--- sourceDocument: brazil Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/delta-yokohama-brazil Release : - brazil ft:locale : - en-US ft:publication_title : - brazil Combined Product Files ft:clusterId : - delta3by bundleId : - delta3by --- # Combined Portfolio Planning release notes for upgrades from Yokohama to Brazil # Combined Portfolio Planning release notes for upgrades from Yokohama to Brazil {#ariaid-title1} Release version: Brazil Updated October 8, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 27 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 Yokohama to Brazil This document consolidates all important release notes and upgrade information for ServiceNow Portfolio Planning from Yokohama through Brazil releases. It helps ServiceNow customers understand the key new features, changes, and enhancements introduced across these versions to effectively plan, manage, and optimize their portfolios. Show full answer Show less Before upgrading to Brazil, customers should review pre- and post-upgrade tasks, especially noting that custom view settings saved in Yokohama are cleared during upgrade and must be reapplied. ## Key Features Introduced from Yokohama to Brazil * **Financial Scenario Management:** Create, compare, and optimize financial scenarios to manage budgets and prioritize planning items for profitable outcomes. * **Dashboards and Views:** Build customizable dashboards consolidating metrics from multiple sources, and create personal or shared views in portfolio plans and free-form roadmaps to tailor data visualization and collaboration. * **Portfolio-Level Financial Data:** View rolled-up financial costs and benefits for Epics, Demands, and Projects across multiple time scales, supporting efficient budgeting and ROI improvement. * **Real-Time Collaboration:** Concurrent editing of Planning item Docs with visual editor presence indicators enhances teamwork. * **Dynamic Data Linking in Docs:** Automatically update document references to ServiceNow records, reducing manual efforts and ensuring data accuracy. * **Scenario Planning and Roadmap Enhancements:** Enable or disable scenario planning via roles and system properties; create custom roadmap themes; improved milestone visualization; and enhanced filtering capabilities saved in user preferences. * **Financial Enhancements:** Multicurrency support, new display modes for financial views, management of planned/actual benefits, labor cost generation, and financial grids for demands improve financial tracking and planning precision. * **Next Experience for Demand Management:** Unified demand creation, assessment, collaboration, and conversion interface; Playbooks for process governance; AI-powered demand summarization; and resource profiling for demands. * **RIDAC Integration:** Manage Risks, Issues, Decisions, Actions, and Changes directly within portfolio plans and workspace with role-based access controls to improve governance and reduce context switching. * **AI-Generated Insights:** Obtain actionable insights on delays, risks, and schedule misalignments in portfolio plans to proactively address issues using configurable severity settings. * **Program Planning Enhancements:** Dedicated program planning views with zero setup, role-based access control, fiscal calendar support, and automatic plan generation for new and existing programs. * **Enterprise-Wide Deployment (EWD) for Demands:** Partition demand data by criteria such as department or business unit, controlling visibility based on user roles. * **Roadmap Export Improvements:** Increased export range for PowerPoint exports from 1 year to 3 years with adaptive timescales. * **Employee Hub Integration:** Create and track demands directly from the Employee Slate workspace, streamlining demand management workflows. ## Key Changes and UI Updates * The Capacity Planning tab renamed to Capacity. * Financials tab introduced with renamed fields like Remaining Estimates (formerly ETC), Forecast (formerly EAC), and Actuals. * Coral theme becomes default for Next Experience and Core UI portals with dark mode options. * Financials page includes new widgets, in-context help, and support for managing costs and benefits in one view. * Demands interface improvements include color-coded states, consolidated tabs for Playbook, Details, and Docs, and AI association fields for AI-related demands. * Shared portfolio plans can be accessed via Copy link, simplifying stakeholder collaboration without individual invitations. * Resource assignment offsets recalculated when converting demands to projects to align with project schedules. ## Removed and Deprecated Features No Portfolio Planning features were removed or deprecated between Yokohama and Brazil releases. However, the Now LLM Service was updated with new model Gemma 4, and older AI models are deprecated for new development but remain available for existing configurations. ## Upgrade and Activation Information Portfolio Planning must be requested and installed from the ServiceNow Store. Upgrading to Brazil requires reconfiguration of any saved custom views due to cleared user preferences. Customers should also run the scheduled job to update execution URLs on existing demands to align with the latest navigation format. ## Practical Benefits for ServiceNow Customers * Enhanced ability to plan and manage portfolio financials with scenario planning, multicurrency, and detailed financial tracking improves budget control and ROI. * Improved collaboration features like real-time Docs editing and dynamic data linking reduce manual effort and improve data accuracy across teams. * AI-powered demand summarization and identification of similar