Upgrading to PSA Summer 2022

This section describes changes to make for the following features when upgrading 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 items such as objects, fields, or buttons that have been added in this release.

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 2022, see New Features and Enhancements in PSA Summer 2022 in the PSA Help or "What's New in PSA Summer 2022" available from the FinancialForce Community.

Lightning Experience

This implementation adds the following component types to PSA record pages and object page layouts.

Type

 Description Visualforce Buttons or Actions
Lightning app pages Direct replacements for existing pages or parts of pages. The equivalent existing Visualforce buttons or actions that the PSA Lightning component types replaced in this release have been removed from the object page layouts. If you are upgrading to the Lightning component types in this PSA release, you might need to manually remove any Visualforce buttons or actions from any page layouts that have not already been removed.
PSA Actions components Components that contain multiple PSA Lightning actions to open new Lightning windows or existing Visualforce pages. The components are included in the relevant default record pages.
PSA Lightning actions Actions that open new Lightning windows. These are included in the default object page layouts.
PSA Lightning components Components that deliver specific functionality. These are included in the relevant default record pages.

Upgrade Steps

To upgrade Lightning components to Summer 2022 for your users, take the following action.

Upgrade Steps for Summer 2022

Action

Further Information
Assign the PSA - Lightning Component Apex Class Access permission set to user profiles of users who will use the new Lightning components.

Assigning and Removing Permission Sets

Permission Sets and Other Technical Documentation


For information on assigning permission sets to single or multiple users, see the Salesforce Help

If you want to use the FinancialForce record pages instead of your own, activate the FinancialForce record pages. You have the following options:

  • Make the page the org default for the object.
  • Make the page the default object record page for specific Lightning apps.
  • Assign the page to a combination of Lightning apps, record types, and profiles.
  • Assign the page to a form factor, such as a desktop or phone.
 For information on activating Lightning Experience record pages, see the Salesforce Help

If you want to continue to use your own record pages, you can add the following to them:

  • PSA Actions components.
  • PSA Lightning components.
 PSA Lightning Components
If you want to use the new PSA Lightning actions, add them to your object page layouts. For information on adding quick actions to page layouts in Lightning Experience, see the Salesforce Help

Included in this Feature

This section details the items that have been added or updated in this release for Lightning Experience.

Enhanced PSA Lightning Components

Lightning Components Enhanced in PSA Summer 2022
Component Description Further Information
PSA Actions: Project Creation We have added a button menu that enables you to view the search results in card format or as a list.

Creating a Project from an Existing Project or a Template

PSA Actions: Project Creation Lightning Component Buttons and Fields

PSA Project Manager Work Planner We have added the following:
  • A Grid that enables you to view and edit the number of scheduled hours a resource is due to work each day on the corresponding assignment or resource request. The Grid also indicates when a resource is over-allocated.
  • A button menu that enables you to switch between the original Scheduler and the Grid.
  • A combobox that enables you to switch between grouping by project and grouping by resource on the Scheduler and the Grid.

Using the Project Manager Work Planner

 

Project Manager Work Planner Lightning Component Buttons and Fields

Projects Awaiting Billing tab We have added the following buttons:
  • Generate Account Billing
  • Generate Project Billing
 Projects Awaiting Billing Tab

Project Creation

Upgrade Steps

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

Upgrade Steps for Summer 2022
Action Further Information
Add the Opportunity Product field on the Milestone object to the Milestone page layout.

Milestone Fields


For general information on page layouts, see the Salesforce Help

Included in this Feature

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

Fields

Fields Added in Summer 2022
Field

Object

 Further Information
Opportunity Product Milestone Milestone Fields

Lightning Component Buttons

Buttons Added in Summer 2022
Button

Description

 Further Information
Change between Cards and List view or Change between Cards and List view

View the search results in card format or as a list.

PSA Actions: Project Creation Lightning Component Buttons and Fields

Project Manager Work Planner

Upgrade Steps

No upgrade steps are required to upgrade this feature to Summer 2022.

Included in this Feature

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

Lightning Component Buttons

Buttons Added in Summer 2022
Button

Description

 Further Information
Switch to the Scheduler View or Switch to the Grid View Switch between the Scheduler and the Grid.

Project Manager Work Planner Lightning Component Buttons and Fields

 

Using the Project Manager Work Planner

Project or Resource Switch between grouping by project or by resource.

Lightning Component Views

Views Added in Summer 2022
View

Description

 Further Information
Grid View and edit the number of scheduled hours a resource is due to work each day on the corresponding assignment or resource request. Using the Project Manager Work Planner

Gantt

Upgrade Steps

No upgrade steps are required to upgrade this feature to Summer 2022.

