Upgrading to PSA 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 Spring 2026, check the documentation for previous releases for upgrade details.

Note:

Where new objects, fields, or buttons have been added for a feature, we recommend that you add them to any relevant page layouts, profiles, and permission sets. For information on how to do this, see the Salesforce Help.

For information on new features and changes to existing features in Summer 2026, see New Features and Enhancements in PSA Summer 2026.

Streamline Staffing with Smart Reallocation and Resource Recommendations

Dynamic Default Grouping for Reallocation

Upgrade Steps

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

Configurable Field Sets for Contact Lookup

Upgrade Steps

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

Efficient Group-Level Selection for Reallocation

Upgrade Steps

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

Efficient Scheduling with the Today Button on Calendar

Upgrade Steps

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

Included in This Feature

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

Fields

Fields Added in Summer 2026
Object	Field	Further Information
Work Planner	Today	Using Work Planners

Improved Focus with Resource and Project Pinning

Upgrade Steps

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

Included in This Feature

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

Buttons

Buttons Added in Summer 2026
Button	Location	Further Information
	Work Planner	Using Work Planners
	Work Planner	Using Work Planners

Enhanced Splitting to Held and Unheld Requests

Upgrade Steps

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

Intelligent Resource Suggestions for Faster Reallocation

Upgrade Steps

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

Upgrade Steps for Summer 2026
Action	Further Information
To access and use the resource suggestions within the New Resource lookup dropdown on the Reallocate window, you must assign users with the PSA-Edit Work Planner custom permission set.	For more information about creating permission sets, see the Salesforce Help.

Included in This Feature

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

Permission Sets

Permission Sets added in Summer 2026
Permission Set	Description	Further Information
PSA-Edit Work Planner	Use PSA- Manage Configuration to access both the Advanced Search Configurations and Mobile Advanced Search Configurations.	In the PSA Permissions window, scroll down to the Updates to Permission Sets table and click the link in the View Changes column for the relevant permission set.

Flexible Staffing with Enhanced Held and Unheld Requests

Upgrade Steps

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

Upgrade Steps for Summer 2026
Action	Further Information
Assign the PSA Edit - Work Planner permission set to the users who want to access the Resource for New Held Resource Request section on the Split to New Resource Request window. If you are using custom permission sets, ensure that edit access is granted to the Resource and Resource Held fields on the Resource Request object.	Permission Sets and Other Technical Documentation For more information about permission sets, see the Salesforce Help.

Included in This Feature

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

Buttons

Buttons Renamed in Summer 2026
Previous Name	New Name	Further Information
Split to New Held Resource Request	Split to New Resource Request	Using Work Planners

Permission Sets

Permission Sets Updated in Summer
Permission Set	Description	Further Information
PSA - Edit Work Planner	We have added edit access to the Resource field on the Resource Request object.	In the PSA Permissions window, scroll down to the Updates to Permission Sets table and click the link in the View Changes column for the relevant permission set. A list of all changes made to the permission set in this release is displayed.

Lightning Component Properties

Lightning Component Properties Updated in Summer
Component Name	Component Property	Further Information
PSA Work Planner	Hide Held Resource Request Section when Splitting Assignment to Resource Request	Work Planner Lightning Component Properties
PSA Work Planner	Hide Held Resource Request Section when Splitting Resource Request	Work Planner Lightning Component Properties

Renamed Lightning Component Properties

Lightning Component Properties Updated in Summer
Component Name	Previous Name	New Name	Further Information
PSA Work Planner	Hide Split to New Held Resource Request Action on Resource Request	Hide Split to New Resource Request Action on Resource Request	Work Planner Lightning Component Properties

Removal of the Region Field

Upgrade Steps

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

Automated Top Match Recommendations for Resource Selection

Upgrade Steps

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

Maintain Cost Rate Consistency When Splitting the Assignment

Upgrade Steps

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

Transition Seamlessly to Work Planner with Enhanced Usability

Upgrade Steps

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

Optimize Workflow with the Opportunity Work Planner

Upgrade Steps

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

Upgrade Steps
Action	Further Information
[Optional] In the Lightning App Builder, select the field set in the Opportunity Details Custom Fields Field Set property to display the fields in the field set order on the Opportunity Details panel.	Work Planner Lightning Component Properties
[Optional] In the Lightning App Builder, select the field set in the Filter by Opportunity Section Custom Fields Field Set property to display the fields in the field set order on the Filters panel.	Work Planner Lightning Component Properties
Assign the PSA Edit - Work Planner permission set to the users to view the default fields on the Opportunity Details panel and Filter by Opportunity section on the Filters panel. If you are using custom permission sets or only the PSA View - Work Planner permission set, ensure that you have read access to the following fields on the Opportunity object: Region Practice Group	Permission Sets and Other Technical Documentation

Included in This Feature

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

Lightning Component Properties

Lightning Component Properties Added in Summer 2026
Component Name	Component Property	Further Information
PSA Work Planner	Filter by Opportunity Section Custom Fields Field Set	Work Planner Lightning Component Properties
PSA Work Planner	Opportunity Details Custom Fields Field Set	Work Planner Lightning Component Properties

Permission Sets

Permission Sets Updated in Summer 2026
Permission Set	Description	Further Information
PSA Edit - Work Planner	We have added read access to the following fields on the Opportunity object: Region Practice Group	Work Planner Lightning Component Properties

Adopt Resource Search Fields for Custom Filters

Upgrade Steps

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

Included in This Feature

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

Deprecated Elements

Elements Deprecated from Summer 2026
Item	Replaced By	Further Information
Resourcing Match Mappings page	Configure Resource Search Fields page	Resource Search Field Mappings

Use Simple Staffing to Choose a Resource and Have It Validated for Suitability and Availability

Upgrade Steps

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

Upgrade Steps for Summer 2026
Action	Further Information
Edit the Resource Request Staffer page in Lightning App Builder, and select Enable Simple Staffing in the list of properties for the PSA Resource Request Staffer component.	Resource Request Staffer Lightning Component Properties

Included in This Feature

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

Lightning Component Properties

New Lightning Component Properties in Summer 2026
Component Name	Component Property	Further Information
PSA Resource Request Staffer	Enable Simple Staffing	Resource Request Staffer Lightning Component Properties

Fields

Fields Added in Summer 2026
Object	Field	Further Information
Resource Match Result	Matched Manually	Resource Match Result Fields

Self-Assign from the Services Delivery Workspace

Upgrade Steps

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

Upgrade Steps for Summer 2026
Action	Further Information
[Optional] To configure a self-assignment to the Services Delivery Workspace record page, add the PSA Actions: Create Assignment component to the Services Delivery Workspace using Lightning App Builder.	PSA Lightning Components