demands streamline demand assessment and prioritization efforts. * New program planning capabilities and RIDAC management improve governance and provide clear visibility into portfolio risks and actions. * Better demand management experience through Next Experience and Employee Hub integration simplifies workflows and reduces context switching. * Customizable dashboards, saved filters, and public Consolidated page of all release notes for Portfolio Planning from Yokohama 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 Yokohama 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 | |-|-| | Yokohama | Upgrade information : After upgrading to Portfolio Planning v8.8.0, the custom view settings previously saved under user preferences will be cleared. You must reapply these changes and create views as needed. For instructions, see [Create a portfolio plan view in Portfolio Planning](https://www.servicenow.com/docs/access?context=create-portfolio-plan-view-ppw&family=yokohama&ft:locale=en-US) and [Create a free-form roadmap view in Portfolio Planning](https://www.servicenow.com/docs/access?context=create-free-form-roadmap-view-ppw&family=yokohama&ft:locale=en-US). | | Zurich | No updates for this release. | | Australia | No updates for this release. | | 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__12} | Release | Release notes | |-|-| | Yokohama | [Create and manage financial scenarios of planning items](https://www.servicenow.com/docs/access?context=optimizing-scenarios-in-strategic-planning&family=yokohama&ft:locale=en-US) : * Optimize your portfolio by creating financial scenarios to validate and arrive at a profitable outcome. * Plan and manage the budget of the planning items in a simulation mode for efficient financial planning and to help prevent overspending. * Manage prioritization and budget allocation of the planning items to meet business priorities. * Compare financial scenarios and automatically allocate the planned budget from approved scenarios to planning items. * Enable a budget allocation property to analyze finances in scenario planning and take effective decisions using data-driven insights. [Dashboards for data analysis and decision-making](https://www.servicenow.com/docs/access?context=using-dashboards-in-ppw&family=yokohama&ft:locale=en-US) : Consolidate key data and metrics from multiple sources onto dashboards, enabling you to monitor performance, track progress, and make informed decisions related to planning and execution. You can create, edit, and copy a dashboard, customizing as needed. Add widgets to a dashboard to display key data, metrics, and visualizations. You can also share dashboards to collaborate with the business stakeholders who have access to the portfolio plan. [Create and share views for portfolio plans and free-form roadmaps](https://www.servicenow.com/docs/access?context=managing-portfolio-plan-views-ppw&family=yokohama&ft:locale=en-US) : Create, edit, and switch views in portfolio plans and free-form roadmaps using display preferences. You can create personal views that are private to you or public views that can be shared with stakeholders who have access. Portfolio plan display preferences include column selection, grouping and filtering. Free-form roadmap preferences include grouping, milestones selection, dependencies selection, and tracking mode. The portfolio plan view saves your display preferences across the Prioritization, Roadmap, Capacity, and Financials tabs. Note: Portfolio plan views are available only for the Planning module and are supported in live mode, but not in scenario mode. [View financial data of your planning items at the portfolio level](https://www.servicenow.com/docs/access?context=using-portfolio-financials-ppw&family=yokohama&ft:locale=en-US) : * View the rolled-up financial costs and benefits data of your planning items Epics, Demands, and Projects at the portfolio level for different time scales and ranges. * View the financial values such as the Budget, Planned cost, Variance, Actuals, and Remaining Estimates of your planning items by expense type or cost type. * View the Forecasts, Actuals, and Variance of your planning items for monetary benefits. * View the financial data of the planning items while creating multiple prioritization scenarios to promote efficient use of budget and to help increase ROI. [Real-time collaboration for Planning item Docs](https://www.servicenow.com/docs/access?context=docs-for-planning-items-in-ppw&family=yokohama&ft:locale=en-US) : Edit a doc page concurrently with multiple other editors. Colored cursors denote the current location of editors on the page. You can choose to show or hide these indicators. Note: To use the full functionality of Docs v6.6.0 within Portfolio Planning Workspace, upgrade to Portfolio Planning Workspace v8.5.0. For more information, see the [Incompatibility After Upgrading Docs to Version 6.0.0 \[KB2017926\]](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB2017926) article in the Now Support Knowledge Base. | | Zurich | [Dynamic data linking in Docs](https://www.servicenow.com/docs/access?context=docs-for-planning-items-in-ppw&family=zurich&ft:locale=en-US) : Keep record information in your documentation always current and reduce manual effort with the Dynamic data linking feature in Docs. You can now reference any ServiceNow application record and Docs will automatically reflect the latest updates from those records. For example, if you add a reference to a Project record, the reference will show the latest field information of the project in Docs without requiring manual edits. Clicking the project reference opens up the project form so