Product Updates

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OneStream is pleased to announce the General Availability of Platform v9.3, which is now available on Solution Exchange. See Platform End of Support Dates on the OneStream Documentation site. Features and Benefits Feature: Final Period for Recurring Journals Benefit: This new property allows you to specify an ending period for a journal’s recurrence. Previously, the recurring journal would always generate a next period journal upon posting the current period journal.  Learn more about Recurring Journals. Feature: New properties to format Excel Named Range objects embedded to XFDocs Benefit: Named Ranges are often used to embed Excel data tables or charts into XFDocs for Narrative Reports. Previously, large named ranges were challenging to format into designated report layouts. Now, Fit to Page and Scale properties make embedding large named ranges easier to format. Large Named Range in Excel:  Named Range embedded into XFDoc:  Named Range with Fit to Page = True and Scale = False:  Named Range with Fit to Page = True and Scale = True: Learn more about embedding Named Ranges into XFDocs. Feature: Journal Performance Benefit: Load, review, and posting processes are faster for large journals. A page control helps manage predictable rendering of large journals with several hundred or thousands of lines. Feature: Browser Cube View and Grid Performance Benefit: The component used for rendering Browser Cube Views and Grids has been optimized, resulting in faster rendering times relative to previous releases.    Learn more about recent innovations in the Modern Browser Experience. Features for Application Builders Feature: Categories to organize Maintenance Units  Benefit: The Category property allows Application builders to group Maintenance Units.  Organizing Maintenance Units reduces visual clutter and provides for enhanced navigation – especially for Workspaces that contain a large number of Maintenance Units.  Additional Features for Application Builders  The LabelUnderline property provides enhanced styling for text in the following components:  Button Check Box Combo Box Date Selector List Box  Member Tree Password Box Radio Button Group State Indicator Text Box  The Profile Builder dialog now includes an Group Filter to assist in building Profile permissions. Additionally Groups are preceded by their Workspace affiliation. Technology Notes  Platform v9.3 is developed with Microsoft’s .NET 10 Development Framework Platform v9.3 marks a transition from v9.2’s use of .NET 8.  All OneStream Platform releases in 2026 and 2027 will use .NET 10.  Learn more about OneStream’s use of .NET in its development process and the customer impact in this blog.  Windows ClientBrowser and Excel Add-InSIC Local Gateway ServerUser Workstations operating OneStream’s Windows Client require installation of the .NET 10 Desktop Runtime.  We recommend the current version, but all .NET 10 versions are compatible.  Microsoft .NET Downloads  can be found here. Users operating OneStream’s Browser or Excel Add-In (and not the Windows Client) do not need the .NET Desktop Runtime installed on their Workstation. The Platform v9.3 Smart Integration Connector (SIC) Local Gateway Server operates on .NET 10 (previous versions operated with .NET 4.8). As a result, the .NET 10 ASP.NET Core Runtime (Hosting Bundle) must be installed to the SIC Local Gateway Server.  Deprecations The Basic Chart will no longer be available as a new dashboard component. The Basic Chart component will continue to function and support edit, copy/paste, and XML file loading until it is deprecated from the OneStream Platform, which is targeted for the second release in 2026. WinSCP, most commonly used in Secure File Transfer Protocol (SFTP) data integration processes, has been deprecated and will no longer be included in the Platform and Smart Integration Connector as a natively referenceable DLL. OneStream recommends using SSH.Net for SFTP integrations. Existing customers that use WinSCP and are preparing to upgrade to this release are encouraged to convert their WinSCP processes to use SSH.Net. Additional information on SSH.Net can be found in the Smart Integration Connector Guide. Fixed Excel Issues Offline Copy Retains Formulas: Offline copies retain cell values when XFGetlCell formulas are removed while using Save Offline Copy, no longer resulting in #NAME? or #VALUE. Resolved OLE Error during Workbook Refresh and Submit: Large Excel workbooks with many XFGet references will not cause OLE errors during refresh or submit operations. Refresh Workbook processes regardless of workbook size. XFGetCell Drill Down with Cell References: Drill down functions for XFGetCell formulas referencing worksheet cells or named ranges in both the Excel Add-In client and Spreadsheet. Platform Release v9.3 Highlights To learn even more about Platform Release v9.3, visit our interactive guide below:

