--- sourceDocument: brazil Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/delta-australia-brazil Release : - brazil ft:locale : - en-US ft:publication_title : - brazil Combined Product Files ft:clusterId : - delta3ba bundleId : - delta3ba --- # Combined Portfolio Planning release notes for upgrades from Australia to Brazil # Combined Portfolio Planning release notes for upgrades from Australia to Brazil {#ariaid-title1} Release version: Brazil Updated October 8, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 18 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Combined Portfolio Planning Release Notes for Upgrades from Australia to Brazil This consolidated release notes document outlines the key new features, changes, deprecated functionality, and upgrade considerations for ServiceNow Portfolio Planning customers upgrading from the Australia to Brazil release. It combines cross-family updates to help you prepare, understand enhancements, and apply improvements effectively in your Portfolio Planning environment. Show full answer Show less ## Important Upgrade Information * Review and complete pre- and post-upgrade tasks specific to Portfolio Planning before upgrading to Brazil. * No removals or deprecated features in Australia or Brazil releases, but Brazil introduces new AI models via Now LLM Service and migration of Process Mining Content Pack for SPM to the Process Mining Content Pack store app. * Portfolio Planning activation remains via ServiceNow Store requests for both releases. * No additional browser, localization, accessibility, or highlight-specific changes noted. ## Key Features Introduced from Australia through Brazil * **Next Experience for Demand Management:** A unified interface to create, manage, assess, and collaborate on demands, consolidating demand workflows and reducing context switching from classic Demand Workbench. * **Financial Management Enhancements:** Financials grid for demands showing cost plans, benefit plans, expense lines, and baselines with multicurrency support and in-context help on key financial metrics. * **AI Capabilities:** * Demand summarization skill to generate concise demand summaries automatically or manually. * Identify similar demands via AI for better demand deduplication and contextual matching. * Portfolio insights skill providing AI-generated actionable insights on delays, risks, and misalignments in portfolio plans with configurable severity thresholds. * **RIDAC (Risks, Issues, Decisions, Actions, and Changes) Tracking:** Enhanced management and role-based access of RIDAC items within portfolio plans, projects, and demands, consolidating governance data in a unified interface. * **Planning and Portfolio Management Enhancements:** * New Hierarchy tab with drag-and-drop re-ranking and global rank sorting. * Save filter views and share portfolio plans via public links, though scenario visibility is restricted in public plans. * Expanded planning item status options with default "No status" for undetermined states. * Rollup bars and date comparison features to easily identify schedule misalignments. * **Enterprise-Wide Deployment (EWD) for Demands:** Demand data partitioning by criteria such as department or business unit to control data visibility and streamline demand management. * **Smart Assessments for Demands:** Intuitive, text-based smart assessments triggered on demand screening, consolidating assessment tasks in a dedicated module. * **Resource Profiling:** Resource board with capacity heatmaps, assignment management, and AI-powered Resource Finder to optimize demand-to-project resource allocation. * **Program Planning Enhancements:** Dedicated program plans auto-created with prioritization, roadmap, and financial views; role-based access control; fiscal calendar support; and email notifications on scenario approvals. * **Employee Hub Integration:** Create and track demands directly within the conversation-first Employee Slate workspace with prepopulated fields and status tracking widgets. ## Changes to Existing Functionality * Demand summaries are now generated in the AI Overview tab with auto-trigger or manual options. * Execution URLs on planning item demands updated with a scheduled job available to update existing records. * Next Experience for Demand Management menus and tabs reorganized for clearer navigation, adding Playbook, Details, and Docs tabs per demand. * Expanded AI associations in demand details when AI Control Tower plugin is enabled. * Roadmap export date range increased to three years in Brazil with dynamic timescale adjustment. * Program portfolio plans include new goals tab and improved public view creation permissions. * Resource assignment offsets now consider project schedules when converting demands to projects. ## Practical Impact for ServiceNow Customers Upgrading to Brazil enhances your Portfolio Planning capabilities by delivering a more integrated, AI-powered demand and portfolio management experience. Expect streamlined demand workflows, improved financial tracking with multicurrency support, enhanced resource management, and