that you can view the full details of the project record and make any necessary changes. Dynamic linking also enables adding references to a particular field of a record, such as Assigned to of an Incident record. You can add references from any ServiceNow table you have access to, with no setup or configuration needed, thereby eliminate the hassle of switching between applications to copy and paste data from various records into Docs. [Scenario planning enhancements](https://www.servicenow.com/docs/access?context=enable-scenario-planning-in-portfolio-planning&family=zurich&ft:locale=en-US) : With the sn_align_core.apw_admin role, you can enable or disable the scenario planning feature. The sn_align_ws.is_scenario_planning_disabled system property allows you to enable or disable the scenario planning feature. [Roadmap enhancements](https://www.servicenow.com/docs/access?context=planning-roadmaps-in-portfolio-planning&family=zurich&ft:locale=en-US) : * Create custom themes for your roadmap bar colors to align with your organization's standards. * Experience consistent roadmap bar colors for choice list attribute values across all portfolio plans. * View the roadmap-level milestone row while scrolling down the Roadmap page. * Use different icons to distinguish item-level milestones. [Quick filters enhancements](https://www.servicenow.com/docs/access?context=quick-fiters-prioitization-roadmap-ppw&family=zurich&ft:locale=en-US) : Apply filters using string-type and Boolean field values across the Planning page to view the required dataset. These filters are saved as part of your user preferences, enabling you to access the same filtered data when you log back in and continue your planning seamlessly. [Financial enhancements](https://www.servicenow.com/docs/access?context=using-financials-pp&family=zurich&ft:locale=en-US) : * View only the planned costs of your planning items to track the total cost of projects or demands. * Use Display mode to switch between focused views to better plan and track the financials of your planning items. * Manage the planned and actual monetary benefit plans for your projects to identify the financial performance of your project using the Cost and benefits screen. * Use multicurrency to view and manage financial records of the project in Investment currency, which can be different from your functional currency. Manage multiple financial records such as planned and actual expenses, planned and actual benefits, and so on. * Generate and track labor cost for sub-projects, based on the resource assignments of your sub-projects and planning items such as features and capabilities. | | Australia | [Financials grid for demands in Next Experience for Demand Management](https://www.servicenow.com/docs/access?context=managing-financials-for-demands-ppw&family=australia&ft:locale=en-US) : Next Experience for Demand Management includes a Financials grid for demand records. This grid shows the demand's cost plans, benefit plans, and baselines. From this grid, users can: * Add cost plans, benefit plans, and expense lines scoped to the demand. * Create and compare baselines for financial data on the demand. * Filter by time scope and personalize the grid columns. [Monitor and track demands](https://www.servicenow.com/docs/access?context=c_demand_dashboards_ppw&family=australia&ft:locale=en-US) : Next Experience for Demand Management includes a Dashboard menu for demand records. The dashboard opens by default and is organized into three tabs: * Overview * Financials * Data Quality Filter dashboard data by department, business unit, portfolio, program, or demand manager. Select a widget, or select View all on a list widget, to open the underlying records with the same filters applied. [Identify similar demands using AI](https://www.servicenow.com/docs/access?context=identify-similar-demand-records-ppw&family=australia&ft:locale=en-US) : Detect similar existing demand records when creating or editing a demand using the identify similar records skill. This skill compares the Name, Description, and Business Case fields for contextual similarity. [RIDAC](https://www.servicenow.com/docs/access?context=explore-ridac-ppw&family=australia&ft:locale=en-US) : * Create and associate risks, issues, decisions, actions, and changes (RIDAC) with project and demand planning items to track planning uncertainties. * Access a dedicated RIDAC menu in Portfolio Planning Workspace for quick navigation to RIDAC items. * Manage RIDAC items with granular role-based access---assign read-only or full edit access to team members based on their responsibilities. * Run the scheduled job to populate the planning item field on the existing RIDAC records that were created earlier. * Track RIDAC across multiple scopes---view all RIDAC, project-specific RIDAC, portfolio RIDAC, and program RIDAC in a single unified view. [Plan efficiently with additional pre-defined lenses](https://www.servicenow.com/docs/access?context=lens-and-portfolio-plans&family=australia&ft:locale=en-US) : Use the Planning item lens to plan, prioritize, and roadmap work in Strategic Planning Workspace directly with planning items, without configuring organization structure, programs, portfolios, or products. The lens supports all enabled work item types, such as projects and demands, and can be used as a standalone lens or alongside other lenses. [AI-generated insights for portfolio plans](https://www.servicenow.com/docs/access?context=view-portfolio-insights&family=australia&ft:locale=en-US) : Gain AI-generated insights into planning items within a portfolio plan using the Portfolio insights skill. Identify planning items that are delayed beyond