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sourceDocumentLink: https://www.servicenow.com/docs/r/australia/delta-xanadu-australia

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---

# Combined Portfolio Planning release notes for upgrades from Xanadu to Australia

# Combined Portfolio Planning release notes for upgrades from Xanadu to Australia {#ariaid-title1}

Release version: Australia  
Updated October 8, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 23 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 Combined Portfolio Planning Release Notes for Upgrades from Xanadu to Australia

This consolidated release notes document provides ServiceNow customers with detailed information on new features, changes, upgrade considerations, and enhancements for Portfolio Planning from the Xanadu release through to the Australia release.
It is designed to help customers prepare for upgrades by summarizing key improvements and necessary post-upgrade actions across these releases.
Show full answer Show less  

## Important Upgrade Information

* Upgrading to Portfolio Planning Australia requires reviewing pre- and post-upgrade tasks to ensure a smooth transition.
* Notably, after upgrading to version 8.8.0 (Yokohama), any custom view settings saved under user preferences are cleared and must be reapplied manually.

## Key Features Introduced

* **Portfolio Plan Feature Visibility:** Portfolio managers can now selectively show or hide features like Prioritization and Roadmap to control stakeholder data access.
* **Enhanced Planning and Prioritization:** Multi-value field filtering (e.g., tags, business applications) on planning items and roadmap bars; ability for viewers to copy and edit portfolio plans.
* **Scenario Planning:** Create, compare, and approve multiple planning scenarios to optimize portfolios and align with strategic goals.
* **PowerPoint Export:** Export roadmaps and free-form roadmaps using customizable templates for stakeholder collaboration.
* **Project Program Lens:** High-level planning and prioritization of program items with tracking via roadmaps.
* **Integrated Docs for Planning Items:** Attach multiple rich-text documents, collaborate in real-time, tag team members, and embed media directly within planning items.
* **Financial Planning and Management:** Migrate budgets from classic UI to Next Experience; allocate, compare, and manage budgets and costs with new financial views and widgets; support for multiple currencies and labor cost tracking.
* **Financial Scenario Management:** Create and compare financial scenarios to prevent overspending and optimize budget allocation.
* **Dashboards:** Consolidate key metrics and data for performance monitoring and decision-making with customizable, shareable dashboards.
* **Portfolio Plan Views:** Create personal or public views for portfolio plans and roadmaps with saved display preferences across multiple tabs.
* **Real-Time Collaboration and Dynamic Data Linking in Docs:** Support for concurrent editing and automatic updates of record references to keep documentation current.
* **Roadmap Enhancements:** Custom themes, consistent bar colors, milestone icons, and sticky milestone rows improve user experience.
* **Quick Filters and Advanced Financial Views:** Save filters by string and Boolean fields; switch between focused financial views including planned costs, monetary benefits, and multicurrency support.
* **Next Experience for Demand Management:** Unified demand creation, assessment, and collaboration with Playbooks for guided governance and AI-powered features such as demand summarization and similar demand identification.
* **RIDAC Management:** Track risks, issues, decisions, actions, and changes with role-based access controls and unified views across scopes.
* **AI-Generated Insights:** Receive AI-driven analysis on planning item delays, misalignments, and risks with actionable recommendations and configurable severity thresholds.
* **Portfolio Plan Enhancements:** New Hierarchy tab with drag-and-drop ranking, improved sharing options, additional status attributes synced from project reports, rollup bars with date comparisons, and streamlined navigation.

## Changes to Existing Features

* Capacity Planning tab renamed to Capacity.
* Financial terminology updated for clarity (e.g., ETC to Remaining Estimates, EAC to Forecast).
* Introduction of Coral as the default UI theme with dark mode option.
* Financials page enhancements include new display modes, widgets for benefits and costs, and improved multicurrency handling.
* Demand records now feature color-coded states and enhanced navigation with Playbook, Details, and Docs tabs for streamlined demand management.

## Removed and Deprecated Features

No Portfolio Planning features or functionality were removed or deprecated between Xanadu and Australia releases.

## Activation and Additional Requirements

* Portfolio Planning is available exclusively via the ServiceNow Store and requires installation requests through the store.
* No changes to browser requirements, accessibility, or localization considerations were noted for these releases.