Included in This Feature

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

Lightning Component Properties

Lightning Component Properties Added in Summer 2026
Component Name	Component Property	Further Information
PSA Actions: Create Assignment	Contains actions for self-assignment	PSA Lightning Components

Manage Schedule Conflicts

Upgrade Steps

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

Upgrade Steps for Summer 2026
Action	Further Information
To enable synchronization of monthly over allocation data: Delete any existing Availability Dataset Update Log records. Delete any existing Monthly Availability dataset. Select the Enable Over Allocation Dataset custom setting. You can then create the datasets from the PSA Administration page, by clicking Asynchronous Processes \| Create Allocation Datasets.	Managing the Monthly Availability Dataset

Included in This Feature

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

Fields

Fields Added in Summer 2026
Object	Field	Further Information
Availability Dataset Update Log	Availability Status	Availability Dataset Update Log Fields
Availability Dataset Update Log	Monthly Over Allocation Insights Id	Availability Dataset Update Log Fields
Availability Dataset Update Log	Over Allocation Status	Availability Dataset Update Log Fields

Fields Updated in Summer 2026
Object	Field	Further Information
Availability Dataset Update Log	Combined Status	Availability Dataset Update Log Fields
Availability Dataset Update Log	Monthly Availability Insights Id	Availability Dataset Update Log Fields
Staffing Preference	Scheduling Strategy	Staffing Preference Fields

Objects

Objects Added in Summer 2026
Object	Description	Further Information
Monthly Over Allocation	A single month's over allocation for a resource, based on work calendar hours.	Monthly Over Allocation Fields

Custom Setting Fields

Custom Setting Fields Added in Summer 2026
Custom Setting	Custom Setting Field	Further Information
Assignment Settings	Hide Whole Hours Distribution Strategy	Assignment Settings
Utilization Settings	Enable Over Allocation Dataset	Utilization Settings

Custom Setting Fields Updated in Summer 2026
Custom Setting	Custom Setting Field	Further Information
Assignment Settings	Default Scheduling Strategy	Assignment Settings
Assignment Settings	Default Scheduling Strategy Unheld RRs	Assignment Settings

Datasets

Datasets Added in Summer 2026
Dataset	Further Information
Monthly Over Allocation	Monthly Over Allocation Dataset Input Fields

Generate Preferred Schedules for Task-Based Unheld Resource Requests

Upgrade Steps

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

Upgrade Steps for Summer 2026
Action	Further Information
By default, the auto-recalculate-schedule-for-unheld-resource-requests configuration option is enabled. This option automatically recalculates preferred schedules for unheld resource requests when related project tasks or project task assignments change. To prevent this, add the option to the Schedule configuration group and set it to false.	Schedule Settings
To generate a preferred schedule when creating an unheld resource request from a project task, edit the project record page in Lightning App Builder, and select "Both" or "Show Create with Schedule Only" in the Resource Request Creation Buttons property of the PSA Actions: Task-Based Resourcing component.	Task-Based Resourcing Actions Lightning Component Properties

Included in This Feature

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

Configuration Options

Configuration Options Added in Summer 2026
Configuration Option Group	Configuration Option Name	Further Information
Schedule	auto-recalculate-schedule-for-unheld-resource-requests	Schedule Settings

Lightning Component Properties

New Lightning Component Properties in Summer 2026
Component Name	Component Property	Further Information
PSA Actions: Task-Based Resourcing	Resource Request Creation Buttons: "Both" "Show Create with Schedule Only" "Show Create without Schedule Only"	Task-Based Resourcing Actions Lightning Component Properties

Retirement of the Legacy Mass Resource Replacement Page

Upgrade Steps

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

Upgrade Steps for Summer 2026
Action	Further Information
Ensure that you replace the Mass Resource Replacement Visualforce page with the Swap Resources Lightning page, and you have the relevant information to use the Lightning pages.	For more information about Lightning pages, see the Salesforce Help.

Deactivation of the Project Team Schedule and Team Schedule Planner

Upgrade Steps

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

Included in This Feature

This section details the items that have been marked as retired for this feature in this release.

Retired Objects

Objects Retired in Summer 2026
Object API Name	Previous Label	New Label	Further Information
pse__Utilization_Engine_TOD__c	Utilization Engine TOD	DEPRECATED: Utilization Engine TOD	Deprecated Elements

Retired Custom Setting Fields

Custom Setting Fields Retired in Summer 2026
Custom Setting API Name	Previous Label	New Label	Further Information
Use_Utilization_Engine_TOD__c	Use Utilization Engine for Shift Mgmt	DEPRECATED: Use UE for Shift Mgmt	Deprecated Elements
Utilization_Engine_Max_Range_TOD__c	Utilization Eng Max Range Shift Mgmt	DEPRECATED: UE Max Range Shift Mgmt	Deprecated Elements
Utilization_Engine_Start_Range_TOD__c	Utilization Eng Start Range Shift Mgmt	DEPRECATED: UE Start Range Shift Mgmt	Deprecated Elements

Retired Permission Sets

Permission Sets Retired in Summer 2026
Permission Set Name	Further Information
PSA - View Project Team Schedule	Permission Sets and Other Technical Documentation
PSA - Edit Project Team Schedule	Permission Sets and Other Technical Documentation

Deleted Permission Sets

Permission Sets Deleted in Summer 2026
Permission Set Name	Further Information
PSA - Use Team Schedule Planner	Permission Sets and Other Technical Documentation

Streamline Resource Management with Enhanced Grid Controls

Configure Columns in the Resourcing Tab

Upgrade Steps

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

Upgrade Steps for Summer 2026
Action	Further Information
[Optional] To configure the column visibility in the Attributes, Scheduler, and Allocation views, adjust the column properties in the Resource Requests Lightning App Builder for the PSA Resourcing component.	Resourcing Lightning Component Properties and PSA Resourcing Lightning Component Fields

Included in This Feature

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

Lightning Component Properties Added in Summer 2026
Component Properties	Component Name	Lightning Page	Further Information
Show Availability Column	PSA Resourcing	Resource Request	Resourcing Lightning Component Properties and PSA Resourcing Lightning Component Fields
Show Candidate Type Column
Show Distance Column
Show Matched Skills Column
Show Preferred Resource Column
Show Rank Column
Show Resource Status Column
Show Shortlist Status Column
Show Worked With Customer Column

Configure Fields in the Compare Resources Window

Upgrade Steps

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

Upgrade Steps for Summer 2026
Action	Further Information
[Optional] To configure the visibility of Shortlist Status and Candidate Type in the Compare Resources window, set the Show Compare Shortlist Status and Show Compare Candidate Type properties in the Resource Requests Lightning App Builder for the PSA Resourcing component.	Resourcing Lightning Component Properties and PSA Resourcing Lightning Component Fields