consolidated governance controls via RIDAC. Program managers gain dedicated planning views with role-based access and streamlined scenario approval workflows. The integration of AI skills reduces manual effort in demand assessment and portfolio insights, enhancing decision-making and portfolio health monitoring. Use the new Hierarchy tab and sharing options to collaborate more effectively, and leverage smart assessments and resource profiling to optimize your demand-to-project pipeline. The Employee Hub integration simplifies demand creation and tracking within conversational workflows, improving user adoption and responsiveness. By following the upgrade tasks and using these features, you can expect increased operational efficiency, better financial insight, and enhanced portfolio governance aligned with organizational strategy. Consolidated page of all release notes for Portfolio Planning from Australia to Brazil. ## How to use this page To help you prepare for your upgrade, we have combined the cross-family Portfolio Planning release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Australia to Brazil. Tip: If there were no updates for a release notes section in a certain family release, we included a short note for your reference. For example, if a product did not have any updates in Tokyo, the row says "No updates for this release." ## Important information for upgrading Portfolio Planning to Brazil Before you upgrade to Brazil, review these pre- and post-upgrade tasks and complete the tasks as needed. {#dfrn3-portfolioplanning-summary__entry__2} | Release | Release notes | |-|-| | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## New features Between your current release family and Brazil, new features were introduced for Portfolio Planning. {#dfrn3-portfolioplanning-summary__entry__8} | Release | Release notes | |-|-| | Australia | [Financials grid for demands in Next Experience for Demand Management](https://www.servicenow.com/docs/access?context=managing-financials-for-demands-ppw&family=australia&ft:locale=en-US) : Next Experience for Demand Management includes a Financials grid for demand records. This grid shows the demand's cost plans, benefit plans, and baselines. From this grid, users can: * Add cost plans, benefit plans, and expense lines scoped to the demand. * Create and compare baselines for financial data on the demand. * Filter by time scope and personalize the grid columns. [Monitor and track demands](https://www.servicenow.com/docs/access?context=c_demand_dashboards_ppw&family=australia&ft:locale=en-US) : Next Experience for Demand Management includes a Dashboard menu for demand records. The dashboard opens by default and is organized into three tabs: * Overview * Financials * Data Quality Filter dashboard data by department, business unit, portfolio, program, or demand manager. Select a widget, or select View all on a list widget, to open the underlying records with the same filters applied. [Identify similar demands using AI](https://www.servicenow.com/docs/access?context=identify-similar-demand-records-ppw&family=australia&ft:locale=en-US) : Detect similar existing demand records when creating or editing a demand using the identify similar records skill. This skill compares the Name, Description, and Business Case fields for contextual similarity. [RIDAC](https://www.servicenow.com/docs/access?context=explore-ridac-ppw&family=australia&ft:locale=en-US) : * Create and associate risks, issues, decisions, actions, and changes (RIDAC) with project and demand planning items to track planning uncertainties. * Access a dedicated RIDAC menu in Portfolio Planning Workspace for quick navigation to RIDAC items. * Manage RIDAC items with granular role-based access---assign read-only or full edit access to team members based on their responsibilities. * Run the scheduled job to populate the planning item field on the existing RIDAC records that were created earlier. * Track RIDAC across multiple scopes---view all RIDAC, project-specific RIDAC, portfolio RIDAC, and program RIDAC in a single unified view. [Plan efficiently with additional pre-defined lenses](https://www.servicenow.com/docs/access?context=lens-and-portfolio-plans&family=australia&ft:locale=en-US) : Use the Planning item lens to plan, prioritize, and roadmap work in Strategic Planning Workspace directly with planning items, without configuring organization structure, programs, portfolios, or products. The lens supports all enabled work item types, such as projects and demands, and can be used as a standalone lens or alongside other lenses. [AI-generated insights for portfolio plans](https://www.servicenow.com/docs/access?context=view-portfolio-insights&family=australia&ft:locale=en-US) : Gain AI-generated insights into planning items within a portfolio plan using the Portfolio insights skill. Identify planning items that are delayed beyond their planned end date, have delayed starts, or have misalignments between planned and approved dates. Monitor active projects that show early risk indicators but have not yet experienced delays. View