SD Project portfolio management notes

[VaranAwesomenow]

Keypoints

*********

The rollback window is 10 days by default. You can customize this window by modifying the glide.rollback.expiration_days property. 

ServiceNow can restore an instance to any point in time, regardless of when a backup is completed. Customer Service and Support provides support 24 hours a day, 7 days a week for assistance with critical post-upgrade issues.

Links to infocards

*******************

https://downloads.docs.servicenow.com/resource/enus/infocard/infocard-itom.pdf

Browser requirements

********************

ATF : Automated Test Framework supports running tests only from desktop browsers. You can't run tests or test suites from tablets, mobile browsers, or the mobile UI. Some desktop browsers require additional configuration.

ServiceNow workspaces do not support Microsoft Internet Explorer or Microsoft Edge

Natural Language Understanding -> For optimal performance on the Now Platform, use the NLU Workbench in Google Chrome, Apple Safari, Mozilla Firefox, or Microsoft Edge. The NLU Workbench isn't supported in Microsoft Internet Explorer.

Policy and Compliance Management -> Policy and Compliance Management requires the latest public release of the browser, and two previous release versions of the following browsers: Chrome, Firefox and Firefox ESR, and Microsoft Edge Chromium Safari 12.0 and later versions

Robotic Process Automation (RPA) Hub -> ServiceNow workspaces do not support mobile devices. ServiceNow workspaces do not support Internet Explorer or Microsoft Edge. Instead, use Microsoft Edge - Chromium or one of the other supported browsers listed in Browser support.

UI Builder -> Internet Explorer is not supported.

Virtual Agent -> Virtual Agent supports various browsers, including Internet Explorer 11 and Microsoft Edge. However, custom controls are not supported on Internet Explorer 11. For details on other supported browsers, see Browser support.

Walk-up Experience -> You can access Walk-up Experience through the ServiceNow® Workspace. ServiceNow workspaces do not support mobile devices.

If you are on New York or an earlier release and using Internet Explorer 11 or Microsoft Edge with any workspace, such as ServiceNow CSM Agent Workspace or ServiceNow Vendor Manager Workspace, then you must first migrate to a newer browser. After you upgrade to a new browser, you can upgrade to at least the Orlando release.

Workspace -> Workspace does not support mobile devices, and, starting with the Orlando release, Internet Explorer, or Microsoft Edge are not supported. Instead, use Microsoft Edge-Chromium

Accessibility information for all San Diego features and products

*****************************************************************

WCAG compliance

Assessments and Surveys -> WCAG 2.1

Knowledge Management ->  (WCAG) 2.0

Mobile -> text-label typography

Natural Language Understanding -> WCAG compliant

Next Experience UI : 

Select accessibility preferences in the user preference menu

Show date and time formats on forms.

Replace colors with patterns in charts and graphs.

Enable special keyboard shortcuts.

Enable data table for charts and graphs.

Reduce the motion of animations.

Enable keyboard navigation in classic lists and form fields when Next Experience is enabled.

Service Catalog : 

A new tab icon has been added in the tooltip for catalog item names that are truncated because of longer text size in the SC Category Page widget in Service Portal.

Product localization information in San Diego

*********************************************

AI Search : AI Search supports international languages.

Core Now Platform : 

Select translations from the following tables for the new locale based on the user language preference.

Translated Name / Field [sys_translated]

Message [sys_ui_message]

Fieldlabel [sys_documentation]

Choice [sys_choice]

TranslatedText [sys_translated_text]

Knowledge Management :

Beginning with the San Diego release, you can request ServiceNow personnel to customize your Languages [sys_language] table. You can create translations of knowledge articles into any combination of language and region configured in the table. These combinations must be in compliance with the Internet Engineering Task Force (IETF) BCP-47 standard. 

Localization Framework : 

If you are using the Rome release and you are using any custom artifact configurations, then upgrade your artifact configuration records to use Processor Script contract instead of the legacy Read and Save script contract.

Natural Language Query : 

NLQ is available in English, Spanish, French, German, and Japanese.

Natural Language Understanding :

The NLU Workbench user interface supports localization.

Password Reset :

A new feature that supports customized process and verification names for end users also supports customized names, which apply in any geographical location

Service Catalog :

You can translate a catalog item into multiple languages using various translation methods. For more information, see Localization Framework.

Virtual Agent :

The Localization Framework is integrated in Virtual Agent Designer.

Changes to plugins in the San Diego release

******************************************

Plugin Status Description Details

Advanced Work Assignment for CSM

[com.sn_csm.awa]

Maintenance mode only.Activating Customer Service (com.sn_customerservice) plugin will activate this plugin.

Agent Intelligence

[com.glide.platform_ml]

Renamed to Predictive Intelligence in New York.Predictive Intelligence enables the creation of machine learning solutions using data in your instance. The plugin provides various capabilities and solution types for training the system to predict, recommend, and drive data outcomes. A trained solution can be invoked by any application through the use of a prediction API.

Agent Intelligence Reports

[com.glide.platform_ml_pa]

Renamed to Predictive Intelligence Reports in New York.The Predictive Intelligence Reports Plugin provides dashboards and reporting for ongoing performances of machine learning solutions that are created under Predictive Intelligence.

Agile Development 1.0

[com.snc.sdlc.scrum.pp]

Deprecated in Paris. Agile Development 1.0 helps you manage and track software development life-cycles through an iterative, incremental, and flexible approach. This plugin (com.snc.sdlc.scrum.pp) is no longer available for activation. For enhanced agile capabilities, you can activate the Agile Development 2.0 plugin (com.snc.sdlc.agile.2.0).

Amazon Web Services

[com.snc.aws]

Deprecated and non-supported. Provided Integration with Amazon Web Services - CloudFormation, EC2 Replaced by Cloud API [com.snc.cloud.api].

Chef Activities

[com.snc.orchestration.activities.chef]

Deprecated in the Now Platform New York release.Uses workflow technology to utilize activities that work with Opscode's Chef product.

Cisco Webex Meetings Spoke

[com.sn.webex_meetings.spoke]

Deprecated in OrlandoThe Cisco Webex Meetings Spoke for IntegrationHub provides actions that a Process Analyst can use when designing flows. The actions allow them to automate Webex.

Cloud Provisioning and Governance

[com.snc.cloud.mgmt]

Plugin requires a separate subscription. Renamed in Rome Cloud Provisioning and Governance - Integration with AWS, Azure, VMware OOB and extensible to add support for new clouds. Renamed to Cloud Provisioning and Governance plugin from Cloud Management plugin.

Cloud Provisioning and Governance Core

[com.snc.cloud.core]

Renamed in Rome Cloud Provisioning and Governance Core - Discovery and Resource Blocks. Renamed to Cloud Provisioning and Governance Core plugin from Cloud Management Core plugin.

Cloud Provisioning and Governance - Terraform Connector for IBM CloudPlanned for deprecation in the U release.

Cloud Management v1 (CMPv1)

[com.snc.runbook_automation.vmware], [com.snc.aws], [com.sn.azure]

Deprecated in Paris. Transition to Cloud Management v2. Cloud API Framework ( com.snc.cloud.api), Cloud Management Core (com.snc.cloud.core), Cloud Management (com.snc.config.mgmt)

CMDB: IT Fundamentals

[com.sn_apphealth]

Planned for deprecation in the T release. Transition to CMDB Data Workspace/Insights and Data Foundation Dashboard (to be released on ServiceNow Store in September 2021).

CMS User Interface - Service Management Core

[com.snc.service_management.core.cms]

Maintenance mode only.All Content Management System items (blocks, pages, and menus) used to reference core IT self-service applications are packaged in this plugin. It is also the core foundation for all Service Management applications.

Coaching Loops

[com.snc.coaching_loops]

Deprecated in Quebec.

For enhanced capabilities, transition to the new Coaching application (com.sn_coaching).

Collaboration Services

[sn_tcm_collab_hook]

Starting with the Paris release, the Collaboration Services for Task Communications Management plugin is renamed as Collaboration Services.Provides the ability to communicate over Slack.

Configuration Management For Scoped Apps (CMDB)

[com.snc.cmdb.scoped]

Active by default in Rome .Enables scoped apps access to Identification Engine APIs.

