Fields Added to the Record Work Planner in Winter 2026

Location	Field Name	Further Information
Preferences Panel	EvA Historical Variance Time Range	Preferences Fields

Custom Settings

Custom Settings Added in Winter 2026

Custom Setting	Further Information
Smart Rescheduling Settings	Managing Smart Rescheduling

Automatically Adjust the Project End Date in Gantt on a Project Record

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2026.

Manage Changes and Track Project Task States More Effectively in Gantt on a Project Record

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2026.

Included in This Feature

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

Lightning Component

Lightning Component Updated in Winter 2026

Lightning Component	Update Description	Further Information
Project Gantt	The component now have a and buttons, which enable you to undo changes up to the last save and redo any previous undo actions.	Project Gantt Lightning Component Fields

Manage Project Task Details Directly in Gantt on a Project Record with Enhanced Field Editing

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2026.

Print and Export as XML for Gantt on a Project Record

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2026.

Included in This Feature

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

Buttons

Buttons Added in Winter 2026

Component	Button	Description	Further Information
Project Gantt	Export	Contain options to print as PDF and export as XML.	Project Gantt Lightning Component Fields

Manage Project Tasks in Gantt on a Project Record

Upgrade Steps

To upgrade this feature to Winter 2026, take the following action.

Upgrade Steps for Winter 2026

Action	Further Information
Assign edit permission at the field level for the following fields on the Project Task object to enable users to drag and drop project tasks: WBS Element Number Parent Task Order	Permissions for the Project Gantt Lightning Component

Customize Project AI Summaries in AI Prompt Configuration Builder

Upgrade Steps

To upgrade this feature to Winter 2026, take the following action.

Upgrade Steps for Winter 2026

Action	Further Information
1. Ensure the AI Core package is updated to the most recent version.	For more information, see the Salesforce Help.
2. Assign the Certinia AI Prompt Builder Configuration permissions to users you want to configure project summaries.	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.

Lightning Component Properties

Certinia Summary Project AI Summaries Component Properties Added in Winter 2026

Component Properties	Further Information
Project Summary AI Prompt Configuration	Properties for Project AI Summaries
Project Client Summary AI Prompt Configuration
Project Executive Summary AI Prompt Configuration
RAID Next Steps Summary AI Prompt Configuration

Manage Resources and Roles with Allocation Modes in Gantt

Upgrade Steps

To upgrade this feature to Winter 2026, take the following action.

Upgrade Steps for Winter 2026

Action	Further Information
To enable users to update the Resource Role and Resource Name fields in the Manage Resources on a Project Task window, you must assign the following: The PTM_Utils Apex class permission Read permission for the Is Resource and Is Resource Active fields on the Contact object.	Permissions for the Project Gantt Lightning Component

Included in This Feature

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

Fields

Fields Added in Winter 2026

Field	Object	Further Information
Assignment or Resource Request	Project Task	Project Gantt Lightning Component Fields

Synchronizing Milestones and Project Tasks in Gantt on a Project Record

Upgrade Steps

To upgrade this feature to Winter 2026, take the following action.

Upgrade Steps for Winter 2026

Action	Further Information
Ensure users are assigned Read permissions for the following project task fields: Milestone Synchronize Milestone and Task	Permissions for the Project Gantt Lightning Component

Adjusting Approved Timecards in Timesheet Entry

Upgrade Steps

To upgrade this feature to Winter 2026, take the following action.

Upgrade Steps for Winter 2026

Action	Further Information
1. Assign users the PSA - Timecards - Adjust custom permission to enable adjusting timecards after approval, and enabling adjusting when using delegated time entry in Timesheet Entry.	Setting Up Timesheet Entry
2. Assign users the Timecard Statuses for Adjustments field, contained in the Timecard Entry UI Global custom setting to enable adjusting timecards after approval. This field defines which timecards can be adjusted by their status. The default value is Approved.	Time Entry Settings

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 Winter 2026

Custom Object	Description	Further Information
Timecard Adjustments	Tracks an adjusted timecard, creating an audit trail including the reason for adjustment.	Timecard Adjustments

Custom Permissions

Custom Permission Added in Winter 2026

Custom Permission	Further Information
PSA - Timecards - Adjust	Setting Up Timesheet Entry

Custom Setting Fields

Custom Setting Added in Winter 2026

Custom Setting	Custom Setting Field	Further Information
Timecard Entry UI Global	Timecard Statuses for Adjustments	Time Entry Settings

Custom Setting Updated in Winter 2026

Custom Setting	Custom Setting Field	Further Information
Timecard Entry UI Personal	Restrict Task Based on Assignment	Time Entry Settings
	Restrict Task Based on Milestone

Fields

Fields Added in Winter 2026

Field	Object	Further Information
Adjustment Number	Timecard Adjustments	Timecard Adjustments Fields
Adjustment Reason
New Timecard
Original Timecard

Adjusting Saved Timecards in Timesheet Entry

Upgrade Steps

To upgrade this feature to Winter 2026, take the following action.

