• Add cost plans, benefit plans, and expense lines scoped to the demand.
• Create and compare baselines for financial data on the demand.
• Filter by time scope and personalize the grid columns.

• Overview
• Financials
• Data Quality

• Create and associate risks, issues, decisions, actions, and changes (RIDAC) with project and demand planning items to track planning uncertainties.
• Access a dedicated RIDAC menu in Portfolio Planning Workspace for quick navigation to RIDAC items.
• Manage RIDAC items with granular role-based access—assign read-only or full edit access to team members based on their responsibilities.
• Run the scheduled job to populate the planning item field on the existing RIDAC records that were created earlier.
• Track RIDAC across multiple scopes—view all RIDAC, project-specific RIDAC, portfolio RIDAC, and program RIDAC in a single unified view.

The AI Insights window displays a timestamp indicating when insights were last generated. You can regenerate insights and recommendations if required to see the changes based on the latest available data.

Users with the sn_align_core.apw_admin role can configure severity thresholds and scoring factors for planning items. These settings control how the Portfolio insights skill classifies insight severity as Critical, Medium, or Low.

• Create and manage a demand in Next Experience for Demand Management using guided tabs. These tabs help you define alignment, estimate costs, and confirm readiness as you build out the demand.
• Collaborate on demands through Docs, which syncs execution and planning.
• View, add, and edit cost plans and budgeting details using related lists.

Playbooks enable you to define multiple governance processes across the organization using a low‑code/no‑code configuration experience. Create clear stages and guided activities from demand intake to completion using a default or custom playbook. Custom playbooks support multiple demand management processes across your organization.

• Access the Hierarchy tab directly from the Planning page, located next to the Prioritization tab. This new placement replaces the previous access point within the Prioritization tab, providing a more efficient way to view and manage planning items.
• Save filter views specific to the Hierarchy tab without affecting views in the Prioritization tab.
• View planning items in the new Hierarchy tab on the Planning page, now sorted using global rank when available. Drag and drop is supported for lowest‑level items, enabling you to rerank them within their groups.
• Share a portfolio plan using the Copy link option. This provides access to existing users who have access to the portfolio plan.
• Make a portfolio plan public and share the copied link with Strategic Planning Workspace users, without inviting them individually or as a group. Note that users accessing a public portfolio plan with the shared link cannot view scenarios within the plan.
• Expand or collapse portfolio plan header to maximize screen space while planning.
• Edit the default view within a portfolio plan and save changes using the Save view option.
• View additional status attributes — cost, resource, schedule, and scope — for planning items in Portfolio Planning Workspace. For project planning items, these attributes are synced automatically from the latest published project status report. For other planning items, these attributes can be set manually. Note that project status report attributes synced from the Project status (project_status) table are read-only in Portfolio Planning Workspace and can't be edited directly.
• Set planning item status to No status when a status has not been determined, alongside the existing Green, Yellow, and Red values. Planning items are created with No status by default.
• Display rollup bars at parent levels in the hierarchy view and choose the date type to display — approved, planned, or actual. Use the comparison option to compare date types, such as approved versus planned dates, to identify schedule misalignments.

View the financial baselines in investment currency and project currency after migrating them from Classic to Next Experience. Migrated financial baselines include actuals, costs, benefits, and budget values from the project currency to the investment currency.

Using multicurrency, new and existing customers see only investment currency fields in demand and project records. Planned costs, actual costs, planned benefits, actual benefits, and budget fields are included in the financial baselines.

• The Demands icon has been added to the Portfolio Planning L1 menu to open the All Demands home page.
• The State field on the All Demands home page has been color-coded for each state value.
• The Playbook, Details, and Docs tabs have been added to the L2 menu of each demand to clearly and consistently group information.
  • The Details tab has been added to add and manage demand information such as financials and resource assignments.
  • The Playbook tab has been added to define clear stages and guided activities to read and follow. Selecting the name of a stage or activity navigates you to that stage or activity in the playbook. The Skip, Update, and Mark Complete options have been added to the activities of the playbook.
  • The Docs tab has been added to view and manage the documentation on the demand.
• If you have the AI Control Tower plugin installed and the investment type of the demand is set to artificial intelligence:
  • The AI Associations section in the Demand details is displayed. The following fields are included:
    • Product: Enables you to select the product or system that the demand relates to.
    • Impacted AI systems: Links the impacted AI systems with the demand. You can select existing AI systems from the list or remove systems that are no longer relevant.
  • The AI Checkpoint stage is added to the demand default playbook. This stage includes the Product and Impacted AI systems fields.
  • The Create AI System option is added to the Details page of a demand for users with the sn_ai_steward role.
• Australia Patch 5The Financials grid is added to the navigation menu of a demand. It has options to create cost plans, monetary benefits plans, expense lines, and create and compare baselines.
• The Dashboards menu item is added for demands, providing Overview, Financials, and Data Quality tabs.
• The following items have been added to the demand form and are available if you have the identify similar records AI skill activated:
  • The Identify similar demands button, which identifies and displays similar demands.
  • The Similar Demands tab in Details, which displays the list of similar demand records identified by AI.
• The AI Overview tab is added to the navigation menu of a demand. It generates a demand summary on landing if the skill trigger is set to automatic. If the trigger is set to manual, a Summarize button is available to generate the summary.