OneStream Development Made Easy A new OneStream client that facilitates: Exploding rule-files into local files Coding with your favorite editor and tools with autocomplete One-click upload back into OneStream Developer Studio Client What is Developer Studio? OneStream Developer Studio is a desktop application that lets developers work on OneStream business rules and workspace assemblies locally, in the IDE of their choice, rather than inside the platform's built-in editor. It connects to any PV9.2.0+ OneStream environment, pulls code down as .NET project files, and pushes changes back with server-side compilation and instant build feedback. Key Features to Highlight Connect to OneStream — Authenticate through OneStream Identity Server. Select your server, log in, and choose an application. No additional server configuration required.  Pull business rules and workspace assemblies — Browse the rules and assemblies you have access to in your application — the same security model you already have in OneStream — select the ones you want, and pull them to your local machine as .NET project files.  Download OneStream Reference Assemblies — Download the reference assemblies that give your IDE the context it needs for real IntelliSense, Go to Definition, and local compilation.  Develop in any IDE or editor — Visual Studio, VS Code, Cursor, Rider — whatever you prefer. Once code is local, your full toolchain is available: source control, AI coding assistants, extensions, debugging tools, and everything else.  Push changes back to OneStream — Push your updated code back to the platform. OneStream compiles it server-side and returns immediate feedback — errors, warnings, or a clean build confirmation.  Encrypt and decrypt — Encrypt or decrypt business rules and assemblies directly within Developer Studio.  Multiple local repositories — Organize your work across multiple repositories backed by folders on your local machine.  Dark mode — Includes a dark mode option.  Scope: What Developer Studio Supports Developer Studio works with business rules and workspace assemblies. These are the core code artifacts that developers build on OneStream. It does not currently support other OneStream content types such as dashboards, cube views, member filters, member formulas, data management sequences, or other platform configuration. The scope is specifically focused on the code development workflow. Scope: What Developer Studio Is Not Developer Studio is not a source control tool. It does not track changes, manage branches, or handle merges. What it does is enable you to develop locally, where you can use Git, Azure DevOps, or any source control tool you already know. Developer Studio gets your code onto your machine; what you do with it from there is up to you and your team's workflow.  Developer Studio is not an IDE or code editor. It does not have a built-in editor. It is the bridge between OneStream and your local development environment. You bring your own editor.  Developer Studio does not have AI built in. It does not generate code, offer suggestions, or include any AI features. However, by enabling local development, it unlocks the ability to use AI-powered tools like Cursor, GitHub Copilot, or any other AI assistant that works in your editor.  Developer Studio does not replace the built-in OneStream editor. It is a complement. The platform's built-in editor is not going away. Developer Studio is an alternative for developers who want a more powerful, modern workflow — but you can use whichever approach fits your needs. FAQs Q. What content types does it support? A. Business rules and workspace assemblies. Q. Do I need to change anything on my OneStream server? A. No. Developer Studio connects through Identity Server using your existing credentials and configuration. Q. Can my team use it at the same time? A. Yes. Each developer connects independently, pulls code to their own machine, and pushes changes back. Combined with Git or another source control tool, teams can collaborate using standard branching and merge workflows. Q. Is it a replacement for the built-in editor? A. No. It's a complement. Use whichever workflow fits your needs. Q. Does it include source control? A. No. Developer Studio enables local development, which means you can use any source control tool (Git, Azure DevOps, etc.) with your code. It doesn't manage version control itself. Q. Does it include AI? A. No. But because your code is local, you can use any AI-powered editor or assistant — Cursor, GitHub Copilot, etc. Developer Studio makes that possible by getting your code out of the platform. Q. What version of OneStream do I need? A. PV9.2.0 or later. Q. Where can I get it? A. Developer Studio is available on the OneStream Solution Exchange.