Included in This Feature

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

Lightning Component Properties Added in Summer 2026
Component Properties	Component Name	Lightning Page	Further Information
Show Compare Shortlist Status	PSA Resourcing	Resource Request	Resourcing Lightning Component Properties and PSA Resourcing Lightning Component Fields
Show Compare Candidate Type	PSA Resourcing	Resource Request

Configure Columns in the Assignment Details Grid

Upgrade Steps

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

Upgrade Steps for Summer 2026
Action	Further Information
[Optional] To control the visibility of columns in the Assignment Details grid of the Assign Multiple Resources to Project window, configure the columns in the Assignment Settings custom settings and then select the relevant checkboxes.	Assignment Settings and Assigning Multiple Resources to Projects
[Optional] To configure which custom fields appear as columns in the Assignment Details grid of the Assign Multiple Resources to Project window, enter the field set API name in the Assign Multiple Resources Field Set custom setting in Assignment Settings.	Assignment Settings

Included in This Feature

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

Custom Setting Fields Added in Summer 2026
Field	Custom Setting	Further Information
Assign Multiple Resources Field Set	Assignment Settings	Assignment Settings
Hide Cost Rate Column
Hide Day of Week Columns
Hide Percent Allocation Column
Hide Planned Hours Column
Hide Scheduled Hours Column
Hide Use Default Cost Rate Column

Configure Self-Nomination Fields to Streamline Resource Request Creation

Upgrade Steps

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

Upgrade Steps for Summer 2026
Action	Further Information
[Optional] To enable self-nomination when creating resource requests from an opportunity, add the Allow Candidates to Self-Nominate, Information for Prospective Candidates, and Self-Nomination Deadline fields to the CreateRRFromOppFieldSet field set on the Resource Request object.	Resource Request Field Sets
[Optional] To enable self-nomination when creating resource requests from a project, add the Allow Candidates to Self-Nominate, Information for Prospective Candidates, and Self-Nomination Deadline fields to the CreateRRFromProjFieldSet field set on the Resource Request object.	Resource Request Field Sets

Included in This Feature

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

Fields

Fields Added in Summer 2026
Field Set	Object	Field	Further Information
CreateRRFromOppFieldSet	Resource Request	Allow Candidates to Self-Nominate Information for Prospective Candidates Self-Nomination Deadline	Resource Request Field Sets
CreateRRFromProjFieldSet	Resource Request		Resource Request Field Sets

Automate Assignment and Resource Search Tasks with Invocable Actions

Upgrade Steps

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

Included in This Feature

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

Invocables Added

Invocables Added in Summer 2026
Invocable Action	Apex Class	Description	Further Information
Create Assignment and Assign Resource	CreateAssignmentAndAssignResourceAction	Creates an assignment by assigning the specified resource to the specified resource request.	Custom Actions Permission Sets and Other Technical Documentation Apex Actions for AI Agents Certinia Technical Pack
Find Assignments for Resource	FindAssignmentsForResourceAction	Returns a resource's assignments within an optional date range and billable status.
Split Assignment to Assignment	SplitAssignmentToAssignmentAction	Splits an assignment into two assignments, assigning the new segment to a different resource.
Split Assignment to Resource Request	SplitAssignmentToResourceRequestAction	Splits an assignment into a new resource request starting on a specified date.
Swap Resource on Assignment	SwapResourceOnAssignmentAction	Swaps the resource assigned to an assignment.
Search Resources for Record	SearchResourcesForRecordAction	Returns the resource records that match a resource request or assignment record.

Manage Data Volume by Deleting Obsolete Resource Utilization Records

Upgrade Steps

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

Enhance Work Planner and Resourcing Grid

Upgrade Steps

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

Match Quality for Resourcing Component

Upgrade Steps

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

Upgrade Steps for Summer 2026
Action	Further Information
[Optional] To display the Match Quality property in the Compare Resources window, configure the Show Match Quality in Compare Resources property in the Lightning App Builder for the Resourcing component.	Resourcing Lightning Component Properties

Included in This Feature

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

Lightning Component Properties

Lightning properties Added in Summer 2026
Component Name	Component Name	Lightning Page	Further Information
Show Match Quality in Compare Resources Window	PSA Resourcing	Resource Request Lightning Page	Resourcing Lightning Component Properties

Exclude Fields from Split and Clone Actions in Work Planner

Upgrade Steps

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

Upgrade Steps for Summer 2026
Action	Further Information
[Optional] To exclude fields from being copied when a resource request is split or cloned, add those fields to the Clone or Split Exclusion Fields field set on the Resource Request object.	Setting up Work Planners Resource Request Field Sets Salesforce Help
[Optional] To exclude fields from being copied when an assignment is split or cloned, add those fields to the Clone or Split Exclusion Fields field set on the Assignment object.	Setting up Work Planners Assignment Field Sets

Included in This Feature

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

Field Set

Field Sets Added in Summer 2026
Object	Field Set	Further Information
Resource Request	Clone or Split Exclusion Fields	Resource Request Field Sets
Assignment	Clone or Split Exclusion Fields	Assignment Field Sets

Update Your Skills with Automated Skill Rating Suggestions

Upgrade Steps

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

Included in This Feature

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

Custom Setting Fields

Custom Settings Fields Added in Summer 2026
Custom Setting	Custom Setting Field	Further Information
Skills Management Global Settings	Enable Resource Skill Rating Suggestions	Skills Management Global Settings
	Skill Rating Suggestion Lower Threshold
	Skill Rating Suggestion Upper Threshold

Leverage AI to Extract Skills and Certifications from Custom Text and Documents

Upgrade Steps

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

Discover and Manage Skills and Certifications

Upgrade Steps

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

Upgrade Steps for Summer 2026
Action	Further Information
[Optional] To configure a default view in the Select Skills and Certifications window, select Default Select Skills View Field Set property in the Lightning App Builder for the following components: PSA Actions: Resource Requests PSA Actions: Assignments PSA Actions: Resource Request Details, PSA Resourcing PSA Mass Manage Skills and Certifications PSA Work Planner	PSA Lightning Components
[Optional] To display custom fields from the Select Skills Column Field Set list, use the Select Skills Column Field Set property in the Lightning App Builder for the following components: PSA Actions: Resource Requests PSA Actions: Assignments PSA Actions: Resource Request Details PSA Resourcing PSA Mass Manage Skills and Certifications PSA Work Planner	PSA Lightning Components

Included in This Feature

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

Lightning Component Properties

Lightning Component Properties Added in Summer 2026
Component Properties	Component Name	Further Information
Default Select Skills View	PSA Actions: Resource Requests PSA Actions: Assignments PSA Actions: Resource Request Details PSA Resourcing PSA Mass Manage Skills and Certifications PSA Work Planner components	PSA Lightning Components
Select Skills Column Field Set		PSA Lightning Components

