Upgrading to PS Cloud Core Analytics 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 assets such as dashboards, datasets, dataset fields, or lenses that have been added or changed in this release.

For information on new features and changes to existing features in Winter 2026, see New Features and Enhancements in PS Cloud Core Analytics Winter 2026.

Note:

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

Analyze Variance in Services Forecasts

Upgrade Steps

No additional upgrade steps are required to upgrade this feature to Winter 2026. The new features are automatically available when you upgrade your PS Cloud Core Analytics app.

Included in This Feature

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

Fields

Fields Added to the Services Forecast Reporting Dataset in Winter 2026
Field Type	Field Label	Field API Name	Description
Date	Quarter Time Period End Date	QuarterTimePeriodEndDate	The end date of the quarter time period.
Date	Quarter Time Period Start Date	QuarterTimePeriodStartDate	The start date of the quarter time period.
Dimension	Quarter Time Period	QuarterTimePeriod	The name of the quarter time period.

Fields Updated in the Services Forecast Reporting Dataset in Winter 2026
Field Type	Previous Field Name	Updated Field Name
Date	Time Period End Date	Month Time Period End Date
Date	Time Period Start Date	Month Time Period Start Date
Dimension	Time Period	Month Time Period

Manage Datasets in PS Cloud Core Analytics

Upgrade Steps

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

Upgrade Steps for Winter 2026
Action	Further Information
Add the Dated Resource Rates field to the PS Cloud Analytics Setup page layout, and select it to enable the new dated resource rate fields in the Project Reporting dataset.	PS Cloud Analytics Setup Fields

Included in This Feature

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

Fields

Fields Added to Objects in Winter 2026
Object Name	Field Name	Description	Further Information
PS Cloud Analytics Setup	Dated Resource Rate Fields	If selected, the following fields from PSA are included in the Project Reporting dataset in your PS Cloud Core Analytics app: Assignment Average Bill Rate Assignment Average Bill Rate (Project Currency) Assignment Dated Planned Revenue EvA Scheduled Billable Amount RR Average Bill Rate RR Dated Request Billable Amount RR Request Billable Amount Timecard Header Dated Bill Rates Apply Timecard Weighted Average Bill Rate	PS Cloud Analytics Setup Fields

Fields Added to the Billings Dataset in Winter 2026
Field Type	Field Label	Field API Name	Description
Dimension	Project Hierarchy Depth	ProjectHierarchyDepth	The project's level within the project hierarchy.
	Project ID Chain	ProjectIdChain	ID for system-generated chain for linking to the project.

For more information, see Billings Dataset PS Cloud Analytics Output Fields.

Fields Added to the Project Reporting Dataset in Winter 2026
Field Type	Field Label	Field API Name	Description
Measure	Assignment Average Bill Rate	ValueAverageBillRate	The average bill rate if dated rates are applied to the assignment.
	Assignment Average Bill Rate (Project Currency)	ValueAssignmentAverageBillRateProjectCurrency	The average bill rate in the project currency, if dated rates are applied to the assignment.
	Assignment Dated Planned Revenue	ValueDatedPlannedRevenue	The planned revenue amount if dated rates are applied to the assignment.
	EvA Scheduled Billable Amount	ValueEVAScheduledBillableAmount	The scheduled billable amount of the EvA if dated rates are applied to the related assignment.
	RR Average Bill Rate	ValueResourceRequestAverageBillRate	The average bill rate of the resource request.
	RR Dated Request Billable Amount	ValueResourceRequestDatedRequestBillableAmount	The billable amount if dated rates are applied to the resource request.
	RR Request Billable Amount	ValueResourceRequestRequestBillableAmount	The billable amount of the resource request.
	Timecard Weighted Average Bill Rate	ValueTimecardWeightedAverageBillRate	The weighted average bill rate for the timecard splits on the timecard.
Dimension	Timecard Header Dated Bill Rates Apply	TimecardHeaderDatedBillRatesApply	Indicates whether dated bill rates are applied to timecard splits.

For more information, see Project Reporting Dataset Output Fields.

Fields Added to the Utilization Results Dataset in Winter 2026
Field Type	Field Label	Field API Name	Description
Date	Resource Last Date	ResourceLastDate	The last date of employment for the resource.
Date	Resource Start Date	ResourceStartDate	The date that the resource commenced employment.
Dimension	Is Resource	IsResource	Indicates whether the contact is a PSA resource.
	Is Resource Active	IsResourceActive	Indicates whether the resource is active and can be assigned to projects.
	Resource Department	ResourceDepartment	Department the resource is associated with.
	Resource Mailing City	ResourceMailingCity	Mailing city associated with the resource.
	Resource Mailing Country	ResourceMailingCountry	Country of the mailing city associated with the resource.
	Resource Mailing State	ResourceMailingState	State or province of the mailing city associated with the resource.
	Resource Work Calendar	ResourceWorkCalendar	Identifier of the resource's work calendar.
	Salesforce Resource Username	ResourceSalesforceUserName	Name of the Salesforce User contact.