Upgrading to PS Cloud Analytics 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 assets such as dashboards, datasets, dataset fields, or lenses that have been added or changed in this release.

For information on new features and changes to existing features in Winter 2023, see New Features and Enhancements in PS Cloud Analytics Winter 2023.

Note:

To use a new feature or enhancement, you must upgrade your PS Cloud Analytics app. For more information about how to upgrade apps, see Upgrading the Business Analytics App.

PS Cloud Core Analytics Name Change

Upgrade Steps

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

Upgrade steps for Winter 2023

Action

Further Information

Ensure that the following packages are installed in your org:

  • Business Analytics Winter 2023
  • Foundations Winter 2023

Supported Environment

Installing Managed Packages
Assign the required permissions and licenses to create your PS Cloud Core Analytics app.

Licensing

PS Cloud Analytics Permission Sets

Assign the required permissions and licenses to create your PS Cloud Advanced Analytics app.
Create your own permission set and add access to the classes fferpcore.can_CoreAnalyticsAppService and fferpcore.can_AdditionalFieldsService if you are not an administrator and want to create a PS Cloud Core Analytics app.
Create your PS Cloud Core Analytics app. Creating an App from the PS Cloud Core Analytics Template
Create your PS Cloud Advanced Analytics app. Creating an App from the PS Cloud Advanced Analytics Template

Included in this Feature

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

Assets Renamed in Winter 2023

Asset Type

Previous Name

New Name
App PSA Core Analytics PS Cloud Core Analytics
PSA Advanced Analytics PS Cloud Advanced Analytics
Object PSA Analytics Setup PS Cloud Analytics Setup

PS Cloud Core Analytics Dataflow Scheduling

Upgrade Steps

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

Upgrade steps for Winter 2023

Action

Further Information
Create your PS Cloud Core Analytics app.

Creating an App from the PS Cloud Core Analytics Template

Schedule your dataflow as a view user. Scheduling Dataflows as a View User

Included in this Feature

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

Apex Classes Added in Winter 2023

Apex Class

Further Information
can_AnalyticsAppUpdateScheduler Scheduling Dataflows as a View User

Dashboard Week Ending Grouping

Upgrade Steps

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

Upgrade steps for Winter 2023

Action

Further Information
Assign the required permissions and licenses to create your PS Cloud Core Analytics app.

Licensing

PS Cloud Core Analytics Permission Sets

Assign the required permissions and licenses to create your PS Cloud Advanced Analytics app.
Create your own permission set and add access to the classes fferpcore.can_CoreAnalyticsAppService and fferpcore.can_AdditionalFieldsService if you are not an administrator and want to create a PS Cloud Core Analytics app.
Create your PS Cloud Core Analytics app. Creating an App from the PS Cloud Core Analytics Template
Create your PS Cloud Advanced Analytics app. Creating an App from the PS Cloud Advanced Analytics Template

Included in this Feature

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

Dashboard Chart Legends Added in Winter 2023

Dashboard Legend

Further Information
Year-Month-Day

Percentages and Hours Drop-Down Menu

Upgrade Steps

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

Upgrade steps for Winter 2023

Action

Further Information
Create your PS Cloud Core Analytics app. Creating an App from the PS Cloud Core Analytics Template
Create your PS Cloud Advanced Analytics app. Creating an App from the PS Cloud Advanced Analytics Template

Included in this Feature

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

Drop-Down Menus Added in Winter 2023

Drop-Down Menu

Further Information
Percentages/Hours

PSA Utilization Dashboard

PSA Capacity Dashboard

Overview Dashboard Enhancements

Upgrade Steps

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

Upgrade steps for Winter 2023

Action

Further Information
Create your PS Cloud Core Analytics app. Creating an App from the PS Cloud Core Analytics Template
Create your PS Cloud Advanced Analytics app. Creating an App from the PS Cloud Advanced Analytics Template

Included in this Feature

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

Overview Dashboard Assets Added in Winter 2023

Asset

Description

Further Information
Tooltip Displays scheduled and active hours as values and percentage values. PSA Overview Dashboard
Chart Title The Target Attainment chart has been retitled as Total Utilization

PSA Skills Capacity and Demand Planning and PSA Utilization Analytics Capacity and Demand Planning Dashboard Enhancements

Upgrade Steps

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

Upgrade steps for Winter 2023

Action

Further Information
Create your PS Cloud Core Analytics app. Creating an App from the PS Cloud Core Analytics Template
Create your PS Cloud Advanced Analytics app.

Creating an App from the PS Cloud Advanced Analytics Template

Included in this Feature

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

Tooltip KPIs Added in Winter 2023

Tooltip KPI

Further Information
Total FTE
Remaining FTE

New Dashboards

Upgrade Steps

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

Upgrade steps for Winter 2023

Action

Further Information
Create your PS Cloud Core Analytics app. Creating an App from the PS Cloud Core Analytics Template
Create your PS Cloud Advanced Analytics app.

