New Features and Enhancements in PSA Spring 2026

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

If you are upgrading from a previous version, see Upgrading to PSA Spring 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 Winter 2026, check the documentation for previous releases for upgrade details.

Work Planner General Enhancements

We have made several enhancements to work planners to make them easier to navigate, improve the accuracy of the data displayed, and ensure the various Work Planner pages are more aligned with the way you plan and review work, depending on your role.

Filtering Enhancements in Work Planners

You can now save the start and end dates within filter sets. Previously, filter sets defaulted to the start and end dates in the Filters panel, requiring you to manually configure the appropriate dates each time you applied a filter set. Now, you can select the new Include Dates in Saved Filters field and edit the dates according to your preferences for each saved filter set.

Additionally, the selected grouping option, zoom level, and view of the work planner are now all saved within each filter set. These improvements offer you greater flexibility when saving and applying filters to work planners.

We have also added new fields to the following Work Planner pages:

  • Record Work Planner: Include Sub-Projects
  • Project Manager Work Planner: Project Manager
  • Line Manager Work Planner: Reports To

These new fields are designed to improve the way each work planner loads by default, providing a tailored experience for users working in the relevant work planner.

For more information, see Work Planner Lightning Component Fields.

Run the Utilization Engine Cleanup Job

You can now run a batch cleanup job to delete availability data for inactive resources, deleted resources, contacts that are not resources, and resources excluded from time calculations.

This process can be run manually or automatically:

  • We have added the Utilization Engine Cleanup action on the PSA Administration page, so that administrators can manually run this process.
  • Additionally, we have added the Enable Automated Cleanup field in the Utilization custom settings. When selected, this automatically runs the batch cleanup job when contacts and resources are created, deactivated, deleted, or excluded from time calculations.

By ensuring Utilization Engine records are correctly created, updated, and deleted at the appropriate time, this prevents a build-up of incorrect availability data and increases the accuracy of the data. This provides resource managers with greater clarity on the availability of resources displayed in the work planner.

For more information, see Running the Utilization Engine Cleanup Job.

Use the Work Planner on a Contact Record

You can now access the Record Work Planner on a contact record. Previously, the Record Work Planner was only available on a project record. We have also enabled administrators to create a button so that you can open the Work Planner page from Contacts and Projects list views. When you open the work planner, it is automatically filtered by the resources that you have selected on the list view.

For more information, see Using the Record Work Planner.

Additional Visual Enhancements

We have added the new Scroll to Start Date and Scroll to End Date options so that you can quickly navigate to the start or end date of selected assignments and resource requests. You can access these options by right-clicking a row in both the Allocation and Scheduler views, providing the selected assignment or resource request is within the custom date range specified in the Filters panel.

We have also added gray cell shading in the Allocation view, to indicate dates that fall outside the start and end dates of assignments and resource requests. Gray shaded cells also indicate a resource's non-working time and holidays, using the resource's associated work calendar.

These visual enhancements are designed to increase clarity and to maximise your efficiency when using work planners.

Improve Clarity with an Updated Scheduler View in Work Planner

The following improvements have been made to Work Planner's Scheduler view to make it consistent with the Allocation view. We have also added a new Hide Days feature.

For more information about using the Scheduler and Allocation views in Work Planner, see Using Work Planners.

Improvements to the Display of Rows

  • When grouping by resource, the Scheduler view now displays resource requests and assignments on separate rows below each resource. If shortlists are included, any resource requests that a resource is shortlisted for are displayed within a Shortlists section under the relevant resource. A summary bar that spans the resource's assignments, resource requests, and shortlist items is displayed in the resource row. To view the records grouped under a resource, click Expand next to the resource's name to expand the row.
  • The Name column of summary rows is formatted in bold and is followed by the number of assignments, resource requests, and shortlist items grouped under that row. For example, (2|3|1) indicates 2 assignments, 3 held resource requests, and 1 shortlist item are grouped under the summary row. Hover text for the Name also displays this information in a bullet list.

  • Icons used to identify the different types of rows are now used in the Scheduler view. The icons are:

    • Assignment Assignment
    • Unheld resource request Unheld resource request
    • Held resource request Held resource request
    • Shortlist item Shortlist item

  • Types of Work Colors are now supported in the Scheduler view. The default colors used for bars in the Scheduler view are:

    • Gray: Summary bar
    • Orange: Unheld resource request
    • Blue: Held resource request
    • Green: Assignment

    • Bars are not shown for shortlist items.

Improvements to the Display of Columns

  • The standard columns to the left of the splitter bar are now consistent in both the Scheduler and Allocation Views. These columns always include Start Date, End Date, and Total Hours regardless of the grouping option. Sorting by some columns is supported in both views.
  • If a Project Custom Column Field Set or Resource Custom Column Field Set is set in the Work Planner component properties, the Scheduler view now displays the columns in the relevant field set when grouping by project or resource.

