New Features and Enhancements in PSA Winter 2026

The following new features have been introduced in the Winter 2026 release of PSA.

If you are upgrading from a previous version, see Upgrading to PSA Winter 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 Summer 2025, check the documentation for previous releases for upgrade details.

Ensure a Successful Upgrade to Winter 2026

When upgrading to Winter 2026, if you have used any of the following Lightning Web Components on an Experience Cloud site that uses LWR (Lightning Web Runtime), you must remove the component from the site before upgrading, and then add it back after upgrading.

Affected Components:

  • PSA Project Gantt
  • PSA EC Work Planner
  • PSA Project Task Board
  • PSA RAID Tracker
  • PSA Mass Approval
  • PSA Timesheet Entry
  • PSA Compact Time Entry
  • PSA Vendor Invoice
  • PSA Manage Skills and Certifications
  • PSA Resource Self-Nomination
  • PSA My Weekly Summary
  • PSA Expense Entry
  • PSA Timer

Required Steps:

  1. Remove the affected components from your Experience Cloud site.
  2. Perform the upgrade to Winter 2026.
  3. Add the components back to the site once the upgrade is complete.
Note:

This only applies to sites built using the "LWR" template.

See Updated Future Scheduled Hours Immediately in Assignment Schedules

You can now immediately see updated future scheduled hours directly within an assignment schedule after editing, enabling accurate project status reporting. An administrator can enable this using the new Update Future Scheduled Hours setting in the Assignment Settings custom setting. For more information, see Assignment Settings and Calculating Future Scheduled Hours.

Implement Auto-Staffing Enhancements for More Flexible Staffing

The following enhancements have been made to auto-staffing in Winter 2026.

Setting up the Delegated System User Is Simpler

Setting up auto-staffing has been made easier because you now configure the delegated system user via a feature in the Feature Console. Enabling the Configure the Delegated System User feature is the first step in Setting up Auto-Staffing.

You must enable this 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.

For more information, see Configuring the Delegated System User.

Automatically Hold Resources

You can now automatically match and hold a resource for a resource request by selecting the Auto-Hold checkbox on a resource request record. The processing stage indicates that the resource request is being processed for Auto-Hold rather than Auto-Assign.

For more information, see Auto-Staffing Overview.

Use Staffing Preferences for Common Types of Resource Requests

You can now create staffing preferences to store the options you want to use to staff common types of resource requests. Staffing preferences define the default behavior, and supersede any defaults in the custom settings.

You can link the same staffing preference record to multiple resource requests. For example, you might have one staffing preference for resource requests that require senior consultants, and a different staffing preference for resource requests that require junior consultants.

Staffing preferences are applied when you staff resource requests using auto-staffing, or the Resourcing tab on the resource request record page. Staffing preferences can also be applied when you staff resource requests using Resource Request Staffer.

For more information, see Staffing Preferences Overview.

Configure the Auto-Staffing Enqueue Delay

When you select a resource request's Auto-Hold or Auto-Assign checkbox, by default the auto-staffing process is queued within ten minutes. You can now configure this delay to between 1 and 10 minutes. Temporarily setting this to a shorter delay might be useful for testing and demonstration purposes, but once your org is live we recommend you accept the default delay of 10 minutes to avoid exceeding the limits for Salesforce platform events.

For more information, see Auto-Staffing Configuration Options.

Error Handling

If the auto-staffing process results in an error, you will receive a notification. Clicking the notification opens the Auto-Staffing: Error list view where you can view the error message in the Auto-Staffing App Log Message field.

For more information, see How Resources are Matched, and Held or Assigned in Auto-Staffing.

Adopt Resource Request Staffer Enhancements for Improved Bulk Staffing

The following enhancements have been made to Resource Request Staffer in Winter 2026.

Embed Resource Request Staffer on Project and Opportunity Record Pages

You can now embed the Resource Request Staffer component on project and opportunity record pages. When the component is embedded on these pages, it works in the same way as on the Resource Request Staffer page but only resource requests related to the current project or opportunity are displayed.

When the Resource Request Staffer component is embedded on multiple pages, you can use the component on one page without impacting what users see in the component on other pages. This is because each match process run is separate.

For information about how to add the component to a record page, see "Lightning App Builder" in the Salesforce Help.

Respect Staffing Preferences

A staffing preference record contains options to use when staffing particular resource requests. If a resource request has a staffing preference, the name of the staffing preference is displayed in the Staffing Preference column in the Open Resource Requests grid.

Resource Request Staffer matches resources according to the values shown in the Settings panel. However when the Respect Staffing Preferences checkbox is selected, the values in a resource request's staffing preference override the values in the Settings panel.

If a resource request does not have a staffing preference, or the Respect Staffing Preferences checkbox is deselected, resources are matched according to the values shown in the Settings panel.

For more information, see Staffing Preferences Overview.

Filtering Improvements

The following improvements have been made to filtering in Resource Request Staffer:

  • You can now filter resource requests on the Match Results tab in the same way as on the Open Requests tab. Click Filters panel to open the Filters Panel then choose your filter criteria. When filtering the Match Results tab, additional criteria are available to include only matched resource requests, and to filter by minimum availability and match quality. For more information, see Filters Panel.
  • Custom fields can now be included in the Custom Filters Field Set, with the exception of Multi-Select picklists. For more information, see Resource Request Staffer Lightning Component Properties.
  • Resource requests with the status "Assigned", "Cancelled", or "Held" are automatically excluded from Resource Request Staffer. These statuses are not available to filter on because resource requests with these statuses are not available for staffing.

Toolbar Changes

The toolbars above the Open Resource Requests and Resource Request Match Results grids are updated as follows:

  • A Search field has been added to allow you to search for values in the grid. Date fields are not searchable.
  • A Refresh button Refresh has been added to allow you to refresh the grid.
  • The Information button Information modal opens a modal containing information about how you can use the grid, and lists any keyboard shortcuts that are available.

Grid Improvements

The following improvements have been made to the grids specified:

  • Keyboard shortcuts have been added to the Open Resource Requests grid for cutting and pasting rows. Copying rows is not permitted.
  • Keyboard navigation is supported in both the Open Resource Requests and Resource Request Match Results grids.
  • Row selection has been made more consistent and predictable in both the Open Resource Requests and Resource Request Match Results grids.

Use Schedule Availability in Resource Request Staffer and Auto-Staffing

We have embedded the schedule availability calculation for matching resources in Resource Request Staffer and auto-staffing. Previously, the schedule availability calculation was only implemented on the Resourcing tab for resource requests.

