--- sourceDocument: Store Version History Release Notes sourceDocumentLink: https://www.servicenow.com/docs/r/store-release-notes Release : - store ft:locale : - en-US ft:publication_title : - Store Version History Release Notes ft:clusterId : - rnst bundleId : - rnst --- # ServiceNow Otto for Strategic Portfolio Management release notes # ServiceNow Otto for Strategic Portfolio Management release notes {#ariaid-title1} Release version: Store Updated October 8, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 10 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of ServiceNow Otto for Strategic Portfolio Management Release Notes ServiceNow Otto for Strategic Portfolio Management (SPM) integrates advanced AI capabilities to enhance project, portfolio, and demand management. This solution helps project managers, portfolio managers, and product teams improve data quality, automate insights, and streamline workflows using AI-powered features. The release notes detail ongoing enhancements from May 2024 through October 2026, focusing on AI-driven project insights, risk detection, demand summarization, and agile story generation. Show full answer Show less ## Key Features * **AI-Driven Project and Portfolio Insights:** Real-time analysis of project health, budget overruns, schedule delays, scope creep, and risk factors with AI-generated root causes and recommended actions. Insights are accessible within the project workspace to provide unified, actionable visibility. * **Project Data Quality Index (DQI):** Enables project managers to assess and improve the completeness and accuracy of project data across multiple dimensions. * **AI-Identified Risks and RIDAC Enhancements:** Automated detection and creation of project risks with detailed AI rationale and mitigation plans, presented for manager review. RIDAC interface has been streamlined with dedicated views and improved navigation. * **Demand Manager AI Specialist:** Automates demand validation and conversion processes based on governance policies, accelerating demand lifecycle from draft to converted status. * **Project Q\&A Conversational Capability:** Allows natural language queries to instantly retrieve AI-generated answers about project status, dependencies, and work notes directly within the workspace. * **Agile Story and Acceptance Criteria Generation:** Converts epics and features into detailed user stories and acceptance criteria using AI, supporting Agile development workflows more efficiently. * **Document and Planning Item Summarization:** AI-powered summarization, elaboration, and shortening of project documents, feedback records, and planning items to improve clarity and reduce manual effort. * **Automated Project Summary Emails:** Scheduled or on-demand emails delivering comprehensive project insights, status reports, and key updates with direct navigation links for quick action. * **Integration with Multiple AI Model Providers:** Support for Now LLM, Azure OpenAI, Google Gemini, and AWS Claude to enhance AI skill and agent performance. ## Practical Benefits for ServiceNow Customers * **Improved Decision-Making:** AI-powered insights and risk detection enable proactive management of project health, budgets, and schedules, reducing manual analysis and errors. * **Enhanced Data Quality and Governance:** Tools like the Project Data Quality Index and Demand Manager AI Specialist help maintain accurate, consistent project and demand records aligned with governance policies. * **Accelerated Agile Delivery:** Automated story and acceptance criteria generation streamline Agile workflows, enabling teams to focus on execution rather than administrative tasks. * **Efficient Communication:** Automated status reports and project summary emails keep stakeholders informed with minimal effort, improving transparency and collaboration. * **User-Friendly AI Integration:** Guided tours, conversational Q\&A, and visual enhancements support user adoption and maximize the value of AI capabilities within the SPM environment. ## Expectations and Next Steps Customers can expect continuous enhancements to AI capabilities and user experience in ServiceNow Otto for Strategic Portfolio Management. Key functionalities like AI-identified risks, portfolio insights, demand summarization, and project monitoring are designed to reduce manual workload and improve project outcomes. To leverage these features effectively, customers should ensure compatibility with their ServiceNow environment per system requirements listed on the ServiceNow Store and enable relevant AI skills and agents according to their organizational needs and security policies. Version history for the ServiceNow Otto for Strategic Portfolio Management application on the ServiceNow Store. Important: For details on system requirements and family compatibility, view the application listing on the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) website. ## Version history Version 9.12.0 - October 2026 : * New: * Project Data Quality Index (DQI): This will allow Project Managers to assess the completeness and accuracy of project data across multiple dimensions and receive actionable suggestions to improve the data quality of projects. * Introduced Tour Guides to Ask Otto and AI Identified Risks which help users to discover and leverage AI-powered capabilities while