General Notes

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.

Support Ticket information: Ticket numbers refer to Cases in the Quorum Software Support service in SalesForce.

Database upgrades for this release

A mandatory database upgrade for Tenant databases is required for this update.

Planning Space (IPS)

New Features

Upgraded the CefSharp browser component in Planning Space to version v117.

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

Planning Space Dataflow

New Features

Dataflow Reporting: Report outputs are now generated with respect to the Access Control permissions that have been set in the document template (i.e., if the current user has been allowed/denied access for each template element).

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

Fixed Defects

Description	Support Ticket
Load from Economics tool: Fixed an issue in the aggregation logic where aggregated values of mapped variables were not calculated correctly for projects being calculated in parallel processes.	—
Load from Economics tool: Fixed a bug in the aggregation logic which was causing loading errors "Project <X> is not calculated".	23-00908894, 23-00920209
Fixed an issue where the automatic 'cluster temp cleanup' process was incorrectly removing temporary folders that were in use; this was causing missing output files for Dataflow reporting jobs.	23-00920421
Fixed a bug in Version permissions where the renaming of a workgroup was causing that workgroup to disappear from permissions settings.	23-00909386

Planning Space Economics and Financials

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

New Features

Result Set calculations: Calculated Spreadsheets for a Result Set Run are now persisted after the end of a Planning Space session, and can be accessed using a download button.
Regime module function library: Functions have been added so that incremental project information can be used in regime models.
Dataflow Pivot & Aggregate links - changed permissions for new entities after link creation: In previous releases, newly-created projects and folders after link creation or link refresh were only applied the node permissions of Full Access for the configured 'Link Manager Workgroup'; this has been modified so that inherited permissions from the parent node will also be applied to newly-created entities (i.e., the same behavior as when nodes are created manually in a hierarchy).
Regimes - Excel Economics spreadsheet models: For calculations based on spreadsheet groups, the optional setting 'Start Date' has been added, so that the start period for the group calculations can be specified.
Regimes - Module Editor: The context menu in the code editor has been improved so that temporary regime variables can be added and have their data type set, from within the code editor.
Result Set calculations - Calculated Spreadsheets: The regime function 'ExecuteSpreadsheet' has two new options to control the saving of spreadsheets; the Boolean 'isSavingWorkingFile' determines if data will be saved for each function call (default 'true' if the parameter is not used); 'workingFileSavingPath' is an optional file path to specify the folder where the saved files will be stored.
Result Set calculations - Preserve Calculated Spreadsheets option: There is a new additional setting for 'Match source' (default) or 'Match calculation (Debug)'; the latter option should be used when the spreadsheet files are needed to check or debug the calculations in Planning Space; the former option should be used when the original spreadsheet files are required.
Regime module function library: The PARTNERVALUE function now accepts a Text variable as the input parameter for the partner name.
Regime module function library: Added the function MIRR to calculate the modified internal rate of return for periodic cash flows.

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

Fixed Defects

Description	Support Ticket
Economics OData API: Fixed a bug in the resource '/data/v1/calculate' where a 500 server error was occurring after a modification had been made in a result set report's Currency & Discounting preset, due to incorrect caching of the report configuration.	—
Result Set calculations: Fixed an issue where the automatic data cleanup process was incorrectly removing empty temporary folders that were in use and pending storage of data files; this was causing file save errors for Result Set calculation runs.	23-00920269
Result Set calculations with incrementals: Fixed an issue that was causing the log error "The base project <X> on <Default> tab cannot be used ... on tab <Y>"; a pre-calculation validation check has been added to check if base projects in the default tab have been used as incremental projects in other tabs.	24-00937112