Upgrade Steps for Winter 2026

Action	Further Information
Assign users the Assignment Project Editable After Save field, contained in the Timecard Entry UI Personal custom setting to enable them to edit the projects or assignments on their timecards, after saving.	Time Entry 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 Updated in Winter 2026

Custom Setting	Custom Setting Field	Further Information
Timecard Entry UI Personal	Assignment Project Editable After Save	Time Entry Settings
	Pre-Populate Task

Boost Opportunity Forecast Accuracy with New Enhancements

Upgrade Steps

To upgrade this feature to Winter 2026, take the following action.

Upgrade Steps for Winter 2026

Action	Further Information
Add the new fields listed in Fieldsto any relevant permission sets.	Permission Sets and Other Technical Documentation For more information about permission sets, see the Salesforce Help
Assign the new Services Forecast Setup Layout to the relevant profiles. Note: If you do not want to use the new page layout, you can continue to use the existing Revenue Forecast Setup Layout or your own custom page layout.	For more information about assigning page layouts to profiles, see the Salesforce Help
If you do not want to use the new Services Forecast Setup Layout, add the Ignore Closed Periods on Opportunities field to any relevant page layouts for the Services Forecast Setup object.	For information about editing page layouts, see the Salesforce Help
If Include RRs on Opportunities is selected on your active services forecast setup record, ensure you also select Include Unheld RRs with Schedules and Include Unheld RRs without Schedules to continue including unheld resource requests in your opportunity forecast calculations.	Services Forecast Setup Fields
[Optional] Set the Opportunity Batch Size field on the Services Forecast Setup object to a maximum of 20 for optimal performance.	Services Forecast Setup Fields

Note:

On upgrading, closed time periods are excluded from opportunity forecast calculations by default. To opt out of this new behavior and continue to include closed periods in opportunity forecasts, select the Ignore Closed Periods on Opportunities checkbox on your active services forecast setup record. For more information, see Ignoring Closed Time Periods in Opportunity Forecasts.

Included in This Feature

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

Fields

Fields Added in Winter 2026

Object	Field	Further Information
Revenue Forecast Staging	Opportunity	Revenue Forecast Staging Fields
Services Forecast Setup	Ignore Closed Periods on Opportunities	Services Forecast Setup Fields

Fields Updated in Winter 2026

Object	Field	Updated Default Value	Further Information
Services Forecast Setup	Opportunity Batch Size	20	Services Forecast Setup Fields

Objects

Objects Renamed in Winter 2026

API Name	Previous Label	New Label	Further Information
pse__Revenue_Forecast_Setup__c	Revenue Forecast Setup	Services Forecast Setup	Services Forecast Setup Fields

Page Layouts

Page Layouts Added in Winter 2026

Object	Page Layout	Further Information
Services Forecast Setup	Services Forecast Setup Layout	Services Forecast Setup Fields

Permissions

Permission Sets Updated in Winter 2026

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.

Forecast Opportunity Costs for Better Margin Analysis

Upgrade Steps

To upgrade this feature to Winter 2026, take the following action.

Note:

Cost Forecasting is currently available for use in a limited capacity but is not supported by any existing user interfaces. You can, however, use cost forecast and cost forecast type records in your own custom reports, if required.

Upgrade Steps for Winter 2026

Action	Further Information
Ensure the following fields are selected on your active services forecast setup record: Enable Cost Forecasting Include RRs on Opportunities Note: If you want to include unheld resource requests in your opportunity forecast calculations, ensure Include Unheld RRs with Schedules and Include Unheld RRs without Schedules are also selected.	Setting up Forecasting Services Forecast Setup Fields

Group Cost Forecasts by Milestone

Upgrade Steps

To upgrade this feature to Winter 2026, take the following action.

Note:

Cost Forecasting is currently available for use in a limited capacity but is not supported by any existing user interfaces. You can, however, use cost forecast and cost forecast type records in your own custom reports, if required.