Lightning Component Properties Renamed in Summer 2026
Previous Name	New Name	Further Information
Skill Columns Field Set	Add Skills Column Field Set	PSA Lightning Components

Buttons

Buttons Added in Summer 2026
Button	Component Name	Further Information
Browse	PSA Actions: Resource Requests PSA Actions: Assignments PSA Actions: Resource Request Details PSA Resourcing PSA Mass Manage Skills and Certifications PSA Work Planner components	Using Work Planners Managing Resource Skill Requests on Resource Requests Assigning Multiple Resources to Projects Mass Managing Skills and Certifications for Resources Managing Resource Requests Mass Managing Resource Requests Creating Resource Requests

Manage Skills and Certifications More Efficiently with the New Skills and Certifications Hierarchy Page

Upgrade Steps

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

Upgrade Steps for Summer 2026
Action	Further Information
Complete the setup steps for the Skills and Certifications Hierarchy component.	Setting up the Skills and Certifications Hierarchy Component

Included in This Feature

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

Lightning Components

Lightning Components Added in Summer 2026
Component	Description	Further Information
PSA Skills and Certifications Hierarchy	Enable users to view and manage the skills and certifications hierarchy.	PSA Lightning Components

Lightning Pages

Lightning Pages Added in Summer 2026
Page	Description	Further Information
Skills and Certifications Hierarchy	View and manage the skills and certifications hierarchy.	Skills and Certifications Hierarchy Overview

Simplified Skills and Certifications Navigation

Upgrade Steps

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

Included in This Feature

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

Lightning Pages

Lightning Pages Added in Summer 2026
Page Name	Description	Further Information
Skills and Certifications Workspace	View and manage the skills, certifications, and skill sets.	Skills and Certifications Workspace Overview Skills and Certifications Workspace Customizing the Skills and Certifications Workspace Setting up the Skills and Certifications Workspace

Standardized Skills and Certifications Terminology

Upgrade Steps

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

Retirement of the Skills Matrix Visualforce Page

Upgrade Steps

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

Manage Skills and Skill Sets to Streamline Workflow

Mark Skills, Certifications, and Skill Sets as Inactive

Upgrade Steps

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

Upgrade Steps for Summer 2026
Action	Further Information
[Optional] If you use customized page layouts for the Skill or Certification object, add the Inactive field to your layout so it displays on the record page.	For more information, see Skills Management Overview and Skill or Certification Fields.
[Optional] If you use customized page layouts for the Skill Set object, add the Inactive field to your layout so it displays on the record page.	For more information, see Skill Sets Overview and Skill Set Fields.

Included in This Feature

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

Fields

Lightning Fields Added in Summer 2026
Object	Field	Further Information
Skill or Certification	Inactive	Skill or Certification Fields
Skill Set	Inactive	Skill Set Fields

Exclude Inactive Skills and Certifications

Upgrade Steps

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

Included in This Feature

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

Filters

Filters Added in Summer 2026
Component Name	Filter	Page	Further Information
PSA Manage Skills and Certifications	Hide Inactive Skills	Services Delivery workspace	Manage Skills and Certifications Fields and Skills Management Global Settings.
PSA Manage Skills and Certifications	Hide Inactive Certifications	Services Delivery workspace
PSA Mass Manage Skills and Certifications	Hide Inactive Skills and Certifications	Skills Management	Mass Managing Skills and Certifications for Resources and Skills Management Global Settings.

Automate Skill and Skill Set Status Updates Using Invocable Actions

Upgrade Steps

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

Add RAID Records Directly in the RAID Tracker to Increase Efficiency

Upgrade Steps

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

Upgrade Steps for Summer 2026
Action	Further Information
Ensure that users have Create permission for the following objects to view the button on the RAID Tracker toolbar: Risk Action Assumption Issue Decision Dependency	Permission Sets and Other Technical Documentation

Included in This Feature

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

Buttons

Buttons Added in Summer 2026
Lightning Component	Button	Button Label	Further Information
RAID Tracker		Add	RAID Tracker Lightning Component Fields

Edit and Save RAID Items Directly in the Combined RAID View

Upgrade Steps

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

Included in This Feature

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

Buttons

Buttons Added in Summer 2026
Button	Object	Lightning Component	Further Information
Save	Projects	RAID Tracker	RAID Tracker Lightning Component Fields

Manage Project Task Comments in the Gantt on a Project Record and Project Task Board

Upgrade Steps

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

Included in This Feature

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

Objects

Objects Added in Summer 2026
Custom Object	Description	Further Information
Comment	Stores comments associated with project tasks.	Comment Fields

Buttons

Buttons Added in Summer 2026
Lightning Component	Button	Button Label	Further Information
PSA Project Gantt and PSA Project Task Board		Comments Panel	Project Gantt Lightning Component Fields, and Project Task Board Lightning Component Fields
	Comment
	Delete
	Edit

Permission Sets

Permission Sets Added in Summer 2026
Permission Set	Description	Further Information
PSA - Manage Gantt and Project Tasks	We have added read and write permissions for the Content and Project Task fields on the Comment object.	In the PSA Permissions window, scroll down to the Updates to Permission Sets table and click the link in the View Changes column for the relevant permission set. A list of all changes made to the permission set in this release is displayed.
PSA - Manage Project Tasks

Viewing Start and End Times for Project Tasks in Gantt on a Project Record

Upgrade Steps

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

Included in This Feature

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

Fields

Fields Renamed in Summer 2026
Object	Field	Further Information
Project Task	Start Date & Time	Project Fields
Project Task	End Date & Time	Project Fields

Calculate Formula Fields Live in Gantt on a Project Record

Upgrade Steps

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

Resuming Your Project Plan with Remembered Expand and Collapse Settings in Gantt on a Project Record

Upgrade Steps

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

Manage Project To-Dos Directly in Experience Cloud

Upgrade Steps

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

Upgrade Steps for Summer 2026
Action	Further Information
To manage project actions as to-dos on Experience Cloud Sites, add the PSA Project To-Dos component to your project pages in Experience Builder.	PSA Project To-Do List and PSA Project To-Dos Lightning Component Properties

If you used the project to-do component on Experience Cloud Sites in a previous release, note that it is now named PSA Project To-Dos. This component has been available since Spring 2026.

