--- 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 Strategic Planning release notes for upgrades from Yokohama to Brazil # Combined Strategic 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) 52 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Combined Strategic Planning Release Notes for Upgrades from Yokohama to Brazil This consolidated release notes document covers Strategic Planning upgrades from Yokohama through to Brazil. It provides essential information on new features, changes, deprecations, and upgrade considerations aimed at helping ServiceNow customers prepare for the Brazil release. The notes include pre- and post-upgrade tasks, feature enhancements across Strategic Planning modules, and integration improvements with related ServiceNow products. Show full answer Show less ## Key Upgrade Information * **Yokohama to Zurich:** User preferences for custom views are cleared in v4.7.0 and require reapplication. Investment type and class fields are deprecated and replaced at the parent planning item level starting v4.8.0. * **Brazil:** No specific upgrade tasks noted; ensure familiarity with new features and system property configurations. ## New Features and Enhancements The Brazil release introduces significant enhancements to Strategic Planning aimed at improving portfolio management, Agile planning, AI-driven insights, and collaboration: * **Dashboards and Views:** Default and customizable dashboards consolidate key metrics for ideas, feedback, strategy execution, and planning. Users can create and share personalized views for portfolio plans and free-form roadmaps, enhancing data visualization and collaboration. * **AI Assistance:** AI-powered text refinement supports planning item descriptions, while story generation skills help break down epics and features into actionable user stories. AI insights provide predictive analytics for portfolio plans and goal health. * **Enterprise Agile Planning (EAP):** Integration with Jira and Collaborative Work Management (CWM) enables seamless bidirectional sync and unified planning across Agile and non-Agile work. New Kanban configurations and enhanced backlog management improve Agile team workflows. * **Financial Planning:** Enhanced financial scenario planning, budget allocation, and multi-currency support provide better cost and benefit tracking across projects, demands, and portfolio levels. New financial widgets and views streamline financial analysis. * **Demand Management:** Next Experience for Demand Management offers a unified interface with guided tabs, playbooks for governance, AI-driven demand summarization, and resource profiling to optimize demand intake and conversion. * **Strategy and Goals Management:** Boards organize strategic priorities and goals with fine-grained notifications and AI-generated insights. Target management supports multiple organizational levels and automatic status calculations. * **Portfolio and Roadmap Enhancements:** Kanban and Hierarchy tabs provide improved planning item visualization and drag-and-drop prioritization. Roadmap theming, milestone tracking, and export capabilities enhance planning clarity. * **RIDAC Tracking:** Risks, Issues, Decisions, Actions, and Changes (RIDAC) are integrated across planning items, portfolio plans, and programs, centralizing governance and risk management. * **Collaboration and UI Improvements:** Real-time multi-editor collaboration in Docs, dynamic data linking, and consistent UI themes improve user experience and reduce manual effort. ## Important Changes and Deprecations * Investment type and class fields have been deprecated on Project and Demand tables and moved to the parent Planning item table to centralize attribute management. * Capacity Planning tab renamed to Capacity; Financials tab enhanced with renamed fields for clarity (e.g., ETC to Remaining Estimates). * Kanban and Hierarchy views moved from Prioritization page to dedicated tabs under Planning page for better navigation. * Now LLM Service updated to include new open-weight AI models with data sovereignty and infrastructure governance. ## Practical Benefits for ServiceNow Customers * **Streamlined Upgrade:** Clear notes on user preference resets and field deprecations help prepare for smooth transition to Brazil release. * **Improved Planning and Execution:** Enhanced dashboards, AI capabilities, and integration with Agile tools like Jira and CWM enable faster, data-driven decision-making and execution alignment. * **Financial Visibility and Control:** Comprehensive financial scenario planning and multi-currency support provide accurate budgeting and cost tracking. * **Enhanced Collaboration:** Real-time document collaboration and shared views foster better stakeholder engagement. * **Governance and Risk Management:** RIDAC integration and automated status calculations support proactive risk mitigation and governance. * **Demand Management Efficiency:** Next Experience interface and AI-driven summarization reduce context switching and accelerate demand handling. ## Activation and Additional Information Strategic Planning must be installed from the ServiceNow Store. No new browser or localization requirements have been introduced in this release. Customers should review system properties that enable new features and adjust configurations according to organizational needs. Consolidated page of all release notes for Strategic Planning from Yokohama to Brazil. ## How to use this page To help you prepare for your upgrade, we have combined the cross-family Strategic Planning release notes onto one page. Read this summary of the new features, changes, and updated information for your product from 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 Strategic Planning to Brazil Before you upgrade to Brazil, review these pre- and post-upgrade tasks and complete the tasks as needed. {#dfrn3-strategicplanning-summary__entry__2} | Release | Release notes | |-|-| | Yokohama | Upgrade information : After upgrading to Strategic Planning v4.7.0, the following changes apply to user preferences: * Custom view settings previously saved under user preferences will be cleared. You must reapply these changes and create views as needed. For instructions, see [Create a portfolio plan view in Strategic Planning](https://www.servicenow.com/docs/access?context=create-portfolio-plan-view-spw&family=yokohama&ft:locale=en-US) and [Create a free-form roadmap view in Strategic Planning](https://www.servicenow.com/docs/access?context=create-free-form-roadmap-view-spw&family=yokohama&ft:locale=en-US). * Customizations made to the Timeline and Kanban views in the Roadmap tab, and the Kanban view in the Prioritization tab at the portfolio plan level, will be copied to the Default view of the portfolio plan. Similarly, any customizations made to the Timeline and Kanban views in the free-form roadmap will also be copied to the Default view of the free-form roadmap. | | Zurich | Upgrade information : After upgrading to Strategic Planning v4.8.0, the existing Investment type and Investment class fields will appear as Investment type (Deprecated) and Investment class (Deprecated) respectively across the Planning page including in the Prioritization and Roadmap views and in the Scenario Planning page. The values from these deprecated fields will be automatically copied to the new Investment type and Investment class fields. If you previously applied filters or personalized your view using the deprecated fields, you must update those configurations to use the new Investment type and Investment class fields across the workspace---including in the Prioritization and Roadmap views on the Planning page, as well as in the Scenario Planning page. | | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## New features Between your current release family and Brazil, new features were introduced for Strategic Planning. {#dfrn3-strategicplanning-summary__entry__12} | Release | Release notes | |-|-| | Yokohama | [Dashboards for data analysis and decision-making](https://www.servicenow.com/docs/access?context=dashboards-in-spw&family=yokohama&ft:locale=en-US) : Use dashboards to view key data and metrics, enabling you to monitor performance, track progress, and make informed decisions related to ideas, feedback, planning, and execution. Dashboards consolidate data from multiple sources into a single, easily digestible format. Each widget within a dashboard displays key data and metrics and may include visualizations. The default dashboards include the Product Idea Dashboard, Feedback Dashboard, Strategy Execution Dashboard, and Execution Dashboard.You can create or edit dashboards, copy an existing dashboard and customize it as needed, and share dashboards to collaborate with business stakeholders who have access to the portfolio plan. [Create and share views for portfolio plans and free-form roadmaps](https://www.servicenow.com/docs/access?context=managing-portfolio-plan-views-spw&family=yokohama&ft:locale=en-US) : For