Upgrade Steps for Winter 2026

Action	Further Information
Ensure the relevant users are assigned the PSA - Configure Forecast Setup permission set. If you have your own custom permission sets for configuring your forecast setup, add Edit permissions for the Group Cost Forecasts by Milestone field on the Services Forecast Setup object.	Permission Sets and Other Technical Documentation For information about managing permission sets, see the Salesforce Help
If you use your own page layouts, add the Group Cost Forecasts by Milestone field to the relevant page layouts for the Services Forecast Setup object. Note: The new Services Forecast Setup Layout introduced in this release already includes this field.	For information about editing page layouts, see the Salesforce Help
[Optional] If you want to see how much is being spent on each milestone on a project, select Group Cost Forecasts by Milestone on the active services forecast setup record.	Grouping Cost Forecasts by Milestone Services Forecast Setup Fields

Included in This Feature

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

Fields

Fields Added in Winter 2026

Object	Field	Further Information
Services Forecast Setup	Group Cost Forecasts by Milestone	Services Forecast Setup Fields

Permissions

Permission Sets Updated in Winter 2026

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) Optimize the Performance and Maintenance of 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

To upgrade this feature to Winter 2026, take the following action.

Upgrade Steps for Winter 2026

Action	Further Information
[Optional] Select Skip Empty Record Generation on the active services forecast setup record to prevent the generation of empty revenue forecast and revenue forecast type records and their cost forecast equivalents, if you are using Cost Forecasting. This reduces processing time and decreases your Salesforce volume footprint but might make reports more difficult to read. This is because columns relating to monthly time periods that do not contain forecasted data are omitted from reports. The setting is deselected by default.	Preventing the Generation of Empty Forecast Records
Add the fields listed in Fields to your page layouts for the relevant objects.	For information about editing page layouts, see the Salesforce Help
If you have any custom permission sets for configuring your forecast setup, add Read and Edit permissions for the Skip Empty Record Generation field on the Services Forecast Setup object.	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 Winter 2026

Object	Field	Further Information
Services Forecast Setup	Skip Empty Record Generation	Services Forecast Setup Fields

Utilize Dated Resource Bill Rates on Timecards

Upgrade Steps

To upgrade this feature to Winter 2026, take the following action.

Upgrade Steps for Winter 2026

Action	Further Information
Assign a permission control containing the Timecard Ops Edit field to users to enable them to edit daily bill rates on approved timecards.	Setting Up Timesheet Entry

Included in This Feature

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

Manage Dated Resource Bill Rates

Upgrade Steps

To upgrade this feature to Winter 2026, take the following action.

Upgrade Steps for Winter 2026

Action	Further Information
[Optional] If the new Average Bill Rate column is placed at the end of the Select Timecards Splits table after upgrade, reorder the table columns as required. Note: This might not happen in all circumstances. Once you adjust the column order, the column preferences are retained when using the same browser on the same computer.	Timecard Split Fields Customizing Columns in Selection Windows

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 Winter 2026

Custom Setting	Custom Setting Field	Further Information
Assignment Settings	Assignment Revenue Sync Job Size	Assignment Settings
Async Job Notification Settings	Assignment Error Email Recipient	Async Job Notification Settings
	Dated Rate Change Error Email Recipient
	Enable DRR Process Custom Notification
	Resource Request Error Email Recipient
Resource Request Settings	Sync Resource Requests to DRR: Job Size	Resource Request Settings
	Sync Resource Requests to DRR: Max Jobs
	Update Dated Billable Amount Batch Size

Custom Setting Fields Deleted in Winter 2026

Custom Setting	Custom Setting Field	Further Information
Est Vs Actuals Settings	Enable EVA Process Custom Notification	Est Vs Actuals Settings

Asynchronous Callables

Asynchronous Callables Added in Winter 2026

Object	Asynchronous Callable	Further Information
Async Job Notification Settings	pse.UpdateAssignmentDatedRevenueCallable	PSA Asynchronous Callables
	pse.UpdateRRsDatedBillableAmountCallable

Fields

Fields Added in Winter 2026

Object	Field	Further Information
Dated Resource Rate	End Date	Dated Resource Rate Fields
Services Forecast Setup	Resource Request Batch Size	Services Forecast Setup Fields

Fields Updated in Winter 2026

Object	Previous Field Name	Updated Field Name	Further Information
Dated Resource Rate	(Beta) Effective Date	Start Date	Dated Resource Rate Fields
Timecard Split	(Beta) Weighted Average Bill Rate	Average Bill Rate	Timecard Split Fields

Permission Sets

Permission Sets Updated in Winter 2026

Permission Set	Description	Further Information
PSA - Generate Billing Events	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.
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.