Included in This Feature

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

Lightning Component Properties

Lightning Component Properties Added in Summer 2026
Property	Description	Further Information
Action Fields Field Set	The field set on the Action object that determines the fields shown in the window when creating or editing an action.	PSA Project To-Do List and PSA Project To-Dos Lightning Component Properties

Achieve Classic Gantt Editing and Scheduling Parity in Gantt on a Project Record

Upgrade Steps

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

Upgrade Steps for Summer 2026
Action	Further Information
[Optional] To make the Adjust Tasks When Start Date Changes field available to users on custom Project page layouts or custom permission sets and profiles, add the field to those layouts and grant access to it. The field is added to the standard Project page layouts and the standard permission set for managing the Gantt and project tasks automatically.	Project Fields

Included in This Feature

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

Fields

Fields Added in Summer 2026
Object	Field	Further Information
Project	Adjust Tasks When Start Date Changes	Project Fields

Replicate Cell Values by Corner Drag in Gantt on a Project Record

Upgrade Steps

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

View Assignment Details in the Manage Resources Window

Upgrade Steps

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

Work in the Project Time Zone in Gantt on a Project Record

Upgrade Steps

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

Configure Gantt on a Project Record with Global Settings

Upgrade Steps

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

Start and Complete Project Tasks Using AI Agents and Flows

Upgrade Steps

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

Reschedule Tasks and Dependencies in Gantt on a Project Record

Upgrade Steps

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

Upgrade Steps for Summer 2026
Action	Further Information
Existing projects have their dependencies resolved upon loading Gantt. To maintain existing gaps between project tasks, update the lag values between dependencies.	Managing Project Tasks from Gantt on a Project Record

Enhanced Advanced Lookups on Mobile for Faster Data Entry

Upgrade Steps

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

Upgrade Steps for Summer 2026
Action	Further Information
To access and use the Mobile Advanced Search Configurations Lightning action, you must assign users with the PSA - Manage Configuration custom permission set.	For more information about creating permission sets, see the Salesforce Help.

Included in This Feature

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

Lightning Actions

Lightning Actions Added in Summer 2026
Lightning Actions	Page Layout	Further Information
Mobile Advanced Search Configurations	PSA Administration	PSA Administration

Permission Sets

Permission Sets added in Summer 2026
Permission Set	Description	Further Information
PSA - Manage Configuration	Use PSA - Manage Configuration to access both the Advanced Search Configurations and Mobile Advanced Search Configurations.	In the PSA Permissions window, scroll down to the Updates to Permission Sets table and click the link in the View Changes column for the relevant permission set.

Mobile Full-Screen Search View

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

Mobile Search Results Enhancements

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

Enhanced Task Time Entry in Timesheet Entry

Upgrade Steps

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

Included in This Feature

This section details the items that have been added in this release.

Lightning Component Properties

Lightning Component Properties Added in Summer 2026
Component Name	Component Property	Further Information
PSA Timesheet Entry	Default Primary Action	Timesheet Entry Properties

Custom Setting Fields

Custom Setting Fields Added in Summer 2026
Custom Setting Field	Custom Setting	Further Information
Task Time Notes Editable Fieldset Name	Timecard Entry UI Global and Personal	Time Entry Settings
Task Time Notes Readonly Fieldset Name	Timecard Entry UI Global and Personal	Time Entry Settings

Streamline Time Management with Enhanced Timesheet Customization and Context

Upgrade Steps

Upgrade Steps for Summer 2026
Action	Further Information
When you first open Timesheet Entry after upgrading, the grid loads with the new column widths and ordering. Reapply any column resizing or reordering as needed.	Timesheet Entry Overview

Included in This Feature

This section details the items that have been updated in this release.

Custom Setting Fields

Custom Setting Fields Added or Updated in Summer 2026
Custom Setting Field	Custom Setting	Further Information
Account Field to Display in Timecard	Timecard Entry UI Personal	Time Entry Settings
Show Assignment Number
Show Project Name with Assignment
TC Header Row Left Readonly Field Set Name

Utilize Advanced Searching on Timecard Fields

Upgrade Steps

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

Enhance Time Management with Timesheet Entry

Upgrade Steps

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

Upgrade Steps for Summer 2026
Action	Further Information
What is considered a valid date is controlled by the following custom settings fields: Copying valid task time dates is controlled by the Task Time: Filter Task Dates field in the Timecard Entry UI Personal custom setting. Copying assignments with valid dates is controlled by the Assignments Load Date Restriction field in the Timecard Entry UI Global custom setting. Copying projects with valid dates is controlled by the Projects Load Date Restriction field in the Timecard Entry UI Global custom setting.	Time Entry Settings
Timecard adjustments are controlled by the above custom settings fields. Enable these to enable adjusting timecards.	Time Entry Settings

Included in This Feature

This section details the items that have been added in this release.

Lightning Component Properties

Lightning Component Properties Added in Summer 2026
Component Name	Component Property	Further Information
PSA Timesheet Entry	Grid Height (px)	Timesheet Entry Properties

Improve Timecard Compliance with Timesheet Entry

Upgrade Steps

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

Suggest, Save, and Submit Timecards Using AI Agents

Upgrade Steps

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

Retirement of Billing Forecasting

Upgrade Steps

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

Included in This Feature

This section details the items that have been marked as retired for this feature in this release.

Retired Objects

Objects Retired in Summer 2026
Object API Name	Previous Label	New Label	Further Information
pse__Forecast_Curve__c	Billing Forecast Curve	RETIRED: Billing Forecast Curve	Deprecated Elements
pse__Forecast_Enhanced_Calculation__c	Billing Forecast Calculation	RETIRED: Billing Forecast Calculation	Deprecated Elements

Retired Tabs

Tabs Retired in Summer 2026
Tab API Name	Previous Label	New Label	Further Information
pse.Forecast_Setup	Billing Forecast Setup	RETIRED: Billing Forecast Setup	Deprecated Elements
pse.Forecast_Scheduler	Billing Forecast Scheduler	RETIRED: Billing Forecast Scheduler	Deprecated Elements

Retired Visualforce Pages

Visualforce Pages Retired in Summer 2026
Page API Name	Previous Label	New Label	Further Information
pse__ForecastView	ForecastView	RETIRED: ForecastView	Deprecated Elements
pse__ForecastCalculatorPage	ForecastCalculatorPage	RETIRED: ForecastCalculatorPage
pse__ForecastScheduler	ForecastScheduler	RETIRED: ForecastScheduler
pse__ForecastSetup	ForecastSetup	RETIRED: ForecastSetup
pse__ForecastEnhancedCalculationBatchProgress	ForecastEnhancedCalculationBatchProgress	RETIRED: ForecastEnhancedCalculationBatchProgress
pse__ForecastCalculatorFromRegion	ForecastCalculatorFromRegion	RETIRED: ForecastCalculatorFromRegion
pse__ForecastCalculatorFromPractice	ForecastCalculatorFromPractice	RETIRED: ForecastCalculatorFromPractice
pse__ForecastCalculatorFromGroup	ForecastCalculatorFromGroup	RETIRED: ForecastCalculatorFromGroup

