New Features and Enhancements in Services Forecasting September 2026

The following new features have been introduced in the September 2026 release of Services Forecasting.

If you are upgrading from a previous version, see Upgrading to Services Forecasting September 2026. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.

Filter Forecast Views by Revenue or Cost

We've added a dimension value filter to the project forecast toolbar, which enables you to display only revenue or cost columns in your forecasts. By default, "All" is selected, and the columns for both revenue and cost are displayed. This helps project managers and service leaders work with large, multi-year forecasts without running into a forecast's column limit.

Your selection is remembered automatically the next time you open the forecast, and the dimension value filter is available both on the forecast table and when the forecast is embedded on a project, region, practice, or group record page.

For more information, see Filtering Forecast Views by Revenue or Cost.

Secure Plan Operations and Streamline Views to Focus Workflows

We've made a number of enhancements to plan table features and feature permissions.

Updates to Plan Tables

Now, the additional row actions menu button, available on plan table rows, does not display if you don't have permission to use any of the actions specific to that row in the plan table.

For more information, see Plan Table Reference.

Updates to Feature Permissions

We've added feature permissions for locking and unlocking, and cloning plans, which enable administrators to restrict these actions for specific users through feature access rules. Both permissions are enabled by default on the out-of-the-box Project Manager Feature Permissions and Services Leader Feature Permissions access rules. The existing Drill on Dimension Values permission is also now enabled by default on both of those rules.

We've updated the Create Scenarios feature permission so that the Clone Options drop-down menu in the Manage Scenarios window is now hidden when the feature permission is disabled.

We've also added a search field to the Feature Permissions grid on the access rule record page to help you find a specific permission more quickly.

For more information, see Feature Access Rules.