--- sourceDocument: australia Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/australia/delta-yokohama-australia Release : - australia ft:locale : - en-US ft:publication_title : - australia Combined Product Files ft:clusterId : - delta3ay bundleId : - delta3ay --- # Combined Project Portfolio Management release notes for upgrades from Yokohama to Australia # Combined Project Portfolio Management release notes for upgrades from Yokohama to Australia {#ariaid-title1} Release version: Australia Updated October 8, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 13 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 Project Portfolio Management Release Notes for Upgrades from Yokohama to Australia This consolidated document provides important information for ServiceNow customers upgrading their Project Portfolio Management (PPM) from the Yokohama release through Zurich to the Australia release. It summarizes new features, key changes, deprecations, and activation instructions to guide customers through preparing, executing, and optimizing their upgrade process. Show full answer Show less ## New Features * **Demand Management Enhancements:** * Identify similar demand records using the Now Assist AI skill, which compares Name, Description, and Business Case fields for contextual similarity. * Convert demands to Enterprise Agile Planning (EAP) entities like Epic, Feature, or Capability directly from Demand Management. * Associate AI systems with demands via the AI Associations tab, enabling selection or creation of impacted AI systems within the demand workflow. * Generate summarized demand records with the demand summarization skill that compiles key insights including business requirements, timeline, risks, costs, and benefits. * Improved UI with the Next Experience for Demand Management, offering a unified layout, guided stages, and enhanced navigation. * **Resource and Project Management Updates:** * Migrate resource plan notes to resource assignments for clearer insights in Resource Management Workspace. * Enhancements to resource allocation including a heatmap modal to monitor resource status, capacity, and utilization, plus inline editing for resource assignment cells. * Synchronize resource assignment dates with project dates and automatically end assignments when projects conclude. * Manage resource assignments from a dedicated Resource page within Project Workspace. * Apply confidentiality settings to projects to secure sensitive data and sub-projects. * Track project task activities with checklists. * **AI Platform Licensing Tiers:** ServiceNow AI Platform now offers three tiers---Foundation, Advanced, and Prime---enabling customers to access AI features, generative AI skills, and agentic workflows based on their license. * **UI and Theme Improvements:** Coral is now the default theme for portals and mobile experiences, with a dark theme option available. ## Changes * Demand Management UI enhancements include new buttons and related lists for identifying similar demands and managing EAP entity conversions. * Investment Type field now includes an Artificial Intelligence value to categorize AI-related demands. * Demand form field labels updated for new installations (e.g., Planned start/end dates). * Large language model (LLM) service defaults updated in Australia Patch 4, with third-party LLMs being default for new or inactive AI assets. * Admin role restrictions tightened for editing certain properties and access control lists to enhance security. ## Deprecations and Removals * Several legacy features and modules are being deprecated or removed, including: * Resource Management reports replaced by interactive dashboards in Resource Management Workspace. * Resource Allocation workbench and Capacity planning overview removed from navigation for new customers. * Scenario Planning, Project Status Report mobile app, PMO dashboard, Investment Portal, and Project Workbench are hidden and no longer available for activation, but remain supported. * Permission changes for Demand Management stakeholder register and bubble chart workbench to improve role-based access. ## Activation and Requirements * Project Portfolio Management is activated via the PPM Standard plugin (com.snc.financialplanningpmo) across all releases. * Strategic Spend Tracking for PPM is available through the ServiceNow Store. * No new browser, localization, or accessibility requirements were introduced between Yokohama and Australia releases. ## Practical Implications for Customers * Leverage AI-driven capabilities such as demand similarity detection and summarization to improve demand evaluation and prioritization. * Use enhanced resource management tools and visualizations to optimize resource utilization and project execution. * Secure confidential projects with granular confidentiality settings