portfolio plans - Create, edit, and switch between views with display preferences such as column selection, grouping, and filtering for portfolio plans. You can create personal views that are private to you, or public views that can be shared with stakeholders who have access to the portfolio plan. The portfolio plan view saves your display preferences across the Prioritization, Roadmap, Capacity, and Financials tabs. Note: Views are available only for the Planning module and are supported in live mode, but not in scenario mode.For free-form roadmaps - Create, edit, and switch between views with display preferences such as grouping, milestones selection, dependencies selection, and tracking mode for free-form roadmaps. You can create personal views that are private to you, or public views that can be shared with stakeholders who have access to the free-form roadmap. [Write planning item skill](https://www.servicenow.com/docs/access?context=refine-text-with-write-planning-item-skill&family=yokohama&ft:locale=en-US) : * Improve record quality and user satisfaction by enabling AI assistance in the Description field across all Strategic Planning Workspace forms, including product idea, demand, epic, project, capability, feature, and story. * Enable text refinement with the Elaborate and Shorten options on planning items to support product managers and agile team members in creating and editing content more effectively. [Cycle time report for Agile teams in EAP dashboards](https://www.servicenow.com/docs/access?context=eap-agile-team-dashboard&family=yokohama&ft:locale=en-US) : Analyze how long the stories take for your Agile team to move from an in-progress state to completion. Each bubble on the chart represents a story and the chart shows stories completed in the past 30 days. You can compare the cycle times of stories that have different story points and review the trend in the time taken by the team to complete them. Using this data, identify the stories that took longer to complete and analyze the reasons so that you can draft an action plan to optimize the team's cycle time in the future. [Kanban configuration for EAP teams](https://www.servicenow.com/docs/access?context=agile-configurations-in-eap&family=yokohama&ft:locale=en-US) : Use the Kanban configuration for teams that don't prefer to work in an iteration-based schedule. You can activate the predefined Kanban configuration and add teams to your Agile structure or you can modify an existing configuration by setting the Planning calendar field to None. [Column filters in EAP Backlog](https://www.servicenow.com/docs/access?context=using-eap&family=yokohama&ft:locale=en-US) : Quickly find the work items that you need by using column-level filters for the data on your EAP Backlog. You can filter on any column that is displayed on the Backlog tab. [Generate stories from epics and features using Now Assist for EAP](https://www.servicenow.com/docs/access?context=generate-stories-from-epics-now-assist-eap&family=yokohama&ft:locale=en-US) : Break down epics and features into stories using the Now Assist Agile story generation skill in the EAP workspace. Using the available details such as name, description, docs content, and any existing stories, Now Assist provides story recommendations for your epic or feature. You can let Now Assist generate stories using its initial recommendations or you can choose to split or combine the story recommendations before prompting Now Assist to create the stories. [Create a manage financial scenarios of planning items](https://www.servicenow.com/docs/access?context=optimizing-scenarios-in-strategic-planning&family=yokohama&ft:locale=en-US) : * Optimize your portfolio by creating financial scenarios to validate and arrive at a profitable outcome. * Plan and manage the budget of planning items in simulation mode for efficient financial planning and to help prevent overspending. * Manage prioritization and budget allocation of the planning items to meet business priorities. * Compare scenarios financially and automatically allocate the planned budget to planning items from approved scenarios. * Enable the new budget allocation property (sn_invst_pln.enable_budget_allocation_v2) to perform financial analysis in scenario planning and take effective decisions by data-driven insights. [Plan efficiently with additional pre-defined lenses](https://www.servicenow.com/docs/access?context=lens-alignment-planner-workspace&family=yokohama&ft:locale=en-US) : Using the Digital Product lens, portfolio managers can plan, prioritize, and roadmap the work in the Strategic Planning Workspace based on the digital products by aligning with the business strategy. The lens is supported with the work items, epic, and product idea. With the Digital Product lens, you can also do high-level planning using the Product Enhancement entity. By default, the Product Enhancement entity is enabled for high-level planning. [View financial data of your planning items at portfolio level](https://www.servicenow.com/docs/access?context=using-portfolio-financials-spw&family=yokohama&ft:locale=en-US) : * View the rolled-up financial costs and benefits data of your planning items such as Epics, Demands, and Projects at the portfolio level for different time scales and ranges. * View the Budget, Planned, Variance, Actuals, and Remaining Estimates of the financials costs by expense type or cost type. * View the Forecasts, Actuals, and Variance of monetary benefits. [Real-time collaboration for EAP Docs](https://www.servicenow.com/docs/access?context=docs-for-eap-teams-and-planning-items&family=yokohama&ft:locale=en-US) : Edit a doc page concurrently with multiple other editors. Colored cursors denote the current location of editors on the page. You can choose to show or hide these indicators. The real-time collaboration feature for docs is also available for planning items in the Strategic Planning Workspace. See [Docs for planning items](https://www.servicenow.com/docs/access?context=docs-for-planning-items-in-spw&family=yokohama&ft:locale=en-US). Note: To use the full functionality of Docs v6.6.0 within Strategic Planning Workspace, ensure that you upgrade Strategic Planning Workspace to v4.5.0. For more information, see [KB2017926](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB2017926). | | Zurich | [Integrate Enterprise Agile Planning (EAP) with Atlassian Jira](https://www.servicenow.com/docs/access?context=spw-jira-landing&family=zurich&ft:locale=en-US) : Facilitate execution of the work planned in EAP and executed in Jira. With this integration, enable seamless tracking of work across tools with bidirectional sync between Jira and EAP. Key updates made in one system, such as a status change or field update for Epics and Stories, will automatically reflect in the other. This integration ensures your team can collaborate and track development efforts without switching contexts, reducing manual effort and improving visibility across platforms. [Enterprise Agile Planning (EAP) integration with CWM](https://www.servicenow.com/docs/access?context=agile-sprint-planning-in-cwm&family=zurich&ft:locale=en-US) : Enhance visibility, planning, and execution for your teams with seamless integration between EAP and CWM. For Agile teams managing non-agile work items such as incidents and change tasks, this integration bridges the gap by automatically creating a dedicated Space and Board in CWM. Agile work is seamlessly brought over via Connected Work, while EAP sprints are reflected directly in CWM's Sprint planning view, thus enabling unified planning across work types. Teams can plan work for their sprints and update work status directly from the CWM Board, with performance reports in EAP dynamically reflecting these changes. This integration enables teams to manage their full scope of work from a single, connected workspace. [Dynamic data linking in Docs](https://www.servicenow.com/docs/access?context=docs-for-planning-items-in-spw&family=zurich&ft:locale=en-US) : Keep record information in your documentation always current and reduce manual effort with the Dynamic data linking feature in Docs. You can now reference any ServiceNow application record and Docs will automatically reflect the latest updates from those records. For example, if you add a reference to a Project record, the reference will show the latest field information of the project in Docs without requiring manual edits. Clicking the project reference opens up the project form so that you can view the full details of the project record and make any necessary changes. Dynamic linking also enables adding references to a particular field of a record, such as Assigned to of an Incident record. You can add references from any ServiceNow table you have access to, with no setup or configuration needed, thereby eliminate the hassle of switching between applications to copy and paste data from various records into Docs. [Scenario planning