AI-generated top root causes and recommended actions for each insight category to help address delays and misalignments effectively. The AI Insights window displays a timestamp indicating when insights were last generated. You can regenerate insights and recommendations if required to see the changes based on the latest available data. Users with the sn_align_core.apw_admin role can configure severity thresholds and scoring factors for planning items. These settings control how the Portfolio insights skill classifies insight severity as Critical, Medium, or Low. [Next Experience for Demand Management](https://www.servicenow.com/docs/access?context=demand-workspace-ppw&family=australia&ft:locale=en-US) : Manage strategic and operational demands in a unified experience in Portfolio Planning. This Next Experience interface consolidates demand creation, assessment, collaboration, and conversion in one place, eliminating context switching and reducing reliance on the classic Demand Workbench. [Create and manage demands in Next Experience for Demand Management](https://www.servicenow.com/docs/access?context=managing-demands-ppw&family=australia&ft:locale=en-US) : * Create and manage a demand in Next Experience for Demand Management using guided tabs. These tabs help you define alignment, estimate costs, and confirm readiness as you build out the demand. * Collaborate on demands through Docs, which syncs execution and planning. * View, add, and edit cost plans and budgeting details using related lists. [Use Playbook in Next Experience for Demand Management](https://www.servicenow.com/docs/access?context=use-playbooks-in-ppw&family=australia&ft:locale=en-US) : Help teams manage demands with greater structure and consistency using Playbook in Next Experience for Demand Management. Playbooks enable you to define multiple governance processes across the organization using a low‑code/no‑code configuration experience. Create clear stages and guided activities from demand intake to completion using a default or custom playbook. Custom playbooks support multiple demand management processes across your organization. [Associate AI systems with demands in Next Experience for Demand Management](https://www.servicenow.com/docs/access?context=use-playbooks-in-ppw&family=australia&ft:locale=en-US) : Use a playbook activity in Next Experience for Demand Management to associate AI systems with a demand. You can link impacted systems and add new ones directly within the demand workflow. [Portfolio plan enhancements](https://www.servicenow.com/docs/access?context=work-prioritization-portfolio-planning&family=australia&ft:locale=en-US) : * Access the Hierarchy tab directly from the Planning page, located next to the Prioritization tab. This new placement replaces the previous access point within the Prioritization tab, providing a more efficient way to view and manage planning items. * Save filter views specific to the Hierarchy tab without affecting views in the Prioritization tab. * View planning items in the new Hierarchy tab on the Planning page, now sorted using global rank when available. Drag and drop is supported for lowest‑level items, enabling you to rerank them within their groups. * Share a portfolio plan using the Copy link option. This provides access to existing users who have access to the portfolio plan. * Make a portfolio plan public and share the copied link with Strategic Planning Workspace users, without inviting them individually or as a group. Note that users accessing a public portfolio plan with the shared link cannot view scenarios within the plan. * Expand or collapse portfolio plan header to maximize screen space while planning. * Edit the default view within a portfolio plan and save changes using the Save view option. * View additional status attributes --- cost, resource, schedule, and scope --- for planning items in Portfolio Planning Workspace. For project planning items, these attributes are synced automatically from the latest published project status report. For other planning items, these attributes can be set manually. Note that project status report attributes synced from the Project status (project_status) table are read-only in Portfolio Planning Workspace and can't be edited directly. * Set planning item status to No status when a status has not been determined, alongside the existing Green, Yellow, and Red values. Planning items are created with No status by default. * Display rollup bars at parent levels in the hierarchy view and choose the date type to display --- approved, planned, or actual. Use the comparison option to compare date types, such as approved versus planned dates, to identify schedule misalignments. [Financials for planning items](https://www.servicenow.com/docs/access?context=using-financials-spw&family=australia&ft:locale=en-US) : View the financial baselines in investment currency and project currency after migrating them from Classic to Next Experience. Migrated financial baselines include actuals, costs, benefits, and budget values from the project currency to the investment currency. Using