Combined Project Portfolio Management release notes for upgrades from Xanadu 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 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 Project Portfolio Management to Australia

Before you upgrade to Australia, review these pre- and post-upgrade tasks and complete the tasks as needed.


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.

New features

Between your current release family and Australia, new features were introduced for Project Portfolio Management.


Release	Release notes
Xanadu	Time Card management Starting with the Xanadu release, new customers can directly access the Analytics Time sheet, Analytics User manager, and Analytics Project manager dashboards in Next Experience.
Yokohama	Identify similar records using Now Assist 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 old status reports to new reporting tool Import your old status reports to a new status report tool for a consistent and organized reporting system. Apply confidentiality settings to your projects 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 Track the list of activities to be completed for a task by creating a checklist for your project tasks. Migrate notes of resource plans to resource assignments 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 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.
Zurich	Manage Projects 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. Identify similar records using Now Assist 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 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.
Australia	Australia Patch 1 ServiceNow product tiers 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 entitlements, you will have access to certain application features, generative AI skills, agentic workflows, and AI agents. Associate AI systems with demands in Demand Management 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 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. Admin role enhancements in Demand Management 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 The Project properties can be edited only by users with the pps_admin role. Admin role enhancements in Innovation Management 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.


Release	Release notes
Xanadu	Project Portfolio Management The new ServiceNow® Project Workspace application provides a more efficient, streamlined way for you to work. For information about how to upgrade, see Project Workspace. Project Portfolio Management is still supported in this release.
Yokohama	No updates for this release.
Zurich	No updates for this release.
Australia	Australia Patch 2 Demand summarization skill enhancements 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 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.

Removed

Between your current release family and Australia, some Project Portfolio Management features or functionality were removed.


Release	Release notes
Xanadu	No updates for this release.
Yokohama	No updates for this release.
Zurich	No updates for this release.
Australia	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.

Deprecations

Between your current release family and Australia, some Project Portfolio Management features or functionality were deprecated.


Release	Release notes
Xanadu	No updates for this release.
Yokohama	No updates for this release.
Zurich	Resource Management reports 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. Resource Management classic 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	No updates for this release.

Activation information

Review information on how to activate Project Portfolio Management.


Release	Release notes
Xanadu	Project Portfolio Management is a ServiceNow AI Platform feature that is active by default.
Yokohama	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 ). Install Strategic Spend Tracking for PPM by requesting it from the ServiceNow Store. Visit the ServiceNow Store 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.
Zurich	Project Portfolio Management is available with activation of the PPM Standard (com.snc.financial_planning_pmo) plugin. For more information on activation, see Activate. Install Strategic Spend Tracking for PPM by requesting it from the ServiceNow Store. Visit the ServiceNow Store 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.
Australia	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).

Additional requirements

If any additional requirements were introduced or changed for Project Portfolio Management we have noted them here.


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 Project Portfolio Management we have noted them here.


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 Project Portfolio Management, such as specific requirements or compliance levels.


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 Project Portfolio Management we have noted them here.


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 Project Portfolio Management we have noted them here.


Release	Release notes
Xanadu	View the New Analytics Time sheet, Analytics User manager, and Analytics Project manager dashboards for time sheet and time card users in Next Experience. See Project Portfolio Management for more information.
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.
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 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 for more information.