enhancements](https://www.servicenow.com/docs/access?context=enable-scenario-planning-in-strategic-planning&family=zurich&ft:locale=en-US) : With the sn_align_core.apw_admin role, you can enable or disable the scenario planning feature. The sn_align_ws.is_scenario_planning_disabled system property allows you to enable or disable the scenario planning feature. [Strategic Planning and AI Control Tower](https://www.servicenow.com/docs/access?context=better-together-with-other-apps-spw&family=zurich&ft:locale=en-US) : Categorize your strategic priorities, goals, planning items, and execution items---projects and demands as Artificial Intelligence to track and monitor strategy progress from the AI Control Tower workspace. Use the Type field for strategic priorities, the Category field for goals, the Investment type field for planning items - to classify them as Artificial Intelligence and monitor their progress in the AI Control Tower workspace. [Portfolio plan enhancements](https://www.servicenow.com/docs/access?context=create-portfolio-plans-in-alignment-planner-workspace&family=zurich&ft:locale=en-US) : * Create portfolio plans for AI-related items by applying a filter on the planning item tables, setting the Investment type field value to Artificial Intelligence during portfolio plan creation. This allows you to focus exclusively on AI-related items. * With the sn_align_core.apw_admin role, you can update the following system properties: * sn_align_core.planning_item_types_allow_list - Defines the planning item types that can be configured and allowed for a portfolio plan. * glide.ui.sn_align_core_dependency_activity.fields - Enables activity stream for the dependency formatter fields. * sn_align_ws.gantt_show_higher_planning_upper_entities - Enables display of entire hierarchy of lens structure from top to bottom in prioritization hierarchy view for high-level portfolio plans. * sn_align_ws.portfolio_plan_items_limit - Defines the number of planning items to be loaded on the planning page. [Roadmap enhancements](https://www.servicenow.com/docs/access?context=roadmaps-in-alignment-planner-workspace&family=zurich&ft:locale=en-US) : * Create custom themes for your roadmap bar colors to align with your organization's standards. * Experience consistent roadmap bar colors for choice list attribute values across all portfolio plans. * View the roadmap-level milestone row while scrolling down the Roadmap page. * Use different icons to distinguish item-level milestones. * Match milestone colors with their status labels across the roadmap, milestone popover, and side panel. For example, a missed milestone displays the same color in all locations. * With the sn_align_core.apw_admin role, you can define the number of milestone items to be loaded in the Roadmap tab. The sn_align_ws.item_milestone_limit system property allows you to define the number of milestone items to be loaded in the Roadmap tab. * With the sn_align_core.apw_admin role, you can define the list of planning item types that can be created in a free-form roadmap. The sn_align_ws.freeform_planning_items_creation_list system property allows you to define the list of planning item types that can be created in a free-form roadmap. [Quick filters enhancements](https://www.servicenow.com/docs/access?context=managing-backlog-alignment-planner-workspace&family=zurich&ft:locale=en-US) : Apply filters using string-type and boolean field values across the Planning page and Scoring page to view the required dataset. These filters are saved as part of your user preferences, enabling you to access the same filtered data when you log back in and continue your planning seamlessly. [Investment type and Investment class fields on the Planning item table](https://www.servicenow.com/docs/access?context=planning-item-form&family=zurich&ft:locale=en-US) : The Investment type and Investment class fields have been added to the Planning item \[sn_align_core_planning_item\] table to enable these attributes to be defined at the parent planning item level. A new value, Artificial Intelligence, has also been added to the Investment type field to categorize a planning item as an Artificial Intelligence initiative. [Goal management enhancements](https://www.servicenow.com/docs/access?context=managing-goals-in-alignment-planner-workspace&family=zurich&ft:locale=en-US) : * With the sn_gf_goal_admin role, you can update goal-specific system properties: * sn_align_ws.goal_hierarchy.max_records - Defines the number of targets to load on the Hierarchy tab in the Targets view. The default value is 250. * glide.ui.sn_gf_goal_activity.fields - Enables activity stream for fields of the goals. * Experience faster loading of goals data, even when large volumes of data are present. * With the sn_gf.goal_admin role, you can edit any goal and target as needed, even when you aren't the owner or contributor of a goal or target. * With both the sn_gf_goal_admin and sn_apw_advanced.spw_goal_user roles, you can edit target breakdowns as needed. [Financial enhancements](https://www.servicenow.com/docs/access?context=using-financials-spw&family=zurich&ft:locale=en-US) : * View only the planned costs of your planning items to track the total cost of your planning items. * Use Display mode to switch between focused views to better plan and track the financials of your planning items. * Manage the planned and actual monetary benefit plans for your projects to identify the financial performance of your project using the Cost and benefits screen. * Use multicurrency to view and manage financial records of the project in Investment currency, which can be different from your functional currency. Manage multiple financial records such as planned and actual expenses, planned and actual benefits, and so on. * Generate and track labor cost for sub-projects, based on the resource assignments of your sub-projects and planning items such as features and capabilities. | | Australia | [Financials grid for demands in Next Experience for Demand Management](https://www.servicenow.com/docs/access?context=managing-financials-dw&family=australia&ft:locale=en-US) : Next Experience for Demand Management includes a Financials grid for demand records. This grid shows the demand's cost plans, benefit plans, and baselines. From this grid, users can: * Add cost plans, benefit plans, and expense lines scoped to the demand. * Create and compare baselines for financial data on the demand. * Filter by time scope and personalize the grid columns. [Monitor and track demands](https://www.servicenow.com/docs/access?context=c_demand_dashboards&family=australia&ft:locale=en-US) : Next Experience for Demand Management includes a Dashboard menu for demand records. The dashboard opens by default and is organized into three tabs: * Overview * Financials * Data Quality Filter dashboard data by department, business unit, portfolio, program, or demand manager. Select a widget, or select View all on a list widget, to open the underlying records with the same filters applied. [Identify similar demands using AI in Next Experience for Demand Management](https://www.servicenow.com/docs/access?context=identify-similar-demand-records&family=australia&ft:locale=en-US) : Detect similar existing demand records when creating or editing a demand using the identify similar records skill. This skill compares the Name, Description, and Business Case fields for contextual similarity. [RIDAC](https://www.servicenow.com/docs/access?context=spw-ridac-landing&family=australia&ft:locale=en-US) : * Create and associate risks, issues, decisions, actions, and changes (RIDAC) with all planning items, goals, and EAP (Enterprise Agile Planning) iterations to track planning uncertainties. * Access a dedicated RIDAC menu in Strategic Planning Workspace for quick navigation to RIDAC items. * Manage RIDAC items with granular role-based access---assign read-only or full edit access to team members based on their responsibilities. * Run the scheduled job to populate the planning item field on the existing RIDAC records that were created earlier. * Track RIDAC across multiple scopes---view all RIDAC, project-specific RIDAC, portfolio RIDAC, and program RIDAC in a single unified view. [Creating iterations for teams in EAP](https://www.servicenow.com/docs/access?context=simplified-iteration-creation-in-eap&family=australia&ft:locale=en-US) : From EAP version 4.17.0, create Planning Intervals and Sprints directly from the Backlog by entering their start and end dates. The underlying planning calendar entries are created for you, so nobody has to define them before teams can plan. The following capabilities support this flow: * Users with the new `sn_apw_advanced.eap_scrum_master` role create the first iteration for a set of teams that share a planning calendar. After that timeline exists, users with the `sn_apw_advanced.eap_user` role create the following iterations for the other ARTs and teams that share it. * Select Have unique calendars on an EAP configuration to