Overview OneStream delivers a purpose-built driver-based planning solution that empowers organizations to plan at the most granular level directly within the OneStream platform. The March 2026 release of Line Item Modeling provides an innovative technology foundation for three Planning solutions with more on the way! Line Item Modeling enables operational leaders to model workforce, projects, and contract plans with agility, security, and full business ownership. With no-code configuration, dynamic registers, and integrated financial alignment, Line Item Modeling combines the flexibility of spreadsheets with the governance and performance of an enterprise-grade solution. The following planning solutions are available with the March 2026 Line Item Modeling release: Workforce Planning: Position-based modeling with start/end dates, compensation logic, and transfer management. Fixed Term Planning: Ideal for leases, subscriptions, and projects with defined dates, leveraging the engine’s ability to consume start and end dates. Duration Based Planning: Supports use cases like contracts and grants with flexible period-based calculation that is date agnostic. Quick Links Solution Exchange LIM Solution Documentation LIM Navigator Video LIM Navigator Readiness Toolkit   Customers with Existing People Planning and Thing Planning Solutions QuestionResponse Can I transition my People (PLP) or Thing Planning (TLP) solution to Line Item Modeling (LIM)? Yes, we encourage all customers to learn about the benefits and ease of configuring LIM, and plan the best time to transition their People or Thing Planning solution to LIM. Is the new Line Item Modeling solution available for my users in a browser? Line Item Modeling is developed with a browser first approach and works natively in both the browser and the OneStream client. The full solution can be deployed and used entirely in the browser. Is there a migration or do I need to start over? There is no automated migration – you will want to take advantage of the new capabilities in LIM that simplify configuration and administration to implement your solution. What else is available to jumpstart my implementation of Workforce Planning in Line Item Modeling? There is a new accelerator now available on Solution Exchange called Workforce Planning Express which comes with prebuilt accounts, formulas, and drivers. You may use as little or as much of this as you would like in your OneStream Application to get started with your Workforce Planning implementation.  Have customers transitioned from People Planning to LIM Workforce Planning already? Yes, with great success. Customers in our Limited Availability program and early GA adopters are pleased with the ease of transition, the reduction in customizations, and the overall performance improvements! Are there tips or instructional guidance to assist with the transition? Yes, stay tuned for more content, tips and tricks for transitioning existing planning solutions to LIM. In the meantime, check out all the great content on Navigator including the Quick Links referenced above in this page. How soon do I need to act? We will be supporting existing People and Thing Planning Solutions through December 2027. Critical issues only will be monitored prior to that date. We encourage you to plan for your Version 9+ upgrade as soon as possible to be ready for your LIM conversion.  Is OneStream permitting new People and Thing Planning Solutions? No, we are encouraging all new Workforce, Duration, and Fixed Term planning solutions to be implemented with LIM. We have removed People and Thing Planning solutions from Solution Exchange as of February, 2026. Can I upgrade my platform version while still using the legacy PLP and TLP solutions? All currently supported Platform versions are compatible with the legacy PLP and TLP solutions. Although future platform releases me be limited to LIM, we will continue to offer supported Platform versions for PLP and TLP until December, 2027.  Customers with new Workforce, Duration, or Fixed-Time Planning Solution Initiatives Question Response When will LIM be available? LIM is generally available from March 2026 Is there a license fee for LIM? No, LIM is available for deployment to all licensed users in your current OneStream application.  Are OneStream Partners enabled to assist with Design and Implementation? Yes, partners have participated in early access programs in the solution and are prepared to help you implement Line Item Modeling solutions. Does LIM integrate into my Financial Plan? Yes, LIM operates on the OneStream platform as with all OneStream solutions. Next Development Steps for Line Item Modeling Question Response  What Planning Solutions are coming next within the LIM foundation? We are currently evaluating Capital planning and other purpose-built Planning models for inclusion on the LIM foundation. The LIM models are flexible enough to also build your own Planning solutions using the setup and administration capability of LIM. Do all Solutions come together with a single LIM foundation? Yes – all Planning Solutions created with the LIM foundation share common components and configuration tools. These solutions also use the Line Item Modeling architecture and calculation engine. How will Planning Solution updates be distributed? All future updates within the LIM foundation will be distributed through a single, foundational LIM update on the Solution Exchange, which includes instance management and upgrade capability in the foundation. Highlighting the new features of Line Item Modeling Configurable Register Description: Guided setup, bulk editing, and portable configuration files accelerate deployment and reduce costs. Benefit: Intelligent, faster planning anchored in your data model and requirements. Formula Wizard and Calculations Description: Leverage no code formula generating capabilities with our Formula Wizard for simple to complex calculations. No-code setup empowers planners to configure logic without IT dependency. Benefit: Configure formula logic using familiar functions that optimize calculation engine performance.     Robust Security Model Description: Granular access controls by role, column and row specific detail. Benefit: Easily configure user roles with appropriate row and column data presentation and update permissions. Multiple Instance Paradigm Description: Supports multiple planning configurations and instances, allowing your organization to manage diverse scenarios, all within Line Item Modeling. Benefit: Ability to implement several instances of Workforce, Fixed Term, and Duration Based Planning to address different Business requirements. Upgrade Simplicity Description: Utilize the provided configuration file that captures solution setup, security and formulas to expedite rapid deployment to other environments. Benefit: Our Instance Management dashboard supports upgrades with a click to the latest solution releases on the LIM foundation.    OneStream Line Item Modeling enhances operational planning by delivering the flexibility of spreadsheets with the governance of enterprise-grade technology. Purpose-built for agility, scale, and extensibility, it empowers organizations to unify financial and operational planning, reduce reliance on IT, and adapt quickly to changing business needs. With dynamic setup and robust security, Line Item Modeling is the foundation for scalable, intelligent planning across the enterprise. Additional Questions? For additional questions or discussion about use cases, please contact your Customer Success Manager (CSM).

