General Notes

Support Ticket information: Tickets with numbers starting '22-' or '23-' can be accessed in SalesForce; other tickets can be accessed in Freshdesk. When a ticket for the same issue exists in both systems, both numbers are included. (The Freshdesk system was deprecated on 2022-11-07 and it is not updated with new information.)

Upgrading to Planning Space 20.3: See the Planning Space Deployment Guide (Version 20 Upgrade Paths) for the latest information about upgrade paths from version 16.5 to 20.3.

Installation changes - Update 17 and later: Releases since Update 17 use a new installer platform based on the WiX Toolset. This provides a single, unified EXE file for installing any of: Planning Space (IPS) server; Planning Space client application; CX Suite client applications; LP Solver service. For the updated installation instructions see the Deployment Guide. When the WiX-based installer is used for the first time, a complete uninstall of the existing Planning Space installation (i.e., Update 16 or earlier), followed by a machine reboot, will be required. Subsequent Updates can be installed in-place.

Database upgrades for this release

Mandatory database upgrades for Tenant databases are required for this update.

Planning Space (IPS)

New Features

Audit log: New OData endpoint '/planningspace/data/v1/auditlogs' for access to log data.

For more information about these changes, see the Planning Space Deployment Guide .

Fixed Defects

Description	Support Ticket
SAML-based authentication: Fixed a bug that was causing login failure due to the IPS Server interpreting SAML URLs with case-sensitivity.	23-00883234

Planning Space Dataflow

New Features

Load from Economics tool - UI change: The result set run selection is now persistent between the batch setup tabs.

For more information about these changes, see the Planning Space User Manual .

Fixed Defects

Description	Support Ticket
Configuration - Currencies Management: Fixed a UI bug where using the mouse scroll action was causing an application error.	23-00892271

Planning Space Economics and Financials

New Features and Fixed Defects apply to both applications, unless otherwise noted.

New Features

Regimes - Function Library: Added new functions so that Working Interest partner settings can be modified by the regime logic.
Regimes - Excel Economics spreadsheet models: Added functionality so that multiple linked spreadsheets can be executed using a single call of the 'ExecuteSpreadsheet' function.
Dataflow integration - Pivot & Aggregate link: Added an optional Inflation Date setting to the link configuration.
Dataflow integration - Pivot & Aggregate link: the Unit System and Unit Size settings have been removed from the link configuration; they are no longer required because the unit transformations between Dataflow and Economics/Financials are handled automatically.

For more information about these changes, see the Planning Space User Manual .

Fixed Defects

Description	Support Ticket
Result Set calculations - unweighted ringfencing: Fixed a bug that was causing the error "Unexpected Error when building ringfenced calculator" when the 'Align scenarios (unweighted)' option was enabled and a project scenario had been selected which did not exist in one of the projects.	23-00884265
Result Set calculations: Fixed an issue that was causing errors due to a missing setting when 'Inherit economic limit from parent node' was enabled. The option 'Use economic limit set in project' is now enforced as a default.	23-00884747
Result Set - Project Sensitivities configuration: Fixed a UI slow performance issue that occurred when the 'Inherit project sensitivities from parent node' checkbox was un-checked in cases where a large number of regimes needed to be scanned to load the variable information for the selection dialog; this load operation has now been optimized.	23-00888052
Result Set calculations: Fixed an issue that was causing the calculation error "There was an error in calculating the working interest shares" for ringfenced projects.	23-00885469
OData API: Fixed a bug that was causing a '500' error response to result set data requests due to incorrect handling of empty data tables in the tenant database.	—
Reporting: Fixed a bug that was causing incorrect non-inflated variable values when the 'From Template' option was being used for report runs.	23-00888638
Result Sets - Term Variables Sensitivities: Fixed a bug that was causing incorrect handling of sensitivities when more than one regime was added to the configuration (only the first regime's term overrides were being processed, the other regimes' overrides were being ignored).	23-00888643
OData API requests for Result Set data: Fixed a bug that was breaking paged downloads when the result set name contained accented characters.	23-00888997