give each ART that you add afterward its own planning calendar. By default, the ARTs in a configuration share one calendar and follow one cadence. * When an Agile Team joins an ART, the in-progress Sprint and the upcoming Sprints are created for that team automatically. * Planning calendar entries that your admin defined earlier remain valid. Teams can continue to create iterations within the timelines that those entries define. [Refresh without losing your place in the EAP Hierarchy tab](https://www.servicenow.com/docs/access?context=eap-hierarchy-tab&family=australia&ft:locale=en-US) : Selecting Refresh in the Hierarchy tab now reloads your data without collapsing the rows you've already expanded or resetting your scroll position. Rows deleted by someone else are removed silently, and new child items appear under their expanded parent. If the grid displays more than 100 non-root items or 100 stories, you're asked to confirm before all rows are collapsed. [View or delete a dependency directly from the EAP Planning board](https://www.servicenow.com/docs/access?context=work-item-dependencies-in-eap&family=australia&ft:locale=en-US) : Select a dependency line on the Planning board to open the dependency record in a side panel, without navigating to the work item's full details page. Review the dependent and prerequisite items, or select Delete to remove the dependency directly from the panel. [Backlog and Hierarchy access for CWM connected teams](https://www.servicenow.com/docs/access?context=integrate-eap-with-collaborative-work-management&family=australia&ft:locale=en-US) : Teams connected to CWM can now access the Backlog and Hierarchy tabs in EAP. Because sprints are started and completed from the CWM Board, the Start Sprint and Complete Sprint options are hidden in the EAP Backlog for these teams. [Plan efficiently with additional pre-defined lenses](https://www.servicenow.com/docs/access?context=lens-alignment-planner-workspace&family=australia&ft:locale=en-US) : Use the Planning item lens to plan, prioritize, and roadmap work in Strategic Planning Workspace directly with planning items, without configuring organization structure, programs, portfolios, or products. The lens supports all enabled work item types, such as projects and demands, and can be used as a standalone lens or alongside other lenses. [Move work items to the top or bottom in EAP Backlog](https://www.servicenow.com/docs/access?context=schedule-work-items-into-iterations-in-eap-backlog&family=australia&ft:locale=en-US) : Promote an urgent story to the top of a sprint or push deprioritized work to the bottom of a long backlog without dragging items across multiple pages. Right-click any story, feature, capability, or epic in the EAP Backlog, iteration, or team grid and select Move to top or Move to bottom to re-prioritize the work item in one action. Prioritization changes take effect across all pages, so you can act on shifting priorities even when the work item is far from its target position. [Live updates in the EAP Hierarchy tab](https://www.servicenow.com/docs/access?context=eap-hierarchy-tab&family=australia&ft:locale=en-US) : Keep working in your hierarchy without breaking your flow each time you create a work item. When you create a work item with the Hierarchy tab open, it is added to your current view immediately, so you don't need to refresh the page to see a new story, feature, capability, or epic. A new top-level item appears alongside the existing top-level items for the selected portfolio configuration. A new child item appears under its parent when that parent is expanded. [Active work first in the EAP Backlog](https://www.servicenow.com/docs/access?context=using-eap&family=australia&ft:locale=en-US) : Plan and prioritize without sifting through completed or cancelled work. The Backlog section of the EAP Backlog tab now hides completed and cancelled work items by default, so the list shows only what your teams have to work on. Sprint and Planning Interval (PI) sections continue to show all work items, giving you visibility into both ongoing and finished work for each iteration. Admins can change these settings for either sections using two new system properties: `sn_apw_advanced.show_inactive_items_in_backlog_list` for the Backlog section and `sn_apw_advanced.show_inactive_items_in_iteration` for iteration sections. [Epic status assessment](https://www.servicenow.com/docs/access?context=assess-epic-status-now-assist-eap&family=australia&ft:locale=en-US) : Automatically evaluate epic health across six risk dimensions using the Epic status assessment skill in Enterprise Agile Planning. Now Assist analyzes story health, blocked stories, dependencies, progress, timeline, and ownership to return a red, yellow, or green status with plain-English reasoning. Portfolio managers can quickly assess epic risks without manually reviewing stories, timelines, and assignments by selecting the Epic status button on the epic record page. [AI-generated insights for portfolio plans](https://www.servicenow.com/docs/access?context=view-portfolio-insights&family=australia&ft:locale=en-US) : Gain AI-generated insights for planning items within a portfolio plan using the Portfolio insights skill. Identify planning items that are delayed beyond their planned end date, have delayed starts, or have misalignments between planned and approved dates. Monitor active projects that show early risk indicators but have not yet experienced delays. View AI-generated top root causes and recommended actions for each insight category to help address delays and misalignments effectively. The AI Insights window displays a timestamp indicating when insights were last generated. You can regenerate insights and recommendations if required to see the changes based on the latest available data. Users with the sn_align_core.apw_admin role can configure severity thresholds and scoring factors for planning items. These settings control how the Portfolio insights skill classifies insight severity as Critical, Medium, or Low. [AI-generated insights for goals](https://www.servicenow.com/docs/access?context=generate-insights-for-goal-strategy&family=australia&ft:locale=en-US) : * Generate AI‑powered insights using the goal insights skill to gain predictive, actionable visibility into goal health. By analyzing the goal, goal targets, subgoals, and aligned work, the system delivers data‑driven insights that help goal owners and contributors manage risks proactively and improve goal outcomes. Insights include AI-forecasted status, confidence of achieving the goal, targets at risk, and aligned work or recommendations that have been delayed or stalled. * View the AI-forecasted status for goals and targets in the grid, generated automatically via the Goal insights generation scheduled job, along with the rationale for the generated status. * Configure run frequency and set of goals to run the Goal insights generation scheduled job as need. The job is inactive by default. [Story generation for epics in Agile Development 2.0 and EAP](https://www.servicenow.com/docs/access?context=generate-stories-quickly-for-eap-and-agile-2-0&family=australia&ft:locale=en-US) : Generate a complete user story, including title, description, and acceptance criteria, directly from an epic instead of creating one. By providing one or two lines of context, you can generate a story and edit inline before saving. This skill is available in both Agile Development 2.0 and EAP. [Next Experience for Demand Management](https://www.servicenow.com/docs/access?context=demand-workspace&family=australia&ft:locale=en-US) : Next Experience for Demand Management delivers a unified experience for managing strategic and operational demands in Strategic Planning. This Next Experience interface consolidates demand creation, assessment, collaboration, and conversion in one place, eliminating context switching and reducing reliance on the classic Demand Workbench. [Create and manage demands in Next Experience for Demand Management](https://www.servicenow.com/docs/access?context=use-demands-dmnd-wpc&family=australia&ft:locale=en-US) : * Create and manage a demand in Next Experience for Demand Management using guided tabs that help you define alignment, estimate costs, and confirm readiness as you build out the demand. * Collaborate on demands through Docs, with execution and planning synced. * View, add, and edit cost plans and budgeting details using related lists. [Use Playbooks in Next Experience for Demand Management](https://www.servicenow.com/docs/access?context=use-playbooks-in-dw&family=australia&ft:locale=en-US) : Help teams manage demands with greater structure and consistency using Playbook in Next Experience for Demand Management. Playbooks enable you to define multiple governance processes across the organization using a low‑code/no‑code configuration experience. Create clear stages and guided activities from demand intake to completion using a default playbook or a