Connect Support

[com.glide.connect.support]

Maintenance mode only.

Builds on the Connect messaging platform and enables support agents to provide real-time assistance to end users, using queues.

Content Management

[com.glide.cms]

Maintenance mode only.

Content Management Extended Types

[com.glide.cms.types]

Maintenance mode only. An extension to Content Management that adds iFrames and Flash frames.

You must request the Content Management System (CMS) application from ServiceNow personnel. Instead of activating CMS, use Service Portal for new development. Service Portal is an alternative to CMS with a refined user experience, and is active by default in the base system. See Service Portal and Content Management and Service Portal.

Content Management IFrame Type

[com.glide.cms.type.iframe]

Maintenance mode only.

Content Management Flash Type

[com.glide.cms.type.flash]

Maintenance mode only.

CSM Account Hierarchy

[com.snc.sn_csm_account_hierarchy]

Maintenance mode only.

CSM Lookup and Verify

[com.snc.sn_csm_lookup_verify]

Maintenance mode only.

CSM Workspace

[com.snc.agent_workspace.csm]

Maintenance mode only.

CSM Workspace - Components

[com.csm_workspace_components]

Maintenance mode only.

Document Viewer

[com.snc.documentviewer]

Enables you to view documents directly within the platform rather than downloading them to their own file system.

Embedded Help

[com.glide.embedded_help]

Embedded help is only available in UI16. It is not compatible with UI15.

Employee Document Management

[com.sn_employee_document_management]

Changed in Orlando.Enables you to manage large numbers of employee documents efficiently. Provides storage space and a filing system that allows you to easily retrieve documents, as well as define who can view sensitive documents, and when to purge documents.

Note: To use Employee Document Management, the Human Resources Scoped App: Core plugin must be licensed and activated.

Employee Service Center

[com.sn_hr_service_portal]

Changed in Orlando.Activates a portal framework that allows administrators to build a mobile-friendly self service experience for users. Activation of this plugin on production instances may require a separate license. Contact ServiceNow for details.

Warning: Be sure that you do not have plugin Human Resources Application: Core activated. This plugin is a new HR application that duplicates some functionality in Human Resources Application: Core. If you have any questions about this plugin, contact your ServiceNow account manager.

Enterprise Release Management

[com.snc.enterprise_release_management]

Deprecated in Quebec.

Enables you to efficiently plan and manage enterprise releases, product releases, and deployment process. For enhanced capabilities, you can transition to Release Management (com.snc.release_management_v2).

ESS Portal (implemented within Content Management)

[com.glide.cms.extensions]

Maintenance mode only.ESS portal content management application. Demo data includes the actual ESS portal. You must request the Content Management System (CMS) application from ServiceNow personnel. Instead of activating CMS, use Service Portal for new development. Service Portal is an alternative to CMS with a refined user experience, and is active by default in the base system. See Service Portal and Content Management and Service Portal.

Event Management Connector

[com.sn_em_connector]

Facilities Move Management

[com.snc.facilities_service_automation.move]

Maintenance mode only.

Planned for deprecation in March 2025 or subscription term end.

Enables single user move functionality as well as Enterprise Move and move planning functionality. Transition to Workplace Service Delivery.

Facilities Service Management

[com.snc.facilities_service_automation]

Planned for deprecation in March 2025 or last subscription term end. Manages facilities requests and enables users to report and track requests by their location. To view requests on a floor plan, the Facilities Visualization Workbench (com.snc.facilities_service_automation.fvw) plugin is required.

Integration files installed when Facilities Visualization Workbench (com.snc.facilities_service_automation.fvw) is also installed.

Activation of this plugin on production instances may require a separate license. Contact ServiceNow for details. Transition to Workplace Service Delivery.

Facilities Service Management CMS Portal

[com.snc.facilities_service_automation.cms]

Maintenance mode only.

Facilities Service Management Mobile

[com.snc.facilities_service_automation_m]

Maintenance mode only.Manages facilities service management mobile components.

Facilities Service Management Floor Plan Viewer

[com.snc.facilities_service_automation.fpv]

Deprecated.Provided a floor plan view as part of Facilities Service Management. The floor plan view has been replaced by interactive facility maps.

Facilities Visualization Workbench

[com.snc.facilities_service_automation.fvw]

Planned for deprecation in March 2025 or subscription term end. Enables the interactive floor plan functionality. Transition to Workplace Service Delivery.

Field Service Management CMS Portal

[com.snc.work_management.cms]

Maintenance mode only.Lets you launch Field Service Automation and other service management applications from a single CMS page.

Finance Service Management

[com.snc.finance_service_automation]

Planned for deprecation in February 2023 or last subscription term end.Lets you launch Finance Service Automation and other service management applications. Activation of this plugin on production instances may require a separate license. Contact ServiceNow for details.

Finance Service Management CMS Portal

[com.snc.finance_service_automation.cms]

Deprecated in OrlandoLets you launch Finance Service Automation and other service management applications from a single CMS page. Activation of this plugin on production instances may require a separate license. Contact ServiceNow for details.

GRC: GDPR DPIA Accelerator

[com.sn_irm_gdpr_dpia]

Planned for deprecation in the T release. Migrate to the successor technology called Privacy Management.

GRC: NIST RMF Use Case Accelerator

[app-irm-nist-rmf]

Deprecated in San Diego . This will be replaced by GRC: Continuous Authorization and Monitoring.

GRC: RiskLens Integration

[com.sn_irm_risklens]

Deprecated in November 2020. Migrate to RiskLens ™ Assessment Integration on the ServiceNow Store.

Help The Help Desk

[com.snc.help_the_help_desk]

Deprecated in Quebec. Replaced by Agent Client Collector.

Homepages Changed in San Diego. An action is provided to migrate homepages to dashboards on demand from the sys_portal_page list.

HR Workday Integration 

[com.sn_hr_wday]

Deprecated and non-supported.

Human Resources Application: Core CMS

[com.snc.hr.core.cms]

Maintenance mode only.Provides case and knowledge management for HR. Standardizes the documentation, interaction, and fulfillment of employee inquires and requests while having visibility into the quantity and type of cases coming in.

Human Resources Scoped App: Lifecycle Events

[com.sn_hr_lifecycle_events]

Changed in Orlando.Activates the Enterprise Onboarding and Transitions module. Combined with other licensed applications, provides a full-service, employee journeys experience such as onboarding or parental leave of absence for employees and those managing the process.

Human Resources Scoped App: NLU Model

[com.sn_hr_nlu_model]

Changed in Rome . Activates the NLU model used by HR Virtual Agent to identify conversation topics. It provides NLU models in German, French, Spanish, and Japanese languages in addition to the English language NLU model. Renamed to HR Service Delivery NLU Model for Virtual Agent Conversations (sn_hr_nlu). This plugin is available on the ServiceNow Store.

Human Resources Scoped App: Virtual Agent Conversations

[com.sn_hr_virtual_agent]

Changed in Orlando.Activates a conversational bot platform for providing user assistance through conversations within a messaging interface for HR.

Note: To use Virtual Agent for HR, the Human Resources Scoped App: Core and the Glide Virtual Agent plugins must be licensed and activated.

IBM QRadar on IBM E-force Exchange Deprecated in October 2020. Replaced by IBM QRadar Offense Ingestion for Security Operations on the ServiceNow Store.

Incident Alert Management

[com.snc.iam]

Changed in Madrid.Renamed to Incident Communication Management.

Integration - OpenID SSO

[com.snc.integration.sso.openid]

Planned for deprecation the U release. Legacy version of single sign-on used with an external OpenID Provider (OP). OpenID Connect is provided in London but is limited to Web Services. Transition to “Integration - Multiple Provider Single Sign-On Installer” plugin (com.snc.integration.sso.multi.installer) and configure IDP to use OIDC based SSO feature.

Investment Funding

[com.snc.investment_planning], [com.snc.investment_planning_pmo]

Planned for deprecation in the T release. Enables continuous and flexible investment funding for the funding entities based on their priorities and strategic objectives. It provides the options of top-down and bottom-up funding and defunding an entity. Activate Investment Funding on the ServiceNow Store (to be released on Store in September 2021).

iText5 PDF generator

[com.snc.pdf_generator]

Planned for deprecation in the T release. Tool to generate PDF documents. This will be replaced by iText7 PDF generator.

