--- sourceDocument: australia Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/australia/delta-xanadu-australia Release : - australia ft:locale : - en-US ft:publication_title : - australia Combined Product Files ft:clusterId : - delta3ax bundleId : - delta3ax --- # Combined Strategic Planning release notes for upgrades from Xanadu to Australia # Combined Strategic 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) 46 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 Strategic Planning Release Notes for Upgrades from Xanadu to Australia This consolidated guide covers all Strategic Planning release notes for ServiceNow upgrades from Xanadu through Australia. It provides essential information on new features, changes, deprecations, and activation details to help you prepare and optimize your upgrade process. Key upgrade tasks, compatibility notes, and practical instructions are included for each release. Show full answer Show less ## Important Upgrade Information * **Xanadu:** After upgrading to Strategic Planning v4.3.2, run the *Migrate BreakdownInterval To Checkinfrequency* scheduled job to migrate target frequency values. * **Yokohama:** Upgrading to v4.7.0 clears saved custom view settings; these must be reapplied. Timeline and Kanban view customizations now copy to default views. * **Zurich:** Investment type and class fields are deprecated on project/demand tables and replaced with new fields at the parent planning item level. Update filters and views accordingly. * **Australia:** No specific post-upgrade tasks noted. ## New Features Strategic Planning enhancements introduced across these releases enable improved portfolio visibility, collaboration, financial management, and AI-powered insights: * **Portfolio Plan Management:** Show/hide portfolio features for stakeholder-focused data sharing; copy portfolio plans without edit access. * **Goal and Target Management:** Create target breakdowns by frequency (daily, weekly, monthly), visualize progress with enhanced graphs, duplicate goals/targets, and receive notifications for goal updates. * **Planning Enhancements:** Filter planning items and roadmap bars by multi-value fields; scenario planning for portfolio simulations and approvals; export data to Excel, CSV, and PowerPoint with customizable templates. * **Enterprise Agile Planning (EAP):** Integration with Jira and Connected Work Management (CWM) for seamless bidirectional synchronization; Kanban configuration; live updates in backlog and hierarchy views; story generation with Now Assist AI. * **Financial Management:** Migrate budgets to Next Experience; track budgets vs. costs; support for multicurrency; view financials rolled-up at parent project levels; manage labor costs; financial scenario planning with budget allocation. * **Capacity Planning:** Auto-select resource criteria; generate capacity via scheduled jobs; heatmap views for resource effort and availability. * **Docs Collaboration:** Create multiple rich-text documents for planning items and Agile teams; real-time multi-editor collaboration; dynamic data linking to ServiceNow records for always-current documentation. * **AI Integration:** Use Now Assist for Docs summarization, story generation, demand summarization, portfolio insights, and goal health insights for proactive management and decision-making. * **Next Experience for Demand Management:** Unified demand creation, assessment, collaboration, and conversion with Playbooks for governance, AI-powered similarity detection, and financial tracking. * **Strategy and Goals Boards:** Organize strategic plans, priorities, and objectives in boards with advanced filtering and sharing capabilities. * **Roadmap Enhancements:** Custom roadmap bar themes; consistent milestone icons and colors; milestone row visibility while scrolling; configurable milestone loading limits. ## Key Changes and Improvements * Work breakdown improvements: Create child work items directly from parent records with dedicated tabs for each child item type. * Enhanced PI planning board in EAP to display all relevant work across Agile structure levels. * Renaming and UI improvements to align terminology and enhance usability (e.g., Feedback replacing Product Feedback, Capacity Planning tab renamed to Capacity). * Financial UI enhancements: New display modes, renamed fields for clarity, and consolidated views for costs and benefits. * Improved filtering capabilities on Planning and Scoring pages, including string and boolean fields with saved user preferences. * Hierarchy tab introduced in EAP for comprehensive work visibility with persistent column preferences. * Support for opening EAP work items in new browser tabs for better multitasking. * Active work prioritized in backlog views by default, with admin-configurable options to display inactive items. * AI-driven Epic status assessments providing risk evaluations across multiple dimensions. * Role and security enhancements for better access control in EAP and Feedback modules. * Removal of Kanban and Hierarchy views from Prioritization page and their relocation to dedicated tabs in the Planning page for streamlined navigation. ## Deprecations and Removals * Investment type and Investment class fields deprecated from Project and Demand tables; now centralized at the parent Planning item level. * No features removed in the Australia release. ## Activation and Additional Requirements Strategic Planning must be installed via the ServiceNow Store. No new browser, localization, or accessibility requirements were introduced in these releases. ## Practical Benefits for ServiceNow Customers * Enhanced control over portfolio data sharing improves stakeholder communication and Consolidated page of all release notes for Strategic Planning from Xanadu to Australia. ## How to use this page To help you prepare for your upgrade, we have combined the cross-family Strategic 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 Strategic Planning to Australia Before you upgrade to Australia, review these pre- and post-upgrade tasks and complete the tasks as needed. {#dfrn3-strategicplanning-summary__entry__2} | Release | Release notes | |-|-| | Xanadu | After upgrading to Strategic Planning v4.3.2, run the Migrate BreakdownInterval To Checkinfrequency scheduled job. This scheduled job migrates the existing values in the Review frequency and Breakdown interval fields to the Check-in frequency field in the target records. For more information on how these values are migrated for targets with different values, see [Target breakdowns migration](https://www.servicenow.com/docs/access?context=target-breakdowns-migration-spw&family=xanadu&ft:locale=en-US). | | Yokohama | Upgrade information : After upgrading to Strategic Planning v4.7.0, the following changes apply to user preferences: * 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 Strategic Planning](https://www.servicenow.com/docs/access?context=create-portfolio-plan-view-spw&family=yokohama&ft:locale=en-US) and [Create a free-form roadmap view in Strategic Planning](https://www.servicenow.com/docs/access?context=create-free-form-roadmap-view-spw&family=yokohama&ft:locale=en-US). * Customizations made to the Timeline and Kanban views in the Roadmap tab, and the Kanban view in the Prioritization tab at the portfolio plan level, will