Previously in Resource Request Staffer and auto-staffing, availability was determined by a resource's total working hours available in their work calendar and their scheduled commitments, based on the start and end dates of the resource request. Now, availability can be worked out on a more granular level and on a daily basis. Schedule availability calculates the difference between the total number of hours on the preferred schedule that the resource cannot fulfil, and the total number of hours on the preferred schedule.

This provides a more realistic insight into whether resources can fulfil the hours on a resource request. Resources are therefore likely to be ranked and matched with greater accuracy.

We've also introduced ScheduleAvailabilitySyncDeleteCallable to delete Monthly Availability records that are either obsolete or no longer in use, once they are pushed to Analytics. This maintains a manageable volume of records to improve system performance.

For more information, see:

Control Opportunity Field Visibility Based on User Access

In this release, we've updated the actions on the Work Planner to be more accessible. Previously, the following actions were limited to users with a full Salesforce license with access to the Opportunity object:

  • Clone Resource Request
  • Create Resource Request
  • Split to New Resource Request
  • Split to New Held Resource Request

We've now removed the permission check on the Opportunity object and field. When users without access to the Opportunity object clone, create, or split a resource request to a new resource request, the Opportunity field is hidden on these action windows and the Project field becomes mandatory. The Opportunity field is left blank in new resource requests that are created using these actions. If you use the Split to New Held Resource Request action, ensure that the project is specified for that resource request.

For more information, see Using Work Planners.

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.

We've added the Resource Summary AI Prompt Configuration property to the PSA Resourcing component, which enables administrators to select the prompt configuration used to generate resource summaries. You can select the configuration you want from a pre-defined list in the Lightning App Builder, giving you more control and flexibility over the content of your AI-generated resource summaries.

For more information, see Configuring the PSA Resource Summary Configuration and Resourcing Lightning Component Properties.

Enhance Collaboration on Shortlists

We've enhanced the collaboration on shortlisting the resources by enabling the users like project and engagement managers to view and manage only the shortlisted resources on the Resourcing tab of the Resource Request page, without having to see other resources and actions. This enhancement makes it an efficient and faster process as the users can directly manage their shortlisted resources. You can now delete a shortlisted resource only if you have the relevant permissions.

To implement this feature, we've added a new View and Manage Shortlists Only custom setting field in Resource Requests Settings. If this custom setting field is selected, then on the Resource Request record page:

  • The Matched Resources grid on the Resourcing tab displays only the shortlisted, held and assigned resources.
  • The Filters panel is read only and the Display Only Shortlisted Resources checkbox is selected.
  • The Assign, Hold, and Manage Schedule buttons are not visible on the toolbar, and the Hold and Assign buttons on the Compare Resources window are hidden as well.
  • The Manage Shortlist button is visible to allow you to update the status of multiple shortlisted resources.

For more information, see Managing Resource Requests.

Manage Resources with Enhanced User Interface

We've improved the Work Planner user interface for easier viewing, tracking, and managing resource assignments.

Populate Field Sets for Assignment Data

We've added the Assignment Work History Field Set and Record Details Assignment History Field Set properties on all types of Work Planners for the following components.:

  • Contact Card
  • Gantt
  • Project Task Board
  • Resource Requests
  • Resource Request Staffer
    • Open Requests
    • Match Results

These field sets allow you to select and display custom fields from the Assignment Work History and Record Details Field Set list.

For more information, see:

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

You can now drag-and-drop project timelines in the Work Planner.

To update a project timeline, drag the Start Date or End Date columns vertically or horizontally. Dragging a date automatically updates the schedule of the Assignment or Resource Request records, providing a faster and simpler way to manage your project timelines.

Note:

Work Planner has a limit of 10,000 schedule exceptions. You cannot save or update more than this amount by dragging, as it will exceed the system limit.

For more information, see Using Work Planners.

Improve Resource Assignment on Assign Multiple Resources to Project

You can now select the Percent Allocation scheduling strategy from the Scheduling Strategy drop-down on the Schedule Selected Items window. This streamlines resource assignment, improves data integrity, and simplifies your planning process.

By default, the value is set to 100% allocation. We recommend that the specified percentage be between 0 and 100 to avoid errors.

For more information, see Assigning Multiple Resources to Projects.

Expand Data Visibility and Customization

The selected custom fields in the Assignment Work History Field Set now appear as custom columns in the Work History window, giving you immediate access to critical, custom-defined assignment data. These custom columns support Column Header Menu options, including:

  • Hide and Unhide Columns
  • Group Ascending and Group Descending

Grouping is now limited only to fields included in the selected field set. The available grouping options are visible in the column header menu only for fields in the field set.

This new feature ensures you have the flexibility to define and view the most relevant assignment data, allowing you to make faster, more informed staffing and planning decisions.

For more information, see Using the PSA Contact Card.

Improvement in Schedule Exceptions Validation Rule

To maintain data integrity and prevent scheduling errors, a new validation rule has been implemented for creating or editing schedule exceptions on the Schedule object. This rule prohibits entering more than 24 hours or negative numbers for any given day in an exception, including the Default Exception Hours Per Day field. This ensures scheduling accuracy and assists in precise resource planning.

Improve Resource Matching with Skills and Certifications

We have made the following enhancements to skills and certifications to ensure you assign work to the appropriate resources.

Decide When to Include Aspirational Skills and Certifications

You can now decide whether to include aspirational skills and certifications when searching for resources for a resource request or a project. To support this, we have added the new Include Aspirational Skills and Certifications checkbox to the Filters panel in the Resourcing tab on resource requests, the Assign Multiple Resources to Project window on projects, and Work Planner.

For more information, see:

For Resource Request Staffer, an administrator can define the behavior using the new Exclude Aspirational Skills and Certs field in the Resource Search Service custom setting. The matching process will include or exclude aspirational skills and certifications according to the behavior defined. For more information, see Resource Search Service Settings and How Resources are Matched in Resource Request Staffer.

For the Resource Search Service API, if the excludeAspirationalSkills property is not set, it defaults to the value of the Exclude Aspirational Skills and Certs field.

If you use staffing preferences to define staffing options, you can use the Exclude Aspirational Skills and Certs field on the Resource Search Settings object to include or exclude aspirational skills and certifications. For more information, see Staffing Preferences Overview and Resource Search Settings Fields.

Decide When to Include Expired Skills and Certifications

We have renamed the Consider Expiration Date field to Include Expired Skills and Certifications in the Filters panel in the Resourcing tab on resource requests and the Assign Multiple Resources to Project window on projects. This aligns the terminology used for expired and aspirational skills and certifications, providing a clearer display of information. We have also added this field to the Filters panel in Work Planner.