custom playbook. Custom playbooks support multiple demand management processes across your organization's multiple demand management processes. [Associate AI systems with demands in Next Experience for Demand Management](https://www.servicenow.com/docs/access?context=use-playbooks-in-dw&family=australia&ft:locale=en-US) : Use a playbook activity in Next Experience for Demand Management to associate AI systems with a demand. You can link impacted systems and add new ones directly within the demand workflow. [Summarize demands using AI](https://www.servicenow.com/docs/access?context=summarize-demand-in-demand-workspace&family=australia&ft:locale=en-US) : Generate a concise, structured summary of any demand using the demand summarization skill through the Summarize button in the demand form. The skill reviews the demand fields and helps create a clear summary of the demand. [Strategy and Goals](https://www.servicenow.com/docs/access?context=strategy-goals-landing-page&family=australia&ft:locale=en-US) : Use boards in Strategy and Goals to organize and manage your organization's strategic priorities and objectives. A board is a collection of strategic plans, priorities, objectives, and key results based on your selected filter criteria---helping you stay focused and manage them effectively. * Managing boards: * Create boards step by step, choosing whether to base them on strategic plans, priorities, goals, or both. Define what items to display using advanced filter conditions. * Build boards tailored to specific goals by entity type and entity, ensuring focus on the goals that matter most. * Share boards with stakeholders to align efforts and drive shared outcomes. * Add boards to your favorites for faster navigation. * Managing strategy and goals using boards: * Create and organize strategic plans, strategic priorities, goals, and key results in a single, focused view. * Associate work or planning items with goals or targets to align your current or future work with your strategic priorities, helping your team achieve goals and targets efficiently. * As the goal or process owner, send notifications to target owners or contributors to ensure timely updates of target actuals. * Target owners and contributors receive reminder notifications for check-in updates before the due date. * With ServiceNow Otto for Strategic Portfolio Management, generate measurable targets for your goals to reduce the effort of defining clear success criteria, and gain actionable insights to identify at‑risk goals, assess forecasted status, and act on AI‑driven recommendations. [Portfolio plan goals enhancements](https://www.servicenow.com/docs/access?context=managing-goals-in-alignment-planner-workspace&family=australia&ft:locale=en-US) : * Owners and contributors are notified when they're mentioned in a goal, target, or when comments are added. * Define targets across multiple organizational levels with the Assigned entity field in the target form. This enables targets created at higher levels (for example, Company) to be directly assigned to lower levels (for example, Business Unit, Department), eliminating redundant subgoal creation, and streamlining overall goal management. * Status --- Green, Yellow, Red, or None --- rolls up automatically from target breakdowns to the target for targets set to cumulative distribution, and from targets and subgoals to the goal. [Portfolio plan enhancements](https://www.servicenow.com/docs/access?context=create-portfolio-plans-in-alignment-planner-workspace&family=australia&ft:locale=en-US) : * Visualize planning items in lanes with the new Kanban tab in the Planning page and access the Hierarchy tab directly from the same location. These tabs replace the previous access point in the Prioritization tab, offering a more streamlined way to view and manage planning items. * Save filter views specific to the Kanban tab and the Hierarchy tab without affecting views in the Prioritization tab. * View planning items in the new Hierarchy tab on the Planning page, now sorted using global rank when available. Drag and drop is supported for lowest‑level items, enabling you to rerank them within their groups. * Share a portfolio plan using the Copy link option. This provides access to existing users who have access to the portfolio plan. * Make a portfolio plan public and share the copied link with Strategic Planning Workspace users, without inviting them individually or as a group. Note that users accessing a public portfolio plan with the shared link cannot view scenarios within the plan. * Expand or collapse portfolio plan header to maximize screen space while planning. * Edit the default view within a portfolio plan and save changes using the Save view option. * View additional status attributes --- cost, resource, schedule, and scope --- for planning items in Strategic Planning Workspace. For project planning items, these attributes are synced automatically from the latest published project status report. For other planning items, these attributes can be set manually. Note that project status report attributes synced from the Project status (project_status) table are read-only in Strategic Planning Workspace and can't be edited directly. * Set planning item status to No status when a status has not been determined, in addition to the existing Green, Yellow, and Red values, giving planners the flexibility to update the status as needed. By default, the status is set No status when a planning item is created. * Display rollup bars at parent levels in the hierarchy view and choose the date type to display --- approved, planned, or actual. Use the comparison option to compare date types, such as approved versus planned dates, to identify schedule misalignments. [Hierarchy tab for EAP teams](https://www.servicenow.com/docs/access?context=eap-hierarchy-tab&family=australia&ft:locale=en-US) : Gain visibility into how your work connects to broader organizational goals by viewing the complete work item hierarchy directly in the EAP workspace. Expand any epic to see its capabilities, features, and stories across Solution Trains, ARTs, and Agile Teams without switching between multiple screens or running separate reports. Customize your view by selecting which columns appear in the hierarchy grid and adjusting column widths to match your workflow. Your column preferences persist across sessions, so your configured view is ready each time you return. The Hierarchy tab requires your admin to enable it through the sn_apw_advanced.enable_hierarchy_view system property. See [Enable Hierarchy tab in EAP](https://www.servicenow.com/docs/access?context=hierarchy-enable-eap&family=australia&ft:locale=en-US). [Open EAP work items in new browser tab](https://www.servicenow.com/docs/access?context=using-eap&family=australia&ft:locale=en-US) : Open work items from the EAP Backlog and Hierarchy pages in a new browser tab, so you never lose your context. Right-click any work item, or use the item options menu, to open its full details in a separate tab. This feature lets you review and compare multiple work items side by side without losing your current view. [Financials for planning items](https://www.servicenow.com/docs/access?context=using-financials-spw&family=australia&ft:locale=en-US) : * Migration of financial baselines: * Migrate the financial baselines of projects, which includes investment currency support. * While migration, financial baselines will now include actuals, costs, benefits, and budget values from the project currency to the investment currency. * Streamlined currency fields while using multicurrency: * New and existing customers will now see only investment currency fields in demand and project records. * Planned costs, actual costs, planned benefits, actual benefits, and budget fields are included in the financial baselines. [Admin role enhancements in Feedback](https://www.servicenow.com/docs/access?context=components-installed-with-product-feedback&family=australia&ft:locale=en-US) : The read role sn_align_core.pf_read and write role sn_align_core.apw_admin are added to the following system properties in Feedback and Product idea: * sn_apw_advanced.product_feedback_allowed_non_planning_items_for_link_item * sn_apw_advanced.product_feedback_product_idea_filters * sn_apw_advanced.product_feedback_feedback_filters * sn_apw_advanced.feedback.idea_feedback_queue_address | | Brazil | [Enterprise-wide deployment for demands](https://www.servicenow.com/docs/access?context=ewd-for-demands-dw&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. [Smart assessments for demands](https://www.servicenow.com/docs/access?context=smart-assessments-overview&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-dw&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. Kanban teams in the portfolio structure in EAP : Run Scrum and Kanban teams under the same Agile Release Train (ART). Select a planning methodology when you add a team to an ART, or set the Planning methodology field on