be copied to the Default view of the portfolio plan. Similarly, any customizations made to the Timeline and Kanban views in the free-form roadmap will also be copied to the Default view of the free-form roadmap. | | Zurich | Upgrade information : After upgrading to Strategic Planning v4.8.0, the existing Investment type and Investment class fields will appear as Investment type (Deprecated) and Investment class (Deprecated) respectively across the Planning page including in the Prioritization and Roadmap views and in the Scenario Planning page. The values from these deprecated fields will be automatically copied to the new Investment type and Investment class fields. If you previously applied filters or personalized your view using the deprecated fields, you must update those configurations to use the new Investment type and Investment class fields across the workspace---including in the Prioritization and Roadmap views on the Planning page, as well as in the Scenario Planning page. | | Australia | No updates for this release. | [ ] ## New features Between your current release family and Australia, new features were introduced for Strategic Planning. {#dfrn3-strategicplanning-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-spw&family=xanadu&ft:locale=en-US) : As a portfolio manager, show or hide the features, such as Goals, Scoring, 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. [Goal management enhancements](https://www.servicenow.com/docs/access?context=managing-goals-in-alignment-planner-workspace&family=xanadu&ft:locale=en-US) : * Create daily, weekly, or monthly target breakdowns according to how often you want to update and track the progress of the target. The target breakdowns are created based on the value selected in the Check-in frequency field. For example, if you select Monthly in the Check-in frequency field for a target spanning a year, then 12 monthly target breakdowns are created. * Updating actuals for a target has been simplified with an enhanced UI: * In the Check-in actuals window on the Progress tab of the target's side panel, update the actual value of any time period or breakdown. * In the Progress tab of the target's side panel, view the trend of the target's progress in a line or bar graph. You can also edit the planned target and view the check-in history of the target actuals. * When creating a target, the Target breakdown details section of the Target modal shows the planned target values for each target breakdown in a tabular format, which helps you visualize the final target value spread across the target's time period. * On the Target form, use the Baseline reference field to compare future target performance with the actual value that was achieved in the last year or before the target was created. * Add targets to a new goal using the Save and add target option on the Goal modal. Also, you can use the Save and add new target option to add more targets for the goal. * Run the Create Goals Demo Data with Target Breakdowns scheduled job to create demo data with goals and target breakdowns. For more information on this scheduled job, see [Create goals demo data with target breakdowns](https://www.servicenow.com/docs/access?context=create-goals-demo-data-with-target-breakdowns&family=xanadu&ft:locale=en-US). * Create a copy of a goal or target using the Duplicate option from the row context menu icon (). For more information, see [Create a copy of a goal or target](https://www.servicenow.com/docs/access?context=create-a-copy-of-a-goal-or-target&family=xanadu&ft:locale=en-US). * Activity stream is enabled for the targets and goals in the full details record page. [Planning enhancements](https://www.servicenow.com/docs/access?context=planning-in-spw&family=xanadu&ft:locale=en-US) : * Filter planning items in the Prioritization page and roadmap bars in the Roadmap page with multi-value fields, such as tags, business applications, and business capabilities. * In the Child items related list of an EAP planning item, view child items associated with the epic in EAP. * When you view a portfolio plan, 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-strategic-planning&family=xanadu&ft:locale=en-US). [Now Assist in Strategic Planning](https://www.servicenow.com/docs/access?context=now-assist-spm&family=xanadu&ft:locale=en-US) : * Generate a summary of selected text on Docs using the Planning item Gen AI Docs skill. You can summarize, elaborate, and shorten the selected content on Docs. * Summarize a large volume of feedback using the multi feedback summarization skill on the Feedback page. * Create a demand within the Employee Service Management (ESC) portal using the Now Assist conversational catalog creation capability. * Summarize the complete content of a document with the Planning item Gen AI Docs skill to help save time on manual content analysis. [Collaborate using Docs](https://www.servicenow.com/docs/access?context=docs-for-eap-teams-and-planning-items&family=xanadu&ft:locale=en-US) : * Store the information of key artifacts and other details of planning items, such as Epics, Capabilities, and Features, directly from within the workspace. * Manage team-level documentation for Agile team, ART, Solution Train, and Portfolio. * Create multiple rich-text documents at each planning item level or Agile team level. * Help avoid data loss and parallel editing with real-time collaboration. * Tag team members to their action items. * Insert media and URLs. [Docs for planning items](https://www.servicenow.com/docs/access?context=docs-for-planning-items-in-spw&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. [Migrate from SAFe](https://www.servicenow.com/docs/access?context=migrating-from-safe-to-eap&family=xanadu&ft:locale=en-US) : Transition from Scaled Agile Framework (SAFe) applications, such as Essential SAFe and Portfolio SAFe, to EAP. Use the Guided Setup module in the Strategic Planning application to execute your migration step by step. This migration is intended to be one-time only. Initiating the migration again later while continuing to use SAFe applications with EAP won't carry any changes made to the SAFe records that are already migrated. [Override the default planning calendar for Agile Teams](https://www.servicenow.com/docs/access?context=create-planning-calendar-type-in-eap&family=xanadu&ft:locale=en-US) : For Agile Teams and Agile release trains (ARTs), the Override planning calendar field enables team members to change their planning calendar. The updated calendar is automatically applied to any child teams and takes effect at the beginning of the next iteration. [Persistence of personalization settings for the EAP PI planning board](https://www.servicenow.com/docs/access?context=pi-planning-eap&family=xanadu&ft:locale=en-US) : Personalization of the settings made in the PI planning board for a team type are applied across the workspace according to user, team type, and work item type. For example, settings applied to one ART, such as enabling the Dependencies toggle, Team backlog lane, or compact cards, are applied to all ARTs in the workspace for a user. [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 the differences between goal alignment and 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 goals and targets data to Excel or