Get More Accurate Financial Data for Resource Requests and Assignments

Upgrade Steps

To upgrade this feature to Winter 2026, take the following action.

Upgrade Steps for Winter 2026

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 "Resource Request" group from the Configuration Groups drop-down list. Click Import. Note: We recommend that you do not select the Replace values in your org with the selected configuration file, as this will override the existing configuration.	Importing and Exporting Configurations
To automatically update a resource request's start date, end date, and requested hours when the same details are updated on the linked schedule, select the auto-update-rr-dates-and-requested-hours-from-schedule configuration option in the Resource Request Settings.	Resource Request Settings

Included in This Feature

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

Configuration Group Options

Configuration Group Options

Configuration Group	Configuration Option Name	Further Information
Resource Request	auto-update-rr-dates-and-requested-hours-from-schedule	Resource Request Settings

Fields

Fields Added in Winter 2026

Field	Object	Further Information
Average Bill Rate	Resource Request	Resource Request Fields
Dated Planned Revenue	Assignment	Assignment Fields

Calculate Bill Rate with Dated Resource Bill Rates

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2026.

Included in This Feature

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

Fields

Fields Added in Winter 2026

Object	Field	Further Information
Assignment	Average Bill Rate	Assignment Fields

Custom Setting Fields

Custom Setting Fields Added in Winter 2026

Custom Setting Field	Custom Setting	Further Information
Sync Assignments to DRR: Job Size	Assignment	Assignment Settings
Sync Assignments to DRR: Max Jobs

Permission Sets

Permission Sets Updated in Winter 2026

Permission Set	Description	Further Information
PSA - Edit Work Planner	Add View and Edit permissions for the Assignment and Resource Request 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.
PSA - Manage Project Assignments	Add Read permission for the Average Bill Rate field on the Assignment object.
PSAAnalyticsIntegrationUserReadAccess

Create Services Credit Customer Purchases from Your Opportunities

Upgrade Steps

To upgrade this feature to Winter 2026, take the following action.

Upgrade Steps for Winter 2026

Action	Further Information
Add the Services Credits field to the Product Lightning Page layout.	See the Salesforce Help.
Add the Create Services Credits Customer Purchase button to your Opportunity page layouts.	See the Salesforce Help.
Update your permission sets manually if you have cloned the packaged permission sets or created your own custom permission sets and add Edit permission to the Services Credits Value field on the Opportunity Product object.	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 Winter 2026

Object	Field	Further Information
Product	Services Credits	Custom Product Fields

Buttons

Buttons added in Winter 2026

Object	Button	Further Information
Opportunity	Create Services Credits Customer Purchase	Custom Opportunity Fields

Permissions Sets

Permissions Sets updated in Winter 2026

Permissions Set	Description	Further Information
PSA - Manage Services Credits Customer Purchases	Manage the services credits customer purchases. It includes permission to manage the expiry of services credits and access to view services credits consumption and allocation records.	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.

Control Your Services Credits Spend by Business Unit

Upgrade Steps

To upgrade this feature to Winter 2026, take the following action.

Note:

If you do not plan to use services credits business units in your processes, we recommend that you select the Hide Business Unit Column and Card field on the Services Credits Settings custom setting. This hides the Business Unit column and summary card in the Manage Services Credits window . For more information, see Services Credits Settings.

Upgrade Steps for Winter 2026

Action	Further Information
Assign the following permissions to the relevant users: PSA - Manage Services Credits Customer Purchases permission set to users who need to manage business units and edit the Business Unit field on services credits customer purchases. PSA - Create Projects permission set to users who need to view business units, edit the Business Unit field on projects, and edit the Account and Services Credits Business Unit Override fields on milestones. PSA - Manage Services Credits Allocations permission set to users who need to view business units, edit the Business Unit field on services credits customer purchases and projects, and view the Services Credits Business Unit Override field on milestones. Note: If you use your own permission sets, ensure that you add the required permissions. For more information, see Permissions.	Setting up Services Credits Business Units Permission Sets and Other Technical Documentation For information about managing permission sets, see the Salesforce Help
Add the fields listed in Fields to the relevant page layouts for the required objects.	Setting up Services Credits Business Units For information about editing page layouts, 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 Settings Fields Added in Winter 2026

