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ArticlesPSA: Why Is The Preferences Panel In The Work Planner Not Visible?

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PSA: Why Is The Preferences Panel In The Work Planner Not Visible?

The Preferences panel may not be visible in the work planner. This feature was introduced in the Winter 2025 version. To make the panel visible, an upgrade to the Winter 2025 version or a higher version is required.

  • Sep 5, 2025
  • Knowledge

Title
PSA: Why Is The Preferences Panel In The Work Planner Not Visible?
URL Name
PSA-Why-Is-The-Preferences-Panel-In-The-Work-Planner-Not-Visible

Question

The Preferences panel in the work planner is not visible.

Product Area
Project Management Upgrade to Latest Version
Environment
  • Process Services Automation
  • Work Planner
Answer

Upgrade to the Winter 2025 version or higher.

Additional Notes
  • The Preferences panel was introduced in the Winter 2025 version. If the environment is below the Winter 2025 version, the Preferences panel will not be visible.
Release Version
Summer 2024;Spring 2024;Winter 2024;Summer 2023;Spring 2023;Winter 2023
Updating CertiniaProfessional Services CloudCustomer Success CloudFinancial Management CloudProject Management
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Knowledge:PSA: Why Is The Preferences Panel In The Work Planner Not Visible?