Creating an App from the PS Cloud Advanced Analytics Template

Included in this Feature

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

Dashboards Added in Winter 2023

Dashboard

Description

Further Information
PSA Performance Summary Displays a summary of your key performance indicators (KPIs) as well as complementary graphs that enable you to visualize your business trends. Using the PSA Performance Summary Dashboard Configuration Page
PSA Utilization Summary Displays the total utilization percentage KPI, and compares scheduled hours with actual hours logged. PSA Utilization Summary Dashboard
PSA Capacity Summary Displays total capacity hours data, and groups the data to display remaining capacity availability. PSA Capacity Summary Dashboard

Changes to Permission Sets

Upgrade Steps

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

Upgrade steps for Winter 2023

Action

Further Information
Create your PS Cloud Core Analytics app. Creating an App from the PS Cloud Core Analytics Template
Create your PS Cloud Advanced Analytics app.

Creating an App from the PS Cloud Advanced Analytics Template

Included in this Feature

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

Updated Permission Sets in Winter 2023

Permission Set

Description

Further Information
PS Cloud Analytics Integration User Read Access Includes access to the Work Calendar object. This enables you to report on data derived from this object. Licensing
PSA - PS Cloud Analytics Setup Relabelled from PSA - PSA Analytics Setup. No changes have been made to the API name of this permission set.

Dataset Enhancements

Upgrade Steps

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

Upgrade steps for Winter 2023

Action

Further Information
Create your PS Cloud Core Analytics app. Creating an App from the PS Cloud Core Analytics Template
Create your PS Cloud Advanced Analytics app.

Creating an App from the PS Cloud Advanced Analytics Template

Included in this Feature

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

Fields added to the Utilization Results dataset in Winter 2023

Field Name

Dataset

Further Information
Standard Work Calendar Hours Utilization Results Utilization Results Dataset PS Cloud Analytics Output Fields

Utilization Target Hours
Utilization Target (%)
Salesforce Resource User Photo URL
External Resource
Billings Value (Project Currency) Billings Billings Dataset PS Cloud Analytics Output Fields

PS Cloud Analytics Setup Object Enhancements

Upgrade Steps

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

Upgrade steps for Winter 2023

Action

Further Information
Create your PS Cloud Core Analytics app. Creating an App from the PS Cloud Core Analytics Template
Create your PS Cloud Advanced Analytics app.

Creating an App from the PS Cloud Advanced Analytics Template

Included in this Feature

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

Fields Added in Winter 2023

PS Cloud Analytics Setup Object Section

Field Label

Option Label

Description

More Information
Utilization Calculation Type Utilization Calculation Type Utilization Setup If this option is selected, it creates the Utilization Results dataset. This is required to create the Utilization Analytics dashboard in the PS Cloud Core Analytics app, or the Utilization Capacity and Demand Planning and Skills Capacity and Demand Planning dashboards in the PS Cloud Advanced Analytics app. Creating an App from the PS Cloud Core Analytics Template
Utilization Calculation If this option is selected, it creates data in the Utilization Summary/Detail and Utilization dataset. This is required to make the Utilization dashboard in the PS Cloud Advanced Analytics app.
Both Calculation Types (for migration purposes) If this option is selected, it creates the Utilization Results, Utilization Summary/Detail and Utilization datasets.
Optional Data Backlog N/A If this checkbox is selected, it creates the Backlog dataset in the PS Cloud Core Analytics app. This is used to create the Backlog and PSA Overview dashboards in the PS Cloud Advanced Analytics app.
CS Cloud N/A If this checkbox is selected, it creates the CS Cloud Customer Success Manager dashboard in the PS Cloud Core Analytics app.

CS Cloud Customer Success Manager Dashboard

Upgrade Steps

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

Upgrade steps for Winter 2023

Action

Further Information
Install the Customer Success Cloud Winter 2023 package in your org and ensure you have the playbook project record type in your org.

Preparing to Install.

 Setting up CS Cloud.
Ensure you have the appropriate licenses and permission sets assigned to use PS Cloud Analytics.

Licensing

PS Cloud Core Analytics Permission Sets

Create the PS Cloud Core Analytics app. To create the CS Cloud dashboard, ensure CS Cloud is selected in Optional Data. Creating an App from the PS Cloud Core Analytics Template

CS Cloud Customer Success Manager Dashboard

Add the dashboard to the Customer Success Workspace. From Lightning App Builder, drag the CRM Analytics Dashboard onto the workspace. In the properties pane select CS Customer Success Manager Dashboard from the Dashboard field. The recommended height for this component is 500. Click Save and activate the changes. Embedding PS Cloud Analytics Dashboards in a Lightning Page

Included in this Feature

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

Dashboards added in Winter 2023

Dashboard

Further Information
CS Cloud Customer Success Manager dashboard

CS Cloud Customer Success Manager Dashboard

Field Deprecations

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

Included in this Feature

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

Fields deprecated in Winter 2023

Field

Further Information
DEPRECATED: Utilization Results