ITSM Mobile

[com.sn_itsm_mobile]

Deprecated in San Diego. ITSM Mobile Experience Migrate to ITSM Mobile Agent on the ServiceNow Store.

ITSM Pro - Service Owner Workspace

[com.spm_owner_workspace]

Planned for deprecation in a future release. Provides a premium Service Portfolio Management experience. Portfolio managers and service owners access an integrated and graphically intuitive user interface to manage and monitor portfolios and services. Migrate to Digital Portfolio Management on the ServiceNow Store.

Knowledge Management V2

[com.glideapp.knowledge2]

Deprecated in Orlando.Activate this plugin to enable support for Knowledge articles.

Legacy Notify

[com.snc.notifynow]

Deprecated in the Now Platform New York release. Enables bi-directional notifications over SMS, voice, and conference bridges. Replaced by Notify [com.snc.notify].

For more information about the changes that happen automatically when migrating to Notify from Legacy Notify, see Migrating from Legacy Notify.

Legal Service Management

[com.snc.legal_service_automation]

Planned for deprecation in February 2023 or last subscription term end.Lets you launch Legal Service Automation and other service management applications. Activation of this plugin on production instances may require a separate license. Contact ServiceNow for details.

Legal Service Management CMS Portal

[com.snc.legal_service_automation.cms]

Deprecated in OrlandoLets you launch Legal Service Automation and other service management applications from a single CMS page. Activation of this plugin on production instances may require a separate license. Contact ServiceNow for details.

Legacy Survey

[com.snc.bestpractice.task_survey], [com.glideapp.survey], [com.snc.assessment], [com.glideapp.survey_wizard]

Deprecated in Rome .

Link Generator

[com.snc.linkgenerator]

Changed in Orlando.Activates the Link Generator that allows you to create deep links on an HR form to access information outside the application. You can generate URLs to manage content, knowledge articles, and catalogs or access social media or fulfillment requests.

List v3 components

[com.glide.ui.list_v3_components]

No longer available for deployments. Contact Customer Service and Support for assistance.List v3 Components (including REST endpoints, directives, and templates)

Lookup and Verify

[com.snc.sn_lookup_and_verify_config]

Maintenance mode only.

MaestroRS

[app-irm-bcm]

Planned for deprecation in March 2024 or last subscription term end. Activate the four Business Continuity Management replacement applications on the ServiceNow Store;

GRC: Business Continuity Management – Core

GRC: Business Continuity Planning

GRC: Business Impact Analysis

GRC: Business Continuity Management – Components

Marketing Service Management

[com.snc.marketing_service_automation]

Planned for deprecation in February 2023 or last subscription term end.Lets you launch Marketing Service Automation and other service management applications. Activation of this plugin on production instances may require a separate license. Contact ServiceNow for details.

Marketing Service Management CMS Portal

[com.snc.marketing_service_automation.cms]

Deprecated in OrlandoLets you launch Marketing Service Automation and other service management applications from a single CMS page. Activation of this plugin on production instances may require a separate license. Contact ServiceNow for details.

MID Server support for integrations using TLS 1.1 and below versions Planned for deprecation in the U release. Use TLS 1.2 or above version for integrations with the MID server.

Mobile Analytics

[com.glide.mobile.analytics]

Replaced as the core plugin by the User Experience Analytics plugin

The User Experience Analytics [com.glide.appsee] is the core plugin for San Diego. In new and upgraded instances, this plugin checks for new web and mobile applications to register, and provides access to the Dashboard​.

The Mobile Analytics [com.glide.mobile.analytics] plugin contains the scheduled jobs and business rules to automatically register mobile apps, but uses the APIs and tables from the com.glide.appsee plugin.

Replaced by User Experience Analytics [com.glide.appsee] as the core plugin.

Mobile Classic Planned for deprecation in the T release. User interface for mobile devices running iOS 6+ or Android 4+ with the Chrome browser. Migrate to ServiceNow Mobile. For guidance on migration, see Migration Guide.

Modules IT

[com.snc.pa.hr_core], [com.snc.pa.hr.context_sensitive_analytics], [com.snc.hr.pa]

Deprecated in the Now Platform New York release.

Notify Twilio Driver

[com.snc.notify.twilio]

Deprecated in the Now Platform Paris release. Provides Notify support for Twilio. Requires a separate contract with Twilio for SMS/Voice capabilities. Migrate to Notify-Twilio Direct driver (com.snc.notify.twilio_direct).

Onboarding Mobile

[com.sn_hr_onboarding]

Deprecated in San Diego. Migrate to the HR Mobile plugin on the NOW Mobile application.

Operator Workspace

[com.itom-noc-app]

Content for Operator Workspace. New Dashboard page for the Operator role on the Agent Workspace page.

Performance Analytics - Content Pack - Human Resources Employee Document Management Scoped App

[com.sn_hr_employee_files_pa]

Changed in Orlando.Provides Performance Analytics reports and dashboards for Employee Document Management.

Performance Analytics - Content Pack - Human Resources Lifecycle Events Scoped App

[com.sn_hr_lifecycle_pa]

Changed in Orlando.Enables you to define and track key performance indicators (KPIs) for Enterprise Onboarding and Transitions and show these in scorecards and dashboards. Activation of this plugin on production will require a PA Premium license. Contact ServiceNow for details.

Performance Analytics - Content Pack - Human Resources Scoped App

[com.sn_hr_pa]

Changed in Orlando.Enables you to define and track key performance indicators (KPIs) for HR and show these in scorecards and dashboards. Activation of this plugin on production will require a PA Premium license. Contact ServiceNow for details.

Predictive Intelligence Reports

[com.glide.platform_ml_pa]

New name for Agent Intelligence Reports in New York.

Puppet Activities

[com.snc.orchestration.activities.puppet]

Deprecated in New York.

Recorded Future Integration for Security Operations

[com.snc.threat.recordedfuture]

Planned for deprecation in the T release. Migrate to Recorded Future for Security Incident Response and Threat Intelligence on the ServiceNow Store.

Risk Vendor Portal

[com.snc.vendor_portal]

Planned for deprecation in the Now Platform Rome release. Upgrade to GRC Vendor Risk Management v10.0.2 and the new Vendor Assessment Portal will automatically be loaded.

Salesforce Spoke v1 for IntegrationHub

[com.sn.salesforce.spoke]

Deprecated in San Diego. Migrate to Salesforce Spoke for Integration Hub v1.2 (com.sn.sforce.v2.spoke).

SAML 1.1 Single Sign-On - Update 1

[com.snc.sso.saml11.update1]

Planned for deprecation in the U release. Transition to “Integration - Multiple Provider Single Sign-On Installer “ plugin (com.snc.integration.sso.multi.installer) and configure IDP to use the SSO feature.

SCCM Plugins

[com.snc.integration.sccm2007], [com.snc.integration.sccm2012v2], [com.snc.integration.sccm2016]

Planned for deprecation in the T release. Activate replacement plugin, Service Graph Connector for SCCM on the ServiceNow Store.

Service360

[com.snc.service_360]

Planned for deprecation in Rome. Tracks KPIs for Service Portfolio Management plugin. For enhanced capabilities, transition to Service Owner Workspace (com.spm_owner_workspace). This is part of the ITSM Pro license.

Service Catalog CMS Extension

[com.glideapp.servicecatalog.cms]

Maintenance mode only.Provides the ability to define the catalog experience within CMS.

Service Desk Call

[com.snc.service_desk_call]

Deprecated in Quebec. Enables Service Desk staff to collect information in a call that does not relate to a specific process. The call is transferred to an incident, problem, change request or service catalog request. Transition to Interaction Management on Agent Workspace.

Service Management Application Designer Planned for deprecation in the T release. Allows you to create custom applications that use a similar service management workflow. The feature can be enabled using App Engine Studio (com.snc.app-engine-studio).

Service Portal Social QA

[com.glide.service-portal.sqanda], [com.snc.knowledge.social_qa.ui]

Planned for deprecation in the Now Platform Rome release. Service Portal Social QA lets people ask questions and get answers from their peers, because none of us is as smart as all of us. Transition to communities application (com.sn_customer_communities).