Included in this Feature

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

PSA Project Gantt Lightning Component Apex Class Access

Apex Class Permissions Introduced in Summer 2022 for the PSA Project Gantt Lightning Component
Apex Class Name

Access

Mandatory

 Further Information
GNT_ResourcingController Enabled Yes Permissions for the Project Gantt Lightning Component
GNT_SecurityController

For more information about Apex class access, see the Salesforce Help.

PSA Project Gantt Lightning Component Object Permissions

Object and Field Permissions added in Summer 2022 for the PSA Project Gantt Lightning Component

Object

Access

Mandatory

 Further Information
Project Task Assignment Read No Permissions for the Project Gantt Lightning Component

PSA Project Gantt Lightning Component Field Permissions

Field Permissions Added in Summer 2022 for the PSA Project Gantt Lightning Component

Object

 Field

Access

Mandatory

 Further Information
Project Task Assignment Resource Read No Permissions for the Project Gantt Lightning Component
Role

Applying Standard Filter Panel and Toolbar Component

Upgrade Steps

No upgrade steps are required to upgrade this feature to Summer 2022.

Auto-Assign

Upgrade Steps

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

Upgrade Steps for Summer 2022
Action

Further Information
Add the Source column to the list view on the Assignments page. Assignment Field Sets
Add the Processing Stage column to the list view on the Resource Requests page. Resource Request Fields
The Apex Class permission for the AutoAssignController class permission must be assigned in order to view the Enable auto-assign checkbox, when creating resource requests.

Included in this Feature

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

Fields

Fields Added in Summer 2022
Field

Object

Description

 Further Information
Source Assignments Indicates how the assignment was created. Assignment Field Sets
Processing Stage Resource Requests Indicates the current processing stage of the resource request. Resource Request Fields

Skills Management

Upgrade Steps

No upgrade steps are required to upgrade this feature to Summer 2022.

Included in this Feature

Fields

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

Custom Fields added in Summer 2022
Field Custom Setting Further Information
Enable Desirable Skills Skills Management Settings Skills Management Settings

Permissions

The following permissions have been updated in this release.

Apex Class Access Added in the PSA - Staff Resource Requests Permission Set for Summer 2022

Apex Class Name

 Access Mandatory

Further Information
EditResourceSkillRequestController Enabled Yes Salesforce Object Permissions Required for Permission Checks
Object Permissions Added in the PSA - Staff Resource Requests Permission Set for Summer 2022

Object Name

Access

Mandatory

 Further Information
Resource Skill Request Allow create, Allow edit, and Allow delete Yes Salesforce Object Permissions Required for Permission Checks
Field Permissions Added in the PSA - Staff Resource Requests Permission Set for Summer 2022

Object Name

Field

Access

Mandatory

 Further Information
Resource Skill Request

Desirable

Skill Set

 Read/Write Yes Salesforce Object Permissions Required for Permission Checks
Skill Certification Rating

Expiration date

Rating

 Read/Write Yes
Skill Set Skill

Desirable

Rating

 Read/Write Yes
Field Permissions Added in the PSA - Manage Resource Requests for Project Permission Set for Summer 2022

Object Name

Field

Access

Mandatory

 Further Information
Resource Skill Request

Skill Set

 Read/Write Yes Salesforce Object Permissions Required for Permission Checks
Skill Certification Rating

Expiration date

 Read/Write Yes
Skill Set Skill

Desirable

Rating

 Read/Write Yes
Field Permissions Added in the PSA - Manage Resource Requests for an Opportunity Permission Set for Summer 2022

Object Name

Field

Access

Mandatory

 Further Information
Resource Skill Request

Skill Set

 Read/Write Yes Salesforce Object Permissions Required for Permission Checks
Skill Certification Rating

Expiration date

 Read/Write Yes
Skill Set Skill

Desirable

Rating

 Read/Write Yes
Apex Class Access Added in the PSA - Match and Assign Resources with Optimizer Permission Set for Summer 2022

Apex Class Name

Access

Mandatory

 Further Information
ResourceSkillRequestController Enabled Yes Salesforce Object Permissions Required for Permission Checks

Estimation at Summary Tasks Level

Upgrade Steps

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

Upgrade Steps for Summer 2022
Action Further Information
Enable the Recalculate Project Tasks Rollups feature in the Feature Console to set the correct values in the newly added fields for the existing Project Tasks object. Recalculate Project Tasks Rollups

Included in this Feature

Custom Fields

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

Custom Fields Added in Summer 2022

Field

 Custom Setting

Further Information
Recalculate Project Tasks Batch Size Task Management Settings Task Management Settings

Fields

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

Fields Added in Summer 2022

Field

 Field Set

Further Information
Override Estimated Hours

Gantt Read Only Custom Columns

 Project Task Field Sets and Project Task Assignment Field Sets
Estimated Hours Rollup Gantt Read Only Custom Columns
Override Points

Gantt Read Only Custom Columns
Points Rollup Gantt Read Only Custom Columns
Override Points Complete

Gantt Read Only Custom Columns
Points Complete Rollup Gantt Read Only Custom Columns

Resourcing

Upgrade Steps

No upgrade steps are required to upgrade this feature to Summer 2022.