walking them through the streamlined process. {#store-itbm-rn-now-assist-spm__ul_exs_rxd_tkc} * Changed: * Project Plan Generation includes a preview stage to review AI-extracted or generated tasks from Excel documents before creating projects. * Goal Insights now supports Maintain type targets (Maintain Above, Maintain Below, Maintain Constant) for goals focused on sustaining performance levels along with enhanced prompts. {#store-itbm-rn-now-assist-spm__ul_qqb_sxd_tkc} Version 9.11.0 - September 2026 : * New: * Self-guided "How it works" overview info (i) icon forAI-Identified Risks . This explains how AI detects, evaluates, scores, rationale, and the data considered for AI-identified risk. * RIDAC menu now expands by default in the Project Workspace for visibility into sub-menus. * Ability to clone thedemand summarization skill and change the prompt. * Changed: * Minor enhancements forAI Status Reports. * EnhancedAuto Email Insights with refinements and functional improvements. * Automatic trigger for the demand summarization skill is changed to false. The default trigger of the skill has to be set to automatic to enable auto trigger. {#store-itbm-rn-now-assist-spm__ul_d3f_ygx_lkc} Version 9.8.0 - August 2026 : * New: * Use the Budget Overrun insight card in Portfolio AI Insights to view real-time analysis of planning items with forecasts over budget, including impact assessment, root cause analysis, and recommended next steps to proactively manage budget overruns and allocation decisions. * Updated all customer-facing references from "Now Assist" to "ServiceNow Otto" across SPM products and UI components. * Access a dedicated AI Overview tab for demand summarization on the demand record page. {#store-itbm-rn-now-assist-spm__ul_c5l_jrw_bkc} * Changed: * Project Q\&A now supports questions about work notes and dependencies on a project. * Improved the performance of AI project status report generation to create draft reports faster. * Improved the output quality and performance of goal insights generation. * Improved AI-identified risk generation with minor functional enhancements. {#store-itbm-rn-now-assist-spm__ul_p1f_krw_bkc} Version 9.7.1 - July 2026 : * Fixed: * AI forecasted status and AI rationale fields from goal insights are updated on the grid in realtime without grid refresh. * Portfolio Insights button is visible faded out when Portfolio Insights panel is open * Project Answers (Ask Now Assist) now deliver improved formatting and more enhanced query parsing for complex questions. * Changed: Experience a more streamlined RIDAC with three dedicated views:AI-Identified Risks (Project Risk Detection),RIDAC by Type with separate tabs for each RIDAC type, and the completeAll RIDAC overview. The new presentation list layout replaces the flat grid, making records easier to browse, organize, and manage. Version 9.6.0 - June 2026 : * New: * IntroducedProject Q\&A conversational capability to ask questions about your project in natural language and get instant, AI-generated answers directly from the project workspace, without having to manually analyze project data. * UsePortfolio insights to analyze planning items in a portfolio plan for execution delays, delayed starts, planned versus approved date misalignments, and projects at risk. View AI-generated root causes and recommended actions to mitigate identified risks and issues. * Get demands from Draft to Converted in minutes instead of weeks. The Demand Manager AI Specialist reads your governance policies and does the intake work for you.\[Requires approval from Servicenow\] * Changed: * Project insights now includes scope creep as an additional topic and considers work notes at the task level as additional context, providing richer and more actionable project visibility. * Updated formatting forin-app insight widgets to improve readability and presentation within the project workspace. * Project Risk Detection now includes clickable links in AI Rationale for quick navigation to referenced project records. Refined Mitigation plan formatting for a better reading experience. {#store-itbm-rn-now-assist-spm__ul_gxk_zhw_ljc} Version 9.4.0 - May 2026 : * New: * Portfolio Insights - Identify planning items which are delayed beyond their planned start/end dates auto-categorized by severity with insights into top root causes behind the delays generated by AI. Review recommended actions by AI to immediately take steps to mitigate the impact. Identify planning items with mis-aligned planned/actual dates to approved dates and review recommended actions to correct them. * Project Risk Detection - Automatically detect and create project risks using AI to reduce manual effort and improve visibility. AI analyzes project data and generates draft risk records with details such as title, description, impact, probability, AI rationale, and mitigation plan. These are then presented to the project manager for review, allowing them to accept and add them to RIDAC or reject them. * Demand manager AI specialist - Validates and converts operational demands autonomously. This feature is currently supported in the controlled availability mode, please contact ServiceNow to implement this specialist. * Epic health status: Use Now Assist to instantly assess epic health across six risk dimensions and get a red, yellow, or green status with