Upgrading to PSA Winter 2023

This page describes the changes to make when upgrading to Winter 2023.

See the Upgrade Steps section under each feature for details of any action required. If you don't want to use or upgrade an optional feature, you can skip the upgrade steps for that feature. To perform upgrade steps in your org, you must be assigned administrator permissions.

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 Winter 2023, see New Features and Enhancements in PSA Winter 2023.

FinancialForce Help

To view the FinancialForce Help from your org, you require Apex class access to be enabled for the fferpcore.ContextSensitiveHelpController class.

By default, access to this class has been added to all Foundations permission sets. If you use custom permission sets, you must add access to this class to the relevant permission sets. For more information about customizing permission sets, see the Salesforce Help.

The FinancialForce Help is available via the default utility bar associated with FinancialForce apps. If you use the default utility bar, no upgrade steps are required and the FinancialForce Help will be available from the utility bar automatically.

If you use a custom utility bar, complete the steps in Setting up the FinancialForce Help

Lightning Experience

The following table explains the various Lightning component types.

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 any PSA Lightning component types replaced in this release have been removed from the object page layouts. If you are upgrading to any 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 Winter 2023 for your users, take the following actions.

Upgrade Steps for Winter 2023

Action	Further Information
Assign the PSA - Lightning Component Apex Class Access permission set to the user profiles of users who will use 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 in the Lightning App Builder. 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 any 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.

Lightning Components

Lightning Components Added in PSA Winter 2023

Component	Description	Further Information
PSA Line Manager Work Planner	View and edit assignments and resource requests of resources that report directly to you.	Setting up Work Planners Using Work Planners
PSA Resource Work Planner	View and edit your assignments and resource requests.

Lightning Components Enhanced in PSA Winter 2023

Component	Description	Further Information
PSA Project Team Schedule	Manage resource requests and assignments for all resources assigned to a project.	Setting up the Project Team Schedule Lightning Component
PSA Timer	Record timer sessions against assignments, projects, and projects tasks, and sync these sessions to timecards.	Using the Timer Component

Lightning Actions

Lightning Actions Added in PSA Winter 2023

Lightning Action	Page Layout	Further Information
Add Records from Template	Project	Adding Records from a Template
Calculate Actual Hours on Project Tasks	PSA Administration	PSA Administration
Revenue Forecast Preview	PSA Administration	PSA Administration

Assign Multiple Resources to Project

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2023.

Included in this Feature

Lightning Actions

Lightning Actions Enhanced in PSA Winter 2023

Lightning Action	Page Layout	Further Information
Assign Multiple Resources to Project	Project record page.	Assigning Multiple Resources to Projects

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

Fields

Custom fields added in PSA Winter 2023

Custom Setting	Field	Further Information
Assignment Settings	Assign Multiple Resources Columns	Assignment Settings

External Calendars Integration with PSA

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2023.

Included in this Feature

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

Custom Settings

Custom Settings Added in PSA Winter 2023

Custom Setting	Field	Further Information
External Calendar Events Settings	Assignment Calendar Event Title	External Calendars Integration with PSA Settings
	Assignment Event Description Fieldset
	Named Credential for Google
	PTA Calendar Event Title
	PTA Event Description Fieldset
	Resource Calendar Id Field
	Show as Busy
	Sync Assignment with External Calendar
	Sync PTA with External Calendar

Permissions

The following permission sets have been updated in this release.

PSA - Manage Project Assignments

Field Permissions Added in PSA Winter 2023

Object	Field	Access	Mandatory	Further Information
Assignment	Action: Sync with External Calendar	Read/Write	Yes	Permission Sets and Other Technical Documentation For information on assigning permission sets to single or multiple users, see the Salesforce Help

PSA - Manage Gantt and Project Tasks

Field Permissions Added in PSA Winter 2023

Object	Field	Access	Mandatory	Further Information
Project Task Assignment	Action: Sync with External Calendar	Read/Write	Yes	Permission Sets and Other Technical Documentation For information on assigning permission sets to single or multiple users, see the Salesforce Help

Page Layouts

The following page layouts have been updated to include the Action: Sync with External Calendar field.