## Practical Impact for ServiceNow Customers

Upgrading to Australia enables enhanced portfolio and demand management capabilities that improve collaboration, financial oversight, scenario planning, and AI-driven insights. Customers can expect better control over data visibility, richer documentation, and streamlined demand workflows with integrated AI support. Financial planning is more comprehensive with multicurrency support and scenario analysis, helping optimize budgets and ROI. Dashboards and customizable views facilitate improved monitoring and stakeholder communication. The upgrade requires some reconfiguration of views and awareness of cleared user preferences post-upgrade.  
Consolidated page of all release notes for Portfolio Planning from Xanadu to Australia.

## How to use this page

To help you prepare for your upgrade, we have combined the cross-family Portfolio Planning release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Xanadu to Australia.  
Tip:  
If there were no updates for a release notes section in a certain family release, we included a short note for your reference. For example, if a product did not have any updates in Tokyo, the row says "No updates for this release."

## Important information for upgrading Portfolio Planning to Australia

Before you upgrade to Australia, review these pre- and post-upgrade tasks and complete the tasks as needed.  
{#dfrn3-portfolioplanning-summary__entry__2}

| Release | Release notes |
|-|-|
| Xanadu | No updates for this release. |
| Yokohama | Upgrade information :   After upgrading to Portfolio Planning v8.8.0, the custom view settings previously saved under user preferences will be cleared. You must reapply these changes and create views as needed. For instructions, see [Create a portfolio plan view in Portfolio Planning](https://www.servicenow.com/docs/access?context=create-portfolio-plan-view-ppw&family=yokohama&ft:locale=en-US) and [Create a free-form roadmap view in Portfolio Planning](https://www.servicenow.com/docs/access?context=create-free-form-roadmap-view-ppw&family=yokohama&ft:locale=en-US). |
| Zurich | No updates for this release. |
| Australia | No updates for this release. |
[ ]

## New features

Between your current release family and Australia, new features were introduced for Portfolio Planning.  
{#dfrn3-portfolioplanning-summary__entry__12}