plain-English reasoning, directly from the epic record page. * Changed: * AI Status Reports now computes overall project health (red/yellow/green), generate AI-powered status reports using templates, and produce enhanced executive summaries to create draft status reports for projects. * Project Insights now includes additional topics such as budget fluctuations, project delays, projects not started, dependency issues, and critical path changes to provide richer and more actionable project visibility. * Goal insights along with AI forecasted status are now generated automatically via a scheduled job ( shipped default inactive). Ai rationale can be viewed against the AI generated status for each of the goal and target . * Enhanced the demand summarization skill to include data from cost plans, monetary and non-monetary benefit plans, demand tasks, resource assignments and work notes to summarize demands. {#store-itbm-rn-now-assist-spm__ul_lff_rbc_cjc} Version 9.1.0 - April 2026 : * Changed: * AI Project summary emails now reliably schedule the next send date after each delivery * Create Agile Story generation workflow and agent are now protected with stringent system security policies * Project Insights emails now fully support language translation, including all section headings. The skill admin experience is now clean and free of unrelated navigation menus. * AI Status Reports now accurately predict Schedule health using variance data, flag AI-generated reports in the Project Status table, and accurately calculate resource availability for role-based assignments. Version 9.0.1 - March 2026 : * New: * Demand summarization introduced * Goal insights introduced. * AI Project Status Reports - Generate structured, context-aware project status reports using live project data to keep stakeholders informed. * Enhanced: * Project Insights Generation - Insights now surface directly within the project workspace including financials and RIDAC insights, giving project managers a unified, in-context view of project health without leaving the workspace. * Agile Story Generation - Now available within the Agile Development module, enabling teams to create user stories directly in the context of their agile workflows. Version 8.0.0 - December 2025 : * Enhanced: * Project Insights Generation- Automatically track critical project signals such as delayed milestones, resource constraints, and task slippages and receive proactive insights either on a scheduled cadence or on-demand * Agile story generation - Convert epics into high-quality, actionable user stories faster and more intelligently through an improved, agentic, context-aware flow {#store-itbm-rn-now-assist-spm__ul_exj_ndz_mhc} * New: * Acceptance criteria generation - Produce clear, consistent, and context-aware acceptance criteria using predefined templates and story-specific information * Target generation - Generate measurable targets from goals information and optional context and automatically populate key fields in the target creation form * Identify similar demands - Identify existing or related demand records during creation or editing to avoid duplication and ensure better demand hygiene {#store-itbm-rn-now-assist-spm__ul_lr5_ndz_mhc} Version 7.2.1 - October 2025 : Changed: Expand the Write planning item skill to additional records across SPM applications and additional rich or long text fields. As part of the update included additional context fields to the prompt for each form. Rename the Write planning item skill to Refine records. Version 4.9.2 - October 2025 (Xanadu) : Changed: Implemented changes based on the P0 security directive to be XP10 compatible. Version 7.1.0 - September 2025 : * New: Ability to enter custom prompts directly in the Docs, alongside Summarize, Elaborate and Shorten options * Changed: Enhanced access controls that provide greater granularity at the Skill and AI Agent level Version 7.0.0 - August 2025 : * Updated: * Email Project Summary * The Project Summary can now be sent on-demand without having to wait for the set cadence to trigger * The Project Summary can be emailed to additional recipients along with the Project Manager {#store-itbm-rn-now-assist-spm__ul_en3_1yn_bgc} * Monitor Project Tasks Agent * Enable the Project Task Monitor AI Agent from the UI by selecting the "Include critical path task changes" check box in the email project summary modal rather than enabling it from the backend {#store-itbm-rn-now-assist-spm__ul_fn3_1yn_bgc} {#store-itbm-rn-now-assist-spm__ul_pm3_1yn_bgc} * New: * New third-party AI model provider options for Now Assist * Google Gemini, AWS Claude are available for Now Assist skills and AI agents in addition to Now LLM and Azure Open AI {#store-itbm-rn-now-assist-spm__ul_yr5_1yn_bgc} {#store-itbm-rn-now-assist-spm__ul_glz_1yn_bgc} Version 4.9.1 - June 2025 (Xanadu) : * Changed: * Agile Story generation: * Product Managers and Team Leads can effortlessly break down Features, in addition to Epics, into a logical set of stories using the conversational interface within the Now Assist Panel. * The documents attached to the "Docs" tab of Epics or Feature will be considered as the context in addition to the 'Name' and Description' field and existing stories. * Users can now run multiple story creation conversations within the Now Assist Panel using the New chat