ServiceNow Add-Ins for Microsoft Outlook plugin

[com.sn_outlook_addin]

Renamed to ServiceNow Add-Ins for Microsoft Office in Rome .

Enables users to interact with ServiceNow from within Microsoft Office.

ServiceNow IntegrationHub Content

[com.glide.hub.integration.content]

Deprecated in Orlando.Flow Designer actions to integrate with Slack, HipChat, Microsoft AD, Microsoft Azure, Microsoft Teams, and ServiceNow eBonding.

ServiceNow IntegrationHub Installer for Orchestration

[counter-revolutionaries]

Deprecated in Orlando.Plugins necessary to design base system integrations in Flow Designer. Includes ServiceNow IntegrationHub Content and Runtime plugins.

ServiceNow IntegrationHub Runtime

[com.glide.hub.integration.runtime]

Deprecated in Orlando.Plugin necessary to install core Flow Designer functionality. This plugin does not install any spokes. After installing this plugin, individually install the desired spokes.

Social Q&A

[com.sn_kb_social_qa]

Planned for deprecation in a future release.Allows users to ask and respond to questions and vote on questions and answers. Social Q&A extends the Knowledge application and uses existing Knowledge functionality such as user criteria and multiple knowledge bases. By default, this plugin is active for existing customers upgrading to the Paris release. Beginning with Paris, the plugin is inactive for new customers.

Social Q&A UI pages artifacts

[com.snc.knowledge.social_qa.ui]

Planned for deprecation in the Now Platform Rome release.Maintains UI pages artifacts for the legacy Social Q&A application. Try to use Communities instead of Social Q&A for creating and maintaining engaging user experiences that are modular and responsive to mobile devices. For more information, see product documentation about Communities. By default, this plugin is active for existing customers upgrading to the Paris release. Beginning with Paris, the plugin is inactive for new customers.

Software Asset Management

[com.snc.software_asset_management]

Planned for deprecation in the U release. Provides the capability to do software asset management, includes reconciliation of entitlements to license including those for named users, workstation, and enterprise software agreements. Migrate to Software Asset Workspace (com.sn_sam_workspace).

Structured Problem Analysis

[com.snc.kt_pa]

Deprecated in San Diego. Lets you track problem analysis process through the system. Migrate to the new Advanced Problem Management on the ServiceNow Store.

Timeline Visualization

[com.snc.timeline_visualization]

Changed in Rome . Timeline Visualization plugin enables graphical representation of activities over time. You can use this visualization to provide a high-level view of your organization's strategic and operational activities such as incidents, problems, changes, and projects. Dependency on the Project Management (com.snc.project_management_v3) plugin is removed. Activating the Timeline Visualization plugin does not activate the Project Management plugin.

Trusted Security Circles

[sn_ti], [sn_tis_a]

Planned for deprecation in September 2023 or last subscription term end.

Vendor Manager Workspace

[com.snc.vlm.vmw]

Planned for deprecation in the U release. Access to the Vendor Manager Workspace. Migrate to the new workspace, Vendor Management Workspace on the ServiceNow Store.

Vendor Performance Management

[com.snc.vendor_performance], [com.snc.vendor_ticket]

Planned for deprecation in March 2025 or subscription term end. Provides capabilities to measure, manage, and track vendor data and compare performance characteristics in unique graphical views. Transition to Vendor Manager Workspace, included in ITSM Pro v2 subscription package.

Virtual Agent Analytics Dashboard

[com.glide.cs.pa]

Planned for deprecation in the T release. Virtual Agent out-of-the-box analytics dashboard for reviewing chatbot. Migrate to replacement technology, Conversational Analytics v1.0 on the ServiceNow Store.

San Diego release highlights

*****************************

San Diego

High-level overview of products and features in the Now Platform San Diego release.

Overview

With the Now Platform® San Diego release, add productivity, automation, and innovation to your organization with the Next Experience UI.

Provide smarter experiences on the Now Platform

The Next Experience introduces modern, intuitive, and personalized workspaces that engage teams and increase workforce productivity.

Automate and connect to ServiceNow

Automate UI actions and connect ServiceNow to modern and legacy systems with RPA, integration, and process automation all on a single platform with Automation Engine.

Accelerate value with purpose-built industry solutions

Modernize Insurance operations.

Save time and costs by create transparent, repeatable Banking processes.

Launch services quickly and streamling ecosystem experiences for Technology and Telecommunications.

Customer experience

Customer Service Management

CSM Configurable Workspace: Drive agent productivity with a modern visual design and unified navigation. Use dark theme and compact mode to reduce eye strain and scrolling.

Order Management: Allow agents to capture, track, and fulfill orders. Give customers visibility on a portal, and import orders from third-party systems.

Case Management: Detect language using AI and resolve cases faster. Provide customer access management by enabling related parties to track cases to improve CX and efficiency.

Engagement Messenger: Continuously chat in asynchronous conversations over time. Enable guest and authenticated users to continue conversations over several days.

Process Optimization: Dashboards that allow customers better visibility into Goals and KPIs, and help to find the root cause of process inefficiencies.

Field Service Management

Field Service Multi-Day Task Scheduling: Increase dispatcher efficiency. Define tasks of any duration with improved calendaring capabilities.

Contractor Management enhancements: Improve contractor scheduling. Provide visibility into task distribution across contractors using Dispatcher Workspace.

Dispatcher Workspace: Drive productivity with modern visual design. Navigate seamlessly across user interfaces, mark favorites, and leverage navigation history. Reduce manual refreshes. Allow dispatchers to schedule work prior to notifying technicians with Soft Booking.

Technology excellence

IT Service Management

Automate and optimize technology service operations.

Digital Portfolio Management: Holistically manage services and applications through their full lifecycle in one unified workspace.

Process Optimization enhancements: Leverage automation to drive greater process efficiencies. Optimize processes more quickly by using AI-powered root cause analysis to uncover undesired process behavior.

Virtual Agent enhancements: Give customers conversational AI capabilities. Provide an intuitive interface to easily manage configuration via the admin console.

Walk-Up Experience enhancements: Improved user experience for the hybrid workforce. Book and manage all walk-up appointments via the self-service portal.

DevOps Change Velocity

System health dashboard: Use the dashboard to share connectivity health and trends for DevOps integrations, easily maintaining DevOps connectivity to ServiceNow.

Historical pipeline data importing: Improve value stream management by importing historical data for immediate insights. Import elements like Work Items, Commits, Test summaries and Packages from existing teams.

Manual change traceability: Improve value stream management by connecting existing DevOps data without altering current change processes. Associate artifact and release versions, build numbers, and other information to change records during manual creation.

IT Asset Management

Reduce hardware, software, and cloud costs.

IT Asset Management

IT Asset Offboarding: Automate the request, reclamation, evaluation, and removal of hardware and software. Simplify technology asset offboarding processes with prescriptive tasks.

Software Asset Management

Content Library Portal: Intelligently search for technology assets in the expansive ITAM Content Library. Quickly search the ITAM content library for information on software lifecycle dates, versions, and part numbers.

Virtual Agent for Software Requests: Simplify and automate the software request process. Help expedite service delivery times by leveraging Virtual Agent to automate software applications and installations for a simplified end-user experience.

Hardware Asset Management

Hardware Asset Manager Workspace: Drive asset manager productivity with a purpose-built workspace. Discover important actions in a single intuitive dashboard for critical hardware asset tasks.

Cloud Insights

Reservation Plans: Optimize spend and usage of AWS and Azure reserved instances. Find discount opportunities by identifying resources to reserve for a committed period.

IT Operations Management and Configuration Management Database (CMDB)

Automate and optimize technology service operations.

ITOM

Cloud Operations Workspace: Drive IT Operations productivity with purpose-built workspaces. View cloud discovery activities through a brand-new user experience.

Unified Agent Client Collector enhancements: Expand the visibility of each agent’s technology. Help Software Asset Management improve software license allocation with detailed software usage metrics.

ITOM Governance: Utilize the full potential of your cloud migration with new workflows. Increase standardization across cloud resources through policy-based analysis to highlight exceptions.

CMDB

New Service Graph Connectors: Improve visibility of the modern, cloud-native stack in CMDB. Import data from multi-stack environments such as Service Mesh, APIs, and observability data points.