to control data access. * Transition to new reporting tools and dashboards to maintain consistent, up-to-date project reporting. * Prepare for the phased removal of legacy tools by adopting newer workspaces and dashboards aligned with Australia release capabilities. Consolidated page of all release notes for Project Portfolio Management from Yokohama to Australia. ## How to use this page To help you prepare for your upgrade, we have combined the cross-family Project Portfolio Management release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Yokohama 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 Project Portfolio Management to Australia Before you upgrade to Australia, review these pre- and post-upgrade tasks and complete the tasks as needed. {#dfrn3-projectportfoliomanagement-summary__entry__2} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | 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 Project Portfolio Management. {#dfrn3-projectportfoliomanagement-summary__entry__10} | Release | Release notes | |-|-| | Yokohama | [Identify similar records using Now Assist](https://www.servicenow.com/docs/access?context=identify-similar-demand-records&family=yokohama&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. [Migrate notes of resource plans to resource assignments](https://www.servicenow.com/docs/access?context=migrate-rsrc-plan-rsrc-asgnmnt&family=yokohama&ft:locale=en-US) : Migrate the existing resource plan notes along with the allocation details to resource assignments and get clear insights while working with resource assignments in Resource Management Workspace. [Resource allocation and heatmap enhancements](https://www.servicenow.com/docs/access?context=use-resource-mgmt-prj-wksp&family=yokohama&ft:locale=en-US) : * Use the allocation heatmap modal to view resource status, remaining capacity, and utilization and enable resource managers to assess task efforts. * Use inline editing to update one or multiple cells in child resource assignments. * Added new fields for resource assignment: * Name * Ready for review * Notes * Extend a resource assignment for a project or project task using the Extend row context menu action. [Migrate old status reports to new reporting tool](https://www.servicenow.com/docs/access?context=view-status-report-in-project-workspace&family=yokohama&ft:locale=en-US) : Import your old status reports to a new status report tool for a consistent and organized reporting system. [Apply confidentiality settings to your projects](https://www.servicenow.com/docs/access?context=configuring-security-for-a-project-in-pw&family=yokohama&ft:locale=en-US) : Secure sensitive projects by applying confidentiality settings to your projects and make sure only authorized users can access confidential data and sub-projects. [Use checklist for project tasks](https://www.servicenow.com/docs/access?context=c_project-task-checklists&family=yokohama&ft:locale=en-US) : Track the list of activities to be completed for a task by creating a checklist for your project tasks. | | Zurich | [Identify similar records using Now Assist](https://www.servicenow.com/docs/access?context=identify-similar-demand-records&family=zurich&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. [Convert demands to EAP entities](https://www.servicenow.com/docs/access?context=t_CrtArtftDmdMnu&family=zurich&ft:locale=en-US) : Convert your demand records quickly to Enterprise Agile Planning (EAP) entities, such as Epic, Feature, or Capability. When you convert a demand, the system generates a new record of the selected entity type, replicates common fields from the demand, and moves the demand to the Approved state. [Manage projects](https://www.servicenow.com/docs/access?context=use-projects-pw&family=zurich&ft:locale=en-US) : * End resource assignments when a project ends, view assignment details, and synchronize assignment dates with project dates. * Access and edit the resource details directly from the Resource page without switching between views. | | Australia | [Associate AI systems with demands in Demand Management](https://www.servicenow.com/docs/access?context=associate-ai-systems-with-demands&family=australia&ft:locale=en-US) : Add and manage AI system associations directly from the AI Associations tab in Demand Management. You can select impacted AI systems or create AI systems using related links directly within the demand workflow. [Summarize demand records with the demand summarization skill](https://www.servicenow.com/docs/access?context=demand-summary-demand-classic&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. [ServiceNow product tiers](https://www.servicenow.com/docs/access?context=ai-native-sku-overview&family=australia&ft:locale=en-US) : The ServiceNow AI Platform now brings you a new AI experience with three licensing tiers available: * Foundation: AI basics to deliver insights * Advanced: AI to boost productivity across relevant use cases * Prime: Act autonomously with all AI assets, and create your own Depending on your license, you will have access to certain application features, generative AI skills, agentic workflows, and AI agents. [Admin role enhancements in Demand Management](https://www.servicenow.com/docs/access?context=c_DemandManagement&family=australia&ft:locale=en-US) : * Enabling all users to create ideas with a minimum read role added to the com.snc.idea.universal_request.copy_fields system property. * The com.snc.idea.universal_request.copy_fields system property can be updated only by users with the idea_admin or pps_admin roles. * Help ensure that only authenticated users have access to the bubble chart workbench through the UserIsAuthenticated condition added to the bubble chart workbench ACL (access control list). [Admin role enhancements in Project Management](https://www.servicenow.com/docs/access?context=r_InstalledWithProjectManagement&family=australia&ft:locale=en-US) : The Project properties can be edited only by users with the pps_admin role. [Admin role enhancements in Innovation Management](https://www.servicenow.com/docs/access?context=innovation-management-landing&family=australia&ft:locale=en-US) : * The write role has been added for the idea.notification.sender.email and com.snc.innovation_management.im_editor_attachment_tag_id system properties. * The idea.notification.sender.email and com.snc.innovation_management.im_editor_attachment_tag_id system properties can be added or updated only by users with idea_admin roles. | [ ] ## Changes Between your current release family and Australia, some changes were made to existing Project Portfolio Management features. {#dfrn3-projectportfoliomanagement-summary__entry__18} | Release | Release notes | |-|-| | Yokohama | [Demand Management UI changes](https://www.servicenow.com/docs/access?context=identify-similar-demands&family=yokohama&ft:locale=en-US) : * The Identify similar demands button has been added to the demand form to identify and view any similar demands with the identify similar demands skill. * The Similar Demands related list has been added, which displays the list of similar demand records identified by Now Assist. | | Zurich | [Demand Management UI changes](https://www.servicenow.com/docs/access?context=demand-form&family=zurich&ft:locale=en-US) : * The Artificial Intelligence value has been added to the Investment Type field of the Demand form so you can choose AI as an investment type. * Three values, EAP Epic, EAP Feature, and EAP Capability, have been added to the Type field in the Demand form. These options are available only when the value in the Category field is set to Strategic. * An option to create the selected type of EAP entity has been added under Related Links in the Demand form. This option is available when the demand is in the Draft state and until an EAP entity is created. * The EAP Details section has been added to the Demand form. This section is displayed after the demand is in the Draft state and includes two fields: * Team: Choose a team for the EAP entity. * Converted to: Name of the created EAP entity after it's generated. After the EAP entity is created, both fields are set to read only. * The following items have been added to the demand form and are available if you have the identify similar records Now Assist skill activated: * The Identify similar demands button, which identifies and displays similar demands. * The Similar Demands related list, which displays the list of similar demand records identified by Now Assist. 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. [Project Workspace UI changes](https://www.servicenow.com/docs/access?context=update-resource-assignment-pw&family=zurich&ft:locale=en-US) : The following items were added to Project Workspace: * Resource page to access and manage resource assignments. * Sync all button to synchronize project dates for all the resource assignments. | | Australia | [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. [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 new Next Experience for Demand Management provides a unified layout, guided stages, improved navigation, and enhanced capabilities such as Playbooks and Docs integration. As you move to Next Experience for Demand Management, you'll find it easier to create, review, and manage demands with a cleaner layout and guided actions. The classic UI is still available, but new improvements will appear in the workspace. Next Experience for Demand Management is available with the Strategic Portfolio Management (SPM) Standard and Pro licenses. [Demand Management UI changes](https://www.servicenow.com/docs/access?context=demand-form&family=australia&ft:locale=en-US) : * The Start date