Page Layouts Updated in PSA Winter 2023

Page Layout	Field	Further Information
Assignment	Action: Sync with External Calendar	Customizing Page Layouts
Project Task Assignment

Field-Level Security

Upgrade Steps

To upgrade to Winter 2023, take the following actions.

Upgrade Steps for Winter 2023

Action	Further Information
Add access to the Opportunity field on the Budget object by creating a permission set or editing an existing one.	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

Project Creation and Adding Records to a Project

Upgrade Steps

To upgrade this feature to Winter 2023, take the following action.

Upgrade Steps for Winter 2023

Action	Further Information
To enable users to add records to a project from another project or template: In the Lightning App Builder for the Project Lightning page, expand the Project Planning Tools section in the Actions accordion. Click the box containing the Project Planning Tools Lightning actions, which allows you to view the options for PSA Actions: Project Planning Tools in the properties pane. Select the Show Add Records from Template checkbox in the properties pane. Click Save.	For information on the Lightning App Builder, see the Salesforce Help
Ensure that users have the appropriate permissions to add records from a project or template project to an existing project.	Permissions for Adding Records from a Template

Included in this Feature

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

Lightning Actions

Lightning Actions Added in PSA Winter 2023

Lightning Action	Page Layout	Further Information
Add Records from Template	Project	Adding Records from a Template Permissions for Adding Records from a Template

Apex Classes

Apex Classes Added in Winter 2023

Apex Class	Description	Further Information
ActionAddRelatedRecordsFromTemplates	You can use the custom action in this Apex class to add all the assignments, milestones, project tasks, and resource requests on a project or project template to an existing project.	Custom Actions

Linking Project and Resource Management

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2023.

Included in this Feature

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

Fields

Fields Added in Winter 2023

Field	Object	Further Information
Timecard Actual Hours	Project Task	Project Task Fields

Custom Settings

Custom Settings Added in Winter 2023

Custom Setting	Custom Setting Field	Further Information
Task Management Settings	Project Task Scheduling	Task Management Settings Configuring Task-Based Resourcing
	Recalculate Actual Hours Batch Size
	Timecard Statuses

Lightning Actions

Lightning Actions Added in PSA Winter 2023

Lightning Action	Page Layout	Further Information
Calculate Actual Hours on Project Tasks	PSA Administration	PSA Administration

Project Team Schedule

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2023.

Included in this Feature

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

Buttons

Buttons Added in Winter 2023

Button	Description	Further Information
or	Switch between the Scheduler and the Grid.	Project Team Schedule Lightning Component Fields Using the Project Team Schedule

Permission Sets

Permission Sets Updated in Winter 2023

Permission Set		Further Information
PSA - Edit Project Team Schedule	Added Apex class access for RM_WorkCalendarDataController.	In Permission Sets and Other Technical Documentation, click Permissions and select Permission Changes from the Contents pane. For information on assigning permission sets to single or multiple users, see the Salesforce Help.
PSA - View Project Team Schedule

Project Manager Work Planner

Upgrade Steps

To upgrade this feature to Winter 2023, take the following action.

Upgrade Steps for Winter 2023

Action	Further Information
[Optional] In the Lightning App Builder, use the following options in the properties pane to control the fields that are displayed in the Details and Assignment Tasks sections when you view assignment details from the Project Work Planner component: Assignment Details Custom Fields Field Set Assignment Details Tasks Custom Fields Field Set	Work Planner Lightning Component Properties Viewing Assignment Details

Permission Sets

Permission Sets Updated in Winter 2023

Permission Set		Further Information
PSA - Edit Work Planner	Added Read access to the following objects: Project Task Project Task Assignment Timecard Added Read access to the following fields: End Date and Start Date fields on the Project Task object Assignment and Project Task fields on the Project Task Assignment object Assignment, Status, and Total Hours fields on the Timecard object Added Apex class access for: AssignmentProgressController AssignmentTasksController	In Permission Sets and Other Technical Documentation, click Permissions and select Permission Changes from the Contents pane. For information on assigning permission sets to single or multiple users, see the Salesforce Help.
PSA - View Work Planner

Line Manager Work Planner

Upgrade Steps

To upgrade this feature to Winter 2023, take the following action.