Improved Support for Actions

  • You can now edit dates in the Start Date and End Date columns by double-clicking a value and selecting the new date. The corresponding bar updates to reflect the date change. You can also drag a bar to move it, or drag the start or end of a bar to change either its start or end date.
  • Double-clicking a row either to the left or right of the splitter bar now opens the Record Details panel. If you double-click on an assignment, resource request, resource, or project, the Record Details panel opens with the focus on the tab for that record.
  • Right-clicking a row either to the left or right of the splitter bar now opens a context menu listing actions consistent with those available in the Allocation view.

Indicating When a Cell Is Read-Only

  • If you hover over a cell that is read-only, the Read-only symbol is displayed. This is implemented in both the Allocation and Scheduler views, and in the Allocation view of the Resourcing tab on a resource request.

Hide Days

You can use the Hide Days option in the Preferences panel to choose specific days that you want to hide when the zoom level is days. For example, you might want to hide Saturdays and Sundays if they are non-working days. The selected days are hidden in both the Scheduler and Allocation views. The option to hide days is also available in the Resource Work Planner.

Take Consistent Staffing Actions on the Work Planner Allocation View

We've enhanced the Work Planner Allocation view. Now, the Unhold and Unassign actions are available across the Resource, Project, Region, Practice, and Group groupings. This functionality was previously restricted to the Resource grouping. This enhancement enables the users to take consistent staffing actions directly on the Work Planner without switching to other pages.

For more information, see Using Work Planners.

Increase Operational Efficiency with Work Planner Mass Staffing Actions

We've refined the Work Planner and Candidates to help you manage multiple records efficiently, streamlining how you handle resource requests and assignments.

Use Mass Actions for Resource Requests and Assignments in Work Planner

In the Allocation view, you can now select multiple records when grouped by project or resource to perform actions in bulk. This helps you avoid repetitive manual updates for individual records. Key improvements include:

  • Selecting a parent record automatically selects its child records, making it easier to manage grouped data.
  • A Show Selected button is displayed when you select records, enabling you to filter the view to only your active selections.
  • You can assign multiple resource requests at once to create draft assignments.
  • A mass action enables you to assign or hold multiple shortlisted resource requests collectively, ensuring each request is linked to a single resource.
  • Checkboxes for shortlist records make multi-selection across different record types more intuitive.
  • The Record Details panel now supports multi-selection, and a search bar is displayed to help you filter specific records.
  • When you use the Split to New Resource Request action, all relevant fields from the source are cloned to ensure data integrity and reduce manual entry.
  • You can specify an end date when splitting an assignment or resource request, hours are automatically added to the new request if the date is moved earlier.
  • New Quick Filters on the date range card that automatically adjust based on the selected zoom level, such as Days, Weeks, or Months. This allows you to instantly toggle between views like Current Month or Next Quarter without manual date entry.
Note:

Applying a custom range automatically clears any active Quick Filter. Similarly, selecting a Quick Filter overrides your custom date range to keep your view consistent.

  • You can reallocate multiple assignments and held resource requests at once. You can group records by record type, resource or project, perform bulk actions like Swap Resource or Split to New Assignment, and use real-time validation to ensure data integrity.
  • A new Edit Resource Request field is now available when the Split To New Resource Request action is selected in the Reallocate window.
  • You can no longer swap resources assignments or resource requests with a start date prior to current date, when the Restrict Swapping Past Dates field in the Planners - Resource custom setting is selected.

Your administrator can configure a maximum threshold for these actions using the Mass Action Record Limit setting to ensure system performance.

For more information, see Using Work Plannersand Viewing Record Details.

Support for Multiple Candidate Records on a Single Request

You can now create multiple candidate records with blank resource fields for the same resource request. This allows you to nominate multiple external candidates for a single resource request without encountering duplicate errors.

Streamline Resource Search from the Enhanced Filters and Match Settings Panel

We've enhanced the Filters and the Match Settings panels on the resource request record page to enable you to search for the required resources efficiently:

On the Filters panel we've added:

  • A Fields tab that displays all the filters that were available earlier except for the Approval Status, Include Expired Skills and Certifications, and Include Aspirational Skills and Certifications fields.
  • A Skills and Certifications tab that enables you to select your required skills and certification preferences and refine your resource search directly from the Filters panel. You can view these filters only when you have the required permissions.

On the Match Settings panel, we've added the Skills and Certifications section so that you can:

  • Include resources with expired or aspirational skills.
  • Select a specific approval status for those skills to be included.

For more information, see Managing Resource Requests.

Compare More Resources with a Customizable View

We've enhanced the Compare Resources window to help you evaluate and assign the right resources more efficiently. Previously, you could compare up to three resources at a time. Now, you can now compare up to 10 resources simultaneously. The updated layout includes match quality indicators, ranking, shortlist status, credentials, and skills and certifications to help you prioritize resources and make informed decisions.

The new Credentials section displays availability, role, region, practice, and group with visual match indicators. The Skills and Certifications section now shows the number of required skills each resource matches, with clear status indicators. To personalize your workflow, you can right-click column headers to show or hide individual resources, drag and drop columns to reorder them, and use collapsible detail sections. You can launch the Compare Resources window directly from the Manage Shortlist window and remove resources from the comparison as needed.

