SECTIONSNew Features and Enhancements in Services Forecasting Summer 2026
The following new features have been introduced in the Summer 2026 release of Services Forecasting.
If you are upgrading from a previous version, see Upgrading to Services Forecasting Summer 2026. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.
Leverage the Improved Services Forecasting Setup Feature
We have improved the Services Forecasting Feature Console feature to reduce manual steps and provide a smoother setup experience.
The Services Forecast Live and Services Forecast Plans datasets are now created automatically when performing the relevant feature step. This means that you don't need to create them manually from the PSA Administration tab or the services forecasting setup record.
We have simplified the project forecast templates to avoid confusion. The Project Forecast (Embeddable) template is no longer included and the Project Forecast (Multi-Plan Process) was renamed Project Forecast.
If the Project, Region, Practice, and Group lookups already exist on the Plan object in your org, you can now skip the step that creates them.
For more information, see Setting up Services Forecasting Using the Feature Console
Keep Services Forecast Data Accurate and Reliable
To help you keep your services forecast data accurate and reliable, we have introduced various improvements to the process that generates services forecast data. This process now includes built-in cleanup steps, that are automatically performed during every scheduled or on-demand run, to ensure stale forecast data is deleted.
The process that generates services forecast data now automatically deletes:
- Existing raw services forecast data for projects, opportunities, and accounts that have been deleted.
- Existing raw services forecast data for opportunities converted to projects. For their forecast data to be deleted, opportunities must be associated with an active project with a start date of today or in the future. To provide you with more control over this deletion step, we've introduced the Disable Opportunity Forecast Cleanup field to the Services Forecast Setup object. Deletion does not occur if this field is selected on the active services forecast setup record.
- Existing raw services forecast data for projects that are either deactivated, no longer included in forecasting, or both. To provide you with more control over this deletion step, we've introduced the Delete Inactive or Excluded Project Data field to the Services Forecast Setup object. Deletion only occurs if this field is selected on your active services forecast setup record.
To ensure the Services Forecast Live dataset represents your most up-to-date forecast data, we've also enhanced the process that updates the dataset to align with these cleanup changes. The update process now guarantees that forecast data that no longer exists is no longer represented in the dataset.
You can also now automatically delete obsolete project forecasts, which are forecasts whose project no longer exists in the Services Forecast Live dataset. This keeps your forecasts accurate and prevents obsolete forecasts from being sent to Analytics. Previously, you had to find and delete each obsolete forecast manually.
These enhancements ensure your services forecast data remains accurate and reliable across Services Forecasting. They also provide flexibility, enabling you to adapt the cleanup steps to your business needs.
For more information, see Built-in Automated Cleanup in Services Forecasting Processes, Services Forecast Setup Fields, and Scheduling the Process to Automatically Delete Obsolete Forecasts.
Automatically Update Services Forecasting Datasets with Additional Fields
We've automated the process of adding additional fields to your Services Forecast Live datasets. Previously, after adding the fields to the active services forecast setup record, administrators were required to run a full dataset update for the changes to take effect. Now, an automated confirmation flow manages the dataset updates for you, saving you time and reducing the risk of errors. Additionally, after the Services Forecast Live dataset is updated, your PS Cloud Core Analytics Analytics is now automatically reconfigured so that the new fields are immediately available in your Services Forecast Reporting dataset.
For more information, see Managing Additional Dataset Fields and Services Forecast Reporting Dataset PS Cloud Analytics Output Fields.
Incorporate Project Opening Balances More Accurately into Forecasts
You can now record opening balances at the project and milestone level and have them properly represented on revenue forecasts for records using the percent complete recognition method.
To enable you to capture revenue and costs that were already recognized in an external system before projects or milestones were created in PSA, we've added the following fields to the Project and Milestone objects:
- Revenue Opening Balance
- Cost Opening Balance
- Opening Balance Date
The revenue opening balances that you specify for projects and milestones are now included in revenue forecast calculations for records using the percent complete recognition method.
When you now generate services forecast data for a project or milestone that uses the percent complete recognition method, any revenue opening balance specified on the project or any of its milestones is subtracted from the amount used in the percent complete calculation and is surfaced in its own forecast period, determined by the Opening Balance Date.
If you are using Revenue Management, the opening balance is included as revenue recognized to date until any transaction lines become available for the project or milestone. If you are not using Revenue Management, the opening balance is included as revenue pending recognition.
Previously, an opening balance was not represented in a services forecast as revenue recognized to date until Revenue Management created the corresponding recognition transaction lines. If you were not using Revenue Management, the opening balance was not included at all. This potentially caused forecast figures to be presented inaccurately for projects and milestones that already carried revenue recognized before they were created in PSA. These improvements ensure that forecasts accurately represent already-recognized revenue.
For more information, see % Complete Recognition Method for Revenue Forecasting, Project Fields, and Milestone Fields.
Forecast Unscheduled Backlog for Deliverable Projects
Services Forecasting now calculates the unscheduled backlog on projects. Previously, the calculations did not represent work that was targeted but not yet planned or scheduled, so forecasts did not show the full picture. Using the project's Targeted Revenue and Budgeted Cost values, the forecast process now calculates the remaining targeted revenue and remaining budgeted cost. This is the difference between the target and everything already recorded as actuals or planned work. These values are displayed in the new Backlog rows in project forecasts. This gives project managers and services leaders a complete view of a project's revenue and cost position before all the work is scheduled. The remaining values are never less than zero, so a project that is fully planned or over budget does not show an artificially corrected total that always matches the target. In addition, the backlog values do not contribute to the KPI summary card values in a project forecast and are excluded from the PSA Project Forecast dashboard.
