Quasar (v1.47) | Upgrade Instructions | December 2025

Upgrading Amp Impact to Quasar - (v1.47)

1. To upgrade to the latest release of Amp Impact, log into your Sandbox environment and use the installation link.

   1. Vera Employees can navigate to this page to access the link.

   2. Partners & customers, please get in touch with your Vera point of contact to access the link.

2. Information will be displayed confirming that you have an earlier version installed and it can be upgraded while preserving existing data. 

3. Select which users you wish to install the package for (learn more here). 

4. Click "Upgrade".

5. Refer to the release notes document and learn about the new features and bug fixes for this release. 

6. After reviewing the release notes, follow the steps outlined below. 

7. Perform your current use cases in the sandbox and if you are using any of the new features from this release, ensure that they are operating as expected.

8. When you are ready to deploy to Production, use this installation link.

9. Update any changes you make, for example to custom settings, in Production as these will not "carry over" from your sandbox. 

Packaging Changes

Certain changes to the configuration will be automatically updated on the installation of the upgrade, while others will need to be manually updated (in order not to conflict with any org-specific customization). For full details on what Salesforce supports when upgrading managed packages, refer to the Editing Components and Attributes After Installation and Special Behavior of Components in Packages pages.

Update Profiles and Custom Permission Sets for New Objects and Fields

While permission sets in the package are automatically updated to provide access to these new fields, profiles and custom permission sets must be manually updated to include these new artifacts if the relevant user(s) requires access to them. 

Refer to the Packaging Changes section in the release notes to determine which objects and fields need to be added to any custom profiles or permission sets. 

Upgrade steps to use Numerator/Denominator breakdown for Baseline

The following upgrade steps are relevant to organizations that aim to track Numerator and Denominator values for Baseline:

Add “Track Numerator Denominator for Baselines” field to the “Edit Project Indicator Popup” Field Set

1. Navigate to Object Manager

2. Navigate to the “Project Indicator”(ampi__Project_Indicator__c) object and click on it

3. Navigate to Field Sets

4. Click on “Edit Project Indicator Popup”(ampi__EDIT_PROJECT_INDICATOR_POPUP)

5. Add the “Track Numerator Denominator for Baselines” (ampi__xx_Baseline_NumDen__c) to the Field Set
   
   

   Open

   

6. Click “Save”. 

Add “Track Numerator Denominator for Baselines” field to the “Add New Project Indicator Popup” Field Set

1. Navigate to Object Manager

2. Navigate to the “ Indicator”(ampi__Indicator__c) object and click on it

3. Navigate to Field Sets

4. Click on “Add New Project Indicator Popup”(ampi__ADD_NEW_INDICATOR_POPUP)

5. Add the “Track Numerator Denominator for Baselines” (ampi__xx_Baseline_NumDen__c) to the Field Set
   
   

   Open

   

6. Click “Save”

Add the “Track Numerator Denominator for Baselines” field to the Page Layout of Indicator and Project Indicator Objects (Optional)

You can add the “Track Numerator Denominator for Baselines” field to the page layouts of the Project Indicator(ampi__Project_Indicator__c) and Indicator (ampi__Indicator__c) objects by following the steps mentioned below:

1. Navigate to Object Manager

2. Navigate to the “Project Indicator” object (ampi__Project_Indicator__c) and click on it

3. Navigate to “Page Layout” and click on “Project Indicator Layout”

4. Drag the “Track Numerator Denominator for Baselines” field to the Project Indicator Detail section

5. Repeat the same for the Indicator (ampi__Indicator__c) object if needed
   
   

   Open

   

    

Upgrade steps to use Baseline for Milestone Type Activities

The following upgrade steps are relevant to organisations that aim to track Baselines for Milestone Activities:

Add “Planned Due Date” field to the “CREATE_EDIT_MILESTONE_POPUP” Field Set

1. Navigate to Object Manager

2. Navigate to the “Activity” (ampi__Activity__c) object and click on it

3. Navigate to Field Sets

4. Click on “CREATE_EDIT_MILESTONE_POPUP” (ampi__CREATE_EDIT_MILESTONE_POPUP)

5. Add the “Planned Due Date” (ampi__xx_Planned_Due_Date__c) to the Field Set
   
   