Your administrator can customize the Details section by configuring field sets in the Compare Resources Contact Field Set property.

For more information, see Managing Resource Requests and Compare Resources on Resource Requests Overview.

Specify a Preferred Resource for Staffing

During staffing, you can narrow down the pool of potential resources by using the filter criteria Role, Region, Practice, Group, Worked With Customer, and any resource search fields in your org. We have now added the Preferred Resource filter to allow you to filter for a particular resource. When you enter a value in the Preferred Resource filter, that resource is compared to other resources in the pool and if no other resource ranks higher it is returned as the most suitable match.

You can filter by a preferred resource in the following ways:

  • If you perform staffing by using the Resourcing tab on a resource request or the Assign Multiple Resources to Project action on a project, you can enter preferred resources manually in the Preferred Resource filter field.
  • If you staff resource requests by using auto-staffing or Resource Request Staffer, you can allow resource requests to use their suggested resource as the preferred resource.

The Preferred Resource filter is weighted in the same way as other filter fields. By default it is weighted as essential.

For more information, see Using the Preferred Resource Filter During Staffing.

Increase Resource Search Precision Using Individually Weighted Custom Fields

Prior to Spring 2026, when you used custom fields on the Contact object as filter criteria for resource search purposes, the same weighting (Essential, Ideal, Desirable, Suggested) applied to all of them. For example, if you had two custom fields named Passport Holder and Car Owner, you could not weight Passport Holder as Essential and Car Owner as Ideal. You could only set one weighting that applied to both fields.

From Spring 2026, you use custom fields on the Contact object via resource search fields. The benefits of this are:

  • Resource search fields standardize the way auto-staffing, Resource Request Staffer, and the Resourcing tab on a resource request, use custom fields as filter criteria.
  • You can weight resource search fields individually. You can also weight the same resource search field differently for different categories of resource requests. For example, you might want to weight a resource search field named Passport Holder as Essential when staffing resource requests that require consultants to travel abroad, but as Suggested when staffing resource requests that require engineers for domestic projects. You do this by creating resource search field weightings.

For more information, see Resource Search Fields Overview and Weighting Resource Search Fields Individually.

Warning:

You can only weight resource search fields individually if you are using staffing preferences and resource search settings records for your resource matching processes. Otherwise, a blended weighting will apply to custom search fields. For more information about both staffing preferences and resource search settings records, see Staffing Preferences Overview.

Improve Resource Matching Accuracy with Cost Rate Priority

We've introduced ranking resources based on cost rate to help you incorporate financial considerations directly into your resource searches. This means that resource searches can return an accurate list of candidates based on your specific financial criteria, helping resource managers balance talent needs with project profitability.

To use this feature, we've added a Cost Rate Priority field to both resource search settings records and the Resource Search Service custom setting, enabling you to include cost considerations in resource search. Unlike other priority fields, this field is not mandatory and is blank by default.

When this custom setting field has a value and the user has appropriate permissions, cost rate is considered during ranking if resource requests are staffed using auto-staffing, the Resourcing tab on a resource request, or Resource Request Staffer. When using the Resourcing tab, or Resource Request Staffer, users can view Cost Rate in the Match Priority list and can adjust its position if required.

If you only want specific users or profiles to use cost rate in resource ranking, leave the Cost Rate Priority custom setting field's default organization level value as blank. You can then define specific cost rate priority value at the User or Profile level within the Resource Search Service custom setting for only those who require access.

Note:

When schedule availability is enabled and If the Cost Rate Priority field is set to 4, the system automatically reassigns it to third position so it doesn't conflict with the locked Availability attribute.

Finally, to support custom implementations, we've updated the ResourceSearchService global API. The new costRatePriority property is now available in the pse.ResourceSearchService.FuzzyMatchPriorities class, making it possible to use these cost-based search capabilities within your existing workflows.

For more information, see:

Streamline Record Selection with Enhanced Lookup Capabilities

The Advanced Search dropdown now dynamically displays additional information based on the field set added in the Advanced Search Configurations window. Beyond just the object name, it automatically pulls the first available field and displays it directly in the Advanced Search dropdown. By reordering fields within your field set settings, you can control exactly which secondary detail appears. This feature supports multiple objects, ensuring a consistent and informative search experience across the entire platform.

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

Streamline Resource Management and Planning with Navigation Updates

We have made several updates to the Frequent Tasks panel on the Resource Management Workspace page by renaming existing links, adding new links, and removing obsolete links where necessary. We have also restructured the layout of the main application tabs. These changes display a clearer end-to-end workflow that enables you to quickly navigate to the pages that are the most relevant for your role.

For more information, see Resource Management Workspace.

Estimates Versus Actuals Job Orchestrator

We have introduced a new EVA Asynchronous Job object that coordinates related asynchronous EVA jobs to ensure robust processing. This resolves race conditions that can occur when multiple concurrent events trigger EVA record updates.

