New Features and Enhancements in PS Cloud Core Analytics Winter 2026

The following new features have been introduced in the Winter 2026 release of PS Cloud Core Analytics.

If you are upgrading from a previous version, see Upgrading to PS Cloud Core Analytics 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.

Analyze Variance in Services Forecasts

We've added a details view to the PSA Services Forecast dashboard, which enables services leaders to explain movements in forecasts by providing a breakdown of the specific accounts, opportunities, projects, or project managers that are the sources of revenue, cost, or margin variance. You can also drill down further, by selecting individual bars in the variance bar chart, to view the variance between forecasts for milestones associated with the selected account, opportunity, project, or project manager.

To support fiscal offsetting, we've also updated the Services Forecast Reporting dataset to now include separate monthly and quarterly time period fields, which are derived from time periods in PSA.

For more information, see PSA Services Forecast Dashboard Details View, and (Beta) Services Forecast Reporting Dataset PS Cloud Analytics Output Fields.

Manage Datasets in PS Cloud Core Analytics

We've enhanced various datasets in PS Cloud Core Analytics.

Billings Dataset

We've removed the filter from the Billings dataset dataflow that ensured only records associated with the top-level project are included. This filter has now been added to the PSA Billings, PSA Overview, and PSA Performance Summary dashboards directly to maintain the visibility of only top-level project information in the dashboards.

In addition, we've added the Project Hierarchy Depth and Project Id Chain fields to the Billings dataset to support the filtering in embedded dashboards, and so that you can see the position of the project in its related hierarchy.

To support this, we've also updated the steps for embedding dashboards, such as PSA Project Burnup Plus (Embedded), that display data from the PSA Billings dataset. This enables you to choose whether you want to view data for the current project only or for the current project and its related child projects.

For more information, see:

Project Reporting Dataset

We've added new fields to the Project Reporting dataset to enable you to utilize data from PSA's new dated rates feature in Analytics. To enable the new fields, you must select the new Dated Resource Rate Fields option in the PS Cloud Analytics Setup. For more information, see PS Cloud Analytics Setup Fields and Project Reporting Dataset Output Fields.

Utilization Results Dataset

We've also added a total of 10 date and dimension fields from the Contact object to the Utilization Results dataset to increase consistency between our datasets. For more information, see Utilization Results Dataset PS Cloud Analytics Output Fields.

Release Content

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

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 PS Cloud Core Analytics, see the relevant section of the Known Issues page.