Upgrading to Planning February 2023

This page describes the changes to make when upgrading to February 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 February 2023, see New Features and Enhancements in Planning February 2023.

Controlling Access to Budgets

Sharing a Budget with Active Budget Holder

Upgrade Steps

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

Enhancements in Headcount Planning Capabilities

Simplified Filtering Capabilities for Headcount Data

Upgrade Steps

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

Included in this Feature

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

Custom Settings

Custom setting added for this feature in February 2023

Custom Setting	Field	Further Information
Planning Headcount	Allow Variable Pay	Planning Headcount Settings

Searching the Headcount Details

Upgrade Steps

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

Included in this Feature

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

Field

Field added for this feature in February 2023

Object	Field	Further Information
Headcount by Resource Lines	Search	Headcount by Resource Lines Fields

Budget Versions

There are no upgrade steps to upgrade to February 2023.

Budget Versions Scenarios

To use this feature, you must enable the Budget Versions Scenarios feature in the Feature Console.

Upgrade Steps

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

Action	Further Information
Enable the Budget Version Scenarios feature in the Feature Console.	Enabling Budget Version Scenarios

Importing from Other Sources in Planning Mapping Rules

Upgrade Steps

To start using this feature in February 2023, take the following action.

Action	Further Information
Follow the steps to add a picklist value to the Source field on the Mapping Rule object. Give the value the name “Other Sources - Custom Object” and the API name “FFOther”.	Salesforce Help