CSV](https://www.servicenow.com/docs/access?context=export-goals-and-targets-to-excel&family=xanadu&ft:locale=en-US) : Export goals and targets from your portfolio plan into a Microsoft Excel or CSV file to share the data and collaborate with your business stakeholders. [Export a roadmap or free-form roadmap to PowerPoint](https://www.servicenow.com/docs/access?context=export-a-portfolio-plan-to-powerpoint-strategic-planning&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=portfolio-plans-in-strategic-planning&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. Score and prioritize the programs and track them using roadmaps. [Feedback enhancements](https://www.servicenow.com/docs/access?context=managing-product-feedback-in-strategic-planning&family=xanadu&ft:locale=en-US) : * Manage the feedback filter card directly from the feedback homepage by sorting, pinning, sharing, updating, or deleting it. * Allow access to specific users or groups when sharing the feedback filter card, and review the users who have access to it. [Financials in Strategic Planning](https://www.servicenow.com/docs/access?context=using-financials-spw&family=xanadu&ft:locale=en-US) : * Migrate the existing planning items budget 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 budget. * 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. [Capacity Planning in Strategic Planning](https://www.servicenow.com/docs/access?context=using-cap-plan-spw&family=xanadu&ft:locale=en-US) : * Select a primary attribute to auto-select the resource criteria based on the planning items in the portfolio. * Automatically generate resource capacity using a scheduled job at your desired cadence. * View only prioritized planning items in the bottom tray of the Capacity Planning screen. * View the total capacity, estimate, and available efforts of a resource using the heatmap view. | | Yokohama | [Dashboards for data analysis and decision-making](https://www.servicenow.com/docs/access?context=dashboards-in-spw&family=yokohama&ft:locale=en-US) : Use dashboards to view key data and metrics, enabling you to monitor performance, track progress, and make informed decisions related to ideas, feedback, planning, and execution. Dashboards consolidate data from multiple sources into a single, easily digestible format. Each widget within a dashboard displays key data and metrics and may include visualizations. The default dashboards include the Product Idea Dashboard, Feedback Dashboard, Strategy Execution Dashboard, and Execution Dashboard.You can create or edit dashboards, copy an existing dashboard and customize it as needed, and share dashboards to collaborate with 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-spw&family=yokohama&ft:locale=en-US) : For portfolio plans - Create, edit, and switch between views with display preferences such as column selection, grouping, and filtering for portfolio plans. You can create personal views that are private to you, or public views that can be shared with stakeholders who have access to the portfolio plan. The portfolio plan view saves your display preferences across the Prioritization, Roadmap, Capacity, and Financials tabs. Note: Views are available only for the Planning module and are supported in live mode, but not in scenario mode.For free-form roadmaps - Create, edit, and switch between views with display preferences such as grouping, milestones selection, dependencies selection, and tracking mode for free-form roadmaps. You can create personal views that are private to you, or public views that can be shared with stakeholders who have access to the free-form roadmap. [Write planning item skill](https://www.servicenow.com/docs/access?context=refine-text-with-write-planning-item-skill&family=yokohama&ft:locale=en-US) : * Improve record quality and user satisfaction by enabling AI assistance in the Description field across all Strategic Planning Workspace forms, including product idea, demand, epic, project, capability, feature, and story. * Enable text refinement with the Elaborate and Shorten options on planning items to support product managers and agile team members in creating and editing content more effectively. [Cycle time report for Agile teams in EAP dashboards](https://www.servicenow.com/docs/access?context=eap-agile-team-dashboard&family=yokohama&ft:locale=en-US) : Analyze how long the stories take for your Agile team to move from an in-progress state to completion. Each bubble on the chart represents a story and the chart shows stories completed in the past 30 days. You can compare the cycle times of stories that have different story points and review the trend in the time taken by the team to complete them. Using this data, identify the stories that took longer to complete and analyze the reasons so that you can draft an action plan to optimize the team's cycle time in the future. [Kanban configuration for EAP teams](https://www.servicenow.com/docs/access?context=agile-configurations-in-eap&family=yokohama&ft:locale=en-US) : Use the Kanban configuration for teams that don't prefer to work in an iteration-based schedule. You can activate the predefined Kanban configuration and add teams to your Agile structure or you can modify an existing configuration by setting the Planning calendar field to None. [Column filters in EAP Backlog](https://www.servicenow.com/docs/access?context=using-eap&family=yokohama&ft:locale=en-US) : Quickly find the work items that you need by using column-level filters for the data on your EAP Backlog. You can filter on any column that is displayed on the Backlog tab. [Generate stories from epics and features using Now Assist for EAP](https://www.servicenow.com/docs/access?context=generate-stories-from-epics-now-assist-eap&family=yokohama&ft:locale=en-US) : Break down epics and features into stories using the Now Assist Agile story generation skill in the EAP workspace. Using the available details such as name, description, docs content, and any existing stories, Now Assist provides story recommendations for your epic or feature. You can let Now Assist generate stories using its initial recommendations or you can choose to split or combine the story recommendations before prompting Now Assist to create the stories. [Create a 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 planning items in 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 scenarios financially and automatically allocate the planned budget to planning items from approved scenarios. * Enable the new budget allocation property (sn_invst_pln.enable_budget_allocation_v2) to perform financial analysis in scenario planning and take effective decisions by data-driven insights. [Plan efficiently with additional pre-defined lenses](https://www.servicenow.com/docs/access?context=lens-alignment-planner-workspace&family=yokohama&ft:locale=en-US) : Using the Digital Product lens, portfolio managers can plan, prioritize, and roadmap the work in the Strategic Planning Workspace based on the digital products by aligning with the business strategy. The lens is supported with the work items, epic, and product idea. With the Digital Product lens, you can also do high-level planning using the Product Enhancement entity. By default, the Product Enhancement entity is enabled for high-level planning. [View financial data of your planning