option. {#store-itbm-rn-now-assist-spm__ul_zjp_5ln_nfc} {#store-itbm-rn-now-assist-spm__ul_t5k_5ln_nfc} * Users can initiate story creation conversation by entering the Epic or Feature number Visual Elevation for Now Assist: * Animated Now Assist icon is available on select buttons in the SPM workspaces, enhancing the overall user experience. {#store-itbm-rn-now-assist-spm__ul_gjc_5ln_nfc} * Updated Docs skill Name: * Project doc summarization (Project Workspace) Planning item doc summarization (Strategic Planning) EAP doc summarization (Enterprise Agile Planning) {#store-itbm-rn-now-assist-spm__ul_mhy_tln_nfc} * New: * Write Planning Item: * Improve record quality by enabling AI assistance in the description field across these Strategic Planning Workspace forms: Product idea, Demand, Epic, Project, Capability, Feature, and Story. * Refine content using Elaborate and Shorten options on planning items to help product managers and agile team members in creating and editing content more effectively. {#store-itbm-rn-now-assist-spm__ul_ekn_sln_nfc} {#store-itbm-rn-now-assist-spm__ul_dqp_sln_nfc} {#store-itbm-rn-now-assist-spm__ul_slg_qln_nfc} {#store-itbm-rn-now-assist-spm__latest-store-itbm-rn-now-assist-spm} {#store-itbm-rn-now-assist-spm__latest-store-itbm-rn-now-assist-spm} Version 6.0.0 - May 2025 : * Changed: * Agile Story generation * Product Managers and Team Leads can effortlessly break down Features, in addition to Epics, into a logical set of stories using the conversational interface within the Now Assist Panel. * The documents attached to the "Docs" tab of Epics or Feature will be considered as the context in addition to the 'Name' and Description' field and existing stories. * Users can now run multiple story creation conversations within the Now Assist Panel using the New chat option. * Users can initiate story creation conversation by entering the Epic or Feature number {#store-itbm-rn-now-assist-spm__ul_vdp_jdz_ffc} * Visual Elevation for Now Assist * Animated Now Assist icon is available on select buttons in the SPM workspaces, enhancing the overall user experience. {#store-itbm-rn-now-assist-spm__ul_msc_kdz_ffc} * Updated Docs skill Name * Project doc summarization (Project Workspace) * Planning item doc summarization (Strategic Planning) * EAP doc summarization (Enterprise Agile Planning) {#store-itbm-rn-now-assist-spm__ul_tqm_kdz_ffc} {#store-itbm-rn-now-assist-spm__ul_bdp_jdz_ffc} * New * Create Planning Item * Improve record quality by enabling AI assistance in the description field across these Strategic Planning Workspace forms: Product idea, Demand, Epic, Project, Capability, Feature, and Story. * Refine content using Elaborate and Shorten options on planning items to help product managers and agile team members in creating and editing content more effectively. {#store-itbm-rn-now-assist-spm__ul_ekm_ldz_ffc} {#store-itbm-rn-now-assist-spm__ul_wck_ldz_ffc} Version 5.1.1 - March 2025 : * New: * Monitor project tasks * Autonomously monitor project tasks on the critical path of a project. Detect key updates and triggers a project summary email to the Project Manager, highlighting the specific updates that triggered the alert. {#store-itbm-rn-now-assist-spm__ul_hwd_mp2_p2c} {#store-itbm-rn-now-assist-spm__ul_vvd_mp2_p2c} Version 5.0.0 - February 2025 : * New: * Agile Story generation * Product Managers and Team Leads can effortlessly break down epics into a logical set of stories using the conversational interface within the Now Assist Panel {#store-itbm-rn-now-assist-spm__ul_otc_zv2_d2c} {#store-itbm-rn-now-assist-spm__ul_btc_zv2_d2c} * Changed: * Visual Elevation for Now Assist * Now Assist users will notice an animated loader and logo on select screens (Feedback and Doc Summarization), enhancing the overall user experience {#store-itbm-rn-now-assist-spm__ul_gnm_yv2_d2c} {#store-itbm-rn-now-assist-spm__ul_smm_yv2_d2c} Version 4.0.0 - November 2024 : * New: * Project Summary Email * Project managers will receive a summary of the project by Now Assist in an email that covers the insights from project schedule, milestones, resources, and financials. They can click on the links in the email to directly navigate to the corresponding project records. * Project managers can choose the frequency at which they would like to receive these emails from the project workspace interface. {#store-itbm-rn-now-assist-spm__ul_j4c_gs5_gdc} * Full Doc Summarization * Project managers, portfolio manager, product managers can now quickly summarize their entire documents on a click of a button. Now Assist presents the summary of the entire doc that can be further shortened or elaborated. {#store-itbm-rn-now-assist-spm__ul_k4c_gs5_gdc} {#store-itbm-rn-now-assist-spm__ul_lnc_gs5_gdc} Version 2.0.1 - September 2024 : Fixed: The feedback record summarization feature produces identical summaries for all feedback records. Version 3.0.0 - August 2024 : New: Selected text within docs can be summarized, shortened or elaborated using Now Assist. Select multiple feedback records to quickly summarize and get insights using Now Assist. Version 2.0.0 - May 2024 : Now Assist for Strategic Portfolio Management drives customer value faster by utilizing the power of Generative AI (GenAI) to ensure that business demands and feedback are communicated clearly, efficiently, and effectively.