| Release | Release notes |
|-|-|
| Xanadu | [Show or hide features for your portfolio plan](https://www.servicenow.com/docs/access?context=show-or-hide-the-features-for-your-portfolio-plan-ppw&family=xanadu&ft:locale=en-US) :   As a portfolio manager, show or hide the features, such as Prioritization and Roadmap, of your portfolio plan. This capability helps you share only the portfolio plan data that matters to your stakeholders and restrict access to the other data. [Planning enhancements](https://www.servicenow.com/docs/access?context=exploring-portfolio-planning&family=xanadu&ft:locale=en-US) : * Filter planning items in the Prioritization page and roadmap bars in the Roadmap page with multivalue fields, such as tags, business applications, and business capabilities. * As a portfolio plan viewer, you can copy a portfolio plan that you don't have edit access to and edit the plan as needed. For more information, see [Copy a portfolio plan](https://www.servicenow.com/docs/access?context=copy-portfolio-plan-in-portfolio-planning&family=xanadu&ft:locale=en-US). [Optimize planning using scenario planning](https://www.servicenow.com/docs/access?context=scenario-planning-in-strategic-planning&family=xanadu&ft:locale=en-US) : * Create scenarios in a simulated environment and adjust the prioritization and timelines of planning items. * Check the alignment of planning items with goals to verify the delivery of strategic outcomes. * Visualize trade-off decisions between scenarios by comparing scenarios side by side. * Approve the best scenario as the live portfolio plan for execution and making informed decisions. [Export a roadmap or free-form roadmap to PowerPoint](https://www.servicenow.com/docs/access?context=export-portfolio-plan-status-to-ppt-portfolio-planning-workspace&family=xanadu&ft:locale=en-US) :   Export a roadmap or free-form roadmap from a portfolio plan into a Microsoft PowerPoint file to share data and collaborate with your business stakeholders. The predefined template helps you generate reports for your roadmap, including roadmap milestones, item milestones, vertical lines, and horizontal lanes. You can export a roadmap for the maximum tenure of lanes a year at a time. You can also choose between Compact mode, which exports 25 horizontal lanes per slide, or Default mode, which exports 15 horizontal lanes per slide, when exporting your roadmap. You can select the data that you want to be exported into the report by editing the predefined templates or creating your own branded template. For more information, see [Create a Microsoft PowerPoint template](https://www.servicenow.com/docs/access?context=create-ppt-template&family=xanadu&ft:locale=en-US). [Plan at a high level using the Project Program lens](https://www.servicenow.com/docs/access?context=lens-and-portfolio-plans&family=xanadu&ft:locale=en-US) :   Plan at a high level by building portfolio plans for program \[pm_program\] items using the Project Program lens. Prioritize the programs and track them using roadmaps. [Docs for planning items in Portfolio Planning](https://www.servicenow.com/docs/access?context=docs-for-planning-items-in-ppw&family=xanadu&ft:locale=en-US) : * Store the information of key artifacts and other details of planning items, such as Demands, Projects, and Epics, directly from within the workspace. * Create multiple rich-text documents at each planning item level. * Help avoid data loss and parallel editing with real-time collaboration. * Tag team members to their action items. * Insert media and URLs. [Financials in Portfolio Planning](https://www.servicenow.com/docs/access?context=fin-migrate-budget-project-ppm&family=xanadu&ft:locale=en-US) : * Migrate the existing budget for planning items from the classic UI to Next Experience using the Migrate Budget option. * As a portfolio manager, allocate and manage the budget of your planning items using the Budget vs cost view. * As a project manager, compare a budget to the captured costs of your planning items and reforecast the planned costs to meet the approved budget. * Compare financial baselines to view simple financials and budgets. * View the cost plans, expense lines, and financial baselines of sub-projects using the Financial view of a parent project. * Widgets in the Cost view of parent projects display the rolled-up value of the planned costs, expense lines, budget, and variance. * Create custom labor cost types and map them with a unique sys_id to generate labor costs. |
| Yokohama | [Create and manage financial scenarios of planning items](https://www.servicenow.com/docs/access?context=optimizing-scenarios-in-strategic-planning&family=yokohama&ft:locale=en-US) : * Optimize your portfolio by creating financial scenarios to validate and arrive at a profitable outcome. * Plan and manage the budget of the planning items in a simulation mode for efficient financial planning and to help prevent overspending. * Manage prioritization and budget allocation of the planning items to meet business priorities. * Compare financial scenarios and automatically allocate the planned budget from approved scenarios to planning items. * Enable a budget allocation property to analyze finances in scenario planning and take effective decisions using data-driven insights. [Dashboards for data analysis and