Track Project Direct Costs More Efficiently

Upgrade Steps

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

Upgrade Steps for Summer 2026
Action	Further Information
Grant relevant users access to the Project Cost object, its fields, and the Project Costs tab. Note: Predefined permission sets are not available for this feature in this release.	For more information about permissions and access settings, see the Salesforce Help.
Assign the Project Cost Layout page layout to the relevant profiles.	For more information about assigning page layouts to profiles, see the Salesforce Help.
If you use your own custom project Lightning page ensure the PSA Actions: Project Financials Lightning component is added, then select the Show New Project Cost checkbox in the component properties.	PSA Lightning Components PSA Actions Lightning Component Properties For more information about adding Lightning components to Lightning pages, see the Salesforce Help.
[Optional] Modify the picklist values for the Cost Category and Cost Subcategory fields on the Project Cost object to adapt them to your business needs.	Cost Categories and Subcategories For more information about managing picklist values, see the Salesforce Help.
[Optional] Add the Project Costs related list to the Project Layout page layout if you want users to create project costs from the related list. If you use your own custom page layouts for the Project object, ensure you add the related list to any relevant page layouts.	For more information about adding related lists to page layouts, see the Salesforce Help.

Included in This Feature

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

Objects

Object Added in Summer 2026
Object	Description	Further Information
Project Cost	Represents an additional direct cost associated with a project.	Project Cost Fields

Page Layouts

Page Layout Added in Summer 2026
Object	Page Layout	Further Information
Project Cost	Project Cost Layout	Project Cost Fields For more information about page layouts, see the Salesforce Help.

Object Tabs

Object Tab Added in Summer 2026
Tab	Description	Further Information
Project Costs	View and manage project costs.	Project Costs Overview

Lightning Components

Lightning Components Updated in Summer 2026
Component	Description	Further Information
PSA Actions: Project Financials	This component now includes: A new New Project Cost action link. A new Show New Project Cost component property, which controls the link's visibility. This property is selected by default.	PSA Lightning Components PSA Actions Lightning Component Properties

Manage Dated Resource Cost Rates

Upgrade Steps

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

Upgrade Steps for Summer 2026
Action	Further Information
[Optional] To use the new Dated Average Bill Rate field to populate the Average Bill Rate field on unassigned resource requests that use dated resource bill rates, select Action: Force Schedule Refresh on the associated schedule.	Schedule Fields
[Optional] Update the default values in the new Update Dated Revenue: Sync Limit custom setting field to match the default values in the Assignment Revenue Sync Job Size custom setting field (now named Update Dated Revenue: Job Size) in the Assignment Settings custom setting.	For more information about updating custom setting fields, see the Salesforce Help.
[Optional] Update the default values in the new Update Costs from DRR: Job Size custom setting field to match the default values in the Update Dated Billable Amount Batch Size custom setting field (now named Update Dated Billable Amount: Job Size) in the Assignment Settings custom setting.
[Optional] Update the default values in the new Update Dated Billable Amount: Sync Limit custom setting field to match the default values in the Update Dated Billable Amount Batch Size custom setting field (now named Update Dated Billable Amount: Job Size) in the Resource Request Settings custom setting.
[Optional] In your existing custom settings, set the default value in the following custom setting fields to 200 to match the new default value: Update Dated Revenue: Job Size in the Assignment Settings custom setting Update Dated Billable Amount: Job Size in the Resource Requests custom setting
[Optional] Update your field-level help text to align with the changes listed in Fields Where Help Text Has Been Updated Summer 2026 and Custom Setting Fields Updated in Summer 2026	For information about field-level help and how to change custom help text, see the Salesforce Help.

Included in This Feature

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

Fields

Fields Added in Summer 2026
Object	Field	Further Information
Resource Request	Cost Rate Currency Code	Resource Request Fields
	Dated Average Bill Rate
	Dated Projected Average Cost Rate
	Projected Average Cost Rate
	Projected Cost Amount

Fields Where Help Text Has Been Updated Summer 2026
Object	Field	New Help Text	Further Information
Schedule	Action: Force Schedule Refresh	If selected, updates scheduled hours and financial information on this schedule and related records.	Schedule Fields

Custom Setting Fields

Custom Setting Fields Added in Summer 2026
Custom Setting	Custom Setting Field	Further Information
Assignment Settings	Update Costs from DRR: Job Size	Assignment Settings
Assignment Settings	Update Dated Revenue: Sync Limit	Assignment Settings
Resource Request Settings	Update Costs from DRR: Job Size	Resource Request Settings
	Update Dated Billable Amount: Sync Limit
	Update Dated Costs: Job Size
	Update Dated Costs: Sync Limit

Custom Setting Fields Updated in Summer 2026
Custom Setting	Field API Name	Previous Label	New Label	New Default Value	New Help Text	Further Information
Assignment Settings	Assignment_Revenue_Sync_Job_Size__c	Assignment Revenue Sync Job Size	Update Dated Revenue: Job Size	200	The number of records processed per job by the asynchronous process that updates planned and projected revenue on assignments that use dated resource bill rates. The default is 200.	Assignment Settings
	Sync_Assignments_To_DRR_Job_Size__c	Sync Assignments to DRR: Job Size	Update Revenue from DRR: Job Size	Not applicable	The number of records processed per job by the asynchronous process that updates assignments to reflect updates to dated resource rates. The default is 400.
	Sync_Assignments_To_DRR_Max_Jobs__c	Sync Assignments to DRR: Max Jobs	Update from DRR Changes: Max Jobs	Not applicable	The maximum number of jobs that are run at once by the asynchronous process that updates cost and revenue values on assignments to reflect updates to dated resource rates. This value, along with the value in either the Update Revenue from DRR: Job Size or Update Dated Costs: Job Size setting, determines the number of assignments queried simultaneously. By default, this setting is blank, but you can configure it if the asynchronous process is blocking other processes from running at the same time.
	Update_Assignment_Cost_Amount_Job_Size__c	(Beta) Update Cost Amount Job Size	Update Dated Costs: Job Size	Not applicable	The number of records processed per job by the asynchronous process that updates the Projected Cost Amount on assignments that use dated resource rates. The default is 200.
	Update_Assignment_Cost_Amount_Sync_Limit__c	(Beta) Update Cost Amount Sync Limit	Update Dated Costs: Sync Limit	Not applicable	The number of assignments that use dated resource rates, whose Projected Cost Amount is recalculated immediately on save. When the sync limit is reached, additional records are recalculated in an asynchronous process. The default is 200.
Resource Request Settings	Sync_Resource_Requests_To_DRR_Job_Size__c	Sync Resource Requests to DRR: Job Size	Update Billable Amt from DRR: Job Size	Not applicable	The number of records processed per job by the asynchronous process that updates the Dated Request Billable Amount on resource requests to reflect updates to dated resource rates. The default is 400.	Resource Request Settings
	Sync_Resource_Requests_To_DRR_Max_Jobs__c	Sync Resource Requests to DRR: Max Jobs	Update from DRR Changes: Max Jobs	Not applicable	The maximum number of jobs that are run at once by the asynchronous processes that update the Dated Request Billable Amount and Projected Cost Amount on resource requests to reflect updates to dated resource rates.
	Update_Dated_Billable_Amount_Batch_Size__c	Update Dated Billable Amount Batch Size	Update Dated Billable Amount: Job Size	200	The number of records processed per job by the asynchronous process that updates the Dated Request Billable Amount on resource requests that use dated resource rates. The default is 200.
	Sync_Resource_Requests_To_DRR_Max_Jobs__c	Not applicable	Not applicable	Not applicable	The maximum number of jobs that are run at once by the asynchronous processes that update the Dated Request Billable Amount and Projected Cost Amount on resource requests to reflect updates to dated resource rates. The value, together with Update Billable Amt from DRR: Job Size and Update Costs from DRR: Job Size, determine how many resource requests are queried simultaneously. By default, this setting is blank, but you can configure it if the asynchronous process is blocking other processes from running at the same time.