Employee experience

HR Service Delivery

Boost employee productivity and engagement.

HR Agent Workspace: Drive HR productivity with a purpose-built workspace. Benefit from increased flexibility, configurability, and enhanced UI branding with the Next Experience.

Employee relations: Improve employee relations management. Create a safe space for employees to report concerns with the new Anonymous Report Center.

Intelligent experience: Optimize employee journeys. Provide intelligent service experiences with personalized content enabled by AI-powered recommendations.

Legal Service Delivery

Drive efficiencies through global business services.

Legal Executive Dashboard: Provide legal operations and the office of the CLO insights to make better decisions. Deliver practice area-specific KPIs, including backlog, SLA compliance,  and average time to resolve​.

Simple Contracts enhancements: Expand delivery, approval, and storage of self-service contracts. Assemble contracts dynamically with definable content blocks such as regional law clauses.

Legal Counsel Center enhancements: Improve practitioner productivity, integration, and privacy options. Assign delegates to practice area duties to ensure follow-through of service requests, matters, tasks, and approvals.

Workplace Service Delivery

Enable a hybrid workplace.

Workplace Reservation Management enhancements: Provide self-service workspace reservations and service requests. Book spaces on behalf of teams for group or multi-location reservations, and request room configurations.

Workplace Service Mapping enhancements: Navigate office space and create reservations with interactive maps. Search and create reservations near colleagues on the floor map with new proximity booking​.

Workplace Service Delivery for mobile enhancements: Enable seamless employee workspaces on mobile. Provide employees with mobile wayfinding and proximity booking throughout workplace locations​.

Vaccination Status enhancements: Simplify the submission and validation of vaccine records with The Commons Project SMART Card Verifier API.​

Operating excellence

Procurement Service Management

Drive efficiencies through Global Business Services.

Purchase approval clarification: Simplify sharing of contextual information. Enable better experiences for approving purchase requests.

Purchase request modification: Change purchase request line items more quickly and easily. Enable advanced shoppers to make multiple edits at once to purchase requests.

Delivery address validation: Help ensure smoother deliveries using real and verified address data. Connect to address verification services to validate shipping address es at checkout.

Virtual Agent enhancements: Fulfill common inquiries faster with more predefined topic conversations. Scale the procurement organization with a virtual agent to handle less complicated, common requests.

Governance, Risk, and Compliance (Integrated Risk Management)

Manage risk and resilience in real time.

Configurable workspaces: Drive productivity with purpose-built workspaces. Perform day-to-day activities more easily with issues, tasks, and quick links all in one workspace.

Intelligence feeds for Vendor Risk Management: Gain insight into supply chain risks such as ESG. Create a formalized program with tailored questionnaires to assess critical risk areas, including ESG​.

Business Continuity Management recovery tasks and approval configuration: Recover more rapidly with a formalized process. Establish new recovery tasks including the order, dependencies, and owners. Orchestrate and track task execution.​

Strategic Portfolio Management

Drive business outcomes.

Alignment Planner Workspace: Maximize outcomes with enhanced planning and tracking. Create and track milestones at the work item level for projects, demands, and epics to focus on outcome. 

Digital Portfolio Management: Holistically manage services and applications through their full lifecycles. Manage services and applications through one unified workspace.

Resource Management: Implement strategy more quickly with efficient resource planning. Enhance user experience with new date range filtering to set resource duration and advanced resource pagination.

Project Workspace: Drive project manager productivity with a purpose-built workspace. Provide a modern and intuitive UI to define, plan, and manage teamwork.

Common service data model (CSDM) alignment: Increase visibility for all products. Provide a framework and guidance on managing shared data across all products on the Now Platform.

Build and automate

App Engine

Accelerate innovation with low-code app dev.

Decision Builder: Quickly create and populate decision tables. Build business tables in a user-friendly interface.

Flow Designer diagramming: Easily understand complex flow logic with flow diagramming. Understand and track complex workflows with flowchart visual diagramming.

Ad hoc playbook activities: Modify playbooks on the fly for dynamic case resolution. Reduce process friction by adding activities to playbook experiences in runtime. 

Automation Engine

Automate and connect to ServiceNow.

Automation Engine: Automate and connect other applications to ServiceNow. Enhance customer value with an all-new SKU that brings together Integration Hub with RPA Hub in a single offering.

Robotic Process Automation (RPA) Hub: Connect legacy systems to ServiceNow, and automate repetitive UI-driven actions. Centrally manage digital workers (robots) for automation across their full lifecycle.

Robotic Process Automation (RPA) Hub spoke: Create end-to-end workflow automation on a single platform.

Integration Hub enhancements: Drive down IT support ticket volume by automating requests for desktop and mobile software applications. Increase IT support productivity and deliver faster self-service resolution for Windows and macOS/iOS endpoints with the new Client Software Distribution 2.0 solution.

Now Platform

Next Experience UI

Next Experience UI: Use modern, intuitive, and personalized workspaces to engage teams and increase workforce productivity on the Now Platform.

Now Intelligence

AI Search enhancements: Drive more relevant, personalized experiences. Surface answers more quickly and efficiently from multipage articles and knowledge bases with AI Search.

NLU Workbench enhancements: Greater support and accuracy for an enhanced user experience. Simplify model creation with the ability to create models via .CSV imports, pre-built models, or start from scratch.

Virtual Agent enhancements: Modernize admin experiences and deliver new insights. Configure and manage both virtual and human agents from a single, modern admin console.

Agent chat enhancements: Better resource agents to give users peace of mind. Define and manage an agent's workload across all service channels with universal capacity.

ServiceNow mobile

Mobile UI enhancements: Personalize mobile experiences with a modernized look and feel​. Engage users with embedded videos in mobile cards.

Mobile usability enhancements: Create engaging everyday experiences with native functionality. Navigate dynamic maps to find and reserve assets across your organization.

Mobile App Builder and Mobile Card Builder enhancements: Build and configure mobile apps more quickly. Build and configure all mobile components in a single, intuitive interface.

Platform Security

Cloud Encryption: Help protect data at rest across the infrastructure layer. Protect sensitive data with high-performance AES 256-bit encryption to help ensure compliance.

SCIM (System for Cross-domain Identity Management): Manage user identities more easily in cloud-based applications and services. Simplify interoperability and integration with identity management systems, such as Azure Active Directory, Okta, and others, using a standard-based solution. 

PCI Configurations Control Source: Increase customer confidence in their PCI-DSS compliance. Track and manage security configurations easily with a simple, intuitive user interface.

Platform foundation

Application Insights:  Visualize and monitor ServiceNow instance performance. Monitor key metrics with multiple breakdowns.

Industries

Financial Services Operations - Banking

Sync account activity across internal departments to deliver trusted, convenient banking.

Financial Services Deposit Operations: Create transparent repeatable processes that save time and cost. Complete work more quickly by streamlining and automating the most common deposit account requests.

Financial Services Client Lifecycle: Reduce the time spent collecting information over the client lifecycle. Manage account updates, including notice of death processes, in a timely and consistent manner.

Core capabilities: Provide expert service with curated views of real-time information. Improve employee productivity with role-based, real-time views of client information.

Financial Services Operations - Insurance

The platform to modernize insurance.

Personal and Commercial Lines Servicing: Become more agile, digital, and customer-centric. Resolve customer issues more quickly by connecting distribution, underwriting, and servicing teams.

Financial Services Complaint Management: Help carriers avoid reputational damage by addressing the root cause of complaints. Prioritize high-risk complaints by structuring work and applying internal SLAs.

Insurance data model: Accelerate modernization across the enterprise. Implement and build quickly with an industry-specific data model extension of the single core platform data model.

App Engine: Empower citizen developers to solve problems more quickly with low-code application development. Innovate, collaborate, and build more quickly by using App Engine.

Now Platform security: Help protect data security and boost resiliency. Protect sensitive data from most attacks and breaches, both in transit and at rest.

Telecommunications

Drive efficiency and flexbility for communications service providers.

Order Management for Telecommunications (OMT)

Enhanced order capture: Capture complex order scenarios with a single user interface. Eliminate manual repetitive tasks by replicating a product's configuration for multiple locations.

Staggered order decomposition: Drive the accuracy and efficiency of complex order orchestration. Improve accuracy with staggered decomposition workflows, powered by internal and external data.