Custom Setting	Custom Setting Field	Further Information
Services Credits Settings	Hide Business Unit Column and Card	Services Credits Settings

Fields

Fields Added in Winter 2026

Object	Field	Further Information
Milestone	Account	Milestone Fields
	Services Credits Business Unit Override
Project	Services Credits Business Unit	Project Fields
Services Credits Customer Purchase	Services Credits Business Unit	Services Credits Customer Purchase Fields

Lightning Components

Lightning Components Updated in Winter 2026

Component	Description	Further Information
PSA Manage Credits Action	The component now supports the new business unit functionality.	Managing Services Credits Milestone Fields Project Fields

Lightning Pages

Lightning Pages Added in Winter 2026

Page	Description	Further Information
Services Credits Business Unit Lightning Page	Default Services Credits Business Unit Lightning record page.	Services Credits Business Units Overview For information about Lightning pages, see the Salesforce Help

Objects

Objects Added in Winter 2026

Object	Description	Further Information
Services Credits Business Unit	Represents a customer account's subunit that has its own pool of services credits. This allows for independent management and tracking of credits, which are restricted to the business unit they are assigned to, and can only be allocated to milestones associated with this business unit.	Services Credits Business Unit Fields

Object Tabs

Object Tabs Added in Winter 2026

Tab	Description	Further Information
Services Credits Business Units	View and manage services credits business units.	Services Credits Business Units Overview

Page Layouts

Page Layouts Added in Winter 2026

Object	Page Layout	Further Information
Services Credits Business Unit	Services Credits Business Unit Layout	Services Credits Business Unit Fields For information about page layouts, see the Salesforce Help
	Services Credits Business Unit Compact Layout

Permission Sets

Permission Sets Updated in Winter 2026

Permission Set	Description	Further Information
PSA - Create Projects	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 - Manage Projects
PSA - Manage Services Credits Allocations
PSA - Manage Services Credits Customer Purchases

Boost Your Services Credits User Experience with the Ability to Mark Purchases as Draft and Improved Field Names

Upgrade Steps

To upgrade this feature to Winter 2026, take the following action.

Upgrade Steps for Winter 2026

Action	Further Information
Ensure users have the relevant permissions assigned. Note: If you use your own custom permission sets, ensure you update them to grant access to the Amount Paid per Credit field on the Services Credits Customer Purchase object where necessary. This field is no longer required, so access to it is no longer automatically granted with object-level permissions.	Services Credits Permission Sets and Sharing Considerations Permission Sets and Other Technical Documentation
Add the fields listed in Fields to your page layouts for the relevant objects.	For information about editing page layouts, see the Salesforce Help
[Optional] Enable the Default SC Customer Purchases to Draft setting on the Services Credits Settings custom setting to set new services credits purchases to a draft status by default.	Services Credits Settings
[Optional] Enable the Sync Amount Paid with Value per Credit setting on the Services Credits Settings custom setting to automatically update the Amount Paid per Credit field on services credits customer purchases with the value in the Value per Credit field.	Services Credits Settings
[Optional] Update your field-level help text to align it with the changes listed in Fields Where Help Text Has Been Updated in Winter 2026 and Fields Where Help Text Has Been Removed in Winter 2026. Note: Unlike custom labels and field labels and description, field-level help text does not automatically update on upgrade. To align your field-level help text with the changes we've introduced in this release, you must manually update the help text for the fields you are using. For further details about changes in field labels and descriptions, see the Professional Services Automation Data Dictionary.	For information about field-level help and how to change custom help text, 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 Winter 2026

Object	Field	Further Information
Services Credits Customer Purchase	Draft	Services Credits Customer Purchase Fields Marking a Services Credits Customer Purchase as Draft

Fields Renamed in Winter 2026

Object	Field API Name	Previous Label	New Label	Further Information
Services Credits Customer Purchase	pse__Internal_Value_per_Credit__c	Internal Value per Credit	Value per Credit	Services Credits Customer Purchase Fields
	pse__Internal_Value_per_Credit_Number__c	Internal Value per Credit Number	Value per Credit Number
Services Credits Allocation	pse__Internal_Value_of_Credits__c	Internal Value of Credits	Value of Credits	Services Credits Allocation Fields
	pse__Internal_Value_of_Credits_Number__c	Internal Value of Credits Number	Value of Credits Number
Services Credits Consumption	pse__Internal_Value_per_Credit__c	Internal Value per Credit	Value per Credit	Services Credits Consumption Fields
	pse__Internal_Value_per_Credit_Number__c	Internal Value per Credit Number	Value per Credit Number
	pse__Internal_Value_of_Credits__c	Internal Value of Credits	Value of Credits
	pse__Internal_Value_of_Credits_Number__c	Internal Value of Credits Number	Value of Credits Number