Overview OneStream’s Platform is built on Microsoft’s .NET Development Framework. With the release of Version 8 in August 2023, the Platform advanced to .NET Core (version 6), bringing notable improvements in performance for memory-heavy tasks and opening up fresh opportunities for development innovation. Since Platform v8, OneStream has consistently adopted Microsoft's LTS .NET releases to ensure a secure and high-performing platform for customers. Microsoft launches a new .NET version each November, alternating between short-term and long-term support. OneStream adopts even-numbered LTS versions every 2 years, which receive three years of Microsoft support. .NET Desktop Runtime During the .NET Framework era (such as when OneStream v6 and v7 releases were built with.NET 4.8), the .NET Desktop Runtime was included with the Microsoft Operating System, eliminating concerns regarding separate deployment of Desktop Runtimes. Microsoft separated the Desktop Runtime from Windows OS starting with .NET Core. Since Platform v8, customers are responsible for distributing the .NET Desktop Runtime to all user devices running the Windows Client. The OneStream Excel Add-In and Browser Client do not require the .NET Desktop Runtime. Users accessing OneStream via the Browser Client, with or without the Excel Add-In, do not need the .NET Desktop Runtime on their devices .NET 8 reaches end of Microsoft Support in November 2026 Two years of OneStream Platform versions (v8.2, v8.4, v8.5, v9.0, v9.1, v9.2) were developed using .NET 8. OneStream’s Support and Maintenance Policy commits to 18 months of Engineering Support (‘period of time when the release is Hot Fix eligible) and 30 months of Geneal Support (‘period of time for engaging OneStream support’), Microsoft’s .NET8 support ends November 2026. Microsoft discourages customers from operating SaaS applications on unsupported versions of .NET. Platform v9.3 (Target May 2026) is developed using .NET 10 For the next two years, OneStream Platform versions will be developed using .NET 10. Customers upgrading to v9.3+ must deploy the corresponding .NET 10 Desktop Runtime to all laptops/desktops operating the OneStream Windows Client. Note: Upgrading from a platform version developed with .NET 6 or 8 (OneStream v8.0 – v9.2) to a platform version developed with .NET 10 does not require any changes to business rules. Also Note: You can have multiple versions (.NET 4,8, 6, 8, 10) of the .NET Desktop Runtime installed on laptop/desktop simultaneously with no impact to OneStream. Notes: Upgrading from a platform version developed with .NET 6 or 8 (OneStream v8.0 – v9.2) to a platform version developed with .NET 10 does not require any changes to business rules. The Platform v9.3 Smart Integration Connector (SIC) Local Gateway Server operations on .NET 10 (previous versions operated with .NET 4.8). As a result, the .NET 10 ASP.NET Core Runtime (Hosting Bundle) must be installed to the SIC Local Gateway Server. You can have multiple versions (.NET 4,8, 6, 8, 10) of the .NET Desktop Runtime installed on laptop/desktop simultaneously with no impact to OneStream. Reply with questions or comments or email productgrowth@onestream.com.