General Notes

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

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 Economics and Financials

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

New Features

Regimes - Excel Economics spreadsheet models: A new 'Mapping Files' mechanism has been added which allows for mappings to be defined in separate files while actual data and calculations can be contained in files that do not require special modification for use with Planning Space.
Terms editor: Changed the behaviour of the editor so that default terms settings are not automatically added to a project or folder without terms when the editor is opened; the user must now do an explicit Save action in order to add terms settings.
Regimes: A function 'Add All Temporary Variables As' has been added in the Logic Editor to perform configuration of multiple temporary variables.
Regime module function library: New functions for data conversion to and from text format (ConvertNumberToText, ConvertYearMonthToText, ConvertTextToNumber).
Regime Library - Variable Edit window: Added filter tools to the table columns.

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

Fixed Defects

Description	Support Ticket
Folder copy permissions in Calculate & Analyze (Result Sets) and Regime Library: Fixed a bug in the explorer tools where the permissions on a copied folder were being applied from the parent folder in the target location, rather than copying the permissions configured for the source folder.	—
Result Set Reports: Fixed a bug where 'One Line Summary' template reports were not correct for result set data which had 'Fiscal Year-End' not set to December.	—
Hierarchy clone operation: Fixed a bug where a Dataflow link was not being copied if the link was configured on the Corporate Rollup folder.	24-00946667
Economics Results Summary tool: Fixed a bug which was causing icon images not to display correctly.	24-00945992
Result Set calculations: Fixed a bug that was causing the error "Unexpected Error when building ringfenced calculator" which was occurring in the case where a module weighting variable no longer existed or was invalid; the calculation logic now checks for variable validity and in case of failure it substitutes 'Default' for the weighting variable.	23-00902211