SECTIONSUpgrading to Financial Planning and Analysis Summer 2026
This page describes the changes to make when upgrading to Summer 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 May 2026, check the documentation for previous releases for upgrade details.
For information on new features and changes to existing features in Summer 2026, see New Features and Enhancements in Financial Planning and Analysis Summer 2026.
Retain Adjustments in Empty Cells When Updating Plans from Analytics
Upgrade Steps
No upgrade steps are required to upgrade this feature to Summer 2026.
Update Plans from Analytics Using a Streamlined Process
Upgrade Steps
To upgrade this feature to Summer 2026, take the following action.
| Action | Further Information |
|---|---|
| The new Advanced Update Plans from Analytics feature permission is automatically enabled in all existing feature access rules. Review your existing feature rules and remove the Advanced Update Plans from Analytics where required. | 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 |
|---|---|---|
| Analytics | Advanced Update Plans from Analytics | Customize the dimension filters, measure filter, and dimension value mappings before updating a |
For more information, see Feature Access Rules.