items at portfolio level](https://www.servicenow.com/docs/access?context=using-portfolio-financials-spw&family=yokohama&ft:locale=en-US) : * View the rolled-up financial costs and benefits data of your planning items such as Epics, Demands, and Projects at the portfolio level for different time scales and ranges. * View the Budget, Planned, Variance, Actuals, and Remaining Estimates of the financials costs by expense type or cost type. * View the Forecasts, Actuals, and Variance of monetary benefits. [Real-time collaboration for EAP Docs](https://www.servicenow.com/docs/access?context=docs-for-eap-teams-and-planning-items&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. The real-time collaboration feature for docs is also available for planning items in the Strategic Planning Workspace. See [Docs for planning items](https://www.servicenow.com/docs/access?context=docs-for-planning-items-in-spw&family=yokohama&ft:locale=en-US). Note: To use the full functionality of Docs v6.6.0 within Strategic Planning Workspace, ensure that you upgrade Strategic Planning Workspace to v4.5.0. For more information, see [KB2017926](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB2017926). | | Zurich | [Integrate Enterprise Agile Planning (EAP) with Atlassian Jira](https://www.servicenow.com/docs/access?context=spw-jira-landing&family=zurich&ft:locale=en-US) : Facilitate execution of the work planned in EAP and executed in Jira. With this integration, enable seamless tracking of work across tools with bidirectional sync between Jira and EAP. Key updates made in one system, such as a status change or field update for Epics and Stories, will automatically reflect in the other. This integration ensures your team can collaborate and track development efforts without switching contexts, reducing manual effort and improving visibility across platforms. [Enterprise Agile Planning (EAP) integration with CWM](https://www.servicenow.com/docs/access?context=agile-sprint-planning-in-cwm&family=zurich&ft:locale=en-US) : Enhance visibility, planning, and execution for your teams with seamless integration between EAP and CWM. For Agile teams managing non-agile work items such as incidents and change tasks, this integration bridges the gap by automatically creating a dedicated Space and Board in CWM. Agile work is seamlessly brought over via Connected Work, while EAP sprints are reflected directly in CWM's Sprint planning view, thus enabling unified planning across work types. Teams can plan work for their sprints and update work status directly from the CWM Board, with performance reports in EAP dynamically reflecting these changes. This integration enables teams to manage their full scope of work from a single, connected workspace. [Dynamic data linking in Docs](https://www.servicenow.com/docs/access?context=docs-for-planning-items-in-spw&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-strategic-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. [Strategic Planning and AI Control Tower](https://www.servicenow.com/docs/access?context=better-together-with-other-apps-spw&family=zurich&ft:locale=en-US) : Categorize your strategic priorities, goals, planning items, and execution items---projects and demands as Artificial Intelligence to track and monitor strategy progress from the AI Control Tower workspace. Use the Type field for strategic priorities, the Category field for goals, the Investment type field for planning items - to classify them as Artificial Intelligence and monitor their progress in the AI Control Tower workspace. [Portfolio plan enhancements](https://www.servicenow.com/docs/access?context=create-portfolio-plans-in-alignment-planner-workspace&family=zurich&ft:locale=en-US) : * Create portfolio plans for AI-related items by applying a filter on the planning item tables, setting the Investment type field value to Artificial Intelligence during portfolio plan creation. This allows you to focus exclusively on AI-related items. * With the sn_align_core.apw_admin role, you can update the following system properties: * sn_align_core.planning_item_types_allow_list - Defines the planning item types that can be configured and allowed for a portfolio plan. * glide.ui.sn_align_core_dependency_activity.fields - Enables activity stream for the dependency formatter fields. * sn_align_ws.gantt_show_higher_planning_upper_entities - Enables display of entire hierarchy of lens structure from top to bottom in prioritization hierarchy view for high-level portfolio plans. * sn_align_ws.portfolio_plan_items_limit - Defines the number of planning items to be loaded on the planning page. [Roadmap enhancements](https://www.servicenow.com/docs/access?context=roadmaps-in-alignment-planner-workspace&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. * Match milestone colors with their status labels across the roadmap, milestone popover, and side panel. For example, a missed milestone displays the same color in all locations. * With the sn_align_core.apw_admin role, you can define the number of milestone items to be loaded in the Roadmap tab. The sn_align_ws.item_milestone_limit system property allows you to define the number of milestone items to be loaded in the Roadmap tab. * With the sn_align_core.apw_admin role, you can define the list of planning item types that can be created in a free-form roadmap. The sn_align_ws.freeform_planning_items_creation_list system property allows you to define the list of planning item types that can be created in a free-form roadmap. [Quick filters enhancements](https://www.servicenow.com/docs/access?context=managing-backlog-alignment-planner-workspace&family=zurich&ft:locale=en-US) : Apply filters using string-type and boolean field values across the Planning page and Scoring 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. [Investment type and Investment class fields on the Planning item table](https://www.servicenow.com/docs/access?context=planning-item-form&family=zurich&ft:locale=en-US) : The Investment type and Investment class fields have been added to the Planning item \[sn_align_core_planning_item\] table to enable these attributes to be defined at the parent planning item level. A new value, Artificial Intelligence, has also been added to the Investment type field to categorize a planning item as an Artificial Intelligence initiative. [Goal management enhancements](https://www.servicenow.com/docs/access?context=managing-goals-in-alignment-planner-workspace&family=zurich&ft:locale=en-US) : * With the sn_gf_goal_admin role, you can update goal-specific system properties: * sn_align_ws.goal_hierarchy.max_records - Defines the number of targets to load on the Hierarchy tab in the Targets view. The default value is 250. * glide.ui.sn_gf_goal_activity.fields - Enables activity stream for fields of the goals. * Experience faster loading of goals data, even when large volumes of data are present. * With the sn_gf.goal_admin role, you can edit any goal and target as needed, even when you aren't the owner or contributor of a goal or target. * With both the sn_gf_goal_admin and sn_apw_advanced.spw_goal_user roles, you can edit target breakdowns as needed. [Financial enhancements](https://www.servicenow.com/docs/access?context=using-financials-spw&family=zurich&ft:locale=en-US) : * View only the planned