Additionally, an administrator can now define whether expired skills are included or excluded by default when matching resources from the Resourcing tab, the Assign Multiple Resources to Project window, Resource Request Staffer, and Work Planner. This can be done using the new Exclude Expired Skills and Certs field in the Resource Search Service custom setting. For the Resourcing tab, the Assign Multiple Resources to Project window, and Work Planner, you can override the default behavior using the Include Expired Skills and Certifications field. For more information, see PSA Resourcing Lightning Component Fields and Resource Search Service Settings.

For the Resource Search Service API, if the useExpirationDate property is not set, it defaults to the value of the Exclude Expired Skills and Certs field.

If you use staffing preferences, you can use the Exclude Expired Skills and Certs field on the Resource Search Settings object to include or exclude expired skills and certifications. For more information, see Staffing Preferences Overview and Resource Search Settings Fields.

Define Approval Statuses for Skills and Certifications

An administrator can now define the approval statuses that skill or certifications ratings must have to be included in the resource matching process. This can be done using the new Skill or Cert Rating: Required Statuses field in the Resource Search Service custom setting. For more information, see Resource Search Service Settings.

For Resource Request Staffer, an administrator can define the behavior using the Skill or Cert Rating: Required Statuses field. If any statuses are defined, the matching process will only include ratings with any of those statuses.

For the Resourcing tab and the Assign Multiple Resources to Project window on projects, you can override the default behavior using the new Approval Status field in the Filters panel. In addition, we have added this field to the Filters panel in Work Planner. For more information, see:

If you use staffing preferences, you can use the Skill or Cert Rating: Required Statuses field on the Resource Search Settings object to define required approval statuses. For more information, see Staffing Preferences Overview and Resource Search Settings Fields.

Improve User Experience When Managing Skills and Certifications

We have enhanced the user experience when managing your own and other resources' skills, certifications, and experience from the Manage Skills and Certifications window and the Skills Management page. To accommodate this, we have renamed the Add to Profile and Add to Multiple Profiles windows to Add Skills and Certifications. We have also redesigned these windows with a multi-step flow to simplify the management process. These enhancements provide a clearer display of information, ensuring a seamless workflow. For more information, see Managing Skills, Certifications, and Experience for Resources and Mass Managing Skills and Certifications for Resources.

Manage Resource Staffing on Work Planner

We've added the Hold, Unhold, Assign, and Unassign actions so that you can now perform staffing actions on the Work Planner page.

Previously, you had to switch to the resource request record page to assign, unassign, hold, or unhold resources. Now, you can right-click on a resource request or assignment and select the appropriate action directly within the Work Planner page. This feature eliminates the need to navigate to individual resource request records, therefore increasing the efficiency of your workflow when performing staffing actions.

Administrators can manage the visibility of these actions by editing the following properties in the Lightning App Builder for all work planner components:

  • Hide Hold and Unhold Actions
  • Hide Assign and Unassign Actions

For more information, see Using Work Planners and Work Planner Lightning Component Properties.

Improving Assignment Reallocation Using AI Agents

We have added the Create Plan for Assignment Reallocation and Execute Plan Apex actions. These actions enable you to efficiently reallocate assignments based on a plan with the most suitable action for each assignment using AI agents. For more information, see Apex Actions for AI Agents.

For more information about Apex actions, see the Salesforce Help.

Optimized Work Planner Usability and Efficiency

We've upgraded the Work Planner view to help you navigate schedules more easily and make faster, more informed resource decisions.

  • The color bar that shows work categories or types is now wider, which better aligns with the design specifications. This lets you quickly identify assignment types and resource requests in the Work Planner.
  • The column headers for time periods are redesigned. Instead of just showing a series of weeks or months, the columns now use a parent-child structure. This applies to the week, month, and quarter views and allows you to see more time-based columns in a single view.
  • The right-click functionality in the Work Planner Allocation View is now extended. Previously, it only worked on the name column, but now you can click anywhere on a row to access the context menu and view details. Similarly, it is implemented for the Resource Request page's allocation view as well.
  • The Work Planner and Resource Request Scheduler Views now allow you to extend or resize schedules by dragging. You can adjust both the start and end dates of a schedule by dragging either end of the schedule bar.

You can also update dates using the Schedule Used for Date Changes property in the Lightning component. If this property is set to Week Day Schedule, changing the start date will update the assigned hours while keeping the end date unchanged. Conversely, if the property is set to Schedule Using Start Date, adjusting the start date will move the entire record.

If you wish to disable the drag and resize feature for date updates altogether, you can do so by selecting the Do Not Allow Schedule Date Updates property in the Lightning component.

For more information, see Customizing Colors in the Resource, Project, and Work Planners and Using Work Planners.

Enhanced Advanced Lookups: Dynamic Columns

You can now customize all the fields that appear as dynamic columns in the advanced search lookups. The object's name will always be visible as the default column. We have introduced Advanced Search Configurations on the PSA Administration page, allowing you to define which columns are displayed in the Advanced Search lookup window. This enhancement improves visibility, making it easier for you to quickly find and select the correct record without having to leave the search window.

For more information, see Using Advanced Lookup and PSA Administration.

Manage Project Budgets with Smart Rescheduling Insights

We've made a number of enhancements to Smart Rescheduling.

Suggested Adjustments Preferences

We've added a Suggested Adjustments tab to the Preferences panel in the Work Planner, which includes the new EvA Historical Variance Time Range field. The value selected in the field determines the percentage value in the predicted project hours variance notification on the Work Planner and various values in the Suggested Adjustments window. This gives project managers the autonomy to define the historical period of time for which the actual hours are used to calculate the predicted hours variance for the project.

For more information, see Using Work Planners and Work Planner Lightning Component Fields.

Introducing the Smart Rescheduling Custom Setting

We've introduced the Smart Rescheduling Settings custom setting, which includes the following fields:

  • Cannot Apply Suggested Adjustments, which enables project managers with permissions to edit the Work Planner to edit and export the information in the Suggested Adjustments window, but they cannot apply the suggested adjustments to the Work Planner.
  • Allow Application if Budget Exceeded, which enables project managers to apply suggested adjustments that result in the project's budget being exceeded.
  • Display Budget Exceeded Message Only, which prevents project managers from applying suggested adjustments that result in the project's budget being exceeded.

For more information, see Setting Up Smart Rescheduling and Managing Smart Rescheduling.

Visibility of Budget Values for Child Projects

To facilitate the visibility of budget values for child projects in the Suggested Adjustments window, we've added new fields to the Billings dataset in PS Cloud Core Analytics.

For more information, see Suggested Adjustments Window Fields and Billings Dataset PS Cloud Analytics Output Fields.

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

Now you can automatically adjust the end date of a project in Project Gantt using the Adjust End Date checkbox on the Details tab of the project record. When the checkbox is selected, and project task dates are updated, the end date of the project on a Project Ganttalso automatically updates to the latest project task end date. This enables project managers to ensure that all tasks within a project plan remain within the project's actual duration.