and Due date column labels have been renamed Planned start date and Planned end date, respectively. This change is applicable only for new installations of the Australia version. To ensure continuity, if you're upgrading to the Australia release from an earlier release, you'll continue to see the prior labels. * 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 form 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. * An option to create an AI system under Related Links in the Demand form is available for users with the sn_ai_steward role. [Australia Patch 4](https://www.servicenow.com/docs/access?context=australia-patch-4&family=australia&ft:locale=en-US)[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 Project Portfolio Management features or functionality were removed. {#dfrn3-projectportfoliomanagement-summary__entry__26} | Release | Release notes | |-|-| | 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 Project Portfolio Management features or functionality were deprecated. {#dfrn3-projectportfoliomanagement-summary__entry__34} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | [Resource Management reports](https://www.servicenow.com/docs/access?context=c_UsingResourceManagementReports&family=zurich&ft:locale=en-US) : Starting with the Zurich release, Resource Management reports are deprecated. You can start using the interactive Overview dashboard in Resource Management Workspace to work on reporting. For more information on the Overview dashboard, see [Using Resource Management Workspace](https://www.servicenow.com/docs/access?context=using-rmw&family=zurich&ft:locale=en-US). [Resource Management classic](https://www.servicenow.com/docs/access?context=c_ResourceManagement&family=zurich&ft:locale=en-US) : Starting with the Zurich release, the Resource Allocation workbench and Capacity planning overview are removed from the product navigation of Resource Management for new customers. | | Australia | * Starting with Australia release, Scenario Planning for PPM (com.snc.ppm_scenario_planning) is being prepared for future deprecation. It will be hidden and no longer available for activation but will continue to be supported. For details, see the [Deprecation Process \[KB0867184\]](https://hi.service-now.com/kb_view.do?sysparm_article=KB0867184) article in the Now Support knowledge base. Alternatively, Strategic Planning Workspace (for SPM pro users) or Portfolio Planning Workspace (for SPM standard users) provides the Scenario Planning capability. For details, see [Scenario planning in Strategic Planning](https://www.servicenow.com/docs/access?context=scenario-planning-in-strategic-planning&family=australia&ft:locale=en-US) or [Scenario planning in Portfolio Planning](https://www.servicenow.com/docs/access?context=scenario-planning-in-portfolio-planning&family=australia&ft:locale=en-US). * Starting with Australia release, the Project Status Report (com.sn_store_ppm.mobile) is being prepared for future deprecation. It will be hidden and no longer available for activation but will continue to be supported. For details, see the [Deprecation Process \[KB0867184\]](https://hi.service-now.com/kb_view.do?sysparm_article=KB0867184) article in the Now Support knowledge base. Alternatively, Project Workspace provides the Status Report capability. * Starting with Australia release, the PMO dashboard is being prepared for future deprecation. It will be hidden and no longer available for activation but will continue to be supported. For details, see the [Deprecation Process \[KB0867184\]](https://hi.service-now.com/kb_view.do?sysparm_article=KB0867184) article in the Now Support knowledge base. Alternatively, Execution dashboard provides the PMO dashboard capability. * Starting with Australia release, the Investment Portal is being prepared for future deprecation. It will be hidden and no longer available for activation but will continue to be supported. For details, see the [Deprecation Process \[KB0867184\]](https://hi.service-now.com/kb_view.do?sysparm_article=KB0867184) article in the Now Support knowledge base. Alternatively, Portfolio Planning Workspace provides the Investment Portal capability. * Starting Australia, Project Workbench is no longer deployed, enhanced, supported or available for activation. For details, see the [Deprecation Process \[KB0867184\]](https://hi.service-now.com/kb_view.do?sysparm_article=KB0867184) article in the Now Support knowledge base. * For Demand Management: * The permission to edit the value of the dmn_stakeholder_register.number field in the Stakeholder Register \[dmn_stakeholder_register\] table has been removed for the admin role. * The admin role ACL has been removed for the bubble chart workbench. * The duplicate app module that was created for the admin role has been removed. * The permission to edit the value of