We have also added the EVA Orchestrator Mode field in the Est Vs Actuals Settings custom setting, which determines the mode used to process EVA asynchronous jobs. The default is 0, which enables full parallelism. Use 1 for parallel processing unless there are conflicts with associated projects, and 2 for fully sequential processing.

To opt out of the orchestrator, we have added a Disable EVA Orchestrator field within the Est Vs Actuals Settings custom setting. If selected, the EVA orchestrator is disabled, and all EVA jobs run independently. When the orchestrator is enabled, conflicting and DRR jobs are processed sequentially, while non-conflicting jobs are processed in parallel. This setting is deselected by default.

The orchestrator automatically removes outdated job records to keep your org streamlined. This prevents the accumulation of EVA Async Job records that no longer provide value.

You can manage how long records remain on the object by entering a value in the Days to Keep EVA Asynchronous Jobs field in the Est Vs Actuals Settings custom setting.

For more information, see EVA Job Orchestration Overview, EVA Asynchronous Job Fields, and Est Vs Actuals Settings.

Optimize Project Data Accuracy with Enhanced Assignment Closure

We've replaced the Close Selected Assignments panel with a new, customizable Close Assignments window. This update provides a more flexible grid experience for managing assignments.

We've added filters to the Close Assignments window, allowing you to filter assignments based on start and end dates and making it easier to close assignments in bulk. When closing a single assignment, you can now edit the End Date, and select or deselect the Closed for Time Entry and Closed for Expense Entry checkboxes directly.

Administrators can configure which additional columns are visible and add or remove optional filters.

Populate Field Sets for Close Assignments

We've added the Close Assignments Columns Field Set property on the following Lightning pages:

  • PSA Actions: Contact Assignments component on a Contact record page
  • PSA Actions: Assignments component on a Project page
  • PSA Actions: Assignment Details component on an Assignment page

We've also added the Close Assignments Filter Field Set property to the following pages:

  • PSA Actions: Contact Assignments component on a Contact record page
  • PSA Actions: Assignments component on a Project page

Administrators can now use the Close Assignments Columns Field Set to select and display custom fields in the Close Assignments window. Additionally, the Close Assignments Filter Field Set allows for the enabling of custom filters in the Close Assignments Filters panel.

This enhancement gives you greater flexibility to control and organize the information you see, making it easier to find and manage assignments in larger lists.

Close Assignments Automatically Using Invocable Actions

You can now close assignments automatically using invocable actions. When configuring the autoclosure invocable method, ensure you include the required AssignmentId and EndDate fields. This enables you to incorporate assignment closure into automated project-closure workflows. The autoClosure invocable method is also available to support automatic assignment closure.

For more information, see Assignments and Schedules Overview and Closing Assignments and Setting Zero-Hour Schedules.

Deactivation of the Resource Optimizer Panel Lightning Component

We've deactivated the Resource Optimizer panel and it can't be used anymore. We no longer support this feature and it will be removed in a future release. The retirement of this feature was announced in Spring 2025. To view resource details, use the PSA Resource Optimizer component on the Resource Optimizer page. Contact your administrator to set up the Resource Optimizer.

For more information, see Using Resource Optimizer.

For more information about the deprecated elements, see Deprecated Elements.

Update Your Skill Profile with Automated Skill Suggestions

When managing your skills from the Manage Skills and Certifications window, skill suggestions can now be displayed. These suggestions are based on the skills from your assignments closed within the time period defined by your administrator. This ensures you receive suggestions relevant to the work you do while helping you keep your skill set up-to-date. Additionally, from the My Skills tab, you can see the total number of suggestions that you have available.

Suggested skills are ordered according to the number of assignments they were used for, and the most recently closed assignment they were used for. For each skill, you can view the number of assignments that the skill was used for.

For more information, see Skill Suggestions for Resources Overview.

Enhancements to Add Skills and Certifications Window

We've enhanced the Add Skills and certifications window with configurable columns, making it easier to view, hide, sort, drag and drop, and manage skills and certifications.

We've added the Skills Columns Field Set property to the PSA Manage Skills and Certifications component. This field set allows administrators to select and display custom columns from the Skills Columns Field Set list.

This enhancement gives you greater flexibility to control and organize the information you see, making it easier to find and manage skills and certifications when working with larger lists across both the Services Delivery Workspace and Skills Management pages.

For more information, see:

Filtering Enhancements for Mass Managing Skills and Certifications

When filtering resources in the Mass Manage Resource Skills grid on the Skills Management page, you can now decide whether to include aspirational skills, expired skills, and resources with a defined approval status.

To support this, we have added the following checkboxes to the Filters panel:

  • Approval Status
  • Include Aspirational Skills and Certifications
  • Include Expired Skills and Certifications

Previously, these checkboxes were only present in the Filters panel on the Resourcing tab on resource requests, the Assign Multiple Resources to Project window on projects, and the Work Planner page.

We have also moved the Expiration Date field so that it only displays when the Include Expired Skills and Certifications checkbox is deselected.

