Upgrading PSA Analytics to Summer 2022

This section describes changes required for the following features when upgrading your PSA Analytics app to Summer 2022:

See the Upgrade Steps section under each feature for details of any action required. If you do not want to use or upgrade a feature, you can skip the upgrade steps for that feature. To perform upgrade steps, you must have administrator-level user permissions in your org.

See the Included in this Feature section under each feature for details of assets such as dashboards, datasets, dataset fields, or lenses that have been added or changed in this release.

Migrating from PSA Analytics to PSA Core Analytics and PSA Advanced Analytics

Refer to the schematic below for a high-level description of the changes to PSA Analytics introduced by the Summer 2022 release of Business Analytics.

Upgrade Steps

In order to migrate successfully from PSA Analytics to PSA Core Analytics and PSA Advanced Analytics, follow the steps provided in Migrating to PSA Core and Advanced Analytics from PSA Analytics.

Warning:

The upgrade steps listed in this topic are mandatory and must be performed in the sequence in which they are provided. We recommend you follow the recommended sequence of steps, to avoid errors when migrating to the Summer 2022 release of Business Analytics. If you do not perform these steps, you will be unable to use PSA Core Analytics or PSA Advanced Analytics.

Included in this Feature

This section details the assets that have been added or changed in this release.

PSA Analytics Apps

PSA Analytics Apps In Business Analytics, an app is typically a collection of one or more dashboards and datasets that enables organizations to analyze and track customer interactions and data to improve their relationship management and sales performance. included in Summer 2022
App	Further Information
PSA Core Analytics	Creating an App from the PSA Core Analytics Template
PSA Advanced Analytics	Creating an App from the PSA Advanced Analytics Template

Objects

Objects included in Summer 2022
Object	Further Information
PSA Analytics Setup	PSA Analytics Setup Fields in the Foundations Help. Note: You must assign the permission set PSA - PSA Analytics Setup to enable selected users to create, delete, and view PSA Analytics Setup records using this object. We recommend you assign this permission set to an administrator, or equivalent.

Transferred Datasets

Datasets transferred to PSA Core Analytics in Summer 2022
Dataset	Further Information
Backlog Billing Forecast Summaries Billings Capacity Currency ISO Code Total Project Margin (Workspace) Project Reporting Resource Skills Revenue Forecast RPG Utilization Utilization Results	PSA Analytics Dataflow Reference

Transferred Dashboards

Dashboards transferred to PSA Core Analytics in Summer 2022
Dashboard	Further Information
PSA Revenue Forecast PSA Utilization Analytics PSA Services CPQ Estimator PSA Services CPQ Estimate Manager Project Burnup Plus (No predictive analysis)	Using PSA Analytics

Transferred Dashboards

Dashboards transferred to PSA Advanced Analytics in Summer 2022
Dashboard	Further Information
PSA Utilization Analytics Capacity and Demand Planning PSA Skills Capacity and Demand Planning PSA Backlog PSA Billings PSA Capacity PSA Capacity and Demand Planning PSA Overview PSA Project Burnup Plus PSA Project Burnup Plus (Embedded) PSA Utilization Total Project Margin (Workspace)	Using PSA Analytics

Dashboard Renaming

Upgrade Steps

To upgrade this feature to Summer 2022, take the following action.

Upgrade steps for Summer 2022
Action	Further Information
Create your PSA Core Analytics app.	Creating an App from the PSA Core Analytics Template
Create your PSA Advanced Analytics app.	Creating an App from the PSA Advanced Analytics Template .

Included in this Feature

This section details the assets that have been added or changed in this release.

Renamed dashboards in Summer 2022
Previous Name	New Name
Project Burnup	Project Burnup Plus
Project Burnup (Embedded)	Project Burnup Plus (Embedded)

RPG Dataset

This section details the steps needed to upgrade to this feature.

Upgrade Steps

To upgrade this feature to Summer 2022, take the following action.

Upgrade steps for Summer 2022
Action	Further Information
Create your PSA Core Analytics app.	Creating an App from the PSA Core Analytics Template

Included in this Feature

This section details the assets that have been added or changed in this release.

For more information about the fields in the RPG dataset, see RPG Dataset PSA Analytics Output Fields.

Dataset Enhancements

This section details the steps needed to upgrade the Project Reporting dataset.

Upgrade Steps

To upgrade this feature to Summer 2022, take the following action.

Upgrade steps for Summer 2022
Action	Further Information
Create your PSA Core Analytics app.	Creating an App from the PSA Core Analytics Template

Included in this Feature

This section details the assets that have been added or changed in this release.

Fields added to the Project Reporting Dataset in Summer 2022
Field Name	Description	Further Information
Project Task Summary	Indicates whether or not this task has child task values rolled up into its value.	PSA Analytics Dataflow Reference
Project Task Parent Name	Indicates the parent task from which the task is derived.	PSA Analytics Dataflow Reference

Deprecated and Deleted Features

Deleted Dashboards and Datasets

From Summer 2022, the Billing Forecast dashboard and the Billing Forecast Summaries, and Billing Forecast Details datasets are no longer available in PSA Analytics.

The PSA Analytics app has been deprecated in the Summer 2022 release, and can only be used to reconfigure existing apps created with versions of PSA Analytics prior to this release.