Fields Where Help Text Has Been Updated in Winter 2026

Object	Field API Name	Field Label	New Help Text	Further Information
Services Credits Customer Purchase	pse__Internal_Value_per_Credit__c	Value per Credit	The monetary value of a single services credit. This value represents the revenue per credit. The services credits allocation process uses this value to calculate the milestone amount for the milestones the credits are allocated to.	Services Credits Customer Purchase Fields
	pse__Amount_Paid_per_Credit__c	Amount Paid per Credit	The amount paid for a single services credit. Use this field to record the amount paid per credit if it differs from the revenue per credit specified in the Value per Credit field. Automatically updates to match the value in the Value per Credit field when Sync Amount Paid with Value per Credit is enabled on the Services Credits Settings custom setting.

Fields Where Help Text Has Been Removed in Winter 2026

Object	Field API Name	Field Label	Further Information
Services Credits Customer Purchase	pse__Internal_Value_per_Credit_Number__c	Value per Credit Number	Services Credits Customer Purchase Fields
	pse__Amount_Paid_per_Credit_Number__c	Amount Paid per Credit Number
Services Credits Allocation	pse__Internal_Value_of_Credits__c	Value of Credits	Services Credits Allocation Fields
	pse__Internal_Value_of_Credits_Number__c	Value of Credits Number
	pse__Amount_Paid_for_Credits__c	Amount Paid for Credits
	pse__Amount_Paid_for_Credits_Number__c	Amount Paid for Credits Number
Services Credits Consumption	pse__Internal_Value_per_Credit__c	Value per Credit	Services Credits Consumption Fields
	pse__Internal_Value_per_Credit_Number__c	Value per Credit Number
	pse__Internal_Value_of_Credits__c	Value of Credits
	pse__Internal_Value_of_Credits_Number__c	Value of Credits Number
	pse__Amount_Paid_per_Credit__c	Amount Paid per Credit
	pse__Amount_Paid_per_Credit_Number__c	Amount Paid per Credit Number
	pse__Amount_Paid_for_Credits__c	Amount Paid for Credits
	pse__mount_Paid_for_Credits_Number__c	Amount Paid for Credits Number

Custom Setting Fields

Custom Settings Fields Added in Winter 2026

Custom Setting	Custom Setting Field	Further Information
Services Credits Settings	Default SC Customer Purchases to Draft	Services Credits Settings
	Sync Amount Paid with Value per Credit

Permission Sets

Permission Sets Updated in Winter 2026

Permission Set	Description	Further Information
PSA - Manage Services Credits Allocations	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 - Manage Services Credits Customer Purchases

Customize Your Services Credits Business Processes with the Adjust Services Credits on Milestones Apex Action

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2026.

Included in This Feature

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

Apex Actions

Apex Actions Added in Winter 2026

Apex Action	Purpose	Further Information
Adjust Services Credits on Milestones	Adjusts the services credits allocated to the specified milestones by the given amounts.	Services Credits Apex Actions

Add Services Credits Deliverables to Projects

Upgrade Steps

To upgrade this feature to Winter 2026, take the following action.

Upgrade Steps for Winter 2026

Action	Further Information
Ensure users have the relevant permissions assigned.	Setting up Services Credits Deliverables Permission Sets and Other Technical Documentation
Add the fields listed in Fields to your page layouts for the relevant objects.	For information about editing page layouts, see the Salesforce Help
[Optional] Customize the fields that are copied to the generated object records when adding services credits deliverables to projects.	Setting up Services Credits Deliverables

Included in This Feature

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

Apex Actions

Apex Actions Added in Winter 2026

Apex Action	Purpose	Further Information
Add Services Credits Deliverables to Project	Adds services credits deliverables to a project and automatically allocates services credits to milestones according to the specified allocation mode.	Services Credits Deliverables Apex Actions

Fields

Fields Added in Winter 2026

Object	Field	Further Information
Services Credits Deliverable	Active Deliverable Items	Services Credits Deliverable Fields