For more information, see Managing Project Tasks from Gantt on a Project Record and Project Fields.

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

To manage the changes and track project state effectively in the Project Gantt component, we've made the following enhancements:

  • Added an Unsaved Changes window that now displays when you reload the component without saving your changes. This enables project managers to avoid missing any unsaved changes on the component.
  • Added Undo and Redo buttons, which enable you to undo changes up to the last save and redo any previous undo actions. This increases data accuracy by providing immediate recovery options to project managers for accidental or undesirable changes.

For more information, see Managing Project Tasks from Gantt on a Project Record.

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

To manage project task details directly in Project Gantt, we've made the following enhancements:

  • We've made several fields editable within the Project Gantt Lightning component on a project record. This helps project managers to update project details directly and more efficiently, saving time and streamlining their workflow. You can add these fields through a custom field set, then edit and save changes directly on the component. The following field types are now editable:

    • Checkbox fields
    • Double fields, except the Actual Hours, the Estimated Time to Completion, and the Override Estimated Hours fields
    • Lookup fields
    • Picklist fields
  • Added the Duration field, which enables project managers to get a clear indication of the time allocated for specific tasks. This field supports both hours and days and is consistently saved in the specified unit. When the work calendar on the Project Gantt is modified, the duration automatically adjusts based on the selected calendar. Any changes made to the duration of a sub-task are reflected in its parent task if applicable. By default, new tasks created are assigned a duration of one day.
  • Added a read-only, aggregate Hours Remaining field. This field enables project managers to see the time left to complete a specific project task. Any modifications to a task, such as deletion, indentation, or outdentation, automatically update the Hours Remaining field of its parent task.

For more information, see Managing Project Tasks from Gantt on a Project Record.

Print and Export as XML for Gantt on a Project Record

We've added an Export Export options button to the Project Gantt toolbar on the project record page and Experience Cloud Sites that includes the following options:

  • Export as XML
  • Print

Previously, a single Export button was available that used to export to XML. This functionality has now been moved to the new dropdown menu, which simplifies the process of sharing project data in different formats with various stakeholders.

For more information, see Managing Project Tasks from Gantt on a Project Record and Project Gantt Lightning Component Fields.

Control Duplicate Rate Card Validation in Rate Card Sets

Rate card validation prevented adding rate cards to a rate card set, even when the existing RateCardValidator configuration option was false. This occurred after attempting to add a rate card to a set where there was an existing rate card with the same role, currency, start date, end date, and Region/Practice/Group/Account. There was no way to turn this validation off, and an error was displayed.

We've now added a new RateCardSetJunctionValidator configuration option to control the validation that checks for duplicate rate cards within a rate card set. When this new option is set to false, the validation is not run, and rate cards with the same role, currency, start date, end date, and Region/Practice/Group/Account can be added. For more information, see ASM Triggers.

Manage Dated Resource Bill Rates

We've made a number of enhancements to improve the management of dated resource rates.

Note:
  • From Winter 2026 dated resource bill rates functionality is now generally available (GA) for all PSA customers.
  • Dated resource cost rates remains Beta functionality in the Winter 2026 release.

Updates to Dated Resource Rates

We've added a new End Date field to the Dated Resource Rate object, which automatically updates when:

  • A dated resource rate record is created before an existing successive record.
  • The start date of the dated resource rate record is changed so that it has a different successive record.
  • A successive dated resource rate record is added.
  • The start date of the existing successive dated resource rate record is updated.
  • The existing successive dated resource rate record is deleted.
  • A successive record that has been deleted is restored.

To ensure that the currency of dated resource rates always matches the currency of the rate card they relate to, we've added the following validations:

  • You cannot create or update a dated resource rate with a currency that is different from its related rate card. On creation, the currency of the dated resource rate defaults to the currency of the rate card when the record is saved.
  • You cannot update the currency of a rate card if the Dated Resource Rate Type is "Bill Rate" or "Cost Rate" and the rate card has related assignments or resource requests.
  • If you update the currency of a rate card that has a Dated Resource Rate Type of "Bill Rate" or "Cost Rate", the related dated resource rates automatically update to the same currency.

We've introduced the following new custom setting fields in the Async Job Notification Settings custom setting:

  • Dated Rate Change Error Email Recipient, which enables you to define the email address that error notifications are sent to when the Update Dated Resource Rates on Staffing Records asynchronous process fails.
  • Enable DRR Process Custom Notification, which enables custom notifications to be sent by the Update Dated Resource Rates on Staffing Records asynchronous process.

For clarity and consistency, we've also updated the name of the (Beta) Effective From field on the Dated Resource Rate object to Start Date.

For more information, see:

Updates to Resource Requests

Now, the value in the Dated Request Billable Amount field on a resource request is automatically recalculated when the scheduled hours are updated, or Action: Force Schedule Refresh is selected on the related preferred schedule. This ensures that the estimates vs actuals associated with the resource request are accurate.

We've introduced the following new custom setting fields in the Resource Request custom setting:

  • Update Dated Billable Amount Batch Size, which enables you to define the number of dated billable amount values updated per job.
  • Sync Resource Requests to DRR: Job Size, which enables you to define the number of resource requests processed per job by the asynchronous process that updates the Dated Request Billable Amount on resource requests to reflect updates to dated resource rates.
  • Sync Resource Requests to DRR: Max Jobs, which enables you to define the maximum number of jobs run at once by the asynchronous process that updates the Dated Request Billable Amount on resource requests to reflect updates to dated resource rates.

We've introduced the new Resource Request Batch Size field to the Services Forecast Setup object, which enables you to dynamically set the limit for resource requests processed in a single batch. You can define the number of resource requests to process together in a single batch when calculating revenue and cost forecasting. The default value is 200, with a set validation range of 1 to 200. By adjusting this limit, you can control the number of batch jobs created when running a service forecast for a project or an opportunity.

We've also introduced the Resource Request Error Email Recipient field in the Async Job Notification Settings custom setting, which enables you to define the email address that error notifications are sent to when the job related to the updating of resource requests completes, but with errors.

For more information, see:

Updates to Assignments

We've introduced the new Assignment Revenue Sync Job Size field in the Assignment Settings custom setting, which enables you to define the number of planned and projected revenue values updated per job.

We also introduced the Assignment Error Email Recipient field in the Async Job Notification Settings custom setting, which enables you to define the email address that error notifications are sent to when the job related to the updating of assignments completes, but with errors.

For more information, see Assignment Settings and Async Job Notification Settings.