the dmn_stakeholder_register.number field in the Stakeholder Register \[dmn_stakeholder_register\] table has been removed for the admin role. * The admin role ACL has been removed for the bubble chart workbench. * The duplicate app module that was created for the admin role has been removed. | [ ] ## Activation information Review information on how to activate Project Portfolio Management. {#dfrn3-projectportfoliomanagement-summary__entry__42} | Release | Release notes | |-|-| | Yokohama | Activation information : Project Portfolio Management is available with activation of the PPM Standard (com.snc.financial_planning_pmo) plugin. For more information on activation, see [Activate PPM Standard ( Project Portfolio Management )](https://www.webstg.servicenow.com/docs/access?topicname=t_ActivateProjectPortfolioSuiteWithFinancials&version=washingtondc&pubname=washingtondc-it-business-management). Install Strategic Spend Tracking for PPM 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). | | Zurich | Activation information : Project Portfolio Management is available with activation of the PPM Standard (com.snc.financial_planning_pmo) plugin. For more information on activation, see [Activate](https://www.servicenow.com/docs/access?context=t_ActivateProjectPortfolioSuiteWithFinancials&family=zurich&ft:locale=en-US). Install Strategic Spend Tracking for PPM 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). | | Australia | Activation information : Project Portfolio Management is a ServiceNow AI Platform feature that is available with activation of the PPM Standard (com.snc.financial_planning_pmo) plugin. For details, see [Activate PPM Standard (Project Portfolio Management)](https://www.servicenow.com/docs/access?context=t_ActivateProjectPortfolioSuiteWithFinancials&family=australia&ft:locale=en-US). | [ ] ## Additional requirements If any additional requirements were introduced or changed for Project Portfolio Management we have noted them here. {#dfrn3-projectportfoliomanagement-summary__entry__50} | Release | Release notes | |-|-| | 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 Project Portfolio Management we have noted them here. {#dfrn3-projectportfoliomanagement-summary__entry__58} | Release | Release notes | |-|-| | 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 Project Portfolio Management, such as specific requirements or compliance levels. {#dfrn3-projectportfoliomanagement-summary__entry__66} | Release | Release notes | |-|-| | 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 Project Portfolio Management we have noted them here. {#dfrn3-projectportfoliomanagement-summary__entry__74} | Release | Release notes | |-|-| | 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 Project Portfolio Management we have noted them here. {#dfrn3-projectportfoliomanagement-summary__entry__82} | Release | Release notes | |-|-| | Yokohama | * Move your old status reports to a new tool to maintain a consistent reporting process. * Secure your projects with confidentiality settings to safeguard all confidential data. * Build a checklist for your project tasks to track the task activities for completion. * Inline edit one or more cells in child resource assignments. * Explore the new heatmap modal to monitor resource status, available capacity, and utilization efforts. * Identify similar demand records based on contextual similarity in the name, description, and business case content using the identify similar records Now Assist skill. For more information, see the [Project Workspace release notes](https://www.servicenow.com/docs/access?context=project-workspace-rn&family=yokohama&ft:locale=en-US). | | Zurich | * Synchronize resource assignment dates with the project end dates, and end resource assignments automatically when a project reaches its end date. * Manage all project-specific resource assignments in one place by accessing the resource page directly from Project Workspace. * Identify similar demand records based on contextual similarity in the name, description, and business case content using the identify similar records Now Assist skill. * Convert demands to Enterprise Agile Planning (EAP) entities, such as Epic, Feature, or Capability, directly from Demand Management. See [Project Portfolio Management](https://www.servicenow.com/docs/access?context=c_ProjectPortfolioSuite&family=zurich&ft:locale=en-US) for more information. | | Australia | * Update the idea and demand-related system properties by using the idea_admin or pps_admin roles. * Link AI systems to demands in Demand Management. * Generate a concise summary of a demand by using the demand summarization skill. See [Explore Project Portfolio Management](https://www.servicenow.com/docs/access?context=explore-project-portfolio-management&family=australia&ft:locale=en-US) for more information. | [ ]