Quantity-based order decomposition: Automate workflows for quantity-based order decomposition. Eliminate repetitive tasks for orders that contain two or more products, regardless of configuration.

Product Order API enhancements: Increase flexbility to support in-flight order changes. Enable agents to support in-flight order updates.

Telecommunications Service Management

New TM Forum Open APIs: Integrate more easily by using out-of-the-box industry standard APIs. Rapidly add products and related technical requirements to the ServiceNow product catalog by using the Product Catalog Open API.

Streamlined application publishing: Accelerate time to value when delivering new applications. Save time by distributing Service Bridge (formerly called eBonding) catalog content directly to your enterprise customers.

Manufacturing

Connect the value chain with a single system of action on the Now Platform.

Operational Technology Management

Operational Technology Vulnerability Response: Stay ahead of OT vulnerabilities and risks with a holistic approach. Effectively monitor all systems and ecosystem of partners to create a single view of related OT asset vulnerabilities.

Operational Technology Service Management: Integrate OT into production processes with digital workflows. Accelerate incident resolution with built-in machine learning and contextual help to reduce bottlenecks.

Technology

Technology Provider Service Management

Transform customer care and operations to better meet customer needs. Connect customers to operations and the ServiceNow value chain, and reduce the cost-to-serve with integrated self-service and Service Bridge.

Digitized workflows across teams: Bring customer care and operations together. Connect customers to technical teams and ServiceNow partners with integrated self-service and Service Bridge.

Industry data model: Streamline work across customer-facing and technical teams. Unify processes across organizations with the industry data model.

Service Bridge: Connect buying, support, and service experiences. Empower customers that use ServiceNow with a rich self-service experience across the value chain.

Order Management for Technology providers

Dynamic order processing: Streamline order management and scale. Accelerate time-to-market and revenue with efficient order process design, order delivery, and supplier onboarding.

Product catalog: Launch products and services more quickly. Accelerate time-to-market with a robust product catalog and data model, as well as configurable and reusable processes that require minimal testing.

Order visibility: Drive customer success and lifetime value. Keep customers informed with status updates as orders progress, including order completion.

Upgrades

Upgrade to the Now Platform San Diego release today. Take advantage of these ServiceNow resources to help you stay current.

Instance Scan: Get critical instance insights for smoother upgrades.

Upgrade Center: Preview, manage, and monitor upgrades.

Automated Test Framework: Reduce upgrade time by automating manual testing and remediation.

Check out the new San Diego release upgrade kit on the ServiceNow Customer Success Center.

Build your own release notes

To streamline your upgrade preparation, use ServiceNow release notes tools to configure release notes, bug fixes, and upgrade tasks for your specific products and upgrade path. See Build your own release notes for more information.

Strategic Portfolio Management release notes

San Diego

Strategic Portfolio Management (formerly IT Business Management) has new and updated features in the San Diego release.

Alignment Planner Workspace release notes

The ServiceNow® Alignment Planner Workspace application helps product and portfolio managers align their work with strategy to drive business outcomes, while navigating the challenges of Agile and product transformations. Alignment Planner Workspace (APW) is enhanced and updated in the San Diego release.

Agile Development 2.0 release notes

The ServiceNow® Agile Development 2.0 application provides an Agile software development environment for product-based or project-based efforts, using the Scrum framework. Agile Development 2.0 was enhanced and updated in the San Diego release.

Financial Management release notes

The ServiceNow® Financial Management application helps you allocate, track, and report on expenses in your organization. Financial Management was enhanced and updated in the San Diego release.

Project Portfolio Management release notes

ServiceNow® Project Portfolio Management enables you to create and manage a wide range of projects ranging from a few small tasks to large portfolios of projects. Project Portfolio Management was enhanced and updated in the San Diego release.

Project Workspace release notes

The ServiceNow® Project Workspace application provides a new user experience with interactive UI elements, for project managers to plan and manage their projects. Project Workspace is a new application in the San Diego release.

Scaled Agile Framework (SAFe) release notes

The ServiceNow® Scaled Agile Framework (SAFe) application helps you manage strategic and operational work all in one place by using lean and agile principles. Scaled Agile Framework (SAFe) was enhanced and updated in the San Diego release.

er Workspace release notes

San Diego

The ServiceNow® Alignment Planner Workspace application helps product and portfolio managers align their work with strategy to drive business outcomes, while navigating the challenges of Agile and product transformations. Alignment Planner Workspace (APW) is enhanced and updated in the San Diego release.

Alignment Planner Workspace highlights for the San Diego release

Define, manage, and cascade your goals in the workspace according to your organization's planning hierarchy using goal management.

Review and prioritize work for your organization using Backlog management.

Plan effectively using item dependencies and filters on the roadmap.

Plan SAFe epics within a value stream portfolio for SAFe PIs using roadmaps

Import, export, and synchronize your epics with Microsoft Azure DevOps.

See Alignment Planner Workspace for more information.

Important:Alignment Planner Workspace is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes.

New in the San Diego release

Guided setup

After installing APW, you can use the guided setup to help you with the required core configuration. This guidance includes steps to do the following:

Configure your planning hierarchy

Add details of your planning organizations

Integrate APW with PPM, Agile Development 2.0, or SAFe

Set your goal preferences

Migrate the existing goals data to goal framework

Goal management in APW

Goal management in APW using the Goals module: Use the Goals module to create goals in the workspace according to your organization's planning hierarchy. You can then set targets for your organization goals and evaluate the progress of the goals and targets to accomplish your organizational plans and drive business outcomes.

The initial release of the goal management feature in APW has the following key benefits:

Get focus, alignment, and engagement around the same business outcomes through the organization.

Ensure that the entire organization focuses efforts on the same strategic priorities​​.

Associate work (planning items) with goals so the work being done to accomplish goals and meet targets are easily visible.

Makes goals to align with the work so the effort is visible​.

Provides checkpoints for goals over weekly, monthly, and quarterly durations.

Note: Defining and managing goals using the goal management feature in the workspace requires a Strategic Portfolio Management (SPM, formerly ITBM) Pro license.

Goal management in APW using Goal Framework: The Goal Framework helps you create and align your goals according to your organization's planning hierarchy.

Associating work with goals is allowed based on the planning organization hierarchy. You can associate planning item with a goal only when the planning item belongs to the goal's planning organization or any of its child planning organizations.

Create a goal relationship with all planning item types including Initiative and Big Rock where the items contribute to achieving the goal. Work being done to accomplish goals and meet targets is easily visible.

Backlog management

Understand the work pipeline for your organization from a single consolidated view.

Organize the backlog list according to your preferences using the features such as grouping and sorting.

Prioritize the right work from the backlog and add it to your roadmap.

Item dependencies on the roadmap

Create and manage the following types of dependencies for planning items on the roadmap.

Linear dependencies, in which starting the work on one item depends on finishing the work of the other item.

Non-linear dependencies, in which work of two items is related to each other but does not have a strict dependency on each other's completion.

Visualize relationships between items using dependency lines on the roadmap.

Enable or disable the visibility of dependency lines using the Dependencies settings from the side panel.

Manage schedules of the work items, using visual indicators for conflicts in dependencies.

Other enhancements to Roadmap Planning

Expand and collapse groups on a roadmap through the roadmap view.

Visualize the schedule of a planning item easily by using the highlight feature on the roadmap timeline.

Identify the state of your milestones faster using the milestone color legend.

Drill down and plan efficiently by applying filters to see relevant items on your roadmap.

Predefined SAFe template for planning hierarchy

While configuring the planning hierarchy in APW, you can now select the SAFe template. For organizations that want to prioritize and plan epics as part of their PI planning, this template enables integration between APW and the SAFe board.

Methodology field on the Planning hierarchy form

Choose your methodology from either Scrum, SAFe, or None, using the new Methodology field on the Planning Hierarchy form.

The type of epics that APW users can create on their roadmaps depends on the value set for the Methodology field.

Plan epics within a value stream portfolio for SAFe PIs

With the integration between APW roadmaps and the SAFe board, you can now plan SAFe epics of a portfolio directly from the roadmap.

Create and plan SAFe epics on the roadmap.

Use the SAFe board to break down these epic priorities into features and stories

Track the progress and status of your epics from the roadmap.