an existing team. Kanban teams plan from the team backlog: sprint controls are hidden, planning intervals skip them, and the Home page shows the Kanban Team dashboard. Both team types appear side by side on the ART planning board. [Maintain-type targets](https://www.servicenow.com/docs/access?context=target-types-overview&family=brazil&ft:locale=en-US) : Track targets that must hold steady across every check-in period using the Maintain above, Maintain below, and Maintain constant target types. Each breakdown period's planned target defaults to the final target value, or 0 if no final value is set, and you can edit it for each period. Target progress is the share of periods that met the condition: at or above the target for Maintain above, at or below it for Maintain below, and within a tolerance band around it for Maintain constant. The default tolerance band is ±5%, and administrators can change it with the sn_gf.maintain_constant_tolerance_percent system property. For example, a Maintain above target of 75 with quarterly actuals of 78, 72, 80, and 76 shows 75% progress, because one of the four quarterly actuals didn't meet the target. When you change the start date, end date, or final target value, the breakdowns and planned values adjust automatically and actuals in the remaining periods are kept. The Target value distribution field is hidden for Maintain types. [Unique numbers and prefixes for goals and targets](https://www.servicenow.com/docs/access?context=change-number-prefix-goals-targets-spw&family=brazil&ft:locale=en-US) : Differentiate goals and targets that share a name across teams by using the Number field. Goals use the OBJ prefix and targets use the KR prefix, for example OBJ0004512 and KR0009871. The number appears on goal and target forms, list views, board views, and exports. The GF - Override Goal and Target Number fields with customized prefixes scheduled job updates existing GOAL and TRGT numbers to OBJ and KR and keeps the numeric portion. An administrator can run the scheduled job to override default populated prefixes. [RIDAC for portfolio plans](https://www.servicenow.com/docs/access?context=portfolio-plan-ridac-spw&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-spw&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-spw&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, Kanban, 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-spw&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-strategic-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. [Automatic status calculation for targets](https://www.servicenow.com/docs/access?context=automatic-status-calculation-targets-spw&family=brazil&ft:locale=en-US) : Automatically determine target status based on actual achievement percentages. When you enter actual values for a target period, the system compares the achievement percentage against predefined thresholds and automatically assigns a status (Green, Yellow, or Red). This eliminates manual status selection, reducing data entry errors and improving organizational governance. Status is calculated and updated when you enter actual values using the formula: ((Actual Value - Start Value) / (Planned Target - Start Value)) x 100. Target owners can override automatically calculated status values at any time. If you update the actual value after a manual override, the system recalculates the status automatically. [Configure automatic status calculation thresholds](https://www.servicenow.com/docs/access?context=configure-automatic-status-calculation-spw&family=brazil&ft:locale=en-US) : Enable administrators to customize automatic status calculation thresholds and enable or disable the feature based on organizational requirements. By default, automatic status calculation is enabled with system-defined thresholds of Green (≥90%), Yellow (75-89%), and Red (\<75%). Administrators can adjust threshold percentages using the system property sn_gfa.target.auto_status.thresholds. To disable automatic status calculation and revert to manual status selection, set the system property to false. [Scrum Configuration in Enterprise Agile Planning](https://www.servicenow.com/docs/access?context=agile-configurations-in-eap&family=brazil&ft:locale=en-US) : Set up teams that run Sprints without a Planning Interval above them by using the Scrum Configuration in Enterprise Agile Planning. It defines a single team level of the type Agile Team and allows the Epic and Story work item types. Story is the default work item type for that level and is mapped to the new Scrum Sprint planning calendar. The Epic methodology field is set to Scrum. Like the other default configurations, the Scrum Configuration is inactive until you activate it. [Unique iteration cadence for each team in Enterprise Agile Planning](https://www.servicenow.com/docs/access?context=simplified-iteration-creation-in-eap&family=brazil&ft:locale=en-US) : Let each team set its own iteration dates by selecting Allow unique cadence for each team on an Enterprise Agile Planning configuration. If the configuration has planning calendars at more than one team level, each top-level team receives its own calendar. If the configuration has a single level of iterations, such as Sprints only, the iterations carry their own start and end dates instead of following a planning calendar entry. Teams that you add after you select this option receive a unique calendar, and teams that already exist continue to use the default calendar of the configuration. [Spillover and New scope fields on iterations in Enterprise Agile Planning](https://www.servicenow.com/docs/access?context=start-or-complete-iteration-in-eap&family=brazil&ft:locale=en-US) : See how the scope of a Sprint moved during its run by using the Spillover and New scope fields on the Enterprise agile iteration \[sn_apw_advanced_eap_iteration\] record. Spillover is the sum of the story points of the committed stories that are no longer in the iteration when it completes. New scope is the sum of the story points of the stories that were added after the iteration started. Both fields are read-only and are calculated when you complete the iteration. Select a value to open the stories that it counts. [Copy and customize the demand summarization skill](https://www.servicenow.com/docs/access?context=clone-customize-demand-summarization-skill&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&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 Strategic Planning features. {#dfrn3-strategicplanning-summary__entry__22} | Release | Release notes | |-|-| | Yokohama | [Skill name updates](https://www.servicenow.com/docs/access?context=alignment-planner-workspace-landing-page&family=yokohama&ft:locale=en-US) : * Renamed the Planning item Gen AI Docs to the Planning item doc summarization skill in Strategic Planning. * Renamed the EAP Teams Gen AI Docs to the EAP doc summarization skill in Enterprise Agile Planning. * Added the Write planning items skill in Strategic Planning. [Capacity Planning name updates](https://www.servicenow.com/docs/access?context=using-cap-plan-spw&family=yokohama&ft:locale=en-US) : Change in the name of the Capacity Planning tab to Capacity in the planning view. [Financials UI changes](https://www.servicenow.com/docs/access?context=using-portfolio-financials-spw&family=yokohama&ft:locale=en-US) : * New Financials tab in the Planning page. * The name of the ETC field is changed to Remaining Estimates. * The name of the EAC field is changed to Forecast. * The name of the Actuals to date field is changed to Actuals. * New Financials view in scenario planning. * New financial widgets in the compare scenario page. [Changes in planning item forms](https://www.servicenow.com/docs/access?context=epic-form&family=yokohama&ft:locale=en-US) : The dates in the Planned start date and Planned end date fields are editable for all planning item types other than Demand and Project planning item types. Also, the State field is editable for EAP planning items and its child items. | | Zurich | [Enhancements to tables in Docs](https://www.servicenow.com/docs/access?context=docs-for-planning-items-in-spw&family=zurich&ft:locale=en-US) : * Resize the column width of a table per your preference. * Add color to single or multiple table cells. Coral theme : Coral is now the default theme for new portal, web, and mobile experiences with Next Experience or Core UI enabled. This theme provides a fresh look and feel, featuring brand-neutral illustrations to enhance your user experience. A dark theme option is available for web and mobile experiences. [Financials UI changes](https://www.servicenow.com/docs/access?context=using-financials-spw&family=zurich&ft:locale=en-US) : * New Display mode in the Financials record page to select and view forecast, compare planned vs actual costs, planned costs, or allocate budget. * Select and view forecasts, compare planned vs. actual costs, and view planned costs or the allocated budget through a new display mode on the