Custom Settings

Custom Settings Added in Winter 2026

Custom Setting	Description	Further Information
Services Credits Deliverables Settings	Contains settings that control the behavior of services credits deliverables in PSA.	Services Credits Deliverables Settings

Lightning Component Properties

PSA Actions: Project Planning Tools Component Properties Added in Winter 2026

Component Properties	Description	Default Value	Further Information
Show Add Services Deliverables	If selected, the Add Services Credits Deliverables action is displayed on a project record page.	Selected	PSA Actions Lightning Component Properties PSA Lightning Components

Lightning Pages

Lightning Pages Updated in Winter 2026

Page	Description	Further Information
Project Lightning Page	The Show Add Services Deliverables property is now selected for the PSA Actions: Project Planning Tools component. This adds the Add Services Credits Deliverables action link to the Planning Tools section of the Actions tab.	PSA Actions Lightning Component Properties PSA Lightning Components

Permission Sets

Permission Sets Updated in Winter 2026

Permission Set	Description	Further Information
PSA - Create Projects	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 - Manage Services Deliverables

Automate RPG Actuals Recalculation with Hierarchy Changes

Upgrade Steps

To upgrade this feature to Winter 2026, take the following action.

Upgrade Steps for Winter 2026

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 "Actuals" 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, as this will override the existing configuration.	Importing and Exporting Configurations
To enable the Automate RPG Actuals Recalculation with Hierarchy Changes feature, ensure that you manually set the default values of the following configuration options to true: GroupAutomaticActualsRecalculation PracticeAutomaticActualsRecalculation RegionAutomaticActualsRecalculation	Actuals Settings

Included in This Feature

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

Configuration Group Options

Configuration Group Options Added in Winter 2026

Configuration Group	Configuration Option Name	Further Information
GroupAutomaticActualsRecalculation	Actuals	Actuals Settings
PracticeAutomaticActualsRecalculation
RegionAutomaticActualsRecalculation

Fields

Fields Renamed in Winter 2026

Previous Label	New Label	Object	Further Information
Is Project Move	Is Hierarchy Move	Transaction	Transaction Fields
		Transaction Delta	Transaction Delta Fields

Improve Estimates Versus Actuals Calculation

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2026.

Included in This Feature

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

Fields

Fields Added in Winter 2026

Fields	Object	Further Information
Actual Days Subtotal	Est Vs Actuals	Estimates Versus Actuals Fields
Actual Hours Subtotal
Unique Name

Asynchronous Callables

Asynchronous Callables Added in Winter 2026

Object	Asynchronous Callable	Further Information
Estimates Versus Actuals	EvATimecardAggregationCallable	PSA Asynchronous Callables

Retirement of Actuals Recalculation Visualforce Pages

Upgrade Steps

To upgrade this feature to Winter 2026, take the following action.

Upgrade Steps for Winter 2026

Action	Further Information
Ensure that your administrator has replaced the Actuals Verifier, Project Actuals Recalc, and Resource Actuals Recalc Visualforce pages with the Actuals Verifier, Project Actuals Recalculation, and Resource Actuals Recalculation Lightning pages and you have relevant information to use the Lightning pages.	Recalculating Actuals with the Actuals Verifier and Recalculating Resource and Project Actuals

Mark Regions, Practices, and Groups as Inactive

Streamlined Searches

Upgrade Steps

To upgrade this feature to Winter 2026, take the following action.

Upgrade Steps Added in Winter 2026

Action	Further Information
Select the Inactive field added to the Region, Practice, or Group Layout page layout or to any relevant custom page layouts you are using.	For more information about updating page layouts, see the Salesforce Help.
Assign the PSA - Manage Configuration permission set to the users who want to view and edit the Inactive field on the following objects: Group Practice Region	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 Winter 2026

Field	Object	Further Information
Inactive	Group	Region, Practice, and Group Fields
	Practice
	Region

Page Layouts

Page Layouts Added in Winter 2026

Page Layout	Object	Description	Further Information
Group Page Layout	Group	This page layout now includes the Inactive field, which can be used to mark groups as inactive and exclude them from certain filters and actions.	See the Salesforce Help.
Practice Page Layout	Practice	This page layout now includes the Inactive field, which can be used to mark practices as inactive and is excluded from filters and actions.
Region Page Layout	Region	This page layout now includes the Inactive field, which can be used to mark regions as inactive and is excluded from filters and actions.