multicurrency, new and existing customers see only investment currency fields in demand and project records. Planned costs, actual costs, planned benefits, actual benefits, and budget fields are included in the financial baselines. | | Brazil | [EWD for demands](https://www.servicenow.com/docs/access?context=ewd-for-demands-ppw&family=brazil&ft:locale=en-US) : Partition demand data by any criteria, such as department or business unit, using Enterprise-Wide Deployment (EWD) partitioning on the Demand table and related entities. Demands are stamped with a matching partition, and users see only the demands, list views, search results, and dashboards for the partitions their role grants them. EWD for demands includes the following functionalities: * Demand experiences: Define the way a particular demand should work including its form view, modules, and dynamic attributes. For example, a particular view or certain functions available on a demand or menu items hidden or visible for different types of demands. * Demand partitions: Control the data visible to different users. * Demand partitions dashboard: Dedicated dashboard for different demand partitions. [Assess demands with smart assessments](https://www.servicenow.com/docs/access?context=smart-assessments-overview-ppw&family=brazil&ft:locale=en-US) : Smart assessments are now available for demands, which are triggered on moving the demand to screening. These assessments are controlled by the sn_align_ws.enable_smart_assessments system property. After this property is enabled, smart assessments are triggered for the new demands and the ones that aren't yet in the screening state. The smart assessment form is more intuitive and supports text-based questions. The assessments are available at the individual demand record and in a consolidated Smart Assessments module in the main navigation menu. This module displays all assigned smart assessments across demands. [Resource profiling for demands](https://www.servicenow.com/docs/access?context=resource-planning-for-demands-ppw&family=brazil&ft:locale=en-US) : Plan and manage resource assignments for a demand from the Resources tab in Next Experience for Demand Management. The resource board shows assignments alongside resource capacity so you can confirm availability before converting a demand to a project. Create, copy, move, split, end, or reassign resource assignments directly from the grid, group by primary group, role, or skill, and use the allocation heatmap to identify over-allocated and available resources. Use the Resource Finder to get fit-scored, ranked resource recommendations with rationale for unassigned work. [RIDAC for portfolio plans](https://www.servicenow.com/docs/access?context=portfolio-plan-ridac-ppw&family=brazil&ft:locale=en-US) : Access portfolio risks, issues, decisions, actions, and requested changes (RIDAC) directly from the portfolio plan using the dedicated RIDAC page within the portfolio plan. View all portfolio governance items in a single, integrated interface without navigating to the separate RIDAC menu. The RIDAC page reduces context-switching and improves portfolio visibility by consolidating governance data. The portfolio plan RIDAC displays the RIDAC items that match the portfolio plan's criteria or belong to the planning items of that portfolio plan. [Show or hide RIDAC page of a portfolio plan](https://www.servicenow.com/docs/access?context=show-or-hide-the-features-for-your-portfolio-plan-ppw&family=brazil&ft:locale=en-US) : As a portfolio manager, show or hide the RIDAC page 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. [Programs enhanced experience](https://www.servicenow.com/docs/access?context=program-portfolio-plan-ppw&family=brazil&ft:locale=en-US) : Access dedicated program planning views automatically created with zero setup. Navigate to the new Programs menu and click any program to open its dedicated plan with Prioritization, Roadmap, and Financials views. New programs get plans instantly; existing programs receive them through an automatic one-time backfill (500 at a time, newest first). Role-based access ensures users with the sn_align_core.ap_read_only role can read, users with the sn_align_core.apw_user role can manage items, and program managers are automatic plan owners. [Program-scoped data with fiscal calendar support](https://www.servicenow.com/docs/access?context=program-portfolio-plan-ppw&family=brazil&ft:locale=en-US) : View and manage program-scoped planning data in a focused, streamlined interface. Program plans display only that program's planning items. The Financials tab defaults to your fiscal calendar; if the fiscal calendar doesn't span the program dates, the system gracefully falls back to Gregorian with an explanatory message. Making the portfolio plan public and scenario planning for these program portfolio plans are hidden. [Automated email notification for scenario approval](https://www.servicenow.com/docs/access?context=approve-a-scenario-in-portfolio-planning&family=brazil&ft:locale=en-US) : Receive email notification when a scenario is approved. The