New features in version 20.3

Planning Space Version 20.3 is the first commercial release of the next generation of Planning Space. This version contains the applications Dataflow, Economics, and Financials.

Dataflow Version 20 is a new application with improved data model, modernized user interface, and highly-improved calculation performance. A summmary feature comparison for Dataflow 20.3 and Dataflow 16.5 can be found in the User Manual documentation: Version 16.5 Features Comparison.

The Economics and Financials applications have been migrated from version 16.5, with the same functionality. (Economics Version 20 is a new application that is currently under development and will be released initially in 2023.)

Planning Space Version 20.3 supports integration with the Quorum Software (Aucerna) applications Portfolio, Reserves, and PetroVR. Further product integrations will be developed as Planning Space Version 20 evolves.

Deprecated applications

The Planning Space Portfolio application is removed from the standard configuration in Version 20.3. Replacement fuctionality is provided by Quorum Software (Aucerna) Portfolio.

The Planning Space Reserves application (Reconciliation and Decline workspaces) is not implemented in Version 20.3. Replacement fuctionality is provided by Quorum Software (Aucerna) Reserves.

Upgrading from version 16.5 to 20.3

Quorum Software's consultants will work closely with customers who decide to move from Version 16.5 to Version 20.3, to ensure that all workflows and data can be migrated and accommodated in the new version.

Version 20.3 has a completely new data model for Dataflow, and this means that migration of data from 16.5 requires additional steps before using the Database Upgrade tools.

The Config Analyzer tool must be used to scan your existing version 16.5 databases. The tool will generate reports that highlight issues for preparing your Planning Space deployment before upgrading to Version 20, in some cases they will alert about changes that must be made before running the 20.3 DBUpgrade program on the tenant database, and in other cases they provide warnings about changes that the DBUpgrade will make automatically. The tool uses obfuscation of data (this is enabled by default) so that output reports do not reveal any sensitive content information. This means that the tool can be run in situ on production databases, and the results can be safely shared with Quorum Software support and consultant teams.

Hardware and software requirements

There are no major changes in hardware and software requirements to deploy Version 20.3. There is one additional permissions setting required in SQL Server for running the 'DBUpgrade' programs; see the link below for details.

The improved processor and memory performance of Dataflow Version 20 means that your hardware currently deployed for Version 16.5 can be expected to deliver significantly better performance when running 20.3, in terms of concurrent users and server processes, and therefore you should plan to review your current and future hardware needs for a Planning Space Version 20 deployment.

For the detailed requirements information, see Planning Space 20.3 Deployment Guide: Hardware and software requirements.