costs of your planning items to track the total cost of your planning items. * 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-dw&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&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 in Next Experience for Demand Management](https://www.servicenow.com/docs/access?context=identify-similar-demand-records&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=spw-ridac-landing&family=australia&ft:locale=en-US) : * Create and associate risks, issues, decisions, actions, and changes (RIDAC) with all planning items, goals, and EAP (Enterprise Agile Planning) iterations to track planning uncertainties. * Access a dedicated RIDAC menu in Strategic 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. [Creating iterations for teams in EAP](https://www.servicenow.com/docs/access?context=simplified-iteration-creation-in-eap&family=australia&ft:locale=en-US) : From EAP version 4.17.0, create Planning Intervals and Sprints directly from the Backlog by entering their start and end dates. The underlying planning calendar entries are created for you, so nobody has to define them before teams can plan. The following capabilities support this flow: * Users with the new `sn_apw_advanced.eap_scrum_master` role create the first iteration for a set of teams that share a planning calendar. After that timeline exists, users with the `sn_apw_advanced.eap_user` role create the following iterations for the other ARTs and teams that share it. * Select Have unique calendars on an EAP configuration to give each ART that you add afterward its own planning calendar. By default, the ARTs in a configuration share one calendar and follow one cadence. * When an Agile Team joins an ART, the in-progress Sprint and the upcoming Sprints are created for that team automatically. * Planning calendar entries that your admin defined earlier remain valid. Teams can continue to create iterations within the timelines that those entries define. [Refresh without losing your place in the EAP Hierarchy tab](https://www.servicenow.com/docs/access?context=eap-hierarchy-tab&family=australia&ft:locale=en-US) : Selecting Refresh in the Hierarchy tab now reloads your data without collapsing the rows you've already expanded or resetting your scroll position. Rows deleted by someone else are removed silently, and new child items appear under their expanded parent. If the grid displays more than 100 non-root items or 100 stories, you're asked to confirm before all rows are collapsed. [View or delete a dependency directly from the EAP Planning board](https://www.servicenow.com/docs/access?context=work-item-dependencies-in-eap&family=australia&ft:locale=en-US) : Select a dependency line on the Planning board to open the dependency record in a side panel, without navigating to the work item's full details page. Review the dependent and prerequisite items, or select Delete to remove the dependency directly from the panel. [Backlog and Hierarchy access for CWM connected teams](https://www.servicenow.com/docs/access?context=integrate-eap-with-collaborative-work-management&family=australia&ft:locale=en-US) : Teams connected to CWM can now access the Backlog and Hierarchy tabs in EAP. Because sprints are started and completed from the CWM Board, the Start Sprint and Complete Sprint options are hidden in the EAP Backlog for these teams. [Plan efficiently with additional pre-defined lenses](https://www.servicenow.com/docs/access?context=lens-alignment-planner-workspace&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. [Move work items to the top or bottom in EAP Backlog](https://www.servicenow.com/docs/access?context=schedule-work-items-into-iterations-in-eap-backlog&family=australia&ft:locale=en-US) : Promote an urgent story to the top of a sprint or push deprioritized work to the bottom of a long backlog without dragging items across multiple pages. Right-click any story, feature, capability, or epic in the EAP Backlog, iteration, or team grid and select Move to top or Move to bottom to re-prioritize the work item in one action. Prioritization changes take effect across all pages, so you can act on shifting priorities even when the work item is far from its target position. [Live updates in the EAP Hierarchy tab](https://www.servicenow.com/docs/access?context=eap-hierarchy-tab&family=australia&ft:locale=en-US) : Keep working in your hierarchy without breaking your flow each time you create a work item. When you create a work item with the Hierarchy tab open, it is added to your current view immediately, so you don't need to refresh the page to see a new story, feature, capability, or epic. A new top-level item appears alongside the existing top-level items for the selected portfolio configuration. A new child item appears under its parent when that parent is expanded. [Active work first in the EAP Backlog](https://www.servicenow.com/docs/access?context=using-eap&family=australia&ft:locale=en-US) : Plan and prioritize without sifting through completed or cancelled work. The Backlog section of the EAP Backlog tab now hides completed and cancelled work items by default, so the list shows only what your teams have to work on. Sprint and Planning Interval (PI) sections continue to show all work items, giving you visibility into both ongoing and finished work for each iteration. Admins can change these settings for either sections using two new system properties: `sn_apw_advanced.show_inactive_items_in_backlog_list` for the Backlog section and `sn_apw_advanced.show_inactive_items_in_iteration` for iteration sections. [Epic status assessment](https://www.servicenow.com/docs/access?context=assess-epic-status-now-assist-eap&family=australia&ft:locale=en-US) : Automatically evaluate epic health across six risk dimensions using the Epic status assessment skill in Enterprise Agile Planning. Now Assist analyzes story health, blocked stories, dependencies, progress, timeline, and ownership to return a red, yellow, or green status with plain-English reasoning. Portfolio managers can quickly assess epic risks without manually reviewing stories, timelines, and assignments by selecting the Epic status button on the epic record page. [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 for 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. [AI-generated insights for goals](https://www.servicenow.com/docs/access?context=generate-insights-for-goal-strategy&family=australia&ft:locale=en-US) : * Generate AI‑powered insights using the goal insights skill to gain predictive, actionable visibility into goal health. By analyzing the goal, goal targets, subgoals, and aligned work, the system delivers data‑driven insights that help goal owners and contributors manage risks proactively and improve goal outcomes. Insights include AI-forecasted status, confidence of achieving the goal, targets at risk, and aligned work or recommendations that have been delayed or stalled. * View the AI-forecasted status for goals and targets in the grid, generated automatically via the Goal insights generation scheduled job, along with the rationale for the generated status. * Configure run frequency and set of goals to run the Goal insights generation scheduled job as need. The job is inactive by default. [Story generation for epics in Agile Development 2.0 and