Upgrade Steps for Winter 2023

Action	Further Information
Using the Lightning App Builder, add the Line Manager Work Planner component to any Lightning app page, such as a workspace, or to a Lightning home page.	Setting up Work Planners
[Optional] In the Lightning App Builder, use the options in the properties pane to customize the Line Manager Work Planner component to your requirements.	Work Planner Lightning Component Properties
Ensure users have a contact record associated with their Salesforce account and that the resources reporting directly to the user have the user specified in the Reports To field of their contact record.	For information on contacts and associating a Salesforce user with a contact record, see the Salesforce Help
Assign the relevant permission sets to users: PSA - View Work Planner to users who only need to view assignments and resource requests PSA - Edit Work Planner to users who need to edit assignments and resource requests	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

Resource Requests

Upgrade Steps

To upgrade this feature to Winter 2023, take the following action.

Upgrade Steps for Winter 2023

Action	Further Information
[Optional] To view the settings panel indicated by to amend the priority of your match inputs and weightings of filter fields, the Show Match Settings checkbox must be selected in the Lightning App Builder (LAB) for the Resourcing Filter component. Resave the page in LAB to see the settings panel .	Resource Filter Lightning Component Properties

Resource Optimizer

Upgrade Steps

To upgrade this feature to Winter 2023, take the following action.

Upgrade Steps for Winter 2023

Action	Further Information
[Optional] To view the settings panel indicated by to amend the priority of your match inputs and weightings of filter fields, the Show Settings checkbox must be selected in the Lightning App Builder (LAB) for the Resource Optimizer component. Resave the page in LAB to see the settings panel.	Resource Optimizer Lightning Component Properties

Resource Work Planner

Upgrade Steps

To upgrade this feature to Winter 2023, take the following action.

Upgrade Steps for Winter 2023

Action	Further Information
Using the Lightning App Builder, add the Resource Work Planner component to any Lightning app page, such as a workspace, or to a Lightning home page.	Setting up Work Planners
[Optional] In the Lightning App Builder, use the options in the properties pane to customize the Resource Work Planner component to your requirements.	Work Planner Lightning Component Properties
Ensure users have a contact record associated with their Salesforce account.	For information on contacts and associating a Salesforce user with a contact record, see the Salesforce Help
Assign the relevant permission sets to users: PSA - View Work Planner to users who only need to view assignments and resource requests PSA - Edit Work Planner to users who need to edit assignments and resource requests	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

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 Winter 2023, take the following action.

Upgrade Steps for Winter 2023

Action	Further Information
[Optional] Add the following fields to the Project Settings section of the Revenue Forecast Setup page layout: Custom Date for Deliverable Expenses Custom Date for Deliverable Misc Adjusts	Revenue Forecast Setup Fields
[Optional] If you are using the "Deliverable" recognition method and do not want the Expense Date field on an expense record to determine the month in which completed or scheduled expense revenue is placed, you can configure the Custom Date for Deliverable Expenses field on the active revenue forecast setup record so that a custom date field determines the month instead.	"Setting up PSA to Determine the Month Deliverable Milestone Revenue is Added To" in Setting up Forecasting
[Optional] If you are using the "Deliverable" recognition method and do not want the Effective Date field on a misc adjustment record to determine the month in which completed or scheduled misc adjustment revenue is placed, you can configure the Custom Date for Deliverable Misc Adjusts field on the active revenue forecast setup record so that a custom date field determines the month instead.
[Optional] If you are using the "% Complete" recognition method, add the following fields to the Revenue Forecast page layout: Actual Hours Scheduled Hours Unscheduled Hours	Revenue Forecast Fields
Add the following fields to the Revenue Forecast Setup page layout: Opportunity Scheduler Batch Size Project Scheduler Batch Size	Revenue Forecast Setup Fields Scheduling Revenue Forecasts
[Optional] Assign the PSA - Run Revenue Forecast permission set to users who want to preview revenue forecast data for a selected project using the Revenue Forecast Preview Lightning action on the PSA Administration page.	Permission Sets and Other Technical Documentation PSA Administration For information on assigning permission sets to single or multiple users, see the Salesforce Help