Financials record page. * Renamed Cost tab as Costs and benefits to manage cost plans and benefit plans in one view. * Renamed Baselines as Baseline comparison to create and compare financial baselines. * Renamed Time scope as Filter time scope to adjust the time scope to view a focused and customized financial snapshot. * New Generate labor costs button to generate labor costs based on the resource assignments. * New Currency list option to switch between functional and investment currency. * New Edit investment currency option to define investment currency for your projects. * New monetary benefit plan option to create new forecast benefit plans. * New Planned Benefits widget displays the total forecasted benefits. * New Total Return widget displays the total actual benefits form the projects. * New Record type column to classify the financial records between benefits and costs. * Renamed Estimate At Completion widget to EAC Cost. * Renamed Actual Cost To Date to Actuals (Incl. current fiscal period). [Investment type and Investment class fields](https://www.servicenow.com/docs/access?context=planning-item-form&family=zurich&ft:locale=en-US) : The Investment type and Investment class fields have been deprecated from the Project and Demand planning item tables. These fields are now created at the parent level in the Planning item \[sn_align_core_planning_item\] table. [Goal management](https://www.servicenow.com/docs/access?context=managing-goals-in-alignment-planner-workspace&family=zurich&ft:locale=en-US) : By default, only active goals---those goals with the Active field set to true---are displayed across the workspace. This change applies to the Dashboards and Goals and targets tabs on the Goals page, the Goal/Parent goal reference fields in all applicable tables, and all relevant dashboards. [Default related list view changes for Stories](https://www.servicenow.com/docs/access?context=create-single-or-multiple-child-items-for-epic-in-eap&family=zurich&ft:locale=en-US) : In the Stories list for an Epic, Feature, or Capability in the Enterprise Agile Planning workspace, the Assignment group and Sprint columns in the default related list view are replaced with the EAP team and Iteration columns. | | Australia | [Australia Patch 5](https://www.servicenow.com/docs/access?context=australia-patch-5&family=australia&ft:locale=en-US)[Summarize demands using AI](https://www.servicenow.com/docs/access?context=summarize-demand-in-demand-workspace&family=australia&ft:locale=en-US) : The demand summary is generated in the AI Overview tab instead of the Details tab. The skill is set to trigger automatically, that is, the summary is generated on landing in this tab. Auto-generation is on by default and applies to demands in Submitted, Screening, Qualified, or Approved states. You can define the trigger to manually trigger as well, where users must select the Summarize button to generate the summary. [AI skills for Demand Management](https://www.servicenow.com/docs/access?context=similar-demand-identification-using-now-assist&family=australia&ft:locale=en-US) : ServiceNow Otto introduced AI on the platform. As that experience has evolved, there's a new name for the experience. ServiceNow Otto® is the conversational AI platform integrated into ServiceNow workflows. It provides agentic capabilities, supports multimodal interactions across web, mobile, and messaging channels, and enables autonomous orchestration for cross-system workflows. [Access execution records from Portfolio Plans](https://www.servicenow.com/docs/access?context=access-demands-from-portfolio-plan-spw&family=australia&ft:locale=en-US) : The execution URL is updated on the planning item demand. New planning items demand will automatically use the new execution URL. The execution URLs on existing planning item demands continue to work but doesn't reflect the updated navigation. Run the Update Demand Planning Item Execution URL scheduled job to update the execution URL on the existing demands. [Components installed with Enterprise Agile Planning](https://www.servicenow.com/docs/access?context=components-installed-with-enterprise-agile-planning&family=australia&ft:locale=en-US) : The EAP role hierarchy is updated. The `sn_apw_advanced.eap_admin` role now contains `sn_apw_advanced.eap_scrum_master`, which in turn contains `sn_apw_advanced.eap_user`. The `sn_apw_advanced.eap_admin` role no longer contains `sn_apw_advanced.eap_user` directly. As a result, the following actions require the `sn_apw_advanced.eap_scrum_master` role: * Changing the start date or the end date of an iteration. * Creating, editing, and deleting planning calendars and calendar spans. Because `sn_apw_advanced.eap_admin` contains `sn_apw_advanced.eap_scrum_master`, users with the admin role keep access to these actions. [Demand summarization skill enhancements](https://www.servicenow.com/docs/access?context=demand-summary-demand-classic&family=australia&ft:locale=en-US) : The demand summarization skill incorporates data from related entities when generating a summary. In addition to demand record fields, the summary includes insights from demand tasks, cost plans, monetary and non-monetary benefit plans, resource assignments, and work notes. The generated summary covers business requirements, timeline, risks, stakeholder comments, cost, effort, monetary and non-monetary benefits, and ROI. [Next Experience for Demand Management](https://www.servicenow.com/docs/access?context=demand-workspace&family=australia&ft:locale=en-US) : * The Demands icon has been added to the Strategic Planning L1 menu to open the All Demands home page. * The State field on the All Demands page has been color-coded for each state value. * The Playbook, Details, and Docs tabs have been added to the L2 menu of each demand to clearly and consistently group information. * The Details tab has been added to add and manage demand information such as financials and resource assignments. * The Playbook tab has been added to define clear stages and guided activities to read and follow. Selecting the name of a stage or activity navigates you to that stage or activity in the playbook. The Skip, Update, and Mark Complete options have been added to the activities of the playbook. * The Docs tab has been added to view and manage the documentation on the demand. * If you have the AI Control Tower plugin installed and the investment type of the demand is set to artificial intelligence: * The AI Associations section in the Demand details is displayed. The following fields are included: * Product: Enables you to select the product or system that the demand relates to. * Impacted AI systems: Links the impacted AI systems with the demand. You can select existing AI systems from the list or remove systems that are no longer relevant. * The AI Checkpoint stage is added to the demand default playbook. This stage includes the Product and Impacted AI systems fields. * The Create AI System option is added to the Details page of a demand for users with the sn_ai_steward role. * [Australia Patch 5](https://www.servicenow.com/docs/access?context=australia-patch-5&family=australia&ft:locale=en-US)The Financials grid is added to the navigation menu of a demand. It has options to create cost plans, monetary benefits plans, expense lines, and create and compare baselines. * The Dashboards menu item is added for demands, providing Overview, Financials, and Data Quality tabs. * The following items have been added to the demand form and are available if you have the identify similar records AI skill activated: * The Identify similar demands button, which identifies and displays similar demands. * The Similar Demands tab in Details, which displays the list of similar demand records identified by AI. * The AI Overview tab is added to the navigation menu of a demand. It generates a demand summary on landing if the skill trigger is set to automatic. If the trigger is set to manual, a Summarize button is available to generate the summary. [Changes to Target form](https://www.servicenow.com/docs/access?context=target-form-egm&family=australia&ft:locale=en-US) : The following fields have been added to the Target form to support defining targets at multiple organizational levels. * Assigned entity * Company * Business Unit * Department * Portfolio * Product model * Value stream * Initiative * Strategic Program [Changes to Strategic Priority form](https://www.servicenow.com/docs/access?context=strategic-priority-form&family=australia&ft:locale=en-US) : The Status field has been added to the Strategic Priority form, enabling you to set the status of a strategic priority as None, Green, Yellow, or Red. [Hierarchy and List views in Prioritization](https://www.servicenow.com/docs/access?context=managing-backlog-alignment-planner-workspace&family=australia&ft:locale=en-US) : The Kanban and Hierarchy views have been removed from the Prioritization page and are now available as separate tabs in the Planning page. This