Microsoft Azure DevOps Integration for Alignment Planner Workspace

Integrate APW with Microsoft Azure DevOps to enable import, export, and bidirectional synchronization of epics and other planning items between Azure DevOps and APW.

Enable bulk import of planning items from Microsoft Azure DevOps to APW.

Added Scheduled jobs for Discover Projects and Refresh Instance(s).

Execution system field in the Planning Item Epic table

A new Execution system field on the Planning Item Epic table determines the execution mode of your work and enables data interfacing between epics to occur.

Integration with Digital Portfolio Management

Digital Portfolio Management provides a unified workspace for owners to view and collectively manage their services and applications through the full lifecycle. Digital Portfolio Management integrates with APW so that you can view the services and their performance levels in a comprehensive roadmap.

UI changes

New look for Alignment Planner Workspace

Alignment Planner Workspace has a new, modernized look and feel. For more information, see the Next Experience UI.

Changed in this release

Change in Epic table name

The Scrum Epic [sn_align_core_scrum_epic] table has been renamed Epic [sn_align_core_scrum_epic] to accommodate the fields of both the Epic [rm_epic] and SAFe epic [sn_safe_epic] tables.

Enhancements to configuring APW integrations

While creating field maps, the Lookup Table Name and Lookup Column Name fields are now filled automatically if you select a planning organization type in the Execution table field.

Restriction on creating item milestones on the roadmap

You can no longer create or update a planning item milestone with a due date that is out of the date range of the item. This restriction applies to both scheduled as well as unscheduled items that have either a start or an end date.

Activation information

Install Alignment Planner Workspace by requesting it from the ServiceNow Store. Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.

Related ServiceNow applications and features

APW integrations for PPM, Agile, and SAFe

Integrate Alignment Planner Workspace (APW) with Project Portfolio Management (PPM), Agile Development 2.0, and SAFe to facilitate execution of the work that you planned in APW.

Install Alignment Planner Workspace integrations for PPM and Agile 2.0 from the ServiceNow Store.

Microsoft Azure DevOps Integration for Alignment Planner Workspace

Integrate Alignment Planner Workspace (APW) with Microsoft Azure DevOps to enable bidirectional synchronization of records.

Install Alignment Planner Workspace integration with Azure DevOps (ADO) from the ServiceNow Store.

o release notesLearn about the San Diego releaseRelease notes for upgrading from RomeFeatures and changes by productStrategic Portfolio Management release notesProject Portfolio Management release notes (San Diego)

Project Portfolio Management release notes

San Diego

ServiceNow® Project Portfolio Management enables you to create and manage a wide range of projects ranging from a few small tasks to large portfolios of projects. Project Portfolio Management was enhanced and updated in the San Diego release.

Project Portfolio Management highlights for the San Diego release

Create goals, set targets for them, and evaluate the progress of the goals and targets to accomplish organizational plans.

IT Business Management has been renamed Strategic Portfolio Management.

See Project Portfolio Management for more information.

New in the San Diego release

Goal Framework

Use the Goal Framework application to create goals, set targets for them, and evaluate the progress of the goals and targets to accomplish organizational plans.

Associate work and planning items such as demands, projects, initiatives, and big rock once you have created goals with the Goal Framework.

Alignment Planner Workspace (APW) users can define a planning hierarchy for your organization and use it to align your goals according to your organization's planning hierarchy. You can also create strategic plans, capturing the vision, mission, and values for your organization.

ESG Workspace users can restrict the access for target records to specific users.

The initial release of the Goal Framework application has the following key benefits:

Helps ensure that the entire organization focuses efforts on the same strategic priorities​​.

Makes goals to align and focus effort visible​.

Enables the association of work or planning items with goals so the work being done to accomplish goals and meet targets are easily visible.

Provides real-time checkpoints for goals over weekly, monthly, and quarterly durations.

Provides an end-to-end view of goal performance to users with the sn_gf.epmo_strategy_planner role.

Resource Management

Date-related usability enhancements in resource allocation workbench:

Date range filters are available to set the duration that appears in the resource grid.

Previously, when a user navigated between resource plans, the resource grid automatically began at the start date of the new resource plan. Beginning with this release, this automated movement is restricted. To reset the view to the plan's start date, you can use the new Go to Start Date option.

Date-range filters in resource finder now allow you to select a date range along with the available predefined periods.

Enhancements to resource Finder:

Pagination in resource finder enables you to view up to 50 records on one page without performance lag.

Advanced filters are now available in resource finder under Search by Group and Search by Role. Previously, advanced filters were available only within Search by User.

A Requested column in resource finder helps resource managers plan capacity efficiently.

The fill-right option in the resource grid enables you to select multiple cells and provide a value in one action.

You can now update the capacity of resources within resource finder.

Project Management

Create a project cost plan Two new system generated cost plans, CapEx and OpEx, contain the actuals that are posted without being associated with any cost plan. These plans avoid the confusion created by discrepancies in data on the widgets and on the grid on project Financials page and Investment Portal.

Project Diagnostics: New diagnostic scripts identify duplicate task type breakdown of planned cost, budget, and actuals. The following diagnostic scans have been introduced:

Identify whether the project has negative fiscal year project budgets.

Budget in project funding does not match task type breakdown cost sum or fiscal year project budget sum.

Identify cost plan breakdowns with invalid fiscal periods.

Find duplicate task type breakdowns.

The cost plan breakdown's actuals are no longer editable to avoid miscalculations or discrepancies in the cost plan actuals in relation to the project actual cost. This field is now read only.

Integration with Digital Portfolio Management

Digital Portfolio Management (DPM) provides a unified workspace for owners to view and collectively manage their services and applications through the full life cycle. Installing DPM and Project Portfolio Management enables integration with Project Management and Demand Management. With this integration, DPM managers can view project data that might impact a business application and create demands on a business application in DPM.

Quick start tests for Project Portfolio Management

After upgrades and deployments of new applications or integrations, run quick start tests to verify that Project Portfolio Management still works. If you customized Project Portfolio Management, copy the quick start tests and configure them for your customizations.

UI changes

New look for Project Portfolio Management

Project Portfolio Management has a new, modernized look and feel. For more information, see the Next Experience UI.

Deprecations

Support for the Project Go Lives homepage was removed for new customers in San Diego. Users on legacy releases can continue to use this homepage.

Support for the Cost Overview homepage was removed for new customers in San Diego. Users on legacy releases can continue to use this homepage.

Activation information

Project Portfolio Management is available with activation of the PPM Standard (com.snc.financial_planning_pmo) plugin. For details, see Activate Project Portfolio Management.

Related ServiceNow applications and features

Project workspace

The new and improved Project  Workspace provides a better user experience for project managers with an intuitive UI to plan and manage work for all projects. The planning console provides enhanced behavior for scheduling, dragging and dropping tasks, and adding dependencies.

The new project workspace is available in the ServiceNow Store.

Project Status Report mobile application

The Project Status mobile app enables you to track the status of your projects, to collaborate with stakeholders to resolve exceptions, and to take timely actions regardless of your location. For activation information, see Install Project Status Report mobile.

 available in the ServiceNow Store. For details, see the "Activation information" section of these release notes.

Project Workspace features

New Project Workspace UI

New UI for the managing projects, with a home page and a planning console.

Home page provides sections to view just the projects you own or all projects in the form of cards.

All projects section displays projects from customer projects, teamspaces, and audit.

Switch the view to display either projects or sub projects.

Project cards show high-level details of start and end dates, the project manager, and status.

Search bar enables searching for projects by name or the project manager. Using the sort options, sort the projects displayed by recent changes, or by start and end dates.

Drill down into your project details on the planning console, which shows the project timeline on one side and the project tasks data grid on the other side.

Project tasks are shown as bars on the timeline view. Pointing your cursor on these bars shows a snapshot of the task details.

Within the planning console, you can perform the following actions:

Edit the project details and apply a template.

Data grid features:

Add project tasks and assign them to users.

If notifications are enabled, the users are notified of the assignments through emails and in the ServiceNow® instance.

Personalize the columns to be displayed on the data grid of your console.

Use advanced settings for options like autosave, date format on the grid view, and calculation mode.

