SECTIONSUpgrading to Financial Planning and Analysis September 2026
This page describes the changes to make when upgrading to September 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 Summer 2026, check the documentation for previous releases for upgrade details.
For information on new features and changes to existing features in September 2026, see New Features and Enhancements in Financial Planning and Analysis September 2026.
Filter Plan Views Using Dimension Values
Upgrade Steps
No upgrade steps are required to upgrade this feature to September 2026.
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Feature Permissions
| Group | Feature | Description |
|---|---|---|
| Plan Table | Filter Columns by Dimension Values | Display columns for a single value of a plan's lowest-level dimension using the dimension value filter. |
For more information, see Feature Access Rules.
Secure Plan Operations and Streamline Views to Focus Workflows
Upgrade Steps
To upgrade this feature to September 2026, take the following action.
| Action | Further Information |
|---|---|
|
If you use the Project Manager Feature Permissions or Services Leader Feature Permissions access rule, and want to disable assigned user's ability to:
|
Editing a Feature Access Rule |
| [Optional] If you want the users assigned to the Project Manager Feature Permissions or Services Leader Feature Permissions access rule to remain unable to drill on dimension values, disable the Drill on Dimension Values feature permission on the rule. | Editing a Feature Access Rule |
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Feature Permissions
| Group | Feature | Description |
|---|---|---|
| Plan | Clone Plans | Create a copy of a plan. |
| Lock and Unlock Plans | Lock a plan to prevent further changes, or unlock a locked plan. |
For more information, see Feature Access Rules.
Improve Performance and Scale for Large Plans
Upgrade Steps
To upgrade this feature to September 2026, take the following action.
| Action | Further Information |
|---|---|
|
[Optional] Set the number of cells you want your plans to contain, up to a maximum of 300,000, in the Maximum Plan Cell Records field of the Planning Plan Cell Settings custom setting. |
Planning Plan Cell Settings Fields |
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Custom Settings
| Custom Setting | Description | Further Information |
|---|---|---|
| Planning Plan Cell Settings | Contains settings that control the maximum number of cells a plan can contain. | Planning Plan Cell Settings Fields |
Custom Setting Fields
| Custom Setting Field | Custom Setting | Description | Further Information |
|---|---|---|---|
| Maximum Columns | Planning Plan UI Settings | We've updated the maximum number of columns that can be displayed in a plan table to 120. | Planning Plan UI Settings Fields |