their planned end date, have delayed starts, or have misalignments between planned and approved dates. Monitor active projects that show early risk indicators but have not yet experienced delays. View AI-generated top root causes and recommended actions for each insight category to help address delays and misalignments effectively. The AI Insights window displays a timestamp indicating when insights were last generated. You can regenerate insights and recommendations if required to see the changes based on the latest available data. Users with the sn_align_core.apw_admin role can configure severity thresholds and scoring factors for planning items. These settings control how the Portfolio insights skill classifies insight severity as Critical, Medium, or Low. [Next Experience for Demand Management](https://www.servicenow.com/docs/access?context=demand-workspace-ppw&family=australia&ft:locale=en-US) : Manage strategic and operational demands in a unified experience in Portfolio Planning. This Next Experience interface consolidates demand creation, assessment, collaboration, and conversion in one place, eliminating context switching and reducing reliance on the classic Demand Workbench. [Create and manage demands in Next Experience for Demand Management](https://www.servicenow.com/docs/access?context=managing-demands-ppw&family=australia&ft:locale=en-US) : * Create and manage a demand in Next Experience for Demand Management using guided tabs. These tabs help you define alignment, estimate costs, and confirm readiness as you build out the demand. * Collaborate on demands through Docs, which syncs execution and planning. * View, add, and edit cost plans and budgeting details using related lists. [Use Playbook in Next Experience for Demand Management](https://www.servicenow.com/docs/access?context=use-playbooks-in-ppw&family=australia&ft:locale=en-US) : Help teams manage demands with greater structure and consistency using Playbook in Next Experience for Demand Management. Playbooks enable you to define multiple governance processes across the organization using a low‑code/no‑code configuration experience. Create clear stages and guided activities from demand intake to completion using a default or custom playbook. Custom playbooks support multiple demand management processes across your organization. [Associate AI systems with demands in Next Experience for Demand Management](https://www.servicenow.com/docs/access?context=use-playbooks-in-ppw&family=australia&ft:locale=en-US) : Use a playbook activity in Next Experience for Demand Management to associate AI systems with a demand. You can link impacted systems and add new ones directly within the demand workflow. [Portfolio plan enhancements](https://www.servicenow.com/docs/access?context=work-prioritization-portfolio-planning&family=australia&ft:locale=en-US) : * Access the Hierarchy tab directly from the Planning page, located next to the Prioritization tab. This new placement replaces the previous access point within the Prioritization tab, providing a more efficient way to view and manage planning items. * Save filter views specific to the Hierarchy tab without affecting views in the Prioritization tab. * View planning items in the new Hierarchy tab on the Planning page, now sorted using global rank when available. Drag and drop is supported for lowest‑level items, enabling you to rerank them within their groups. * Share a portfolio plan using the Copy link option. This provides access to existing users who have access to the portfolio plan. * Make a portfolio plan public and share the copied link with Strategic Planning Workspace users, without inviting them individually or as a group. Note that users accessing a public portfolio plan with the shared link cannot view scenarios within the plan. * Expand or collapse portfolio plan header to maximize screen space while planning. * Edit the default view within a portfolio plan and save changes using the Save view option. * View additional status attributes --- cost, resource, schedule, and scope --- for planning items in Portfolio Planning Workspace. For project planning items, these attributes are synced automatically from the latest published project status report. For other planning items, these attributes can be set manually. Note that project status report attributes synced from the Project status (project_status) table are read-only in Portfolio Planning Workspace and can't be edited directly. * Set planning item status to No status when a status has not been determined, alongside the existing Green, Yellow, and Red values. Planning items are created with No status by default. * Display rollup bars at parent levels in the hierarchy view and choose the date type to display --- approved, planned, or actual. Use the comparison option to compare date types, such as approved versus planned dates, to identify schedule misalignments. [Financials for planning items](https://www.servicenow.com/docs/access?context=using-financials-spw&family=australia&ft:locale=en-US) : View the financial baselines in investment currency and project currency after migrating them from Classic to Next Experience. Migrated financial baselines include actuals, costs, benefits, and budget values from the project currency to the investment currency. Using multicurrency, new and existing customers see only investment currency fields in demand and project records. Planned costs, actual costs, planned benefits, actual benefits, and budget fields are included in the financial baselines. | | 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__22} | Release | Release notes | |-|-| | Yokohama | [Capacity Planning tab name