Configuration Options

Configuration Options Added in Summer 2026
Configuration Group	Configuration Option	Description	Further Information
Timecard	allow-recalculation-after-approval	Determines the behavior of system-calculated fields, such as daily rates, when a timecard is approved. If true, the fields are recalculated regardless of whether the user has Ops Edit permission. If false: The fields are recalculated if the user has Ops Edit permission. The fields are not recalculated if the user doesn't have Ops Edit permission. The default value is false.	Time Entry Settings

Asynchronous Callables

Asynchronous Callables Added in Summer 2026
Object	Asynchronous Callable	Further Information
Resource Request	pse.RRCostDrrChangeCallable	PSA Asynchronous Callables
	pse.SyncResReqCostWithDrrChangesCallable
	pse.UpdateResReqCostAmountCallable

Enhance Recalculate Actuals in PSA Actuals

Upgrade Steps

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

Upgrade Steps for Summer 2026
Action	Further Information
Assign the PSA - Recalculate Actuals permission set to the users who want to use the Actuals Recalculation Lightning page.	Permission Sets and Other Technical Documentation

Lightning Pages

Lightning Page Added in Summer 2026
Page	Description	Further Information
Actuals Recalculation Record Page	Allows you to select the actuals type and recalculate actuals for the selected records.	Recalculating Actuals

Lightning Tabs

Lightning Tab Added in Summer 2026
Tabs	Description
Actuals Recalculation	Manage recalculation of the selected the actuals type and recalculate actuals for the selected records.

Permission Sets

Permission Sets Updated in Summer 2026
Permission Sets	Description	Further Information
PSA - Recalculate Actuals	We have added: Create, read and edit access on Actuals Recalculation tab. Read permission to the Is Resource field on the Contact object.	In the PSA Permissions window, scroll down to the Updates to Permission Sets table and click the link in the View Changes column for the relevant permission set. A list of all changes made to the permission set in this release is displayed.
PSA - Recalculate Resource Actuals	Added read permission to Contact. Is Resource field on the Contact object. Is Inactive field on the Practice and Region objects. Added class access for pselib_SObjectController

Streamline the Process to Add Services Deliverables to Projects with Custom Fields and New Cards

Upgrade Steps

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

Upgrade Steps for Summer 2026
Action	Further Information
[Optional] To add additional columns to the table in the Add Services Deliverables window, configure the following new fields on the Services Deliverables Settings custom setting: Add Deliverables Window Fields - Credits Add Deliverables Window Fields - Money	Adding Additional Columns to the Table in the Add Services Deliverables Window

Included in This Feature

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

Custom Setting Fields

Custom Setting Fields Added in Summer 2026
Custom Setting	Field	Further Information
Services Deliverables Settings	Add Deliverables Window Fields - Credits	Services Deliverables Settings
Services Deliverables Settings	Add Deliverables Window Fields - Money	Services Deliverables Settings

Manage Services Deliverable Items More Efficiently with the New Services Deliverable Items Grid

Upgrade Steps

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

Upgrade Steps for Summer 2026
Action	Further Information
Ensure relevant users are assigned at least the PSA - Manage Services Deliverables permission set, or a permission set with equivalent permissions.	Setting up Services Deliverables Permission Sets and Other Technical Documentation For more information about permission sets, see the Salesforce Help
If you use your own custom Lightning page for the Services Deliverable object, add the PSA Services Deliverable Items Grid component to the page.	Setting up Services Deliverables PSA Lightning Components For more information about adding components to Lightning pages, see Salesforce Help.
[Optional] Specify a field set in the Additional Columns Field Set property of the PSA Services Deliverable Items Grid component to customize the Services Deliverable Items grid and display additional read-only columns that are relevant to your specific business needs.	Adding Additional Columns to the Services Deliverable Items Grid

Included in This Feature

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

Lightning Components

Lightning Components Added in Summer 2026
Component	Description	Further Information
PSA Services Deliverable Items Grid	Enable users to view and manage services deliverable items in a grid on services deliverable records.	PSA Lightning Components

Lightning Pages

Lightning Pages Updated in Summer 2026
Page	Description	Further Information
Services Deliverable Lightning Page	The standard Services Deliverable Items related list in the Deliverable Items subtab has been replaced with the new PSA Services Deliverable Items Grid component.	For more information about Lightning pages, see the Salesforce Help.

Automatically Add Services Deliverables When Creating Projects from Opportunities

Upgrade Steps

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

Upgrade Steps for Summer 2026
Action	Further Information
Ensure that users who need to create projects from opportunities with associated services deliverables are assigned the PSA - Create Projects permission set or permission sets with equivalent permissions.	Permission Sets and Other Technical Documentation For more information about permission sets, see the Salesforce Help.
Update the indicated page layouts as follows: Add the Product field to the Services Deliverable Layout on the Services Deliverable object. Add the following fields to the Project Services Deliverable Layout on the Project Services Deliverable object: Product Opportunity Product If you use your own page layouts, add the new fields listed in Fields Added in Summer 2026 to any relevant layouts for the corresponding objects.	For information about editing page layouts, see the Salesforce Help.
[Optional] Update the Services Deliverable Lightning Page to display the pricing actions in the following order, from left to right: Enable Monetary Pricing Disable Monetary Pricing Enable Services Credits Pricing Disable Services Credits Pricing If you use your own Lightning page for the Services Deliverable object, consider updating it to align it with these changes.	For more information about Lightning pages, see the Salesforce Help.