Included in this Feature

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

Fields

Fields Added in Winter 2023

Object	Field	Further Information
Revenue Forecast	Actual Hours	Revenue Forecast Fields
	Scheduled Hours
	Unscheduled Hours
Revenue Forecast Setup	Custom Date for Deliverable Expenses	Revenue Forecast Setup Fields
	Custom Date for Deliverable Misc Adjusts
	Opportunity Scheduler Batch Size
	Project Scheduler Batch Size

Lightning Actions

Lightning Actions Added in PSA Winter 2023

Lightning Action	Page Layout	Further Information
Revenue Forecast Preview	PSA Administration	PSA Administration

Permission Sets

Permission Sets Updated in Winter 2023

Permission Set		Further Information
PSA - Configure Forecast Setup	Includes access to the new fields added to the Revenue Forecast Setup object (see above).	Revenue Forecasting Basics Revenue Forecast Setup Fields
PSA - Run Forecast	Includes access to the new fields added to the Revenue Forecast object (see above) and access to the new Revenue Forecast Preview Lightning action on the PSA Administration page.	Revenue Forecasting Basics Revenue Forecast Fields PSA Administration
PSA - View Forecast	Includes access to the new fields added to the Revenue Forecast object (see above).	Revenue Forecasting Basics Revenue Forecast Fields
PSA - View All Forecasts

Time Entry

Upgrade Steps

Upgrade Steps for Winter 2023

Action	Further Information
Users must have the PSA - Start and Stop Timers - Cases permission set assigned to their profile when logging time against cases.	Using the Timer Component

Included in this Feature

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

Lightning Component Fields

Fields Added in Winter 2023

Object	Field	Further Information
Timer Component	Case	Timer Lightning Component Buttons and Fields
	Project
	Project Task
	Timecard Sync Interval Rounding
	Timecard Sync Rounding Mode

Permission Sets

Permission Sets Updated in Winter 2023

Permission Set		Further Information
PSA - Start and Stop Timers - Cases	Create, view, and delete timer sessions logged against cases.	Setting up the Timer Component
PSA - Start and Stop Timers	Create, view, and delete timer sessions.

Lightning Component Buttons

Buttons Added in Winter 2023

Button	Description	Further Information
Delete	Delete selected timer sessions	Timer Lightning Component Buttons and Fields
Edit	Opens the Edit Timer Session module.
	Allows you to filter timer sessions by their start and end dates.

Custom Settings

Custom Settings Added in Winter 2023

Custom Setting	Custom Setting Field	Further Information
Timer Settings	Supported Object Fields	Timer Settings

Skills Management

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2023.

Included in this Feature

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

Fields

Fields Added in PSA Winter 2023

Custom Setting	Field	Further Information
Skills Management Settings	Skills Custom Lookup Columns	Skills Management Settings
	Skill Sets Custom Lookup Columns

Field Sets

Field Sets Added in PSA Winter 2023

Field Set	Object	Further Information
Search Skills Custom Columns	Skill / Certification	Skill / Certification Field Sets
Search Skill Sets Custom Columns	Skill Set	Skill Set Field Sets

Utilization Analytics

Upgrade Steps

To upgrade utilization analytics to Winter 2023, take the following action.

Upgrade Steps for Winter 2023

Action	Further Information
[Optional] Add the following fields to the Threshold Values section of the Utilization Setup page layout: Threshold Value (1-6) Calculate Hours for Threshold Values	Utilization Setup Fields
[Optional] Add the following fields to the Hours section of the Utilization Result page layout: Unheld Resource Request Weighted Hours Utilization Target Hours Utilization Target [Optional] Add the following fields to the Unheld Resource Request Hours at Different Threshold Values section of the Utilization Result page layout: Hours at Threshold Value (1-6) Weighted Hours at Threshold Value (1-6)	Utilization Result Fields
[Optional] Add the following fields to the Threshold Values section of the Utilization Run page layout: Threshold Value (1-6)	Utilization Run Fields

Included in this Feature

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

Fields

Fields Added in PSA Winter 2023

Field	Further Information
Unheld Resource Request Weighted Hours	Utilization Result Fields
Utilization Target Hours
Utilization Target
Hours at Threshold Value (1-6)
Weighted Hours at Threshold Value (1-6)
Threshold Value (1-6)	Utilization Run Fields
Threshold Value (1-6)	Utilization Setup Fields
Calculate Hours for Threshold Values

Volume Improvements and Enhancements

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2023.