decision-making](https://www.servicenow.com/docs/access?context=using-dashboards-in-ppw&family=yokohama&ft:locale=en-US) :   Consolidate key data and metrics from multiple sources onto dashboards, enabling you to monitor performance, track progress, and make informed decisions related to planning and execution. You can create, edit, and copy a dashboard, customizing as needed. Add widgets to a dashboard to display key data, metrics, and visualizations. You can also share dashboards to collaborate with the business stakeholders who have access to the portfolio plan. [Create and share views for portfolio plans and free-form roadmaps](https://www.servicenow.com/docs/access?context=managing-portfolio-plan-views-ppw&family=yokohama&ft:locale=en-US) : Create, edit, and switch views in portfolio plans and free-form roadmaps using display preferences. You can create personal views that are private to you or public views that can be shared with stakeholders who have access. Portfolio plan display preferences include column selection, grouping and filtering. Free-form roadmap preferences include grouping, milestones selection, dependencies selection, and tracking mode. The portfolio plan view saves your display preferences across the Prioritization, Roadmap, Capacity, and Financials tabs. Note: Portfolio plan views are available only for the Planning module and are supported in live mode, but not in scenario mode. [View financial data of your planning items at the portfolio level](https://www.servicenow.com/docs/access?context=using-portfolio-financials-ppw&family=yokohama&ft:locale=en-US) : * View the rolled-up financial costs and benefits data of your planning items Epics, Demands, and Projects at the portfolio level for different time scales and ranges. * View the financial values such as the Budget, Planned cost, Variance, Actuals, and Remaining Estimates of your planning items by expense type or cost type. * View the Forecasts, Actuals, and Variance of your planning items for monetary benefits. * View the financial data of the planning items while creating multiple prioritization scenarios to promote efficient use of budget and to help increase ROI. [Real-time collaboration for Planning item Docs](https://www.servicenow.com/docs/access?context=docs-for-planning-items-in-ppw&family=yokohama&ft:locale=en-US) :   Edit a doc page concurrently with multiple other editors. Colored cursors denote the current location of editors on the page. You can choose to show or hide these indicators. Note: To use the full functionality of Docs v6.6.0 within Portfolio Planning Workspace, upgrade to Portfolio Planning Workspace v8.5.0. For more information, see the [Incompatibility After Upgrading Docs to Version 6.0.0 \[KB2017926\]](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB2017926) article in the Now Support Knowledge Base. |
| Zurich | [Dynamic data linking in Docs](https://www.servicenow.com/docs/access?context=docs-for-planning-items-in-ppw&family=zurich&ft:locale=en-US) :   Keep record information in your documentation always current and reduce manual effort with the Dynamic data linking feature in Docs. You can now reference any ServiceNow application record and Docs will automatically reflect the latest updates from those records. For example, if you add a reference to a Project record, the reference will show the latest field information of the project in Docs without requiring manual edits. Clicking the project reference opens up the project form so that you can view the full details of the project record and make any necessary changes. Dynamic linking also enables adding references to a particular field of a record, such as Assigned to of an Incident record. You can add references from any ServiceNow table you have access to, with no setup or configuration needed, thereby eliminate the hassle of switching between applications to copy and paste data from various records into Docs. [Scenario planning enhancements](https://www.servicenow.com/docs/access?context=enable-scenario-planning-in-portfolio-planning&family=zurich&ft:locale=en-US) :   With the sn_align_core.apw_admin role, you can enable or disable the scenario planning feature. The sn_align_ws.is_scenario_planning_disabled system property allows you to enable or disable the scenario planning feature. [Roadmap enhancements](https://www.servicenow.com/docs/access?context=planning-roadmaps-in-portfolio-planning&family=zurich&ft:locale=en-US) : * Create custom themes for your roadmap bar colors to align with your organization's standards. * Experience consistent roadmap bar colors for choice list attribute values across all portfolio plans. * View the roadmap-level milestone row while scrolling down the Roadmap page. * Use different icons to distinguish item-level milestones. [Quick filters enhancements](https://www.servicenow.com/docs/access?context=quick-fiters-prioitization-roadmap-ppw&family=zurich&ft:locale=en-US) :   Apply filters using string-type and Boolean field values across the Planning page to view the required dataset. These filters are saved as part of your user preferences, enabling you to access the same filtered data when you log back in and continue your planning seamlessly. [Financial enhancements](https://www.servicenow.com/docs/access?context=using-financials-pp&family=zurich&ft:locale=en-US) : * View