For more information, see Mass Managing Skills and Certifications for Resources and Skills Management Fields.

Retirement of the Gantt Page and Project Task Gantt

We're retiring the Gantt page and Project Task Gantt, and they'll be deactivated in a future release, no sooner than Spring 2027. We'll continue to support the Gantt page and Project Task Gantt, but recommend that you start using Gantt on a project record instead. Contact your administrator to start using Gantt on a project record.

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

Add Project Tracking Components to Experience Cloud Sites

We've added and updated several PSA components on Experience Cloud Sites to improve project management:

  • The PSA Delivery Tracker component is now available on Experience Cloud Sites and works similarly to that on a project record page. We've added a Record ID Lightning component property, enabling you to display details for a specific record directly on your site.
  • The RAID Tracker component for Experience Cloud Sites now has a RAID Tracker Title Lightning component property, and the Record ID Lightning component property has been updated to become optional.
    • If the Record ID is populated, the RAID information displays for that specific record.

    • If the Record ID is blank, all projects are displayed in the grid, along with the Projects and Project Manager filter fields and a Project field on the Record Details Panel.

  • The PSA Project Task Board on Experience Cloud Sites now displays project task information for all projects, consistent with the Project Management Workspace. This enhancement is achieved by making the Record ID Lightning component property optional.
    • If the Record ID is populated, the information displays for that specific project record.
    • If the Record ID is blank, information for all projects is displayed along with the Projects filter field.

For more information, see:

Calculate Estimated Time to Completion Roll-Ups for the Gantt on a Project Record

As part of continuing improvements to Gantt on a project record, you can edit and automatically calculate roll-ups for the Estimated Time to Completion field. You must add the Estimated Time to Completion field to the field set. When you edit the Estimated Time to Completion field, it automatically calculates roll-ups to any related parent task as well as other related fields. This roll-up calculation uses the following fields:

  • Actual Hours
  • Estimated Hours
  • Override Estimated Hours
  • Timecard Hours

Any changes to the Estimated Hours result in an update to Estimated Time to Completion and to all related parent tasks and fields. You can verify the changes on Gantt by viewing the highlighted cells. The Estimated Time to Completion column is hidden on the Gantt if the user lacks Read permission on at least one of the four fields mentioned for roll-up calculation.

Additionally, any modifications to a project task on the Gantt, such as additions, deletions, indents, or outdents, automatically update the Estimated Time to Completion field and calculate roll-ups for any related parent task, as well as other related fields.

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

Export Gantt Data as XLSX Directly from the Project Record

We've added the Export as XLSX option under the Export on the Gantt toolbar for a project record. Project managers can now export Gantt data from a project record in XLSX format. This enhancement simplifies sharing project data with various stakeholders.

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

Manage Project Actions as To-Dos on Record Pages and Experience Cloud Sites

We’ve added a To-Do Actions Lightning component to the Project record page and Experience Cloud Sites enabling project managers to view and manage project actions more effectively.

To help project managers stay organized, the component automatically categorizes the actions:

  • Open Actions: View all pending actions in a dedicated section for immediate focus.
  • Completed Actions: Once an open action is selected, it moves automatically to the Completed Actions section.

We’ve also introduced the Record ID Lightning component property for To-Do Actions in Experience Cloud Sites. Additionally, the To-Do List Title Lightning component property is now available for both Project record pages and Experience Cloud Sites.

For more information, see Actions Overview and To-Do Actions Lightning Component Properties.

Disable Financial Calculations for Project Task Assignments to Support Customizations

You can now control whether financial calculations are performed on project task assignments (PTAs). This is useful if you have a customization on PTAs and do not use the standard fields. To do so, we have added the handleProjectTaskAssignmentTrigger.disableCalculateFinancialsForPTAs configuration option in the ASM Triggers group. The default setting for this option is false, which means financials for PTAs are calculated. Set this option to true to disable financial calculations on PTAs.

For more information, see ASM Triggers.

Assigning External Resources in the Manage Resources on a Project Task Window

You can now enter external resources which do not have an associated contact record in the Manage Resources on a Project Task window. This window is accessed from Gantt on a project record and Project Task Board.

The resource column now enables you to enter an external resource as text. This enhancement ensures the accurate recording of resources assigned to tasks, whether they are internal or external, and ensures resources without a contact record are recorded.

You can also utilize advanced searching on the resource column when searching for resources.

For more information on advanced searching, see Using Advanced Lookup

Additionally, filtering in Gantt on a project record and Project Task Board updates to reflect newly added external resources that do not have an associated contact record.

For more information, see Managing Resources Assigned to a Project Task.

Leverage Synchronization Between Milestones and Tasks in Gantt on a Project Record

We have made enhancements to the ability to synchronize milestones with project tasks in Gantt on a project record. Milestones are now prevented from being synchronized with multiple tasks. In addition, removing a milestone from a project task outside of Gantt automatically deselects the Synchronize Milestones and Tasks field, and removes the milestone from the grid once Gantt on a project record is reloaded. These enhancements provide validation to ensure the proper use of synchronization in Gantt on a project record.