You can enable the calculations by selecting Calculate Remaining Targeted Revenue and Calculate Remaining Budgeted Cost on the active services forecast setup record. You can also optionally exclude expenses from the calculation. You control how the backlog is distributed across forecast time periods using the Revenue and Cost Targets Forecast Method field on each project.
For more information, see Calculating Remaining Targeted Revenue and Remaining Budgeted Cost and Project Forecasts.
Leverage Project Cost Data for Accurate Margin and Cost Forecasting
We've introduced support for the new PSA Project Cost object within Services Forecasting. For more information about the new object, and the changes introduced for this feature in PSA, see Project Costs Overview.
Project costs associated with a project are now automatically included in cost forecasts if they fall within the project's start and end dates, and use either the deliverable or equal split recognition method. The Approved for Forecast Actuals checkbox on the project cost record determines whether the cost contributes to actuals, giving you the control you need over your financial snapshots. The value in the Cost Category field is surfaced in forecasts. Costs within the same category are grouped together, providing the granular categorization required for precise financial analysis.
These enhancements provide more accurate cost forecasting to help you manage project profitability and streamline financial planning.
For more information, see Deliverable Recognition Method for Cost Forecasting and Equal Split Recognition Method for Cost Forecasting.
Forecast Costs Using Dated Resource Cost Rates
Dated resource cost rates are now supported for the deliverable recognition method in Services Forecasting. If your assignments or resource requests use dated resource cost rates, these are automatically considered in deliverable forecast calculations instead of static rates.
This enables you to reflect changes in resource costs over time, ensuring that costs and margin remain accurate throughout the project lifecycle.
For more information, see Deliverable Recognition Method for Cost Forecasting.
Include Summary Card KPIs in Forecast Templates
The Practice Forecast, Region Forecast, and Group Forecast templates now include pre-configured KPI summary cards for:
- Expected Total Revenue (EAC)
- Expected Total Cost (EAC)
- Expected Total Margin (%)
The revenue and cost cards use the Amount (Corporate Currency) measure, giving you a consolidated view of financial performance across your parent and child forecast plans at a glance.
In addition, with the new Enabling Services Forecasting Summer 2026 Upgrade Feature Console feature, you can update your existing parent forecasts to contain the aforementioned pre-configured KPI summary cards as well.
For more information, see Region, Practice, and Group Forecasts and Enabling Services Forecasting Summer 2026 Upgrade.
Update Forecasts from Analytics Using a Streamlined Process
You can now update a forecast with the latest Analytics data in a single step by using your saved default settings. If you need to change your settings, you can still use Advanced Update from Analytics.
For more information, see Updating a Region, Practice, or Group Forecast with the Latest Data and Updating a Project Forecast with the Latest Data.
Retain Adjustments in Empty Cells When Updating Forecasts from Analytics
Adjustments that you make to cells that were previously empty are now retained when you update a forecast from Analytics, even when the Delete Obsolete Plan Data setting is enabled. If the dataset later provides a value for the cell, the adjustment is added to that value.
For more information, see Updating Forecasts with the Latest Data On Demand.
Configure Currency and Target Data Points in the PSA Project Forecast Dashboard
We've made numerous enhancements to the PSA Project Forecast dashboard.
Configuring the PSA Project Forecast Dashboard
You can now use the new Source Data configuration page to choose whether the dashboard sources target values from budget records or from the target fields on project records.
For more information about the configuration page, see Using the PSA Project Forecast Dashboard Configuration Page.
Viewing Dashboard Data
You can now determine whether dashboard values are displayed in project or corporate currency using the new currency picker.
Estimated Margin at Completion % is now the default metric displayed in the margin summary card. When you hover over the card, the Estimated Margin at Completion metric now displays in the tooltip. Additionally, when you select the margin summary card, values in the Forecast Margin Analysis table display as percentages rather than amounts. This provides you with quicker and easier access to performance comparisons.
We've added an actuals column for the current month to the breakdown table, so that both actuals and forecast totals for the current month are now displayed in the table. This gives project managers full visibility of values for the current month.
The dashboard is now filtered to automatically exclude records in the Services Forecast Reporting dataset where the value in the Actuals/Forecast field is "Backlog". This prevents distorted totals if you are using the Remaining Value feature in PSA.
For more information about updates to the dashboard, see PSA Project Forecast Dashboard.
Updating the Services Forecast Reporting Dataset and Recipe
The Services Forecast Reporting dataset now includes the following fields:
- Budgeted Cost, Targeted Margin, and Targeted Revenue fields from the Project object, so that project-level revenue, cost, and margin information can be consumed by the PSA Project Forecast dashboard
- Amount and margin fields in the record currency, to enable project managers to view values in the PSA Project Forecast dashboard in either record or corporate currency
- Budgeted Cost (Project Currency) and Targeted Revenue (Project Currency) fields to support multicurrency organizations. To distinguish the existing fields from the new equivalents, the existing fields' labels are updated to Budgeted Cost (Corporate Currency) and Targeted Revenue (Corporate Currency).
For more information, see Services Forecast Reporting Intermediate Processing and Services Forecast Reporting Dataset PS Cloud Analytics Output Fields.