only the planned costs of your planning items to track the total cost of projects or demands. * Use Display mode to switch between focused views to better plan and track the financials of your planning items. * Manage the planned and actual monetary benefit plans for your projects to identify the financial performance of your project using the Cost and benefits screen. * Use multicurrency to view and manage financial records of the project in Investment currency, which can be different from your functional currency. Manage multiple financial records such as planned and actual expenses, planned and actual benefits, and so on. * Generate and track labor cost for sub-projects, based on the resource assignments of your sub-projects and planning items such as features and capabilities. |
| Australia | [Financials grid for demands in Next Experience for Demand Management](https://www.servicenow.com/docs/access?context=managing-financials-for-demands-ppw&family=australia&ft:locale=en-US) :   Next Experience for Demand Management includes a Financials grid for demand records. This grid shows the demand's cost plans, benefit plans, and baselines. From this grid, users can: * 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. [Monitor and track demands](https://www.servicenow.com/docs/access?context=c_demand_dashboards_ppw&family=australia&ft:locale=en-US) :   Next Experience for Demand Management includes a Dashboard menu for demand records. The dashboard opens by default and is organized into three tabs: * Overview * Financials * Data Quality Filter dashboard data by department, business unit, portfolio, program, or demand manager. Select a widget, or select View all on a list widget, to open the underlying records with the same filters applied. [Identify similar demands using AI](https://www.servicenow.com/docs/access?context=identify-similar-demand-records-ppw&family=australia&ft:locale=en-US) :   Detect similar existing demand records when creating or editing a demand using the identify similar records skill. This skill compares the Name, Description, and Business Case fields for contextual similarity. [RIDAC](https://www.servicenow.com/docs/access?context=explore-ridac-ppw&family=australia&ft:locale=en-US) : * 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. [Plan efficiently with additional pre-defined lenses](https://www.servicenow.com/docs/access?context=lens-and-portfolio-plans&family=australia&ft:locale=en-US) :   Use the Planning item lens to plan, prioritize, and roadmap work in Strategic Planning Workspace directly with planning items, without configuring organization structure, programs, portfolios, or products. The lens supports all enabled work item types, such as projects and demands, and can be used as a standalone lens or alongside other lenses. [AI-generated insights for portfolio plans](https://www.servicenow.com/docs/access?context=view-portfolio-insights&family=australia&ft:locale=en-US) :   Gain AI-generated insights into planning items within a portfolio plan using the Portfolio insights skill. Identify planning items that are delayed beyond their planned end date, have delayed starts, or have misalignments between planned and approved dates. Monitor active projects that show early risk indicators but have not yet experienced delays. View AI-generated top root causes and recommended actions for each insight category to help address delays and misalignments effectively. 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. [Next Experience for Demand Management](https://www.servicenow.com/docs/access?context=demand-workspace-ppw&family=australia&ft:locale=en-US) :   Manage strategic and operational demands in a unified experience in Portfolio Planning. This Next Experience interface consolidates demand creation, assessment, collaboration, and conversion in one place, eliminating context switching and reducing reliance on the classic Demand Workbench. [Create and manage demands in Next Experience for Demand Management](https://www.servicenow.com/docs/access?context=managing-demands-ppw&family=australia&ft:locale=en-US) : * 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. [Use Playbook in Next Experience for Demand Management](https://www.servicenow.com/docs/access?context=use-playbooks-in-ppw&family=australia&ft:locale=en-US) :   Help teams manage demands with greater structure and consistency using Playbook in Next Experience for Demand Management. 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. [Associate AI systems with demands in Next Experience for Demand Management](https://www.servicenow.com/docs/access?context=use-playbooks-in-ppw&family=australia&ft:locale=en-US) :   Use a playbook activity in Next Experience for Demand Management to associate AI systems with a demand. You can link impacted systems and add new ones directly within the demand workflow. [Portfolio plan enhancements](https://www.servicenow.com/docs/access?context=work-prioritization-portfolio-planning&family=australia&ft:locale=en-US) : * 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. [Financials for planning items](https://www.servicenow.com/docs/access?context=using-financials-spw&family=australia&ft:locale=en-US) :   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. |
[ ]

