Upgrading to Services Forecasting September 2026

This page describes the changes to make when upgrading to September 2026.

Note:

This only applies if you set up Services Forecasting in Summer 2026 or earlier. If you are setting up Services Forecasting for the first time, see Setting up Services Forecasting.

For information on new features and changes to existing features in September 2026, see New Features and Enhancements in Services Forecasting September 2026.

Upgrade Steps

To upgrade Services Forecasting from Summer 2026 to September 2026, take the following action.

Upgrade Steps for September 2026

Action	Further Information
[Optional] If you use the Project Manager Feature Permissions or Services Leader Feature Permissions access rule, and want to disable assigned user's ability to: Lock or unlock plans, disable the Lock and Unlock Plans feature permissions on the rule. Clone plans, disable the Clone Plans feature permissions on the rule.	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 September 2026

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

Feature Permissions

Feature Permissions Added in September 2026

Group	Feature	Description
Plan	Clone Plans	Create a copy of a forecast.
	Lock and Unlock Plans	Lock a forecast to prevent further changes, or unlock a locked forecast.
Plan Table	Filter Columns by Dimension Values	Display only revenue or only cost columns in the forecast table using the dimension value filter.

For more information, see Feature Access Rules.