EAP](https://www.servicenow.com/docs/access?context=generate-stories-quickly-for-eap-and-agile-2-0&family=australia&ft:locale=en-US) : Generate a complete user story, including title, description, and acceptance criteria, directly from an epic instead of creating one. By providing one or two lines of context, you can generate a story and edit inline before saving. This skill is available in both Agile Development 2.0 and EAP. [Next Experience for Demand Management](https://www.servicenow.com/docs/access?context=demand-workspace&family=australia&ft:locale=en-US) : Next Experience for Demand Management delivers a unified experience for managing strategic and operational demands in Strategic 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=use-demands-dmnd-wpc&family=australia&ft:locale=en-US) : * Create and manage a demand in Next Experience for Demand Management using guided tabs that help you define alignment, estimate costs, and confirm readiness as you build out the demand. * Collaborate on demands through Docs, with execution and planning synced. * View, add, and edit cost plans and budgeting details using related lists. [Use Playbooks in Next Experience for Demand Management](https://www.servicenow.com/docs/access?context=use-playbooks-in-dw&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 playbook or a custom playbook. Custom playbooks support multiple demand management processes across your organization's multiple demand management processes. [Associate AI systems with demands in Next Experience for Demand Management](https://www.servicenow.com/docs/access?context=use-playbooks-in-dw&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. [Summarize demands using AI](https://www.servicenow.com/docs/access?context=summarize-demand-in-demand-workspace&family=australia&ft:locale=en-US) : Generate a concise, structured summary of any demand using the demand summarization skill through the Summarize button in the demand form. The skill reviews the demand fields and helps create a clear summary of the demand. [Strategy and Goals](https://www.servicenow.com/docs/access?context=strategy-goals-landing-page&family=australia&ft:locale=en-US) : Use boards in Strategy and Goals to organize and manage your organization's strategic priorities and objectives. A board is a collection of strategic plans, priorities, objectives, and key results based on your selected filter criteria---helping you stay focused and manage them effectively. * Managing boards: * Create boards step by step, choosing whether to base them on strategic plans, priorities, goals, or both. Define what items to display using advanced filter conditions. * Build boards tailored to specific goals by entity type and entity, ensuring focus on the goals that matter most. * Share boards with stakeholders to align efforts and drive shared outcomes. * Add boards to your favorites for faster navigation. * Managing strategy and goals using boards: * Create and organize strategic plans, strategic priorities, goals, and key results in a single, focused view. * Associate work or planning items with goals or targets to align your current or future work with your strategic priorities, helping your team achieve goals and targets efficiently. * As the goal or process owner, send notifications to target owners or contributors to ensure timely updates of target actuals. * Target owners and contributors receive reminder notifications for check-in updates before the due date. * With ServiceNow Otto for Strategic Portfolio Management, generate measurable targets for your goals to reduce the effort of defining clear success criteria, and gain actionable insights to identify at‑risk goals, assess forecasted status, and act on AI‑driven recommendations. [Portfolio plan goals enhancements](https://www.servicenow.com/docs/access?context=managing-goals-in-alignment-planner-workspace&family=australia&ft:locale=en-US) : * Owners and contributors are notified when they're mentioned in a goal, target, or when comments are added. * Define targets across multiple organizational levels with the Assigned entity field in the target form. This enables targets created at higher levels (for example, Company) to be directly assigned to lower levels (for example, Business Unit, Department), eliminating redundant subgoal creation, and streamlining overall goal management. * Status --- Green, Yellow, Red, or None --- rolls up automatically from target breakdowns to the target for targets set to cumulative distribution, and from targets and subgoals to the goal. [Portfolio plan enhancements](https://www.servicenow.com/docs/access?context=create-portfolio-plans-in-alignment-planner-workspace&family=australia&ft:locale=en-US) : * Visualize planning items in lanes with the new Kanban tab in the Planning page and access the Hierarchy tab directly from the same location. These tabs replace the previous access point in the Prioritization tab, offering a more streamlined way to view and manage planning items. * Save filter views specific to the Kanban tab and 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 Strategic 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 Strategic Planning Workspace and can't be edited directly. * Set planning item status to No status when a status has not been determined, in addition to the existing Green, Yellow, and Red values, giving planners the flexibility to update the status as needed. By default, the status is set No status when a planning item is created. * 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. [Hierarchy tab for EAP teams](https://www.servicenow.com/docs/access?context=eap-hierarchy-tab&family=australia&ft:locale=en-US) : Gain visibility into how your work connects to broader organizational goals by viewing the complete work item hierarchy directly in the EAP workspace. Expand any epic to see its capabilities, features, and stories across Solution Trains, ARTs, and Agile Teams without switching between multiple screens or running separate reports. Customize your view by selecting which columns appear in the hierarchy grid and adjusting column widths to match your workflow. Your column preferences persist across sessions, so your configured view is ready each time you return. The Hierarchy tab requires your admin to enable it through the sn_apw_advanced.enable_hierarchy_view system property. See [Enable Hierarchy tab in EAP](https://www.servicenow.com/docs/access?context=hierarchy-enable-eap&family=australia&ft:locale=en-US). [Open EAP work items in new browser tab](https://www.servicenow.com/docs/access?context=using-eap&family=australia&ft:locale=en-US) : Open work items from the EAP Backlog and Hierarchy pages in a new browser tab, so you never lose your context. Right-click any work item, or use the item options menu, to open its full details in a separate tab. This feature lets you review and compare multiple work items side by side without losing your current view. [Financials for planning items](https://www.servicenow.com/docs/access?context=using-financials-spw&family=australia&ft:locale=en-US) : * Migration of financial baselines: * Migrate the financial baselines of projects, which includes investment currency support. * While migration, financial baselines will now include actuals, costs, benefits, and budget values from the project