change](https://www.servicenow.com/docs/access?context=using-cap-plan-pp&family=yokohama&ft:locale=en-US) : The name of the Capacity Planning tab in the planning view is changed to Capacity. [Financials UI changes](https://www.servicenow.com/docs/access?context=using-portfolio-financials-ppw&family=yokohama&ft:locale=en-US) : * New Financials tab in the Planning page. * The name of the ETC field is changed to Remaining Estimates. * The name of the EAC field is changed to Forecast. * The name of the Actuals to date field is changed to Actuals. * New Financials view in scenario planning. * New financial widgets in the compare scenario page. | | Zurich | Coral theme : Coral is now the default theme for new portal, web, and mobile experiences with Next Experience or Core UI enabled. This theme provides a fresh look and feel, featuring brand-neutral illustrations to enhance your user experience. A dark theme option is available for web and mobile experiences. [Financials in Portfolio Planning](https://www.servicenow.com/docs/access?context=using-financials-pp&family=zurich&ft:locale=en-US) : * Use the new Display mode in the Financials record page to select and view forecast, compare planned vs actual costs, planned costs, or allocate budget. * Renamed Cost tab as Costs and benefits to manage cost plans and benefit plans in one view. * Renamed Baselines as Baseline comparison to create and compare financial baselines. * Renamed Time scope as Filter time scope to adjust the time scope to view a focused and customized financial snapshot. * New Generate labor costs button to generate labor costs based on the resource assignments. * New Currency list option to switch between functional and investment currency. * New Edit investment currency option to define investment currency for your projects. * New monetary benefit plan option to create new forecast benefit plans. * New Planned Benefits widget displays the total forecasted benefits. * New Total Return widget displays the total actual benefits form the projects. * New Record type column to classify the financial records between benefits and costs. * Renamed Estimate At Completion widget to EAC Cost. * Renamed Actual Cost To Date to Actuals (Incl. current fiscal period). | | Australia | [Summarize demands using AI](https://www.servicenow.com/docs/access?context=summarize-demands-in-ppw&family=australia&ft:locale=en-US) : The demand summary is generated in the AI Overview tab instead of the Details tab. The skill is set to trigger automatically, that is, the summary is generated on landing in this tab. Auto-generation is on by default and applies to demands in Submitted, Screening, Qualified, or Approved states. You can define the trigger to manually trigger as well, where users must select the Summarize button to generate the summary. [AI skills for Demand Workspace](https://www.servicenow.com/docs/access?context=ai-skills-in-demands-workspace-ppw&family=australia&ft:locale=en-US) : ServiceNow Otto introduced AI on the platform. As that experience has evolved, there's a new name for the experience. ServiceNow Otto® is the conversational AI platform integrated into ServiceNow workflows. It provides agentic capabilities, supports multimodal interactions across web, mobile, and messaging channels, and enables autonomous orchestration for cross-system workflows. [Access execution records from Portfolio Plans](https://www.servicenow.com/docs/access?context=access-demands-from-portfolio-planning-views&family=australia&ft:locale=en-US) : The execution URL is updated on the planning item demand. New planning items demand will automatically use the new execution URL. The execution URLs on existing planning item demands continue to work but doesn't reflect the updated navigation. Run the Update Demand Planning Item Execution URL scheduled job to update the execution URL on the existing demands. [Next Experience for Demand Management](https://www.servicenow.com/docs/access?context=demand-workspace-ppw&family=australia&ft:locale=en-US) : * The Demands icon has been added to the Portfolio Planning L1 menu to open the All Demands home page. * The State field on the All Demands home page has been color-coded for each state value. * The Playbook, Details, and Docs tabs have been added to the L2 menu of each demand to clearly and consistently group information. * The Details tab has been added to add and manage demand information such as financials and resource assignments. * The Playbook tab has been added to define clear stages and guided activities to read and follow. Selecting the name of a stage or activity navigates you to that stage or activity in the playbook. The Skip, Update, and Mark Complete options have been added to the activities of the playbook. * The Docs tab has been added to view and manage the documentation on the demand. * If you have the AI Control Tower plugin installed and the investment type of the demand is set to artificial intelligence: * The AI Associations section in the Demand details is displayed. The following fields are included: * Product: Enables you to select the product or system that the demand relates to. * Impacted AI systems: Links the impacted AI systems with the demand. You can select existing AI systems from the list or remove systems that are no longer relevant. * The AI Checkpoint stage is added to the demand default playbook. This stage includes the Product and Impacted AI systems fields. * The Create AI System option is added to the Details page of a demand for users with the sn_ai_steward role. * [Australia Patch 5](https://www.servicenow.com/docs/access?context=australia-patch-5&family=australia&ft:locale=en-US)The Financials grid