Upgrading to PS Cloud Core Analytics Spring 2026

This page describes the changes to make when upgrading to Spring 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 Spring 2026, see New Features and Enhancements in PS Cloud Core Analytics Spring 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.

Monitor Project Performance with the PSA Project Forecast Dashboard

Upgrade Steps

No upgrade steps are required to upgrade this feature to Spring 2026.

Included in This Feature

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

Dashboards

Dashboards Added in Spring 2026
Dashboard	Description	Further Information
PSA Project Forecast	Enables project managers to monitor how project revenue, cost, and margin is predicted to perform against budget.	PSA Project Forecast Dashboard

Fields

Input Fields Added to the Services Forecast Reporting Dataset in Spring 2026
Object	Field Label	Field API Name	Description
Budget	Amount	pse__Amount__c	Populates the Amount (Corporate Currency) field in the resulting dataset.
	Bill Date	pse__Bill_Date__c	Populates the Budget Billing Date field in the resulting dataset.
	Budget Name	Name
	Created Date	CreatedDate	Populates the Budget Created Date field in the resulting dataset.
	Currency	CurrencyIsoCode	Populates the Currency field in the resulting dataset.
	Effective Date	pse__Effective_Date__c	Populates the Budget Effective Date field in the resulting dataset.
	Id	Id	Populates the Level 4 field in the resulting dataset.
	Project	pse__Project__c	Populates the Project ID field in the resulting dataset.
	Status	pse__Status__c	Populates the Budget Status field in the resulting dataset.
	Type	pse__Type__c	Populates the Level 4 field in the resulting dataset.

For more information on the input fields included in the Services Forecast Reporting dataset, see Services Forecast Reporting Dataset PS Cloud Analytics Input Fields.

Output Fields Added to the Services Forecast Reporting Dataset in Spring 2026
Field Type	Field Label	Field API Name	Description
Dimension	Budget Name	BudgetName	The name of the budget.
Dimension	Budget Status	BudgetStatus	The status of the budget.
Date	Budget Billing Date	BudgetBillingDate	The billing date for the budget.
	Budget Created Date	BudgetCreatedDate	The date the budget was created.
	Budget Effective Date	BudgetEffectiveDate	The date the budget is effective from.

For more information on the output fields included in the Services Forecast Reporting dataset, see Services Forecast Reporting Dataset PS Cloud Analytics Output Fields.

Enable Clean-up of Services Forecast Data

Upgrade Steps

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

Upgrade Steps for Spring 2026
Action	Further Information
Add the Delete Forecast Versions Older Than field to the Services Forecast Version Deletion section of your PS Cloud Analytics Setup record.	PS Cloud Analytics Setup Fields