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

Model Accurate Project Schedules with Lags in Gantt on a Project Record

Gantt on a project record now supports the use of lag, enabling you to accurately model project schedules with realistic time delays between project tasks.

Lags are recorded using lag durations, in hours or days, and are reflected in Gantt on a project record.

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

Utilize Impacts to Visualize Scheduling Consequences on Gantt on a Project Record

We have added an Impact Details panel to Gantt on a project record. This panel enables you to visualize the impacts of staffing and scheduling decisions, and provides detailed information when resources are over-allocated as a result of staffing or schedule changes.

The Impacts Details panel also enables you to view this information without navigating away from Gantt on a project record, providing a full scope of information in one place.

In addition, we have also refined the information used in allocation data as part of this work. Historic data such as date ranges in the past, past periods, and removed resources are no longer displayed as part of allocation calculations. This enhancement ensures the allocation data displayed is the most current for your project, and the overallocation data included in the impact panel is accurate.

Changes made to the following fields on existing or removed project tasks are now included in the overallocation calculation, additionally:

  • Start dates
  • End Dates
  • Project duration
  • Work Calendar
  • Estimated Hours

The following changes to project task assignments (PTAs), or added or removed PTAs, on existing tasks are now also included in the overallocation calculation:

  • Changes to the resource, including removal
  • Changes to the allocation hours
  • Changes to the allocation percentage
  • Changes to the assignment or resource request, including removal

For more information, see:

Leverage Additional Information on Timecards and Task Times

We have enhanced the ability to customize the information available on timecards and task times. In Timesheet Entry, you can now add custom fields to the Timecard Notes window. This enables you to customize the information entered by users, improving the time management experience by ensuring users can enter all the information required to ensure timecards are approved the first time.

To support this, users must now be assigned Read or Edit permission as required, for any fields added to the following field sets:

  • Timecard Header Notes Editable
  • Timecard Header Notes Readonly
Note:

Only Read permission is required for fields added to read-only field sets.

Additionally, the following field sets are now available for use in Timesheet Entry:

  • Monday Easy Entry Fields
  • Tuesday Easy Entry Fields
  • Wednesday Easy Entry Fields
  • Thursday Easy Entry Fields
  • Friday Easy Entry Fields
  • Saturday Easy Entry Fields
  • Sunday Easy Entry Fields

Custom fields can be added to the field sets for use in the easy entry window, speeding up the time entry process.

For more information, see:

Optimize Time Management with Timesheet Entry

We have expanded the record search ability in Timesheet Entry through advanced search. This enables you to view additional information when selecting a record from the following fields:

  • Custom lookup fields
  • Milestone

Advanced search saves the need to scroll through numerous records in the lookup drop-down, speeding up the time entry experience and improving selecting the exact record required.

We have also added an exceeded hours acknowledgment checkbox to the Submit Timecards window when submitting time on Timesheet Entry and Compact Time Entry. This window requires users to confirm and acknowledge they have entered time that is greater than their total weekly scheduled hours, as set by their work calendar. This threshold is configurable by region or business unit. This enhancement ensures compliance is observed for weekly legal hours.

We have also added the ability to filter by project on the Primary Project Location field in Timesheet Entry. When the Primary Project Location field is added to the Timecard Header Row Editable field set for Compact and Timesheet Entry, this enables you to filter primary project locations by the project. This enhancement provides improved clarity when dealing with entering time for projects that have large amounts of project locations.

For more information, see:

Manage Timecards More Efficiently with Enhanced Compact Time Entry

We have made a number of enhancements to Compact Time Entry in this release. The first enhancement is the addition of a new user interface (UI). This new interface is accessed from the Lightning App Builder settings for the Compact Time Entry, and is currently in beta. This new UI enables the ability to make in-line edits to task times on timecards in Compact Time Entry. In-line editing enables you to edit task times on timecards from the summary view, speeding up Compact Time Entry. This new UI also enables you to view key information about your timecard at-a-glance, such as the time recorded per day.

The new UI also supports the Freeform task time entry mode, enabling you to enter time against high level timecards and specific project tasks independently. This provides greater flexibility when entering time against project tasks, and enables an additional level of detail.

In addition to this, the new UI also supports the following task time entry modes:

  • Adjust Up
  • Calculated
  • Current

The new UI also supports locking timecards when users enter time in Calculated mode. This ensures that the summary cards cannot be overridden with manual entry, and always reflect the hours entered at the task time level.

Compact Time Entry has also been enhanced through the addition of additional buttons to create new timecards, when timecards have not been created.

You can now select Create New Timecard and Create from Assignment in the Compact Time Entry display, when it is empty. This speeds up the time management process, providing ease of access when creating new timecards.

Additionally, Compact Time Entry now supports preventing users from saving timecards when their weekly or daily hours exceed the maximum limit configured. These limits are configured in the Maximum Resource Hours Per Day and Maximum Resource Hours Per Week custom settings fields, located in the Timecard Entry UI Personal custom setting.