system sends the notification to the scenario approver and portfolio owner. During the approval process, the portfolio plan becomes read-only to prevent unintended modifications and maintain data integrity. [Copy and customize the demand summarization skill](https://www.servicenow.com/docs/access?context=clone-customize-demand-summarization-skill-ppw&family=brazil&ft:locale=en-US) : Tailor demand summaries to your organization's process by copying the base demand summarization skill and customizing it with your own input fields, related entities, and prompt. When you activate a copy of the demand summarization skill, the previously active skill, either the base skill or an earlier copy, is automatically deactivated. Only one version of the skill can be active at a time. [Work with demands in Employee Hub](https://www.servicenow.com/docs/access?context=my-demands-widget-ppw&family=brazil&ft:locale=en-US) : Create and track demands without leaving the conversation-first Employee Slate workspace. Describe the demand in a conversation to have matching catalog items identified and relevant fields prepopulated from your message, then track its status, activity, and progress using the new My Demands widget on your canvas or the standard Requests widget. Demands appear in Employee Slate only when both Project Workspace and Employee Slate Core apps are installed. | [ ] ## Changes Between your current release family and Brazil, some changes were made to existing Portfolio Planning features. {#dfrn3-portfolioplanning-summary__entry__14} | Release | Release notes | |-|-| | Australia | [Summarize demands using AI](https://www.servicenow.com/docs/access?context=summarize-demands-in-ppw&family=australia&ft:locale=en-US) : The demand summary is generated in the AI Overview tab instead of the Details tab. The skill is set to trigger automatically, that is, the summary is generated on landing in this tab. Auto-generation is on by default and applies to demands in Submitted, Screening, Qualified, or Approved states. You can define the trigger to manually trigger as well, where users must select the Summarize button to generate the summary. [AI skills for Demand Workspace](https://www.servicenow.com/docs/access?context=ai-skills-in-demands-workspace-ppw&family=australia&ft:locale=en-US) : ServiceNow Otto introduced AI on the platform. As that experience has evolved, there's a new name for the experience. ServiceNow Otto® is the conversational AI platform integrated into ServiceNow workflows. It provides agentic capabilities, supports multimodal interactions across web, mobile, and messaging channels, and enables autonomous orchestration for cross-system workflows. [Access execution records from Portfolio Plans](https://www.servicenow.com/docs/access?context=access-demands-from-portfolio-planning-views&family=australia&ft:locale=en-US) : The execution URL is updated on the planning item demand. New planning items demand will automatically use the new execution URL. The execution URLs on existing planning item demands continue to work but doesn't reflect the updated navigation. Run the Update Demand Planning Item Execution URL scheduled job to update the execution URL on the existing demands. [Next Experience for Demand Management](https://www.servicenow.com/docs/access?context=demand-workspace-ppw&family=australia&ft:locale=en-US) : * The Demands icon has been added to the Portfolio Planning L1 menu to open the All Demands home page. * The State field on the All Demands home page has been color-coded for each state value. * The Playbook, Details, and Docs tabs have been added to the L2 menu of each demand to clearly and consistently group information. * The Details tab has been added to add and manage demand information such as financials and resource assignments. * The Playbook tab has been added to define clear stages and guided activities to read and follow. Selecting the name of a stage or activity navigates you to that stage or activity in the playbook. The Skip, Update, and Mark Complete options have been added to the activities of the playbook. * The Docs tab has been added to view and manage the documentation on the demand. * If you have the AI Control Tower plugin installed and the investment type of the demand is set to artificial intelligence: * The AI Associations section in the Demand details is displayed. The following fields are included: * Product: Enables you to select the product or system that the demand relates to. * Impacted AI systems: Links the impacted AI systems with the demand. You can select existing AI systems from the list or remove systems that are no longer relevant. * The AI Checkpoint stage is added to the demand default playbook. This stage includes the Product and Impacted AI systems fields. * The Create AI System option is added to the Details page of a demand for users with the sn_ai_steward role. * [Australia Patch 5](https://www.servicenow.com/docs/access?context=australia-patch-5&family=australia&ft:locale=en-US)The Financials grid is added to the navigation menu of a demand. It has options to create cost