Updates to Timecard Splits and the Generate Billing Events Window

For clarity and improved usability, we've updated the name of the (Beta) Weighted Average Bill Rate field on the Timecard Split object to Average Bill Rate. We've also updated the Select Timecard Splits table in the Generate Billing Events window to use this field instead of the Bill Rate field.

This change expands support for dated bill rates while maintaining support for static bill rates. This is because the value in the new Average Bill Rate column populates as follows:

  • If Dated Bill Rates Apply is selected on the timecard, the value is the Total Billable Amount divided by Total Hours, or Total Days Worked if the timecard uses daily bill rates.
  • If Dated Bill Rates Apply is not selected on the timecard, the value is set to the bill rate on the timecard.
Note:

On upgrade, the new Average Bill Rate column might be placed at the end of the Select Timecards Splits table. If required, you can reorder the columns. Once you do this, your preferences are retained, just as they were before, when using the same browser on the same computer.

For more information, see:

Get Accurate Cost and Bill Rates on Resource Assignments

We've enhanced the rate card matching functionality to ensure your resource assignments always have the correct dated cost and bill rates.

Independent Rate Card Matching

We've improved rate card matching logic so that the logic for cost rates, bill rates, and any other defined rate types is called separately. Use dated rates effectively with your custom rate card plug-in and ensure that your assignments and resource requests use the correct, dedicated cost and bill rates for the specified date range. Rate card matching now supports custom configuration, making it possible to mix standard and custom logic. This helps you refine your rate matching process by specifying which rate card types should use the standard out-of-the-box (OOTB) matching logic, and which should use a plugin.For example, based on your unique business needs, you can easily use standard matching for your bill rates and a custom solution for your cost rates.

Note:

If your organization uses a custom rate card plug-in, your administrator must update the implementation accordingly. This update ensures the new logic is correctly applied and dedicated methods manage the chosen cost and bill rate cards.

Granular Control for Dated Rates

To provide you with greater flexibility in managing custom rate logic, we have enhanced the matching process for dated rates. We have added Disable Dated Rate Cost Rate Matching and Disable Dated Rate Bill Rate Matching fields in the Rate Card custom settings. These fields allow you to override the default matching behavior.

If the Disable Rate Card Matching custom setting field is enabled, the Disable Dated Rate Cost Rate Matching and Disable Dated Rate Bill Rate Matching fields will have no effect. Additionally, custom plugins will continue to function regardless of how these settings are configured.

Note:

Your administrator can define default settings for excluding or including, or disabling, dated cost rates or dated bill rates using these fields in the Rate Card custom settings. This customization ensures that if you rely on specific custom logic, the rates are processed exactly as intended.

For more information, see the Certinia Technical Pack and Rate Card Settings.

Manage Project Tasks in Gantt on a Project Record

We have added the ability to indent and outdent project tasks in Gantt on a Project Record. This enables you to better organize project tasks, according to whether they are child or parent tasks.

You can also move project tasks through dragging and dropping in the left-hand Gantt grid. You can drag and drop one or multiple tasks, and the Work Breakdown Structure (WBS) numbers update accordingly.

For more information, see:

Customize Project AI Summaries in AI Prompt Configuration Builder

You can now configure the prompt used to generate project summaries, by managing the parameters that determine the specific fields and related list records that are referenced by the summary.

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.

You can also configure the following summaries:

  • RAID summaries
  • Client summaries
  • Executive summaries

These enable you to amend the project summaries as required, providing a deeper level of customization as required.

For more information, see Configuring the PSA AI Project Summary

To support this, we have also added the following Lightning App Builder fields for use with configuring project AI summary prompts:

  • Project Summary AI Prompt Configuration
  • RAID Next Steps Summary AI Prompt Configuration
  • Project Executive Summary AI Prompt Configuration
  • Project Client Summary AI Prompt Configuration

For more information, see Properties for Project AI Summaries.

Manage Resources and Roles with Allocation Modes in Gantt

We've added the ability to view and manage allocation modes in Gantt on a Project Record. This addition enables you to view and select allocation modes from the Manage Resources window, when assigning resources to project tasks. Selecting a different allocation mode enables Gantt to recalculate resource hours and percentages, according to the selected mode. This enables project managers to accurately manage and calculate resource allocation, according to individual and specific project needs.

You can also save the allocation modes, ensuring they are retained between sessions.

To support this, we've added Record Details in the Manage Resources on a Project Task window, which is accessible by selecting a project task on Project Gantt and clicking Manage Resource. This new feature enables project managers to view additional information, such as RPG details, assignment history, availability, and resource schedules for the selected record. By providing this additional information, project managers can make more informed decisions when assigning resources to project tasks.

We've also replaced the Assignment column with the Assignment or Resource Request column in the Manage Resources on a Project Task window. This enables you to easily view the assignment or resource request associated with a project task assignment.

And finally, you can now also change resources and update the Resource Role and Resource Name fields in the Manage Resources window. This enables project managers to manage resources from one place, without navigating away from Gantt or Project Task Board.

For more information, see Managing Project Tasks from Gantt on a Project Record.

Synchronizing Milestones and Project Tasks in Gantt on a Project Record

We have added the ability to synchronize milestones and project tasks in Gantt on a project record.

This enables project managers the ability to synchronize the end date of project tasks to milestone target dates, ensuring milestones end on the same date as the project tasks associated with them.

For more information, see Managing Project Tasks from Gantt on a Project Record.

Adjusting Approved Timecards in Timesheet Entry

We have added the ability to adjust timecards after approval through Timecard Adjustments. To support this, a new Timecard Adjustments object is available in PSA. Timecard Adjustments displays timecard adjustment records in the related list on the timecard record page, enabling you to view the audit log created by adjusting timecards. We have also added a new Timecard Statuses for Adjustments custom setting field to the Timecard Entry UI Global. You can also make corrections on the behalf of another user, when using delegated time entry in Timesheet Entry.

To support this, the TA_AdjustmentsValidator now supports delegated time entry adjustments. We've also added the PSA - Timecards - Adjust new custom permission.

For more information, see:

Adjusting Saved Timecards in Timesheet Entry

You can now adjust the project or assignment associated with your timecard after saving in Timesheet Entry. We have added support for the Assignment Project Editable After Save field, contained in the Timecard Entry UI Personal custom setting. This enables you to easily amend the project or assignment associated with your timecard, after saving in Timesheet Entry, without losing any time already entered. Selecting the Change Project or Change Assignment buttons opens the Change Project or Change Assignment windows, enabling you to easily change the work records associated with your timecard.

We have also added support for the Pre-Populate Task Timecard Entry UI Personal permission set field. This field controls the project tasks pre-populated on your timecards in relation to the project and assignment.

For more information, see:

Boost Opportunity Forecast Accuracy with New Enhancements

We have introduced the following enhancements to opportunity forecasting.