We have also enhanced the Compact Time Entry experience on mobile. The Compact Time Entry header is now fixed on mobile, enabling you to scroll through timecards without losing context for the information displayed. This enhances the clarity of information when entering time in Compact Time Entry on mobile.

For more information, see:

Retirement of the Expense Entry Page

We're retiring the Expense Entry page and it'll be deactivated in a future release, no sooner than Winter 2027. We'll continue to support the Expense Entry page, but recommend that you start using the Expense Entry component instead. Contact your administrator to start using the Expense Entry component.

For more information, see Using the Expense Entry Lightning Component.

Manage Project Budgets with Smart Rescheduling Insights

We've added new buttons that enable you to undo and redo changes you make to values in the Suggested Adjustments window. For more information, see Suggested Adjustments Window Fields.

Introducing Services Forecasting

Services Forecasting provides not only revenue forecasting but cost forecasting at the project level, allowing project managers and service leaders the ability to forecast the profitability of a project through margin calculations. Actual and forecasted cost and revenue are captured as the project is being delivered, providing an accurate near-real-time forecast. Adjustments can be made directly on the forecasts for potential changes that have not yet been added to the project, such as change orders pending approval.

Project-level forecasts can then be rolled up through the region, practice, or group, allowing leadership to analyze which areas of the business are on target and which may need further analysis in order to get back on track. Through scenario tracking, service leaders can level set leadership expectations with upside or risk scenarios. With Services Forecasting, organizations can provide the right information to the right individual at the right time to make impactful decisions that help their business remain on target.

For more information about Services Forecasting, see:

(Beta) Manage Dated Resource Cost Rates

Warning:

The dated resource cost rates feature is Beta functionality in this release of PSA. Do not adopt it except in sandbox environments. Further development is required to deliver a fully functional solution.

We've made a number of enhancements to support the use of dated resource cost rates, and to ensure all cost rate-based calculations are correct when dated cost rates are used.

Updates to Assignments

We've added the following new fields to assignments:

  • (Beta) Cost Rate Card, which indicates the rate card, with dated resource cost rates, that is applied to the assignment.
  • (Beta) Projected Average Cost Rate, which indicates the average cost rate for the assignment.
  • (Beta) Projected Cost Amount, which indicates the projected cost amount for the assignment.
  • (Beta) Use Dated Resource Cost Rates, which, if selected, indicates that only rate cards with dated resource cost rates can be matched to the assignment.

The Cost Rate Amount field is now mandatory if the (Beta) Use Dated Resource Cost Rates checkbox is not selected.

Administrators can now define the sync limit and number of projected cost amount values updated per job using the new (Beta) Update Cost Amount Job Size and (Beta) Update Cost Amount Sync Limit fields in the Assignment Settings custom setting. To further support this, we've introduced the new UpdateAssignmentCostAmountCallable, which updates the (Beta) Projected Cost Amount on assignments when dated resource rates are used.

For more information, see:

Updates to Timecards

We've added the following new fields to timecards and timecard splits:

  • (Beta) Action: Force Dated Rates Refresh to timecards, which enables timecard managers to update the timecard's dated bill and cost rates on save.
  • (Beta) Dated Cost Rates Apply to timecards.
  • (Beta) Summed Total Cost Amount to timecards.
  • (Beta) Total Cost Amount to timecards.
  • (Beta) Average Cost Rate to timecard splits.
  • (Beta) Total Cost in Cost Rate Currency to timecard splits.
  • Daily cost rate field, such as (Beta) Monday Cost Rate, (Beta) Tuesday Cost Rate, and so on, to timecards and timecard splits.

For more information, see Timecard Fields and Timecard Split Fields.

Include Additional Fields in the Tables for Manual Allocation and Adjustment of Services Credits

You can now customize the tables for manual allocation and adjustment of credits in the Manage Services Credits window by including additional fields from the Services Credits Customer Purchase object. To enable this, we've added a new Manage Services Credits Field Set field to the Services Credits Settings custom setting. In this field, administrators can specify the API name of a predefined field set on the Services Credits Customer Purchase object, which determines the additional read-only columns to append to the end of the existing tables. This offers increased control and flexibility over the manual allocation and adjustment processes, ensuring you have visibility into all your relevant data.

For more information, see:

Allocate Services Credits to Multiple Milestones with a Single Action

You can now allocate services credits to multiple milestones on a project in one go. We've introduced a new Allocate Services Credits to Milestones action link to the Planning Tools section of the Actions tab on projects. Clicking this action opens the Allocate Services Credits to Milestone window, where you can select the project's milestones that you want to allocate credits to. Available credits are then automatically allocated to the selected milestones.

Using this centralized action on project record pages streamlines the credit allocation process by removing the need to perform allocation on a milestone-by-milestone basis, significantly reducing manual effort.