plans, monetary benefits plans, expense lines, and create and compare baselines. * The Dashboards menu item is added for demands, providing Overview, Financials, and Data Quality tabs. * The following items have been added to the demand form and are available if you have the identify similar records AI skill activated: * The Identify similar demands button, which identifies and displays similar demands. * The Similar Demands tab in Details, which displays the list of similar demand records identified by AI. * The AI Overview tab is added to the navigation menu of a demand. It generates a demand summary on landing if the skill trigger is set to automatic. If the trigger is set to manual, a Summarize button is available to generate the summary. | | Brazil | [Roadmap export range](https://www.servicenow.com/docs/access?context=export-portfolio-plan-status-to-ppt-portfolio-planning-workspace&family=brazil&ft:locale=en-US) : The maximum date range for exporting a roadmap to PowerPoint increased from 1 year to 3 years, within the start and end dates of the portfolio. The exported timescale adjusts to the range you select: months for a range of 1 year or less, and quarters for a range longer than 1 year. [Program portfolio plan enhancements](https://www.servicenow.com/docs/access?context=program-portfolio-plan-ppw&family=brazil&ft:locale=en-US) : * **Program details** --- Select the information icon next to the program name to view the planning item types, program timeline, and program manager. * **Program value for new items** --- When you create a demand or project from a program portfolio plan, the Program field is prefilled with that program. * **Prioritization default layout** --- The default Prioritization view shows the Rank, Name, Planning state, Planning item type, Status, Cost status, Resource status, Schedule status, Scope status, Percent complete, Primary goal, and Owner columns. * **Goals tab** --- Program portfolio plans include the Goals tab, which shows all primary and non-primary goals linked to the planning items in the plan, along with goals assigned directly to the program. * **Public views** --- Any user who can access a program portfolio plan can create and update its public views. Previously, only plan editors could create or update public views. [Resource assignment offsets when converting a demand to a project](https://www.servicenow.com/docs/access?context=data-migrated-from-demand-project-dw&family=brazil&ft:locale=en-US) : When a demand with resource assignments is converted to a project, assignment offsets are recalculated against the project's schedule, which counts only the working days defined in the project schedule, instead of the demand, which has no schedule and counts every calendar day. [Execution URL on planning item demands](https://www.servicenow.com/docs/access?context=update-execution-urls-for-existing-demands&family=brazil&ft:locale=en-US) : Run the Update Demand Planning Item Execution URL scheduled job to update the execution URLs on your existing demands to the latest format. Financials : Added in-context help (hover info icons) on the Financials page widgets, explaining how the key fields like Budget, EAC, Planned Cost, Actuals, Return, ROI, and NPV are calculated. [Program planning updates and enhancements](https://www.servicenow.com/docs/access?context=program-portfolio-plan-ppw&family=brazil&ft:locale=en-US) : * **Programs menu addition** --- A new Programs menu has been added to the workspace as L2 menu, positioned below Portfolio Plan. This menu lists every program in your portfolio and provides single-click navigation to each program's enhanced planning view. * **Role-based access for program planning** --- Users with the sn_align_core.ap_read_only role have read access to program plans (where they already have program-level read access). Users with the sn_align_core.apw_admin and program manager roles receive full access to create, update, and manage planning items within program plans. [Summarize demands using AI](https://www.servicenow.com/docs/access?context=summarize-demands-in-ppw&family=brazil&ft:locale=en-US) : The default trigger is not set to Automatic for demands in any state. You can select how you want the skill to be triggered for any state. | [ ] ## Removed Between your current release family and Brazil, some Portfolio Planning features or functionality were removed. {#dfrn3-portfolioplanning-summary__entry__20} | Release | Release notes | |-|-| | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## Deprecations Between your current release family and Brazil, some Portfolio Planning features or functionality were deprecated. {#dfrn3-portfolioplanning-summary__entry__26} | Release | Release notes | |-|-| | Australia | No updates for this release. | | Brazil | Now LLM Service : Starting with the September 2026 release, Gemma 4 joins our growing portfolio of open-weight models available through Now LLM Service. The latest industry advancements are available alongside sovereignty-focused options. All models are hosted and governed by ServiceNow with the same infrastructure