## Changes

Between your current release family and Australia, some changes were made to existing Portfolio Planning features.  
{#dfrn3-portfolioplanning-summary__entry__22}

| Release | Release notes |
|-|-|
| Xanadu | No updates for this release. |
| Yokohama | [Capacity Planning tab name change](https://www.servicenow.com/docs/access?context=using-cap-plan-pp&family=yokohama&ft:locale=en-US) :   The name of the Capacity Planning tab in the planning view is changed to Capacity. [Financials UI changes](https://www.servicenow.com/docs/access?context=using-portfolio-financials-ppw&family=yokohama&ft:locale=en-US) : * New Financials tab in the Planning page. * The name of the ETC field is changed to Remaining Estimates. * The name of the EAC field is changed to Forecast. * The name of the Actuals to date field is changed to Actuals. * New Financials view in scenario planning. * New financial widgets in the compare scenario page. |
| Zurich | Coral theme :   Coral is now the default theme for new portal, web, and mobile experiences with Next Experience or Core UI enabled. This theme provides a fresh look and feel, featuring brand-neutral illustrations to enhance your user experience. A dark theme option is available for web and mobile experiences. [Financials in Portfolio Planning](https://www.servicenow.com/docs/access?context=using-financials-pp&family=zurich&ft:locale=en-US) : * Use the new Display mode in the Financials record page to select and view forecast, compare planned vs actual costs, planned costs, or allocate budget. * Renamed Cost tab as Costs and benefits to manage cost plans and benefit plans in one view. * Renamed Baselines as Baseline comparison to create and compare financial baselines. * Renamed Time scope as Filter time scope to adjust the time scope to view a focused and customized financial snapshot. * New Generate labor costs button to generate labor costs based on the resource assignments. * New Currency list option to switch between functional and investment currency. * New Edit investment currency option to define investment currency for your projects. * New monetary benefit plan option to create new forecast benefit plans. * New Planned Benefits widget displays the total forecasted benefits. * New Total Return widget displays the total actual benefits form the projects. * New Record type column to classify the financial records between benefits and costs. * Renamed Estimate At Completion widget to EAC Cost. * Renamed Actual Cost To Date to Actuals (Incl. current fiscal period). |
| Australia | [Summarize demands using AI](https://www.servicenow.com/docs/access?context=summarize-demands-in-ppw&family=australia&ft:locale=en-US) :   The demand summary is generated in the AI Overview tab instead of the Details tab. The skill is set to trigger automatically, that is, the summary is generated on landing in this tab. Auto-generation is on by default and applies to demands in Submitted, Screening, Qualified, or Approved states. You can define the trigger to manually trigger as well, where users must select the Summarize button to generate the summary. [AI skills for Demand Workspace](https://www.servicenow.com/docs/access?context=ai-skills-in-demands-workspace-ppw&family=australia&ft:locale=en-US) :   ServiceNow Otto introduced AI on the platform. As that experience has evolved, there's a new name for the experience. ServiceNow Otto® is the conversational AI platform integrated into ServiceNow workflows. It provides agentic capabilities, supports multimodal interactions across web, mobile, and messaging channels, and enables autonomous orchestration for cross-system workflows. [Access execution records from Portfolio Plans](https://www.servicenow.com/docs/access?context=access-demands-from-portfolio-planning-views&family=australia&ft:locale=en-US) :   The execution URL is updated on the planning item demand. New planning items demand will automatically use the new execution URL. The execution URLs on existing planning item demands continue to work but doesn't reflect the updated navigation. Run the Update Demand Planning Item Execution URL scheduled job to update the execution URL on the existing demands. [Next Experience for Demand Management](https://www.servicenow.com/docs/access?context=demand-workspace-ppw&family=australia&ft:locale=en-US) : * 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 5](https://www.servicenow.com/docs/access?context=australia-patch-5&family=australia&ft:locale=en-US)The 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. |
[ ]

## Removed

Between your current release family and Australia, some Portfolio Planning features or functionality were removed.  
{#dfrn3-portfolioplanning-summary__entry__32}

| Release | Release notes |
|-|-|
| Xanadu | No updates for this release. |
| Yokohama | No updates for this release. |
| Zurich | No updates for this release. |
| Australia | No updates for this release. |
[ ]

## Deprecations

Between your current release family and Australia, some Portfolio Planning features or functionality were deprecated.  
{#dfrn3-portfolioplanning-summary__entry__42}

| Release | Release notes |
|-|-|
| Xanadu | No updates for this release. |
| Yokohama | No updates for this release. |
| Zurich | No updates for this release. |
| Australia | No updates for this release. |
[ ]

## Activation information

Review information on how to activate Portfolio Planning.  
{#dfrn3-portfolioplanning-summary__entry__52}

| Release | Release notes |
|-|-|
| Xanadu | Install Portfolio Planning by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) 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](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=xanadu&ft:locale=en-US). |
| Yokohama | Activation information :   Install Portfolio Planning by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) 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](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=yokohama&ft:locale=en-US). Important: Portfolio Planning is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. |
| Zurich | Activation information :   Install Portfolio Planning by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) 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](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=zurich&ft:locale=en-US). Important: Portfolio Planning is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. |
| Australia | Activation information :   Install Portfolio Planning by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) 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](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=australia&ft:locale=en-US). Important: Portfolio Planning is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. |
[ ]

## Additional requirements

If any additional requirements were introduced or changed for Portfolio Planning we have noted them here.  
{#dfrn3-portfolioplanning-summary__entry__62}

| Release | Release notes |
|-|-|
| Xanadu | No updates for this release. |
| Yokohama | No updates for this release. |
| Zurich | No updates for this release. |
| Australia | No updates for this release. |
[ ]

## Browser requirements

If any specific browser requirements were introduced or changed for Portfolio Planning we have noted them here.  
{#dfrn3-portfolioplanning-summary__entry__72}

| Release | Release notes |
|-|-|
| Xanadu | No updates for this release. |
| Yokohama | No updates for this release. |
| Zurich | No updates for this release. |
| Australia | No updates for this release. |
[ ]