For more information, see:

Assign Business Units to Service Credits in the Services Credits Customer Purchase Window

We've updated the Create Services Credits Customer Purchase window by adding the Services Business Units column. This allows you to add business units when creating services credits customer purchases from an opportunity, eliminating the need to navigate to a separate record just to populate business unit details.

The business units that are available when creating your services credit customer purchases are filtered based on the account associated with the opportunity.

For more information, see Recording Purchases of Services Credits and Services Credits Customer Purchase Fields.

Use Monetary Pricing for Services Deliverables

In this release, Services Credits Deliverables have been renamed Services Deliverables. This change reflects that deliverables can now be assigned monetary prices, providing an alternative to the existing services credits pricing model.

The changes we have introduced enable you to:

  • Create services deliverables that use services credits pricing, monetary pricing, or both.
  • Price deliverables that use monetary pricing and assign specific price allocations to their deliverable items.
  • Add deliverables with monetary pricing to projects using the existing Add Deliverables to Project action and automatically populate milestone amounts based on the price allocations assigned to the associated deliverable items.

To support this, we have updated existing elements, and introduced new ones, including new fields, actions, and page layouts. We have also updated all relevant labels, descriptions, and tooltips to align with these changes.

For enhanced reporting on pricing options, we have added new fields and roll-up summaries to project services deliverables and their items. These provide at-a-glance visibility into the financial breakdown of both credit and monetary totals.

Finally, we have introduced new custom setting fields and specific Apex actions that enable you to adapt the feature to your specific business processes and needs. The new settings provide custom field support for the monetary pricing option, enabling you to define which fields are copied to the generated records when adding deliverables to projects. We have also added settings to disable a specific pricing option, giving you full control over the pricing options available across all services deliverable processes.

Supporting both monetary and services credits pricing enables you to manage productized, fixed-price services in a consistent way. This ensures that repeatable services can be added to any project regardless of the funding model, streamlining the transition from a sold estimate to project execution.

For more information, see:

Sales Invoice and Sales Credit Note Lookups in the Billing Event

You can now access related financial documents directly from the Billing Event page. To streamline the transition from billing to accounting, the following lookup fields are now available:

  • Sales Invoice: Links to the invoice generated from the billing event. This field is automatically populated when you create an invoice.
  • Sales Credit Note: Links to the credit note related to the billing event. This field is automatically populated when you create a credit note.

Click the document number in either field to open the associated record.

This update helps you to eliminate manual searching for related financial records. Maintain a clear audit trail between billing activities and final accounting outputs. Improve data accuracy by ensuring that every billing event is correctly mapped to its corresponding document.

Note:

To access the new lookup fields, contact your administrator to assign you one of the following permission sets: Accounting, Accounting and Billing, Accounting and Billing - Sales Invoice, or Accounting and Billing - Sales Credit Note.

Utilize Project Location Filtering in Expense Entry

We have added the ability to filter by project on the Project Location in Expense Entry. When the Project Location field is added to the ExpenseHeaderRowEditableColumns field set through a custom lookup field for Expense Entry, this enables you to filter project locations by the project. This enhancement provides improved clarity when dealing with entering expenses for projects that have large amounts of project locations.

Configure Mass Action Limits

We've introduced new custom setting fields to give your administrator control over processing limits for bulk operations across several PSA interfaces. This helps ensure performance remains stable while enabling you to process larger amounts of data when needed.

Customize Processing Limits

Previously, the number of records you could process at once in certain areas was fixed. You can now work with your administrator to adjust these limits to better suit your business needs. These configurable options are available in the following custom settings:

  • Assignments Settings
  • Resource Request Settings
  • Mass Link Project Task Assignments
  • Task Management Settings

If you've previously encountered system timeouts or performance slowdowns during large bulk updates, these new settings help resolve those issues. By refining processing limits, we've made it easier for you to manage high data volumes without compromising performance.

The default value for these limits remains the same as the previous fixed limits, so you won't see any immediate change in behavior after an upgrade. When you're ready to scale your operations, your administrator can update the fields in the respective custom settings.

For more information, see:

Distribute Hours Using the Whole Hours Distribution Scheduling Strategy

We have introduced the Whole Hours Distribution scheduling strategy API designed to provide greater flexibility when scheduling hours on a role or resource request. This method ensures that all required hours are distributed across the working days of the entire request duration without requiring partial hours on any single day.

The system first allocates hours to the first working day (e.g., Monday) of every single week in the request's entire duration. If hours remain, the system then moves to the second working day (e.g., Tuesday) of every single week in the duration, and so on. This pattern continues, allocating hours across the working days of all weeks until the total required hours are fully assigned. If the hours exceed the available working hours, resources will be over-allocated.

This sequential approach ensures that hour distribution is balanced and predictable across the entire duration, simplifying the process of fulfilling requests without the complexity of managing decimal-based hour entries.

For more information, see Permission Sets and Other Technical Documentation.

Slack Integration is Being Retired

We have retired the Slack Integration in PSA and Foundations. We no longer support this feature and it has been removed in the Spring 2026 release.

For more information, see Deprecated Elements.

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 - Spring 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.