Solution Compatibility

This section lists solution compatibility with platform versions.

In the following table, find the row for your solution. Compatible platform versions are shaded green.

Solution Platform Version Notes
Code Name Version 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3
ACM Application Control Manager PV8.5.0 SV1.1.1 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3 a
ACM Application Control Manager PV9.1.0 SV1.0.0 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3  
ADD Analytic Drill Down PV8.4.0 SV1.0.1 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3  
ALL Allocations Management PV8.4.0 SV1.0.0 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3  
AST Administrator Solution Tools PV7.4.0 SV1.0.2 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3  
BAI BAI Parser Solution PV8.0.0 SV1.0.5 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3  
CAT Cloud Administration Tools PV8.0.0 SV1.0.2 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3  
CPP Capital Planning PV6.2.0 SV1.0.2 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3  
CSP Cash Planning PV6.2.0 SV1.0.2 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3  
ESG ESG Reporting and Planning PV9.0.0 SV2.0.0 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3  
FEM File Explorer Manager PV6.5.0 SV1.0.2 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3  
GDR Guided Reporting PV8.4.0 SV1.1.0 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3  
GDR Guided Reporting PV8.4.0 SV1.1.3 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3  
LIM Line Item Modeling PV9.0.0 SV1.2.0 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3  
MDB Excel Metadata Builder PV5.2.0 SV1.0.1 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3  
MST MarketPlace Solution Tools PV7.2.0 SV1.0.0 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3  
NRR Narrative Reporting PV9.1.0 SV1.0.0 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3 b
OAA Admin Assist PV8.4.0 SV1.0.0 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3  
OAA Admin Assist PV9.0.0 SV1.0.0 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3  
OFC OneStream Financial Close PV8.4.0 SV1.1.3 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3 c
OFC OneStream Financial Close PV8.5.0 SV1.1.1 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3  
OFC OneStream Financial Close PV9.0.0 SV1.0.2 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3  
OFC OneStream Financial Close PV9.0.0 SV2.0.1 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3  
OFC OneStream Financial Close PV9.0.0 SV2.0.2 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3  
ONC Navigation Center PV8.5.0 SV1.0.3 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3  
ONC Navigation Center PV9.1.0 SV1.0.0 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3 d
OPS Parcel Service PV8.0.0 SV1.0.0 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3  
OSD System Diagnostics PV8.0.0 SV1.0.0 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3 e
OSD System Diagnostics PV8.5.0 SV1.1.1 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3  
OST Sample Templates PV6.0.0 SV1.0.0 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3  
RPTA Standard Application Reports PV6.4.0 SV1.0.1 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3  
RPTS Standard System Reports PV6.4.0 SV1.0.1 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3  
SAR Security Audit Reports PV6.2.0 SV1.0.2 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3  
SLP Sales Planning PV6.2.0 SV1.0.2 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3  
SNE Snippet Editor PV6.2.0 SV1.0.0 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3  
SPC SAP Connector PV8.0.0 SV2.1.1 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3  
SPC SAP Connector PV8.4.0 SV1.0.0 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3  
SPC SAP Connector PV8.4.0 SV1.1.0 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3  
TCC Contract Compliance PV6.2.0 SV1.0.2 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3  
TCM Thing Compliance PV6.2.0 SV1.0.2 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3  
TCR Reporting Compliance PV6.2.0 SV1.0.3 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3  
TDM Table Data Manager PV6.2.0 SV1.0.3 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3  
UTM Task Manager PV8.4.0 SV1.0.0 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3  
UTM Task Manager PV9.0.0 SV1.0.0 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3  
WPX Workforce Planning Express PV9.2.0 SV1.0.0 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3 f
XSR XML Security Remover PV4.1.0 SV1.0.0 8.0 8.1 8.2 8.4 8.5 9.0 9.1 9.2 9.3  

Solution Upgrade Notes:

Note ID

Guidance
a If you are using OneStream Platform Version 9.0.x, you must use Application Control Manager PV8.5.0 SV1.x.x.
b If you are using Navigation Center, we recommend installing the standalone Narrative Reporting solution before upgrading Navigation Center to ensure your data and books are moved to Narrative Reporting.
c

If you upgrade using Uninstall Full, custom templates are removed and replaced with default templates. If you created custom templates that you want to continue to use, save the Excel files outside of OneStream Financial Close and upload them after you upgrade. If you upgrade using Uninstall UI, custom templates are retained.

You must uninstall the UI for Account Reconciliations and Transaction Matching before installing this release.

If Account Reconciliations or Transaction Matching are currently installed, you must be using these versions to be able to install OneStream Financial Close:

  • Account Reconciliations PV4.4.0 SV2.0.0 or later

  • Transaction Matching PV5.3.0 SV2.0.1

d

We recommend installing the standalone Narrative Reporting solution before upgrading to Navigation Center PV9.1.0 SV1.0.0 to ensure your data and books are moved to Narrative Reporting.

e The AI System Diagnostics dashboard automatically installs when this solution is installed. It is a provided add-on that needs to run on Platform Version 9.0.0 or later.
f You must install Line Item Modeling and its Workforce Planning configuration, which is selectable during Line Item Modeling installation, before using Workforce Planning Express.

 

Solutions Designated for Community Status

The following solutions will move to Community Solutions.

Solution Dates
Code Name Version Announced Effective
MDB Excel Metadata Builder PV5.2.0 SV1.0.1 Dec. 2025 31 Dec. 2026
OST Sample Templates PV6.0.0 SV1.0.0 Dec. 2025 31 Dec. 2026
FEM File Explorer Manager PV6.5.0 SV1.0.2 May 2026 31 Dec. 2026
TDM Table Data Manager PV6.2.0 SV1.0.3 May 2026 31 Dec. 2026
AST Administrator Solution Tools PV7.4.0 SV1.0.2 May 2026 31 Dec. 2026
TCC Contract Compliance PV6.2.0 SV1.0.2 May 2026 31 Dec. 2026
TCM Thing Compliance PV6.2.0 SV1.0.2 May 2026 31 Dec. 2026
TCR Reporting Compliance PV6.2.0 SV1.0.3 May 2026 31 Dec. 2026

 

Solutions Designated for Sunset

The following solutions will be sunset and will no longer be supported by OneStream.

Solution Dates Notes
Code Name Version Announced Effective
MST MarketPlace Solution Tools PV7.2.0 SV1.0.0 Dec. 2025 31 Dec. 2026  
SNE Snippet Editor PV6.2.0 SV1.0.0 Dec. 2025 31 Dec. 2026  
RPTA Standard Application Reports PV6.4.0 SV1.0.1 May 2026 31 Dec. 2026 Included in ONC PV9.1.0 SV1.0.0
RPTS Standard System Reports PV6.4.0 SV1.0.1 May 2026 31 Dec. 2026 Included in ONC PV9.1.0 SV1.0.0
SAR Security Audit Reports PV6.2.0 SV1.0.2 May 2026 31 Dec. 2026 Included in ONC PV9.1.0 SV1.0.0

 

Feedback

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