   Open

   

Add the “Planned Due Date” field to the Activity Page Layout (Optional)

1. Navigate to Object Manager

2. Navigate to the “Activity” (ampi__Activity__c) object and click on it

3. Navigate to “Page Layout” and click on “Activity Layout”

4. Drag the “Planned Due Date” field to the Activity Detail section

Upgrade steps to use enhancements to Financials LWC excel templates

The following upgrade steps are relevant to organisations that aim to use upload/download excel templates on Planning and Reporting LWCs

Remove the field “Planned Cost per Unit” from the “Planning Excel Attribute Columns” field set

1. Navigate to Object Manager

2. Navigate to the “Financial” (ampi__Financial__c) object and click on it

3. Navigate to Field Sets

4. Click on “Planning Excel Attribute Columns” (ampi__PLAN_EXCEL_ATTRIBUTE_COLUMNS)

5. Remove the “Planned Cost per Unit” (ampi__Cost_per_Unit__c) from the Field Set

6. Click “Save”

Add “Planned Cost per Unit” and “FTE%” fields to the “Budget Planning Period” field set

1. Navigate to Object Manager

2. Navigate to the “Financial” (ampi__Financial__c) object and click on it

3. Navigate to Field Sets

4. Click on “Budget Planning Period” (ampi__BUDGETPLANNING_PERIODIC_COLUMNS)

5. Add these fields to the Field Set:

   1. “Planned Cost per Unit” (ampi__Cost_per_Unit__c)

   2. “FTE %” (ampi__FTE_Percent__c)

6. Click “Save”

   Open

   

Change the order of fields in the “Budget Planning Period” field set

1. Navigate to Object Manager

2. Navigate to the “Financial” (ampi__Financial__c) object and click on it

3. Navigate to Field Sets

4. Click on “Budget Planning Period” (ampi__BUDGETPLANNING_PERIODIC_COLUMNS)

5. Rearrange the fields in the field set to match this order:

   1. FTE %

   2. Planned Cost per Unit

   3. Planned Quantity

   4. Amount Planned

      Open

      

Remove the field “Actual Cost per Unit” from the “Reporting Excel Attribute Columns” field set

1. Navigate to Object Manager

2. Navigate to the “Financial” (ampi__Financial__c) object and click on it

3. Navigate to Field Sets

4. Click on “Reporting Excel Attribute Columns” (ampi__REPORT_EXCEL_ATTRIBUTE_COLUMNS)

5. Remove the “Actual Cost per Unit” (ampi__Actual_Cost_per_Unit__c) from the Field Set

6. Click “Save”

Add “Actual Cost Per Unit”, “FTE%”, and “Comments” fields to the “Budget Reporting Period” field set

1. Navigate to Object Manager

2. Navigate to the “Financial” (ampi__Financial__c) object and click on it

3. Navigate to Field Sets

4. Click on “Budget Reporting Period” (ampi__BUDGETREPORTING_PERIODIC_COLUMNS)

5. Add these fields to the Field Set:

   1. “Actual Cost Per Unit” (ampi__Actual_Cost_per_Unit__c)

   2. “FTE %” (ampi__FTE_Percent__c)

   3. “Comments” (ampi__xx_Comments__c)

6. Click “Save”

   Open

   

Change the order of fields in the “Budget Reporting Period” field set

1. Navigate to Object Manager

2. Navigate to the “Financial” (ampi__Financial__c) object and click on it

3. Navigate to Field Sets

4. Click on “Budget Reporting Period” (ampi__BUDGETREPORTING_PERIODIC_COLUMNS)

5. Rearrange the fields in the field set to match this order:

   1. FTE %

   2. Actual Cost per Unit

   3. Actual Quantity

   4. Amount Actual

   5. Comments

      Open