currency to the investment currency. * Streamlined currency fields while using multicurrency: * New and existing customers will now 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. [Admin role enhancements in Feedback](https://www.servicenow.com/docs/access?context=components-installed-with-product-feedback&family=australia&ft:locale=en-US) : The read role sn_align_core.pf_read and write role sn_align_core.apw_admin are added to the following system properties in Feedback and Product idea: * sn_apw_advanced.product_feedback_allowed_non_planning_items_for_link_item * sn_apw_advanced.product_feedback_product_idea_filters * sn_apw_advanced.product_feedback_feedback_filters * sn_apw_advanced.feedback.idea_feedback_queue_address | [ ] ## Changes Between your current release family and Australia, some changes were made to existing Strategic Planning features. {#dfrn3-strategicplanning-summary__entry__22} | Release | Release notes | |-|-| | Xanadu | [Break down work from a parent work item](https://www.servicenow.com/docs/access?context=breakdown-work-eap-epics-capabilities-child-work&family=xanadu&ft:locale=en-US) : Create child work items directly from the parent record page. * The Child items tab on the work item record page is replaced with the tabs of each associated child item. For example, the full details page of an Epic shows separate tabs for its child work items, capabilities, features, and stories, based on the EAP configuration. * New button is added to each tab to create work items directly from the parent work item record page. [Enhancements to the PI planning board in EAP](https://www.servicenow.com/docs/access?context=pi-planning-eap&family=xanadu&ft:locale=en-US) : The PI planning board displays all work assigned to the current Agile structure level as well as its child teams. [Feedback](https://www.servicenow.com/docs/access?context=product-feedback-landing&family=xanadu&ft:locale=en-US) : The Product Feedback application name is changed to Feedback. | | Yokohama | [Skill name updates](https://www.servicenow.com/docs/access?context=alignment-planner-workspace-landing-page&family=yokohama&ft:locale=en-US) : * Renamed the Planning item Gen AI Docs to the Planning item doc summarization skill in Strategic Planning. * Renamed the EAP Teams Gen AI Docs to the EAP doc summarization skill in Enterprise Agile Planning. * Added the Write planning items skill in Strategic Planning. [Capacity Planning name updates](https://www.servicenow.com/docs/access?context=using-cap-plan-spw&family=yokohama&ft:locale=en-US) : Change in the name of the Capacity Planning tab to Capacity in the planning view. [Financials UI changes](https://www.servicenow.com/docs/access?context=using-portfolio-financials-spw&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. [Changes in planning item forms](https://www.servicenow.com/docs/access?context=epic-form&family=yokohama&ft:locale=en-US) : The dates in the Planned start date and Planned end date fields are editable for all planning item types other than Demand and Project planning item types. Also, the State field is editable for EAP planning items and its child items. | | Zurich | [Enhancements to tables in Docs](https://www.servicenow.com/docs/access?context=docs-for-planning-items-in-spw&family=zurich&ft:locale=en-US) : * Resize the column width of a table per your preference. * Add color to single or multiple table cells. 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 UI changes](https://www.servicenow.com/docs/access?context=using-financials-spw&family=zurich&ft:locale=en-US) : * New Display mode in the Financials record page to select and view forecast, compare planned vs actual costs, planned costs, or allocate budget. * Select and view forecasts, compare planned vs. actual costs, and view planned costs or the allocated budget through a new display mode on the Financials record page. * 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). [Investment type and Investment class fields](https://www.servicenow.com/docs/access?context=planning-item-form&family=zurich&ft:locale=en-US) : The Investment type and Investment class fields have been deprecated from the Project and Demand planning item tables. These fields are now created at the parent level in the Planning item \[sn_align_core_planning_item\] table. [Goal management](https://www.servicenow.com/docs/access?context=managing-goals-in-alignment-planner-workspace&family=zurich&ft:locale=en-US) : By default, only active goals---those goals with the Active field set to true---are displayed across the workspace. This change applies to the Dashboards and Goals and targets tabs on the Goals page, the Goal/Parent goal reference fields in all applicable tables, and all relevant dashboards. [Default related list view changes for Stories](https://www.servicenow.com/docs/access?context=create-single-or-multiple-child-items-for-epic-in-eap&family=zurich&ft:locale=en-US) : In the Stories list for an Epic, Feature, or Capability in the Enterprise Agile Planning workspace, the Assignment group and Sprint columns in the default related list view are replaced with the EAP team and Iteration columns. | | Australia | [Australia Patch 5](https://www.servicenow.com/docs/access?context=australia-patch-5&family=australia&ft:locale=en-US)[Summarize demands using AI](https://www.servicenow.com/docs/access?context=summarize-demand-in-demand-workspace&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 Management](https://www.servicenow.com/docs/access?context=similar-demand-identification-using-now-assist&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-plan-spw&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. [Components installed with Enterprise Agile Planning](https://www.servicenow.com/docs/access?context=components-installed-with-enterprise-agile-planning&family=australia&ft:locale=en-US) : The EAP role hierarchy is updated. The `sn_apw_advanced.eap_admin` role now contains `sn_apw_advanced.eap_scrum_master`, which in turn contains `sn_apw_advanced.eap_user`. The `sn_apw_advanced.eap_admin` role no longer contains `sn_apw_advanced.eap_user` directly. As a result, the following actions require the `sn_apw_advanced.eap_scrum_master` role: * Changing the start date or the end date of an iteration. * Creating, editing, and deleting planning calendars and calendar spans. Because `sn_apw_advanced.eap_admin` contains `sn_apw_advanced.eap_scrum_master`, users with the admin role keep access to these actions. [Demand summarization skill enhancements](https://www.servicenow.com/docs/access?context=demand-summary-demand-classic&family=australia&ft:locale=en-US) : The demand summarization skill incorporates data from related entities when generating a summary. In addition to demand record fields, the summary includes insights from demand tasks, cost plans, monetary and non-monetary benefit plans, resource assignments, and work notes. The generated summary covers business requirements, timeline, risks, stakeholder comments, cost, effort, monetary and non-monetary benefits, and ROI. [Next Experience for Demand Management](https://www.servicenow.com/docs/access?context=demand-workspace&family=australia&ft:locale=en-US) : * The Demands icon has been added to the Strategic Planning L1 menu to open the All Demands home page. * The State