Permission Sets

Permission Sets Updated in Winter 2026

Permission Sets	Description	Further Information
PSA - Manage Configuration	Added Read permission for the Inactive field on the following objects: Group Practice Region	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 - Match And Assign Resources With Optimizer
PSA - Staff Resource Requests
PSA - View Work Planner
PSA - Use Resource Request Staffer
PSA - Manage Skill And Certification Ratings

Viewing Inactive Records

Upgrade Steps

To upgrade this feature to Winter 2026, take the following action.

Upgrade Steps Added in Winter 2026

Action	Further Information
Select the Only Show Inactive Regions/Practices/Groups field to view and select inactive records by using the filter panel in the Advanced Lookup window.	Using Advanced Lookup

Included in This Feature

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

Fields

Fields Added in Winter 2026

Field	Page	Further Information
Only Show Inactive Regions/Practices/Groups	Advanced Lookup	Filter Fields in Advanced Lookup

Removed Reports From PSA Workspaces Flexipages

Upgrade Steps

To upgrade this feature to Winter 2026, take the following action.

Upgrade Steps for Winter 2026

Action	Further Information
If you are an existing user and have the reports on your Flexipages, you will not be impacted, as you will still have the reports on your org.	See the Salesforce Help.

Release Content

Upgrade Steps

To upgrade this feature to Winter 2026, take the following action.

Upgrade Steps for Winter 2026

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 Updated in Winter 2026

Name	App	Tab	Type	Active	Created
Create Project - Redirect	PSA	Create Project	Tutorial	No	Fall 2020
Time Entry Page Deprecation	Any	Time Entry Page	Other	Yes	Summer 2025
Work Planner Redirect from Resource Planner	PSA	Resource Planner	Other	Yes	Summer 2024
Work Planner Redirect from Project Planner	PSA	Project Planner	Other	Yes	Summer 2024

PSA In-App Guidance Deprecated in Winter 2026

Name	App	Tab	Type	Active	Created
DEPRECATED: Adding a Project Billing Cap	PSA	Projects (List)	Tutorial	No	Fall 2020
DEPRECATED: Assignment Rescheduling	PSA	Assignment (Record)	Tutorial	No	Spring 2021
DEPRECATED: Closing Assignments	PSA	Projects (Record)	Tutorial	No	Spring 2021
DEPRECATED: Create Rate Card Sets	PSA	Rate Card Set (List)	Tutorial	No	Spring 2021
DEPRECATED: Expense Creation and Submission	PSA	Expense Report (List)	Tutorial	No	Fall 2020
DEPRECATED: Generating Billing Events	PSA	Projects Awaiting Billing	Tutorial	No	Spring 2022
DEPRECATED: Mass Approval Expense Report VF	PSA	Expense Reports (List)	Tutorial	No	Spring 2021
DEPRECATED: Mass Approval Timecards Approvals VF	PSA	Approve Multiple Timecards	Tutorial	No	Spring 2021
DEPRECATED: Mass Approval Timecards VF	PSA	Timecards (List)	Tutorial	No	Spring 2021
DEPRECATED: Multiple Expense Entry	PSA	Multiple Expense Entry UI	Tutorial	No	Fall 2020
DEPRECATED: Project Billing	PSA	Projects (Record)	Tutorial	No	Spring 2021
DEPRECATED: Project Planner Walkthrough	PSA	Project Planner	Walkthrough	Yes	Fall 2021
DEPRECATED: Project Template Actions	PSA	Projects (Record)	Tutorial	No	Spring 2021
DEPRECATED: Rate Card Set Discount	PSA	Projects (Record)	Tutorial	No	Spring 2021
DEPRECATED: Resource Optimizer	PSA	Resource Optimizer	Tutorial	No	Spring 2022
DEPRECATED: Resource Request Sets	PSA	Resource Requests (List)	Tutorial	No	Spring 2021
DEPRECATED: Resource Requests Lightning Web Page	PSA	Resource Requests (Record)	Tutorial	No	Fall 2020
DEPRECATED: Resource Skills Component	PSA	Skills Matrix	Tutorial	No	Fall 2021
DEPRECATED: Revenue Forecasting - Reviewing a Forecast Version	PSA	Review Forecast Version	Tutorial	No	Winter 2021
DEPRECATED: Setting up Revenue Forecasts	PSA	Services Forecast Setup	Tutorial	No	Winter 2021
DEPRECATED: Services Billing	PSA	Projects Awaiting Billing	Tutorial	No	Fall 2021