SECTIONSUpgrading to Services Estimator 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 September 2025, check the documentation for previous releases for upgrade details.
For information on new features and changes to existing features in Winter 2026, see New Features and Enhancements in Services Estimator Winter 2026.
Optimize Resource Planning with New Allocation Metrics
Upgrade Steps
To upgrade this feature to Winter 2026, take the following action.
| Action | Further Information |
|---|---|
| Run the Recalculate Estimates action from the Services Estimator Administrator page. | Services Estimator Administration |
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Fields
| Field | Object | Further Information |
|---|---|---|
| Actual Allocation (%) | Estimate Line Set | |
| Target Allocation (%) | ||
| Total Hours | ||
| Actual Allocation (%) | Estimate Role Request | Estimate Role Request Fields |
| Target Allocation (%) | ||
| Actual Allocation (%) | Estimate Task Fields | Estimate Task Fields |
| Target Allocation (%) | ||
| Total Hours | Estimate Product Instance Fields | Estimate Product Instance Fields |
| Total Hours (Independent Records) | Estimate Fields | Estimate Fields |
Lightning Component Properties
| Component Properties | Further Information |
|---|---|
| Show Allocation (%) Columns | Estimate Builder Lightning Component Properties |
Manage Resource Staffing with the New Headcount Field in the Estimate Builder
Upgrade Steps
To upgrade this feature to Winter 2026, take the following action.
| Action | Further Information |
|---|---|
| In the Lightning App Builder, select the Show Headcount Column checkbox to add the Headcount column to the Estimate Builder. | Estimate Builder Lightning Component Properties |
| Enable the Services Estimator Winter 2026 feature in the Feature Console to create a role resource request for every estimate role request record that has a related resource request. | Enabling and Disabling Features |
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Objects
| Object |
|---|
| Role Resource Request |
Fields
| Field | Object | Further Information |
|---|---|---|
| Estimate Role Request | Role Resource Request | Role Resource Request Fields |
| Resource Request | ||
| Headcount | Estimate Role Request | Estimate Role Request Fields |
| Total Bill Amount | ||
| Total Cost Amount | ||
| Total Hours | ||
| Total Net Bill Amount | ||
| Total Resource Requests |
Enhance Financial Accuracy and Project Planning using Custom Billing Schedules
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
| Field | Object | Further Information |
|---|---|---|
| Amount | Estimate Milestones | |
| Amount (Estimate Currency) | ||
| Estimate | ||
| Estimate Billing Group | ||
| Estimate Product Instance | ||
| Fixed Price Billing Frequency | ||
| Target Date | ||
| Date | Custom Billing Schedule Item | |
| Estimate | ||
| Estimate Billing Group | ||
| Estimate Product Instance | ||
| Flat Amount | ||
| Maintain Input Type | ||
| Percentage | ||
| Partial Milestone Generation Failure | Estimate | Estimate Fields |
Custom Setting Fields
| Custom Setting Field | Custom Setting | Further Information |
|---|---|---|
| Bypass Billing Schedule Item Trigger | Services Estimator Process Settings | Services Estimator Process Settings |
| Bypass Estimate Billing Group Trigger | ||
| Generate Estimate Milestones Event |
Manage Resource Grouping for Estimates Earlier in Your Workflow
Upgrade Steps
To upgrade this feature to Winter 2026, take the following action.
| Action | Further Information |
|---|---|
| Add the Manage Resource Grouping button to the Estimate Builder. | Estimate Builder Lightning Component Fields |
Configurable Batch Size When Cloning an Estimate
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 Settings Fields
| Custom Setting Field | Custom Setting | Further Information |
|---|---|---|
| Clone Estimate Batch Size | Services Estimator Process Settings | Services Estimator Process Settings |
Configure Estimate Pricing Methods in the Manage Product Window
Upgrade Steps
No upgrade steps are required to upgrade this feature to Winter 2026.
Filter Records in the Estimate Builder
Upgrade Steps
No upgrade steps are required to upgrade this feature to Winter 2026.
Customize the Estimate Product Overview
Upgrade Steps
To upgrade this feature to Winter 2026, take the following action.
| Action | Further Information | |
|---|---|---|
| 1 | Create a field set on the Estimate Product Instance object containing the desired custom fields. | Estimate Product Instance Field Sets |
| 2 | In the Lightning App Builder, in the Additional Estimate Product Overview Columns Field Set field, select your field set name. | |
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Lightning Component Properties
| Component Properties | Further Information |
|---|---|
| Additional Estimate Product Overview Columns | Estimate Builder Lightning Component Properties |
Ensure Financial Accuracy with Notifications for Out-of-Date Estimate Financial Summaries
Upgrade Steps
No upgrade steps are required to upgrade this feature to Winter 2026.
Support PSA Rate Matcher Plugin Interface in Services Estimator
Upgrade Steps
To upgrade this feature to Winter 2026, take the following action.
| Action | Further Information |
|---|---|
|
If you use a custom Rate Card Matcher Plugin and you have upgraded to PSA Winter 2026, you must enable the Use PSA Rate Matcher Plugin Interface field on the Services Estimator Settings custom setting. This ensures your plugin can correctly set dated bill and cost rates. You must ensure your custom plugin code is correctly written against the PSA interface (pse.RateCardMatcherPlugin.IFinalRateCardChoicePlugin) before enabling this field. The plugin is configured on the FDN Plugin Metadata record using the Services Estimator Extension Point (ffscpq.RateCardMatcherPlugin.IFinalRateCardChoicePlugin). Enabling this setting with an older plugin interface will cause your custom matching logic to fail. |
Services Estimator 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 Field | Custom Setting | Further Information |
|---|---|---|
| Use PSA Rate Matcher Plugin Interface | Services Estimator Settings | Services Estimator Settings |
Deprecation Notice
Upgrade Steps
To upgrade this feature to Winter 2026, take the following action.
Upgrade Steps
To upgrade this feature to Winter 2026, take the following action.
| Action |
|---|
|
We have removed the following components in Winter 2026:
Remove these components from any page layouts. |
Permissions
Upgrade Steps
To upgrade this feature to Winter 2026, take the following action.
| Action | Further Information |
|---|---|
| If you are using custom permission sets, add the new permissions to the appropriate permission sets. | Permission Sets and Other Technical Documentation |