Included in this Feature

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

Fields

Fields Added in Summer 2022
Field

Description

 Further Information
Margin Indicates the resource margin against a resource request. This is a UI only field. The fields required for this calculation are listed in the upgrade steps. Using the Resourcing Lightning Component

Buttons

Buttons Added in Summer 2022
Button

Description

 Further Information
Unassign Unassign a resource from a resource request.

Resourcing Lightning Component Overview

Resource Scheduling

Upgrade Steps

No upgrade steps are required to upgrade this feature to Summer 2022.

Buttons

Buttons Added in Summer 2022
Button

Description

 Further Information
Unassign Unassign a resource from a resource request. Using the Resource Schedule

Resource Details

Upgrade Steps

No upgrade steps are required to upgrade this feature to Summer 2022.

Resource Optimizer

Upgrade Steps

No upgrade steps are required to upgrade this feature to Summer 2022.

Buttons

Buttons Added in Summer 2022
Action

Page Layout

 Further Information
Hold Selected Resource Optimizer Using Resource Optimizer

Revenue Forecasting

Upgrade Steps

Warning:

If you have previously installed the Fall 2019 version of PSA, you must ensure that the Project ID field on the Revenue Forecast Batch Lock object has been deleted.

To upgrade Revenue Forecasting to Summer 2022, take the following action.

Upgrade Steps for Summer 2022

Action

Further Information

[Optional] Add the following fields to the Project Settings section of the Revenue Forecast Setup page layout:

  • Custom Date for Deliverable Milestones

  • Exclude Scheduled Hrs in Closed Periods
  • Use Sched and Actual Hrs for % Complete
 Revenue Forecast Setup Fields

[Optional] If you are using the "% Complete" recognition method, select Exclude Scheduled Hrs in Closed Periods on the active revenue forecast setup record to exclude scheduled hours in closed time periods from % Complete revenue forecast calculations for projects and milestones.

Warning:

Previously, we introduced a temporary configuration option (exclude-scheduled-hours-in-closed-periods) that you could set up manually. It allowed you to exclude scheduled hours in closed periods from % Complete revenue forecast calculations for projects and milestones. The temporary option is no longer supported as we have replaced it with the new, permanent Exclude Scheduled Hrs in Closed Periods setting on the revenue forecast setup record. If you have been using the temporary configuration option, you must set it to false before selecting Exclude Scheduled Hrs in Closed Periods on the active revenue forecast setup record.

 "Setting up PSA to Exclude Scheduled Hours in Closed Periods (% Complete Revenue)" in Setting up Forecasting
[Optional] If you are using the "% Complete" recognition method, select Use Sched and Actual Hrs for % Complete on the active revenue forecast setup record. This means if the total number of scheduled and actual hours on projects and milestones exceeds the value in the field specified in Total Hours Field on Project, the total scheduled and actual hours are used as the denominator instead to calculate the value in the % Hours Completed for Recognition field. "Setting up PSA to Schedule Revenue Forecasts" in Setting up Forecasting
[Optional] If you are using the "Deliverable" recognition method and do not want the Actual Date or Target Date fields on a milestone record to determine the month in which completed or scheduled milestone revenue is placed, you can configure the Custom Date for Deliverable Milestones field on the active revenue forecast setup record so that a custom field determines the month instead. "Setting up PSA to Determine the Month Deliverable Milestone Revenue is Added To" in Setting up Forecasting

Included in this Feature

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

Fields

Fields Added in Summer 2022
Field

Object

 Further Information
Custom Date for Deliverable Milestones Revenue Forecast Setup Revenue Forecast Setup Fields
Exclude Scheduled Hrs in Closed Periods
Use Sched and Actual Hrs for % Complete

Self-Nomination

Upgrade Steps

No upgrade steps are required to upgrade this feature to Summer 2022.

Included in this Feature

Fields

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

Custom Fields Added in Summer 2022

Field

Custom Setting

 Further Information
Override Skill Zones Skills Management Settings Skills Management Settings

Services Billing

Upgrade Steps

No upgrade steps are required to upgrade this feature to Summer 2022.