field on the All Demands 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. [Changes to Target form](https://www.servicenow.com/docs/access?context=target-form-egm&family=australia&ft:locale=en-US) : The following fields have been added to the Target form to support defining targets at multiple organizational levels. * Assigned entity * Company * Business Unit * Department * Portfolio * Product model * Value stream * Initiative * Strategic Program [Changes to Strategic Priority form](https://www.servicenow.com/docs/access?context=strategic-priority-form&family=australia&ft:locale=en-US) : The Status field has been added to the Strategic Priority form, enabling you to set the status of a strategic priority as None, Green, Yellow, or Red. [Hierarchy and List views in Prioritization](https://www.servicenow.com/docs/access?context=managing-backlog-alignment-planner-workspace&family=australia&ft:locale=en-US) : The Kanban and Hierarchy views have been removed from the Prioritization page and are now available as separate tabs in the Planning page. This change improves navigation by consolidating all planning-related views in one place. [Large language models on the ServiceNow AI Platform](https://www.servicenow.com/docs/access?context=exploring-large-language-models&family=australia&ft:locale=en-US) : The Now LLM Service is no longer the default model provider for new or inactive AI assets. A third-party LLM is now selected by default, while existing configurations using the Now LLM Service continue unchanged. The Now LLM Service is still available for manual selection. | [ ] ## Removed Between your current release family and Australia, some Strategic Planning features or functionality were removed. {#dfrn3-strategicplanning-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 Strategic Planning features or functionality were deprecated. {#dfrn3-strategicplanning-summary__entry__42} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | The Investment class and Investment type fields have been deprecated from the Project \[sn_align_core_project\] and Demand \[sn_align_core_demand\] tables. | | Australia | No updates for this release. | [ ] ## Activation information Review information on how to activate Strategic Planning. {#dfrn3-strategicplanning-summary__entry__52} | Release | Release notes | |-|-| | Xanadu | Install Strategic 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 Strategic 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: Strategic Planning is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | | Zurich | Activation information : Install Strategic 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: Strategic Planning is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | | Australia | Activation information : Install Strategic 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: Strategic 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 Strategic Planning we have noted them here. {#dfrn3-strategicplanning-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 Strategic Planning we have noted them here. {#dfrn3-strategicplanning-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 Strategic Planning, such as specific requirements or compliance levels. {#dfrn3-strategicplanning-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 Strategic Planning we have noted them here. {#dfrn3-strategicplanning-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 Strategic Planning we have noted them here. {#dfrn3-strategicplanning-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. * Update actuals and track the progress of your targets in daily, weekly, monthly, quarterly, or yearly intervals with the enhanced target breakdown feature. * Filter the planning items and roadmap bars with multi-value fields, such as tags, business applications, and business capabilities. * Create rich-text documents to store and manage artifact information for planning items and Agile teams in EAP. * 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. * 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 [Strategic Planning](https://www.servicenow.com/docs/access?context=alignment-planner-workspace-landing-page&family=xanadu&ft:locale=en-US) for more information. | | Yokohama | * Reduce time and effort by using story recommendations from Now Assist to break down your epics and features in Enterprise Agile Planning (EAP). * Collaborate in real time on docs with multiple editors. * View the rolled-up financial costs and benefits data of your planning items on the new Financials tab in the Planning page. * View the financial data of planning items while creating multiple prioritization scenarios for efficient use of budget and to get better ROI. * Use dashboards to monitor performance, track progress, and make informed decisions related to ideas, feedback, planning, and execution. * Create, edit, and switch between views with display preferences for portfolio plans and free-form roadmaps. * Enhance the quality of planning item descriptions by enabling AI assistance. See [Strategic Planning](https://www.servicenow.com/docs/access?context=alignment-planner-workspace-landing-page&family=yokohama&ft:locale=en-US) for more information. | | Zurich | * Categorize your strategic priorities, goals, planning items, and execution items---projects and demands as Artificial Intelligence to track and monitor their progress from the AI Control Tower workspace. * 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 on the Planning and Scoring pages. * Work on financial planning for various planning items such as Capabilities, Features, and so on. * 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. * 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 [Strategic Planning](https://www.servicenow.com/docs/access?context=alignment-planner-workspace-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. * 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. * Monitor demand distribution, financials, and data quality at a glance using Dashboard in Next Experience for Demand Management. * Create and manage demands from the Next Experience for Demand Management in Strategic Planning. Guide demand managers and users through predefined stages and actions for each demand process using Playbooks 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. * Use boards in Strategy and Goals to group and manage strategic priorities and objectives for your organization. Use the goal insights skill to generate insights for goals to gain predictive, actionable visibility into goal health. * Send notifications to target owners or contributors to ensure timely updates of target actuals. Define targets across multiple organizational levels with the Assigned entity field in the target form. * Consistent financial reporting across all baselines by support of investment currency on migrated financial baselines. * Simplified user experience and focus on investment level financials view on investment currency fields for new customers. Complete and accurate currency data in all financial baselines for existing customers are now upgraded to include investment currency values. See [Strategic Planning](https://www.servicenow.com/docs/access?context=alignment-planner-workspace-landing-page&family=australia&ft:locale=en-US) for more information. | [ ]