is added to the navigation menu of a demand. It has options to create cost plans, monetary benefits plans, expense lines, and create and compare baselines. * The Dashboards menu item is added for demands, providing Overview, Financials, and Data Quality tabs. * The following items have been added to the demand form and are available if you have the identify similar records AI skill activated: * The Identify similar demands button, which identifies and displays similar demands. * The Similar Demands tab in Details, which displays the list of similar demand records identified by AI. * The AI Overview tab is added to the navigation menu of a demand. It generates a demand summary on landing if the skill trigger is set to automatic. If the trigger is set to manual, a Summarize button is available to generate the summary. | | 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__32} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | 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__42} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | 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__52} | Release | Release notes | |-|-| | Yokohama | Activation information : Install Portfolio Planning by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=yokohama&ft:locale=en-US). Important: Portfolio Planning is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | | Zurich | Activation information : Install Portfolio Planning by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=zurich&ft:locale=en-US). Important: Portfolio Planning is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | | Australia | Activation information : Install Portfolio Planning by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) to view all the available apps, and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=australia&ft:locale=en-US). Important: Portfolio Planning is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | | 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__62} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | 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__72} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | 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__82} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | 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__92} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | 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__102} | Release | Release notes | |-|-| | Yokohama | * View the rolled-up financial costs and benefits data of your planning items in the new Financials tab in the Planning page. * View the financial data of planning items while creating multiple prioritization scenarios to promote efficient use of budget and help increase the return on investment (ROI). * Monitor performance, track progress, and make informed decisions related to planning and execution using dashboards. * Create, edit, and switch views in portfolio plans and free-form roadmaps with display preferences. See [Portfolio Planning](https://www.servicenow.com/docs/access?context=portfolio-planning-app-landing-page&family=yokohama&ft:locale=en-US) for more information. | | Zurich | * View the planned costs of your planning items for the past fiscal periods. * Use Display mode to switch between different views of the financials record page. * Experience consistent roadmap bar colors for choice list attribute values across all portfolio plans. View the roadmap-level milestone row while scrolling down the Roadmap page. Use different icons to distinguish item-level milestones. * Apply filters using string-type and Boolean field values to view the desired data. * Customize and apply a theme to your roadmap to match your organization's standards. * Create and manage monetary benefit plans to capture and track projected and actual benefits. * Manage and run projects in various global currencies besides the functional currency using multicurrency. * Generate labor cost on sub-projects based on the resource assignments. See [Portfolio Planning](https://www.servicenow.com/docs/access?context=portfolio-planning-app-landing-page&family=zurich&ft:locale=en-US) for more information. | | Australia | * Identify similar demand records in Next Experience for Demand Management based on contextual similarity in the name, description, and business case content using the identify similar records AI skill. * Monitor demand distribution, financials, and data quality at a glance using Dashboard in Next Experience for Demand Management. * View and manage cost plans, benefit plans, and expense lines directly from the demand records in the Financials page in Next Experience for Demand Management. * Create and manage demands from the Next Experience for Demand Management in Portfolio Planning. * Guide demand managers and users through predefined stages and actions for each demand process using Playbook in Next Experience for Demand Management. * Link AI systems to a demand using a playbook activity in Next Experience for Demand Management. Generate a concise summary of a demand using the demand summarization skill. * Review the financial records of your planning items in both project currency and investment currency when you migrate them from Classic to Next Experience. * Create financial baselines with multicurrency to capture, view, and track the financial health of your planning item using project baselines and investment baselines. See [Portfolio Planning](https://www.servicenow.com/docs/access?context=portfolio-planning-app-landing-page&family=australia&ft:locale=en-US) for more information. | | 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. | [ ]