SECTIONSUpgrading to Planning 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.
For information on new features and changes to existing features in Winter 2023, see New Features and Enhancements in Planning Winter 2023.
Security and Data Confidentiality on Budgets
Included in this Feature
This section details the items that have been added in this release for this feature.
Custom Objects
| Objects | Further Information |
|---|---|
| Budget Sharing | Budget Sharing Fields |
Fields
| Fields | Further Information | |
|---|---|---|
| Budget Access Level | Budget Sharing | Budget Sharing Fields |
| Budget ID | ||
| Budget Shared With | ||
| Budget Shared with Type |
Enhancements to Headcounts Planning Capabilities
Viewing Budget Allocation and Assigning Budget Holder
Upgrade Steps
To upgrade this feature to Winter 2023, take the following action.
| Action | Further Information |
|---|---|
| Create a new budget and select the budget owner from the Budget Holder field. | Creating a Budget |
Included in this Feature
This section details the items that have been added in this release for this feature.
Fields
| Field | Lightning Page | Further Information |
|---|---|---|
| Budget Holder | Budgets Fields | Budgets Fields |
Filtering Headcount Resources Based on Budget Holder
Upgrade Steps
To upgrade this feature to Winter 2023, take the following action.
|
Step |
Action | Further Information |
|---|---|---|
| 1 | Create a new budget and select the budget owner from the Budget Holder field. | Creating a Budget |
| 2 | Generate the headcount by resource budget expense lines. | Generating the Headcount by Resource Lines |
Included in this Feature
This section details the items that have been added in this release for this feature.
Fields
| Field | Lightning Page | Further Information |
|---|---|---|
| Budget Holder | Payroll Lines Fields | Payroll Lines Fields |
Enabling Multiple Company Currencies
Upgrade Steps
To upgrade this feature to Winter 2023, take the following action.
|
Action |
Further Information |
|---|---|
| Enable the Multiple Company Currencies feature in the Feature Console. | Enabling Multiple Company Currencies |
Updating the Exchange Rate in Budgets
Upgrade Steps
No upgrade steps are required to upgrade this feature to Winter 2023.
Viewing Multiple Currencies in the Budget Toolbar
No upgrade steps are required to upgrade this feature to Winter 2023.
Multi-Level Budgets
No upgrade steps are required to upgrade this feature to Winter 2023.