## Accessibility information

Review details on accessibility information for Portfolio Planning, such as specific requirements or compliance levels.  
{#dfrn3-portfolioplanning-summary__entry__82}

| Release | Release notes |
|-|-|
| Xanadu | No updates for this release. |
| Yokohama | No updates for this release. |
| Zurich | No updates for this release. |
| Australia | No updates for this release. |
[ ]

## Localization information

If there are specific localization considerations for Portfolio Planning we have noted them here.  
{#dfrn3-portfolioplanning-summary__entry__92}

| Release | Release notes |
|-|-|
| Xanadu | No updates for this release. |
| Yokohama | No updates for this release. |
| Zurich | No updates for this release. |
| Australia | No updates for this release. |
[ ]

## Highlight information

If there are specific highlight considerations for Portfolio Planning we have noted them here.  
{#dfrn3-portfolioplanning-summary__entry__102}

| Release | Release notes |
|-|-|
| Xanadu | * Show or hide the features of your portfolio plan so you share only the most important data with your stakeholders. * Filter the planning items and roadmap bars with multivalue fields, such as tags, business applications, and business capabilities. * Create scenarios to simulate changes to the portfolio plan, compare scenarios for visualizing trade-off decisions, and approve a scenario to revise the live plan. * Prioritize and roadmap the program \[pm_program\] items for your organization at a high level by building portfolio plans using the Project Program lens. * Migrate the budget of your planning items to Next Experience, and as a portfolio manager, compare, allocate, manage, and approve the budget. * View the cost plans, expense lines, budget, and financial baselines of sub-projects at the parent project level. View the financial performance of a project using the rolled-up planned and actuals costs in the widgets of parent projects. * Select a primary attribute to populate resource criteria automatically from the resource assignments of the prioritized planning items, and view the team's capacity in the Capacity Planning screen. See [Portfolio Planning](https://www.servicenow.com/docs/access?context=portfolio-planning-app-landing-page&family=xanadu&ft:locale=en-US) for more information. |
| Yokohama | * View the rolled-up financial costs and benefits data of your planning items in the new Financials tab in the Planning page. * View the financial data of planning items while creating multiple prioritization scenarios to promote efficient use of budget and help increase the return on investment (ROI). * Monitor performance, track progress, and make informed decisions related to planning and execution using dashboards. * Create, edit, and switch views in portfolio plans and free-form roadmaps with display preferences. See [Portfolio Planning](https://www.servicenow.com/docs/access?context=portfolio-planning-app-landing-page&family=yokohama&ft:locale=en-US) for more information. |
| Zurich | * View the planned costs of your planning items for the past fiscal periods. * Use Display mode to switch between different views of the financials record page. * Experience consistent roadmap bar colors for choice list attribute values across all portfolio plans. View the roadmap-level milestone row while scrolling down the Roadmap page. Use different icons to distinguish item-level milestones. * Apply filters using string-type and Boolean field values to view the desired data. * Customize and apply a theme to your roadmap to match your organization's standards. * Create and manage monetary benefit plans to capture and track projected and actual benefits. * Manage and run projects in various global currencies besides the functional currency using multicurrency. * Generate labor cost on sub-projects based on the resource assignments. See [Portfolio Planning](https://www.servicenow.com/docs/access?context=portfolio-planning-app-landing-page&family=zurich&ft:locale=en-US) for more information. |
| Australia | * Identify similar demand records in Next Experience for Demand Management based on contextual similarity in the name, description, and business case content using the identify similar records AI skill. * Monitor demand distribution, financials, and data quality at a glance using Dashboard in Next Experience for Demand Management. * View and manage cost plans, benefit plans, and expense lines directly from the demand records in the Financials page in Next Experience for Demand Management. * Create and manage demands from the Next Experience for Demand Management in Portfolio Planning. * Guide demand managers and users through predefined stages and actions for each demand process using Playbook in Next Experience for Demand Management. * Link AI systems to a demand using a playbook activity in Next Experience for Demand Management. Generate a concise summary of a demand using the demand summarization skill. * Review the financial records of your planning items in both project currency and investment currency when you migrate them from Classic to Next Experience. * Create financial baselines with multicurrency to capture, view, and track the financial health of your planning item using project baselines and investment baselines. See [Portfolio Planning](https://www.servicenow.com/docs/access?context=portfolio-planning-app-landing-page&family=australia&ft:locale=en-US) for more information. |
[ ]