Improved Scalability and Performance

We have enhanced the back-end architecture to ensure smooth and optimized opportunity forecasting performance. These improvements significantly reduce the risk of hitting processing limits, especially when working with large volumes of opportunities.

Enhance Your Experience with the Services Forecast Setup Object and Layout

For greater accuracy, the Revenue Forecast Setup object label has changed to Services Forecast Setup. This is to reflect the fact that the object contains settings for both Revenue Forecasting and Cost Forecasting.

To make it easier for you to find the settings you need, a new Services Forecast Setup Layout page layout is also available, which reflects the new object label and shows the fields ordered under new headings. 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, see Services Forecast Setup Fields.

Respect Closed Time Periods

Opportunity forecast calculations now exclude closed time periods by default. Previously, closed time periods were included in calculations, and unscheduled revenue was spread across every time period of the opportunity date range, regardless of whether the period was open or closed. Now revenue is only spread across open time periods.

This enhancement in close-period handling improves the accuracy and reliability of your opportunity forecasts.

For more information, see Using Closed Time Periods.

Note:

This new behavior is enabled by default on upgrading to Winter 2026. To opt out and continue using the previous behavior, 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 and Services Forecast Setup Fields.

Calculate Accurate Mid Month Forecasts

You can now calculate mid month forecasts when running opportunity revenue forecasts. The Use Mid Month Forecast Calculations setting on the services forecast setup record now also considers opportunities. This setting brings the following benefits to your opportunity forecasts:

  • There is a smoother progression through the month, with no sudden change in forecasting values at month end.
  • You have a more accurate representation of the remaining planned work for the current month. Forecasts run for future months are not affected.

For more information, see:

Use Dated Resource Bill Rates

When calculating deliverable resource requests for opportunities and if resource requests are using dated resource bill rates, those rates are used to calculate a record's revenue. Any custom bill rate fields that might be configured on the active revenue forecast setup record, and static bill rate fields, are ignored.

For more information, see Dated Resource Bill Rates and Revenue Forecasting.

Exclude Unheld Resource Requests

When Include RRs on Opportunities is selected on the active services forecast setup record, unheld resource requests are now excluded from opportunity revenue forecasts unless the following fields are also selected on the services forecast setup record:

  • Include Unheld RRs with Schedules
  • Include Unheld RRs without Schedules

You can now use these fields to specify whether you want to include all unheld resource requests or only those with schedules or those without schedules.

This means these two fields are now supported in opportunity revenue forecasts, providing a way to include or exclude unheld resource requests from opportunity forecast calculations. At the same time, this offers you the possibility of a more granular selection by differentiating between resource requests with schedules and without schedules.

For more information, see:

Forecast Opportunity Costs for Better Margin Analysis

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.

Data from opportunities is now included in cost forecast calculations. This feature extends Cost Forecasting to opportunities, enabling you to generate resource-level cost forecasts from estimated opportunities. This provides you with a full view of both estimated revenue and costs early in the sales process, helping you to better analyze margins and improve decision-making.

This enhancement also aligns opportunity forecasting with existing project forecasting capabilities. If you are using Services Forecasting, you will now be able to feed cost forecasting data from opportunities into your existing Services Forecast datasets.

Warning:

Services Forecasting is Beta functionality in this release. Further development is required to deliver a fully functional solution. Contact Certinia Support.

For more information, see:

Group Cost Forecasts by Milestone

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.

You can now see how much is being spent on each milestone on a project if you select Group Cost Forecasts by Milestone on the active services forecast setup record. This helps you manage project financials more effectively by providing a clear view of milestone costs as well as their profitability when comparing how costs and revenue spread over time.

For more information, see:

(Beta) Optimize the Performance and Maintenance of Services Forecast Datasets in Services Forecasting

We have introduced the following enhancements to Services Forecast datasets.

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.

Avoid the Creation of Empty Forecast Records to Improve Performance

Services Forecasting currently generates empty records for revenue forecast and revenue forecast type records and their cost forecast equivalents, if you are using Cost Forecasting. This means that all monthly time periods are visible in Salesforce reports and in Analytics, even if they don't contain any data.

To prevent the generation of these empty records, you can select Skip Empty Record Generation on the active services forecast setup record. This reduces the volume of forecast records generated, decreases processing time, and might reduce your storage costs. Conversely, it might make reports more difficult to read because columns relating to monthly time periods that do not contain forecasted data are omitted from reports. For example, if this setting is selected and there is no forecasting data for the months of June to August, reports display columns for January to May and then jump to the September column with no columns for June, July, or August in between.

If you select this setting and subsequently change your mind, you can deselect it and the empty records will be generated when you next run your forecasts.

For more information, see:

Ensure the Services Forecast Live Dataset Remains Accurate and Reliable with a Full Dataset Update

You can now run a full update of the Services Forecast Live dataset when updating it on demand. A new Full Dataset Update on Run Now checkbox has been added to the Manage Services Forecast Live Dataset window. When you select this option and click Run Now, all existing data is replaced with the latest data, helping you to:

  • Ensure data integrity and recovery in case of errors or missed updates.
  • Easily incorporate schema changes without manual intervention.
  • Reduce the risk of incomplete data by preventing partial or missed records from persisting in the dataset.
  • Easily reset and validate data when investigating sync or reporting issues, which improves troubleshooting and reduces your dependency on technical teams.
  • Increase operational flexibility by offering you the option to choose between incremental updates or a full dataset update.
Note:

You cannot run a full update when scheduling the dataset to update at set intervals.

Fore more information, see (Beta) Updating the Services Forecast Live Dataset On Demand.

Utilize Dated Resource Bill Rates on Timecards

We have improved the way dated rates work on timecards, aligning them with undated bill rates.

To update daily bill rate values on approved timecards you must now be assigned the Timecard Ops Edit permission through a permission control to do so. Contact your administrator for more information.

For more information, see:

Get More Accurate Financial Data for Resource Requests and Assignments

We've made several updates to improve how resource requests and assignments handle revenue calculation and scheduling synchronization.

  • The Projected Revenue field on the Assignment object is no longer system-based. It is now calculated using scheduled hours and the applicable bill rate or dated resource bill rates.
  • The Dated Request Billable Amount field on the Resource Request object is now designated for system use only and is not displayed on Resource Request page layouts.
  • The new Dated Planned Revenue field is added to the Assignment object for system use. It is calculated using the assignment's bill rate card when dated rates are used.
  • The new Average Bill Rate field is added to the Resource Request object. It calculates the bill rate based on the request billable amount and the requested hours.