Included in this Feature

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

Buttons

Buttons Added in Summer 2022
Action

Page Layout

 Further Information
Generate Account Billing Projects Awaiting Billing tab Projects Awaiting Billing Tab
Generate Project Billing

Custom Settings

Custom Settings Added in Summer 2022
Custom Setting Custom Setting Field Further Information
Billing Send Success Email

Billing Settings

Services Billing Tabs Settings

  Send Failure Email

PSA Analytics

To upgrade PSA Analytics to Summer 2022, take the following action.

Upgrade Steps for Summer 2022

Action

Further Information
Perform the required steps for upgrading PSA Analytics in the Business Analytics Help.  Upgrading Upgrading PSA Analytics to Summer 2022 in the Business Analytics Help.
Assign the PSA - PSA Analytics Setup permission set to administrators to create, delete, and view PSA Analytics Setup records. PSA Analytics Permission Sets in the Business Analytics Help.

Included in this Feature

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

Objects

Objects Added in Summer 2022

Object

Further Information
PSA Analytics Setup  PSA Analytics Setup Fields in the Foundations Help.

Assets

Assets Added in Summer 2022

Asset

Further Information
See the assets listed in the Business Analytics Upgrade Guide.  Upgrading PSA Analytics to Summer 2022 in the Business Analytics Help.

Permission Sets

Permission Sets Added in Summer 2022

Permission Set

Further Information
PSA - PSA Analytics Setup LINK TBC

Third-Party HCM Absence Request to Create PSA Assignments

Upgrade Steps

No upgrade steps are required to upgrade this feature to Summer 2022

Included in this Feature

Fields

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

Custom Fields Added in Summer 2022

Field

 Custom Setting

Further Information
Absence Request Project Frequency Assignment API Settings Foundations PSA Messaging Settings
Auto-Create Absence Request Project PSA Assignment API Settings

Time Entry

Upgrade Steps

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

Upgrade Steps for Summer 2022
Action Further Information
In the Lightning App Builder on your page, add the PSA - Timer component to the page. Using the PSA Timer Component
To use the PSA Timer component, ensure the following permission set has been assigned to your user profile, with read and edit access for all of the fields: PSA - Start and Stop Timer Using the PSA Timer Component
The use the Enable Timecard Sync object on the PSA Timer, ensure the following permission set has been assigned to your user profile: PSA - Enter Time Against Projects and Assignments Enabling Timecard Sync on the PSA Timer Component

Included in this Feature

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

Custom Objects

Custom Objects Added in Summer 2022
Object Label Description

Further Information
Timer Session Stores context information about what the user is logging time against and is a parent for timer session event. Using the PSA Timer Component
Timer Session Event Stores the start and end date time that the timer was running for. Object is a child of timer session. Using the PSA Timer Component

Fields

Fields Added in Summer 2022
Field

Object

 Further Information
Timer Session Display Name Timer Session Using the PSA Timer Component

Buttons

Buttons Added in Summer 2022
Button

Page Layout

 Further Information
Enable Timecard Sync PSA Timer Component PSA Timer Lightning Component Properties

Permission Sets

Permission Sets Added in Summer 2022
Permission Set

Description

 Further Information
PSA - Start and Stop Timer Create, view, and delete Timers. Using the PSA Timer Component

Custom Settings

Custom Settings Added in Summer 2022
Custom Setting Custom Setting Field Further Information
Disable Hours In Timecard Copy Copy from previous week Timecard Settings

Lightning Components

Lightning Components Added in Summer 2022
Name Description Further Information
PSA Timer Component Record timer sessions against assignments, and sync these sessions to timecards. Using the PSA Timer Component

Time Entry for Summary Tasks

Upgrade Steps

No upgrade steps are required to upgrade this feature to Summer 2022

Included in this Feature

Fields

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

Custom Fields Added in Summer 2022

Field

 Custom Setting

Further Information
Allow Time Entry for Summary Task Timecard Entry UI Global Settings Timecard Settings

Updating Future Time on Schedules

Upgrade Steps

No upgrade steps are required to upgrade this feature to Summer 2022.

PSA Apps for Desktop

Upgrade Steps

No upgrade steps are required to upgrade this feature to Summer 2022.

Mobile Workspaces

Upgrade Steps

No upgrade steps are required to upgrade this feature to Summer 2022.

Services CPQ

Upgrade Steps

No upgrade steps are required to upgrade this feature to Summer 2022.

Included in this Feature

Fields

This section details the items that have been added to PSA in the Services CPQ October 2022 release.

Fields Added in October 2022

Field

 Object

Further Information
Source Estimate Product Instance Project Source Project Source Fields