View details of sub projects and their tasks. Drill down into the sub project further by navigating to its own planning console from the parent project's workspace.

Drag and drop project tasks to reorder them in the work breakdown structure (WBS).

Edit multiple cells at once by selecting the required cells and right-click for more options.

Add dependencies faster by using the type-ahead feature in the dependency column.

View additional baselines details such as dates and variance.

Sort and filter the project tasks using the column header.

Timeline view features:

Reschedule the project tasks on the timeline view by resizing the task bars.

Create dependencies between the project tasks directly from the timeline view.

Create and compare multiple baselines for your project so you can monitor the project progress.

View the critical path for your project so that you can make informed decisions on the tasks.

Add files as attachment to each of the tasks or to the project.

Add comments and work notes to collaborate with other stakeholders on the project.

Switch back easily to any of the classic project workspace pages such as Financials, Resources, Status Report, and others.

Activation information

Install thee Project Workspace application by requesting it from ServiceNow Store. Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.

Related ServiceNow applications and features

Project Portfolio Management

Project Portfolio Management provides a simplified, team-oriented approach to Project Portfolio Management and IT development by combining several individual applications.

Use Project Diagnostics to detect corrupt project data

San Diego

Project Diagnostics uses the Application Diagnostics Tool to detect corrupt data in a project, such as tasks with invalid parents, tasks without top tasks, and invalid or cyclic relations in a project.

Before you begin

Role required: it_pps_admin

About this task

Project Diagnostics can also detect whether date calculations in a project appear to be incorrect, the planning console does not open for a project, or a few tasks or relationships do not appear in the planning console.

Procedure

Determine whether you want to run a diagnostic scan on a single project or multiple projects.

Scope Steps

All Projects

Navigate to Project Administration > Project Diagnostics.

Single Project

Navigate to Project > Projects > All.

Select the project.

On the Project form, click the Project Diagnostics related link.

On the Application Diagnostics Tool page, select a diagnostic feature.

Use the Feature Inputs fields to specify filter conditions.

From the Diagnostics section, run a single diagnostic scan or multiple scans on the projects matching the filter criteria.

Task Steps

Run multiple diagnostic scans

Select the diagnostic scans that you want to run on the filtered projects.

Click Run Diagnostics at the top-right corner of the page.

Run a specific diagnostic scan

Select the single diagnostic scan that you want to run on the filtered projects.

Click Run Diagnosis.

View the results of the scans.

What to do next

Add your own diagnostic scans and fix scripts.

Cost rollup in project currency

San Diego

Cost rollup calculation in projects and sub-projects with different currencies varies with the budget reference rate. The rate at which the amount is converted depends on the conversion rate.

Convert amount entered in functional currency fields to project currency

When you create a project in functional currency of the Default view, you can manually enter or update the amount in the Planned capital, Planned operating, Actual cost, and Planned benefit fields. As you enter values in these fields, the amount is converted to project currency and stored in the corresponding project currency fields such as Planned cost in project currency, Planned operating in project currency, Actual cost in project currency, and Planned benefit in project currency fields.

Note: You can do so only if the project does not have a cost plan, benefit plan, or expense lines attached to it.

Roll up project financials from sub-projects to parent projects

Use the com.snc.project.multicurrency.rollup_if_different property for financial rollups when the sub-projects and parent project have different project currencies.

Multicurrency cost rollup property behavior

Property flag Behavior

True If the property is set to True, then you can:

Associate a sub-project to a parent project, where both the projects have different project currencies.

Roll up the sub-project amounts to the parent project amounts. However, the accuracy of the rolled up amount in the parent project varies because of the currency variation.

If the project currencies of the parent project and the sub-project are the same, then the project currency amounts from the sub-projects to its parent and the top project are rolled up by adding up the amounts in the sub-project, and the rolled up amount is accurate.

If the project currencies of the parent project and the sub-project are different, then all the costs of the sub-projects are converted to the project currency of the parent or the top project, referencing the Budget Reference Rate. The rate at which the amount is converted depends on the exchange rates between the project currencies, and the specified time period at which the conversion is made. Hence, the rolled up amount is only an estimate or an approximate value.

False If the property is set to False, then you can:

Associate any number of sub-projects to a parent project, where the project currencies are same or different.

Roll up only if the project currencies of the sub-project and the parent project match.

However, the behavior of com.snc.project.multicurrency.rollup_if_different property is different when flagged along with com.snc.project.rollup.cost property.

Multicurrency cost rollup property in combination with functional currency property

Properties flag Behavior

com.snc.project.rollup.cost property is false You can associate any sub-projects with parent project that have same or different project currency but the costs of sub-projects do not roll up to the parent project.

com.snc.project.rollup.cost property is true and com.snc.project.multicurrency.rollup_if_different property is false You can associate sub-projects with parent project that has the same project currency.

com.snc.project.rollup.cost property is true and com.snc.project.multicurrency.rollup_if_different is true You can associate any sub-project that has the same or different project currency with the parent project.

Illegal association of properties and possible errors

Following are the possible errors that may occur while making an illegal association:

Property combinations for sub-project and parent project association

com.snc.project.rollup.cost com.snc.project.multicurrency.rollup_if_different Behavior

False Either true or false Can associate sub-project to parent project even though project currency of sub-project and parent project is different but costs from sub-project to parent project cannot be rolled up.

True False Cannot associate sub-project to parent project if project currency of the sub-project and parent project is different.

In such case of an association, an error message: System policy does not allow parent and child projects to have different project currency pops up.

HomeStrategic Portfolio ManagementProject Portfolio ManagementResource ManagementResource schedules (San Diego)

Resource schedules

San Diego

Understand the default schedules used in Resource Management and learn how to create your own custom schedules.

Resource management uses a default schedule named Resource Management Schedule. The Resource Management Schedule has the following characteristics:

Weekly on Weekdays

Monday-Friday 8 A.M.-12 P.M.

Monday-Friday 1 P.M.-5 P.M.

While planning a resource request for a resource plan, the user's schedule is considered to calculate planned and requested hours, if all users in that resource plan have the same schedule and that schedule is different from the resource management schedule.

Default schedule

The schedule assigned to each user can be understood using the following information on the user profile.

Value provided in the Schedule field.

Schedules provided in the Schedules related list, with the Context field set to Resource Management.

This related list can be seen in the Resource Manager view of the user profile.

If there are no entries in the Schedules related list, the value provided for the Schedule field is used to determine the resource schedule. If the Schedule field is empty too, then the schedule specified in the Default Schedule Name (com.snc.resource_management.default_schedule) property is applied as the resource schedule. To understand how to modify this property value, see Specify the default resource management schedule.

Custom schedules for resources

Check the default schedule associated to a resource and apply custom schedules to those resources who require it.

If custom schedules are necessary, work with your administrator to create them. An administrator can create a new schedule as per your requirements and assign it to the user. This custom schedule can also be assigned to other users as appropriate.

The value specified for the Schedule field on a user profile overrides the schedule specified in the Default Schedule Name property.

Note: The Time zone field of a schedule is recommended to be set to Floating.

If necessary, the administrator can create a hierarchy of schedules. This is useful if you want users to have a primary schedule such as M-F 8-5 and a secondary schedule such as Sat-Sun 12-4. See Custom schedule hierarchy.

Custom schedule hierarchy

To create a schedule hierarchy for any user, use the Schedules related list. Create a new schedule and within the new schedule, define the type, dates, and repeat schedule using the Schedule Entries related list.

For example, Alene's usual schedule is 8-5 weekdays, which is specified in the Schedule field of their user profile. On top of the usual work, Alene also has to attend a site check every Saturday. The schedule for this appointment can be created from the Schedules related list.

Custom schedule hierarchy example

Resource schedule hierarchy.

Schedule entry within a custom schedule

Custom schedule entry.

Specify the default resource management schedule

Choose the default schedule to be applied to your resources.

Before you begin

Role required: it_pps_admin

About this task

The base system uses Resource Management Schedule. You can change the default schedule at any time by using the Default Schedule Name property.

Procedure

Navigate to All > System Scheduler > Schedules > Schedules.

Review the schedules and copy the Name of the schedule that you want to use.

Navigate to Project Administration > Settings > Properties - Resource.

In Default Schedule Name property field, paste the name of the schedule that you identified in step 2.