  • The auto-update-rr-dates-and-requested-hours-from-schedule configuration option is added to the Resource Request configuration group. This automatically synchronizes the resource request's start date, end date, and requested hours with the linked schedule's details on saving the schedule. This is only applicable when the resource request is in one of the following statuses:

    • Draft
    • Tentative
    • Held
    • Ready to Staff
    Note:

    For dated rates, you must set the auto-update-rr-dates-and-requested-hours-from-schedule configuration option to True. This ensures the request billable amount automatically updates with any schedule changes.

For more information, see:

Calculate Bill Rate with Dated Resource Bill Rates

We've improved how bill rates are managed for assignments, enabling you to use dated rate cards for more accurate revenue calculations. This update streamlines workflows and reduces the need for manual data entry.

Populate Use Dated Resource Bill Rates Field for Billable Assignments

You can now select the Use Dated Resource Bill Rates field for billable assignments. When selected, the rate card is used to populate the Bill Rate Card field on the assignment.

To ensure data integrity, you can no longer save a non-billable assignment with the Use Dated Resource Bill Rates field selected.

For more information, see Assignment Fields.

Enhanced Assignment Split: Bill Rate Fields Now Populate Automatically

When you split an assignment to a new resource request in the Work Planner, the Split to the New Resource Request field now populates the Use Dated Resource Bill Rates field and the Bill Rate Card field. This applies to splitting an assignment with and without a resource request to a new resource request.

If the original assignment does not have a resource request, the Use Dated Resource Bill Rate field is populated directly from the assignment to the new resource request.

Note:

To view the Use Dated Resource Bill Rates field and the Bill Rate Card field, you must have the View and Edit permissions for Assignment and Resource Request objects. Without these permissions, the field is not populated during the splitting process.

Populate the Planned Revenue and Projected Revenue Fields for Assignment

The Planned Revenue and Projected Revenue fields are now populated on an assignment when using a dated rate card.

The Planned Revenue field is calculated using the assignment's planned hours, and the Projected Revenue field is calculated using the assignment's scheduled hours. The correct dated rates are automatically applied to the hours scheduled within each specific period.

The Planned Revenue and Projected Revenue fields are updated whenever changes are made to the schedule, planned hours, or any other assignment field.

This ensures that you always have the most up-to-date revenue information, saving time and ensuring consistency by eliminating the need for manual calculations.

For more information, see Assignment Fields.

Bill Rate is Optional for Assignment Creation

The Bill Rate field is no longer mandatory for creating or assigning an assignment when the Use Dated Resource Bill Rate field is selected.

This provides greater flexibility and control over how bill rates are managed for assignments. By making the Bill Rate field optional, you can now create an assignment without a predefined bill rate.

For more information, see Assignment Fields.

Automated Bill Rate Updates and Enhanced Assignment Analytics

We have renamed the (Beta) Bulk Update EVAs for Dated Resource Rate Changes to Update Dated Resource Rates on Staffing Records under the asynchronous job process on the PSA Administration page. Now, when a dated resource rate is changed, both EVAs and assignment records are updated simultaneously. This runs the bulk update to apply dated resource rate changes for EVAs on assignments and resource requests, and assignment fields.

The Sync Assignment to DRR: Job Size and Sync Assignment to DRR: Max Jobs custom settings are added to give administrators more control over the new asynchronous process.. These settings allow you to configure the number of assignments processed in a single job and the total number of jobs created, respectively.

Additionally, we've also added the new Average Bill Rate field to the assignment page. This field automatically calculates the average bill rate by dividing the projected revenue by either the scheduled hours or scheduled days, depending on the daily bill rate setting.

For more information, see Assignment Settings.

Bill Rate Card Update and EVA Recalculation

When you update the Bill Rate Card on an assignment, the Scheduled Billable Amount and Scheduled Bill Rate fields on the assignment's EVAs automatically update.

Previously, updating the Bill Rate Card for an assignment was a manual process. After updating the bill rate card, you had to manually trigger the Refresh Hours From Schedule action on the assignment to ensure the EVAs were recalculated.

For more information, see PSA Administration.

Create Services Credit Customer Purchases from Your Opportunities

We have added new functionality to the Opportunity and Product objects, so that you can now create services credits customer purchase records direct from your opportunities.

We have added a new field, Services Credits, to the Product object. You can use this field to specify the number of services credits that you want to allocate to a product. To use this field you must add it to your Product Layout page layout. For more information, see Custom Product Fields.

We have added a new button, Create Services Credits Customer Purchase, to the Opportunity object. You can add this to your Opportunity page layouts and, if you have eligible products associated with the opportunity, you can use this button to create services credits customer purchase records directly from the opportunity. For more information, see Recording Purchases of Services Credits.

Control Your Services Credits Spend by Business Unit

We've introduced services credits business units to enable you to create separate pools of services credits within a single customer account. This ensures that credits purchased by one department or subunit cannot be consumed by another.

A services credits business unit represents a customer account's subunit that has its own restricted pool of services credits. When a single account is shared by multiple internal departments or subunits, services credits business units provide a way to easily manage and track the credits each department purchases independently.

Services credits business units offer you more granular control over credit spending and enable you to support customers with complex organizational structures.

You can view and manage services credits business units from the Services Credits Business Units tab.

Note:

If you do not plan to use services credits business units in your processes, we recommend contacting your administrator. They can enable the Hide Business Unit Column and Card setting for you to hide the Business Unit column and summary card in the Manage Services Credits window. For more information, see Services Credits Settings.

For more information, see:

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

We have introduced the following enhancements to the Services Credits functionality.

Gain Flexibility by Marking Services Credits Purchases as Draft

You can now manage services credits customer purchases with greater flexibility by marking them as draft. To enable you to do this, we've added a new Draft checkbox field to services credits customer purchases.

While a purchase is in draft status:

  • You can edit its fields as many times as needed.
  • You cannot allocate or expire its credits.

To support this new feature, we've also added a new Default SC Customer Purchases to Draft field on the Services Credits Settings custom setting. This enables administrators to control whether new services credits purchases are set to a draft status by default.

For more information, see:

Enjoy a Better User Experience with Improved Field Names and Descriptions

For greater clarity and improved usability, we've made a number of changes to several fields on the Services Credits Customer Purchase, Services Credits Allocation, and Services Credits Consumption objects.

  • We've renamed the following fields:

    Renamed Fields
    Previous Field Name New Field Name
    Internal Value per Credit Value per Credit
    Internal Value per Credit Number Value per Credit Number
    Internal Value of Credits Value of Credits
    Internal Value of Credits Number Value of Credits Number

  • We've improved the descriptions for the fields listed in the previous table, as well as for the following fields:

    • Amount Paid per Credit
    • Amount Paid per Credit Number
    • Amount Paid for Credits
    • Amount Paid for Credits Number

Additionally, we've updated any relevant help text and custom labels to keep them consistent with these changes. In some cases, we've removed unnecessary help text.

