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 IPS Common and 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: The functionality of Custom Units has changed; these are now defined as 'presets', managed with a new Custom Unit Manager; presets can be created in the Manager and then can be applied to variables by using the units selector in the variables editor tools; hence identical custom unit settings can be easily applied to multiple variables.
Regimes - ordering of projects in the ringfence calculator: Added a new setting 'Ringfence Order' at regime level and module level which can be used to set a numeric variable that will specify the ordering of projects in a ringfence.
Regimes - Excel Economics spreadsheet models - improved formula replacement: Formulas will now be replaced in merged cells; for locked/protected cells there is improved logging of failed formula replacement.
Regimes: Excel Economics spreadsheet models now support the use of the Excel functions XLOOKUP, TAKE and CHOOSEROWS.
Results Summaries tool: Added functionality to process result set data from Planning Space Financials (and therefore the app has been renamed). Other changes:  (1) the variables filter option 'Filter variables by selected Result Set' is enabled by default; (2) the 'Start Year' and 'End Year' values now appear as 'Project Start Date' and 'Project Economic Limit' (rather than the current year), unless the value override is enabled; (3) added display of variable names in the variable selection grid; (4) the configured UI settings for each Result Set are stored in the local browser and are re-applied when a Result Set is re-opened in the current or future sessions.
Dataflow Pivot & Aggregate links - modified aggregation behavior for grouped variables: For the case of scalar string and scalar datetime variables in an aggregated document, the source Dataflow documents will be searched for the first non-null value to be found, and this value will be inserted in the aggregated document (in previous versions, the value would be taken from the first-inspected grouped document, whether null or non-null).

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

Fixed Defects

Description	Support Ticket
Result Set calculations: Fixed an issue in the calculation tracking process which could create duplicate records for the same run calculation and hence generate multiple log entries ("Finish Calculation for Run ...") for job completion.	—
Dataflow Pivot & Aggregate links: Fixed a bug that could cause time series variable values to shift to wrong time periods when imported from Dataflow (source documents with null-valued time series variables were not being handled correctly to set the right periodicity in the destination document).	—