Included in This Feature

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

Fields

Fields Added in Summer 2026
Object	Field	Further Information
Services Deliverable	Product	Services Deliverable Fields
Project Services Deliverable	Opportunity Product	Project Services Deliverable Fields
Project Services Deliverable	Product	Project Services Deliverable Fields

Lightning Pages

Lightning Pages Updates in Summer 2026
Page	Description	Further Information
Services Deliverable Lightning Page	The order in which the pricing option actions are displayed from left to right is now the following: Enable Monetary Pricing Disable Monetary Pricing Enable Services Credits Pricing Disable Services Credits Pricing	For more information about Lightning pages, see Salesforce Help.

Permission Sets

Permission Sets Updated in Summer
Permission Set	Description	Further Information
PSA - Create Projects	We have made various changes to these permission sets.	In the PSA Permissions window, scroll down to the Updates to Permission Sets table and click the link in the View Changes column for the relevant permission set. A list of all changes made to the permission set in this release is displayed.
PSA - Manage Services Deliverables	We have made various changes to these permission sets.

Automate Services Credits Management with Invocable Actions

Upgrade Steps

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

Included in This Feature

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

Invocable Actions

Invocable Actions Added in Summer 2026
Category	Apex Class	Invocable Action	Description	Further Information
Services Credits	pse.ManualAdjustMilestoneCreditsAction	Adjust Services Credits on Milestones - Manual Selection	Adjusts services credits allocated to milestones using manual selection of credits. This action enables you to choose the number of credits to return to, or draw from, specific services credits customer purchase records. Accepts a JSON request and returns a JSON result.	Certinia Technical Pack
Services Credits	pse.ServiceCrdtsServiceActionManualAlloc	Allocate Services Credits to Milestones - Manual Selection	Allocates services credits to milestones using manual selection of credits. This action enables you to choose the number of credits to draw from specific services credits customer purchase records. Accepts a JSON request and returns a JSON result.	Certinia Technical Pack

Invocable Actions Updated in Summer 2026
Category	Apex Class	Invocable Action Previous Label	Invocable Action New Label	Further Information
Services Credits	pse.ServiceCrdtsServiceActionAdjCreditsForMS	Adjust Services Credits on Milestones	Adjust Services Credits on Milestones - Automatic Selection	Certinia Technical Pack
Services Credits	pse.ServiceCrdtsServiceActionAllocCredsForMS	Allocate Services Credits to Milestones	Allocate Services Credits to Milestones - Automatic Selection	Certinia Technical Pack

Actuals Workspace

Upgrade Steps

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

Upgrade Steps for Summer 2026
Action	Further Information
Ensure that administrators are assigned the following permission sets, which they'll need to access the Actuals Workspace: PSA - Recalculate Actuals PSA - Recalculate Project Actuals PSA - Recalculate Resource Actuals	For more information about permission sets, see the Salesforce Help
[Optional] To adjust the threshold values that drive the colored status indicators on the Weekly Time Period highlight card, configure the weekly threshold properties on the Actuals Workspace component in Lightning App Builder.	For more information, see Setting up the Actuals Workspace.
[Optional] To adjust the threshold values that drive the colored status indicators on the Perpetual Time Period highlight card, configure the perpetual threshold properties on the Actuals Workspace component in Lightning App Builder.	For more information, see Setting up the Actuals Workspace.
Assign the PSA - Workspaces - Actuals Management permission set to relevant users to grant access to the Actuals Workspace tab and the Actuals Management app.

Included in This Feature

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

Lightning Component

Lightning Component Added in Summer 2026
Component Name	Further Information
Perpetual Time Period	Perpetual Time Period Lightning Component Highlight Card Fields
Weekly Time Period	Weekly Time Period Lightning Component Highlight Card Fields
Recalculation Status

Lightning Component Properties

Lightning Components Properties in Summer 2026
Component Properties	Component Name	Further Information
Critical Threshold (Months)	Perpetual Time Period	Perpetual Time Period Lightning Component Highlight Card Fields
Warning Threshold (Months)	Perpetual Time Period
Critical Threshold (Months)	Weekly Time Period	Weekly Time Period Lightning Component Highlight Card Fields
Warning Threshold (Months)	Warning Threshold (Months)

Permission Sets

Permission Sets Added in Summer 2026
Permission Set	Description	Further Information
PSA - Workspaces - Actuals Management	Grants access to the Actuals Workspace tab and the Actuals Management app to enable workspace functionality.	Permission Sets and Other Technical Documentation

New APIActualsService API

Upgrade Steps

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

Active Resource Filtering for Work Planner Custom Contact Lookup Fields

Upgrade Steps

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

Upgrade Steps for Summer 2026
Action	Further Information
To enable the work-planner-filters-show-active-resources-only configuration option, perform one of the following steps: Manually add the configuration option and value under the Resource Settings configuration group. In the PSA Administration page, follow the steps in Importing and Exporting Configurations.	Resource Settings Importing and Exporting Configurations

Included in This Feature

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

Configuration Options

Configuration Options Added in Summer 2026
Configuration Option Group	Configuration Option Name	Further Information
Resource Settings	work-planner-filters-show-active-resources-only	Resource Settings

Manage Project-Specific Rate Cards with Rate Card Sets

Upgrade Steps

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

Upgrade Steps for Summer 2026
Action	Further Information
Add the Sets Only field to your Rate Card page layouts.	Rate Card Fields
Add the Rate Card Fallback (Bill), Rate Card Fallback (Cost), and Rate Card Fallback (Static) fields to your Rate Card Set page layouts.	Rate Card Set Fields
If you use a custom Assignment page layout, add the Use Contract Bill Rate Card, Use Contract Cost Rate Card, and Use Contract Rate Card fields to your layout.	Assignment Fields
If you use a custom Resource Request page layout, add the Use Contract Bill Rate Card, Use Contract Cost Rate Card, and Use Contract Rate Card fields to your layout.	Resource Request Fields

Included in This Feature

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

Fields

Fields Added in Summer 2026
Object	Field	Further Information
Assignment	Use Contract Bill Rate Card	Assignment Fields
	Use Contract Cost Rate Card
	Use Contract Rate Card
Rate Card	Sets Only	Rate Card Fields
Rate Card Set	Rate Card Fallback (Bill)	Rate Card Set Fields
	Rate Card Fallback (Cost)	Rate Card Set Fields
	Rate Card Fallback (Static)	Rate Card Set Fields
Resource Request	Use Contract Bill Rate Card	Resource Request Fields
	Use Contract Cost Rate Card
	Use Contract Rate Card

PSA Administration Visualforce Page Retirement

Upgrade Steps

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

Upgrade steps in Summer 2026
Action	Further Information
Remove the DEPRECATED: PSA Administration Visualforce page and add the PSA Administration Lightning page, ensuring the relevant users are granted access.	For more information, see the Salesforce Help.

Release Content

Upgrade Steps

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

Concepts

Upgrading PSA

Tasks

Preparing to Upgrade

Installing Managed Packages

Optional Upgrade Tasks