and data protections. Older models will remain available for existing published AI skills, agents, and agentic workflows, but will no longer be available for new development or configuration. For details, see the [KB3066214: ServiceNow Otto Model Upgrades](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB3066214) article in the Now Support Knowledge Base. Process Mining : Starting Brazil release, Process Mining Content Pack for SPM (`com.snc.itbm_po`) will be migrated to Process Mining Content Pack store application. Upgrade your instance to Brazil or higher releases. For more information, see [Process Optimization](https://www.servicenow.com/docs/access?context=process-mining&family=brazil&ft:locale=en-US) documentation. | [ ] ## Activation information Review information on how to activate Portfolio Planning. {#dfrn3-portfolioplanning-summary__entry__32} | Release | Release notes | |-|-| | Australia | Activation information : Install Portfolio Planning by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) to view all the available apps, and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=australia&ft:locale=en-US). Important: Portfolio Planning is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | | Brazil | Activation information : Install Portfolio Planning by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) to view all the available apps, and for information about submitting requests to the store. | [ ] ## Additional requirements If any additional requirements were introduced or changed for Portfolio Planning we have noted them here. {#dfrn3-portfolioplanning-summary__entry__38} | Release | Release notes | |-|-| | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## Browser requirements If any specific browser requirements were introduced or changed for Portfolio Planning we have noted them here. {#dfrn3-portfolioplanning-summary__entry__44} | Release | Release notes | |-|-| | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## Accessibility information Review details on accessibility information for Portfolio Planning, such as specific requirements or compliance levels. {#dfrn3-portfolioplanning-summary__entry__50} | Release | Release notes | |-|-| | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## Localization information If there are specific localization considerations for Portfolio Planning we have noted them here. {#dfrn3-portfolioplanning-summary__entry__56} | Release | Release notes | |-|-| | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## Highlight information If there are specific highlight considerations for Portfolio Planning we have noted them here. {#dfrn3-portfolioplanning-summary__entry__62} | Release | Release notes | |-|-| | Australia | * Identify similar demand records in Next Experience for Demand Management based on contextual similarity in the name, description, and business case content using the identify similar records AI skill. * Monitor demand distribution, financials, and data quality at a glance using Dashboard in Next Experience for Demand Management. * View and manage cost plans, benefit plans, and expense lines directly from the demand records in the Financials page in Next Experience for Demand Management. * Create and manage demands from the Next Experience for Demand Management in Portfolio Planning. * Guide demand managers and users through predefined stages and actions for each demand process using Playbook in Next Experience for Demand Management. * Link AI systems to a demand using a playbook activity in Next Experience for Demand Management. Generate a concise summary of a demand using the demand summarization skill. * Review the financial records of your planning items in both project currency and investment currency when you migrate them from Classic to Next Experience. * Create financial baselines with multicurrency to capture, view, and track the financial health of your planning item using project baselines and investment baselines. See [Portfolio Planning](https://www.servicenow.com/docs/access?context=portfolio-planning-app-landing-page&family=australia&ft:locale=en-US) for more information. | | Brazil | * Prioritize, roadmap, and score planning items using portfolio plans with support for multiple lenses, private or shared views, and free-form roadmaps to align work with organizational strategy. * Plan and manage portfolio financials with rolled-up cost and benefit data, financial baselines, budget approvals, and scenario planning to optimize portfolio decisions and drive cost-effective outcomes. * Capture, assess, and prioritize demands through configurable playbooks, using AI to summarize and identify similar items, before converting them into work items with full financial tracking. * Track Risks, Issues, Decisions, Actions, and Changes (RIDAC), monitor capacity, and gain actionable insights through dashboards to maintain portfolio health and keep stakeholders informed. See [Portfolio Planning](https://www.servicenow.com/docs/access?context=portfolio-planning-app-landing-page&family=brazil&ft:locale=en-US) for more information. | [ ]