To further improve the usability of these fields, we've also introduced a new Sync Amount Paid with Value per Credit field on the Services Credits Setting custom setting. When enabled, this setting automatically syncs the Amount Paid per Credit field with the Value per Credit field on services credits customer purchase records, simplifying record creation and reducing manual input. For more information, see Services Credits Settings.

Note:

When upgrading from a previous version, field labels and descriptions, as well as custom labels, are updated automatically. However, field-level help text does not. 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 details of the changes introduced in field-level help text in this release, see Upgrading to PSA Winter 2026. For further details about changes in field labels and descriptions, see the Professional Services Automation Data Dictionary.

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

To enable you to further customize your services credits business process, we've introduced the new Adjust Services Credits on Milestones Apex Action, which allows you to adjust the services credits allocated to milestones.

For more information, see Services Credits Apex Actions.

Add Services Credits Deliverables to Projects

You can now easily add services credits deliverables to projects using the new Add Services Credits Deliverables action on a project record. This enables you to select the deliverables and then choose to either add them directly or add them and automatically allocate credits to the project's milestones. In both cases, the selected deliverables and their items, along with their associated milestones and related records, are copied to the project. If you choose to also allocate services credits, both the addition of deliverables and the allocation of credits are performed in a single, seamless process.

While the ability to add deliverables to projects was previously only available via API, you are now provided with a dedicated user interface to make the process accessible to end users, offering a more user-friendly way to include deliverables, and streamlining your project planning.

For more information, see:

Include Custom Fields when Adding Deliverables

To give you greater flexibility to adapt this feature to your needs, we've introduced the new Services Credits Deliverables Settings custom setting.

This custom setting includes a series of custom setting fields that enable you to specify field sets containing additional fields that you want to copy to the object records created when adding deliverables to projects.

Any fields from the specified field sets that are not copied as part of the standard process, are also automatically added to the generated records.

This ensures you are able to copy any extra fields that might be relevant to your business processes, including any custom fields.

For more information, see:

Customize Your Business Processes with the Add Services Credits Deliverables to Project Apex Action

To enable you to customize your business processes, we've included the Add Services Credits Deliverables to Project Apex Action, which allows you to add deliverables to projects and automatically allocate credits to milestones. For more information, see Services Credits Deliverables Apex Actions.

For more information about Apex actions, see Salesforce Help.

Automate RPG Actuals Recalculation with Hierarchy Changes

Reorganizing the RPG hierarchy now automatically triggers a recalculation of actuals if their respective configuration options are selected. We have enhanced this process to be more flexible and reliable, ensuring it works correctly whenever RPG hierarchies are modified. When a hierarchy change occurs, the full set of actual values is recalculated only for the specific parent RPGs that are affected.

Note:

Without this feature, reorganizing the RPG hierarchy required a full recalculation of all actuals, which is now no longer needed with this automation.

We have introduced the following configuration options, which, when selected, will automatically update actuals when the RPG hierarchy changes:

  • GroupAutomaticActualsRecalculation
  • PracticeAutomaticActualsRecalculation
  • RegionAutomaticActualsRecalculation

For more information, see Actuals Settings.

Improve Estimates Versus Actuals Calculation

We've updated the process for calculating and managing Estimates Versus Actuals (EVA) records to remove duplicate entries and enhance data consistency. The system now uses Async Job Records instead of the previous process. This change aligns the process with other asynchronous processes and allows customers a more coherent experience when analyzing asynchronous jobs.

We have added:

  • An EvATimecardAggregationCallable that helps aggregate timecards for the EVA actuals.
  • A new Unique Name field to the Est Vs Actuals object will be added to all EVA records which are created or updated after the upgrade. This field ensures every EVA is distinct when it's created or updated.
  • The Actual Hours Subtotal and Actual Days Subtotal fields to the Est Vs Actuals object that ensures the calculation process updates these subtotal fields first and the final values are then copied to the existing Actual Hours and Actual Days fields.

For more information, see PSA Asynchronous Callables and Estimates Versus Actuals Fields.

Retirement of Actuals Recalculation Visualforce Pages

We're retiring the Actuals Verifier, Project Actuals Recalc, and Resource Actuals Recalc Visualforce pages and they will be deactivated in a future release, no sooner than 12 months from now. We'll continue to support these pages until deactivation, but recommend that you use Actuals Verifier, Project Actuals Recalculation, and Resource Actuals Recalculation Lightning pages. Work with your administrator to start using Actuals Verifier, Project Actuals Recalculation, and Resource Actuals Recalculation Lightning pages. For more information, see:

Mark Regions, Practices, and Groups as Inactive

We've refined the functionality for regions, practices, and groups (RPG) to help you keep your searches clean and find the records you need faster. This enhancement enables you to assign a new project to an active practice quicker. Now, your search results only present relevant, currently active organizational units, saving you time and reducing errors.

Streamlined Searches

To help you manage your organizational data, we've introduced an Inactive field to RPG objects and their default page layouts. You can now use the Inactive field to mark a region, practice, or group record as inactive. Once a record is marked inactive, it's automatically excluded from standard search results and lookup fields. This means you can easily find your active RPGs without sifting through unused records. When you use the standard Salesforce user interface, a lookup filter prevents you from selecting inactive RPGs.

For more information, see Availability of Excluded Inactive RPGs Functionality.

Viewing Inactive Records

You can still include inactive records in your results using the Only Show Inactive Regions/Practices/Groups field in the Filters panel of the selection window. For more information, see Using Advanced Lookup.

Removed Reports From PSA Workspaces Flexipages

To help prevent upgrade issues, we've removed a few out-of-the-box reports from their Flexipages. Previously, if you deleted one of these reports, it would block future upgrades because it was still referenced on the Flexipage.

The following reports have been removed from their respective workspaces:

  • Status of Billing Events report from the Services Billing Workspace
  • Resource Demand by Role report from the Resource Management Workspace
  • Total Project Margin % report from the Project Management Workspace
Note:

If you are installing PSA Winter 2026 packages, you'll need to manually add them back to your Flexipages.

For more information, see PSA Workspaces Overview.

Release Content

We want to help you find all of the information and resources that you need to use our products effectively.

In-App Guidance

Certinia in-app guidance uses Salesforce user engagement features to deliver Certinia content, such as tutorials and walkthroughs, directly from our products.

In this release, we've updated our in-app guidance. For more information, see PSA In-App Guidance.

Certinia Academy

If you want to learn more about the new features in this release, see the PS Cloud - Winter 2026 Release Highlights Certinia Academy module. This module will guide you through the new features in PS Cloud.

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 PSA, see the relevant section of the Known Issues page.