change improves navigation by consolidating all planning-related views in one place. [Large language models on the ServiceNow AI Platform](https://www.servicenow.com/docs/access?context=exploring-large-language-models&family=australia&ft:locale=en-US) : The Now LLM Service is no longer the default model provider for new or inactive AI assets. A third-party LLM is now selected by default, while existing configurations using the Now LLM Service continue unchanged. The Now LLM Service is still available for manual selection. | | Brazil | Switching a team to Kanban in EAP : Sprints that aren't complete are cancelled when you set a team's Planning methodology to Kanban, including the team's current sprint. Completed and cancelled sprints aren't changed, and work items stay assigned to the sprints that were cancelled. A team connected to Collaborative Work Management (CWM) can't be switched to Kanban while it has active or planned sprints. Planning methodology on existing teams in EAP : Each existing agile team is assigned a planning methodology when you upgrade: Scrum if the team or its configuration has a business calendar, Kanban if neither has one. Because Kanban teams don't show sprint controls, review any team created without a business calendar and set its Planning methodology to Scrum if that team plans in sprints. [Automatic status for Maintain type targets](https://www.servicenow.com/docs/access?context=automatic-status-calculation-targets-spw&family=brazil&ft:locale=en-US) : Automatic status calculation extends to Maintain type targets. Each breakdown period is set to Green when its actual meets the Maintain condition and Red when it doesn't. [Target type changes](https://www.servicenow.com/docs/access?context=target-types-overview&family=brazil&ft:locale=en-US) : Change a target's type after actuals are recorded, without deleting and recreating the target. Actuals to date are kept and recorded in the latest breakdown period. Planned values are recalculated for the new type, and progress is evaluated under the new type's logic. A confirmation message appears before the change is applied, and selecting Cancel keeps the previous type and data. Type changes are captured in the audit history. [Unit of measure on targets](https://www.servicenow.com/docs/access?context=set-targets-for-goal-egm&family=brazil&ft:locale=en-US) : Select the target type before the unit of measure when you create a target. Milestone sets the unit of measure to Yes/No, and Maximize, Minimize, and Maintain types default to Count. Later type changes keep the unit of measure you selected. If it isn't valid for the new type, you're prompted to pick one. This applies to the target modals in Enterprise Goals and portfolio plan goals, and to inline editing in the target list. [No status label](https://www.servicenow.com/docs/access?context=components-installed-with-alignment-planner-workspace&family=brazil&ft:locale=en-US) : The None status choice is labeled No status for goals, strategic priorities, targets, target progress, and target breakdowns. [RIDAC by portfolio and program](https://www.servicenow.com/docs/access?context=portfolio-plan-ridac-spw&family=brazil&ft:locale=en-US) : View decisions alongside other RIDAC items for portfolios and programs when you open RIDAC from the Strategic Planning Workspace RIDAC menu. The Portfolio Risks and Program Risks menus are renamed RIDAC by Portfolio and RIDAC by Program. [Target generation for Maintain-type targets](https://www.servicenow.com/docs/access?context=generate-targets-for-goal&family=brazil&ft:locale=en-US) : Generate Maintain above, Maintain below, and Maintain constant targets with ServiceNow Otto target generation skill for goals that sustain a level rather than move toward one, such as platform uptime, a cost ceiling, or team headcount. When a Maintain type is suggested, the target modal shows the threshold value and hides the start value field. Review the suggested type and change it if needed before you save the target. [Goal insights for Maintain-type targets](https://www.servicenow.com/docs/access?context=generate-insights-for-goal-spw&family=brazil&ft:locale=en-US) : ServiceNow Otto goal insights include Maintain-type targets (Maintain above, Maintain below, and Maintain constant) when summarizing goal progress. [Resource assignment offsets when converting a demand to a project](https://www.servicenow.com/docs/access?context=data-migrated-from-demand-to-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-url-for-demand-spw&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. [Roadmap export range](https://www.servicenow.com/docs/access?context=export-a-portfolio-plan-to-powerpoint-strategic-planning&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-spw&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. 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. [Enterprise Agile Planning configuration options](https://www.servicenow.com/docs/access?context=create-eap-configuration&family=brazil&ft:locale=en-US) : * The Have unique calendars option is renamed to Allow unique cadence for each team. * An EAP admin can now clear the Allow unique cadence for each team option after selecting it. Selecting the option doesn't change the calendars or the iterations that already exist. * The Scrum Sprint planning calendar type is available by default, alongside Planning Interval and Sprint. [Iteration dates in Enterprise Agile Planning](https://www.servicenow.com/docs/access?context=edit-pi-sprint-iteration-details-in-eap&family=brazil&ft:locale=en-US) : * The Enterprise agile calendar entry field on the Enterprise agile iteration \[sn_apw_advanced_eap_iteration\] table is no longer mandatory, which supports iterations that carry their own start and end dates. A fix script makes the field optional when you upgrade. * Users with the `sn_apw_advanced.eap_user` role can set the start date and the end date while they create an iteration. They can change those dates afterward on an iteration that doesn't follow a planning calendar entry. However, changing the dates on an iteration that follows a planning calendar entry still requires the `sn_apw_advanced.eap_scrum_master` role. [Sprint sync with Agile Development 2.0](https://www.servicenow.com/docs/access?context=sync-eap-and-agile-2&family=brazil&ft:locale=en-US) : * Sprints that don't follow a planning calendar entry now sync to Agile Development 2.0 by using the start date and the end date on the iteration. * Changing the start date or the end date of an iteration now updates the dates on the corresponding Sprint in Agile Development 2.0. [Program planning updates and enhancements](https://www.servicenow.com/docs/access?context=program-portfolio-plan-spw&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-demand-in-demand-workspace&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 Strategic Planning features or functionality were removed. {#dfrn3-strategicplanning-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 Strategic Planning features or functionality were deprecated. {#dfrn3-strategicplanning-summary__entry__42} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | The Investment class and Investment type fields have been deprecated from the Project \[sn_align_core_project\] and Demand \[sn_align_core_demand\] tables. | | Australia | No updates for this release. | | 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 Strategic Planning. {#dfrn3-strategicplanning-summary__entry__52} | Release | Release notes | |-|-| | Yokohama | Activation information : Install Strategic Planning by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=yokohama&ft:locale=en-US). Important: Strategic Planning is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | | Zurich | Activation information : Install Strategic Planning by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=zurich&ft:locale=en-US). Important: Strategic Planning is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | | Australia | Activation information : Install Strategic Planning by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) to view all the available apps, and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=australia&ft:locale=en-US). Important: Strategic Planning is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | | Brazil | Activation information : Install Strategic Planning by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) to view all the available apps, and for information about submitting requests to the store. | [ ] ## Additional requirements If any additional requirements were introduced or changed for Strategic Planning we have noted them here. {#dfrn3-strategicplanning-summary__entry__62} | Release | Release notes | |-|-| | 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 Strategic Planning we have noted them here. {#dfrn3-strategicplanning-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 Strategic Planning, such as specific requirements or compliance levels. {#dfrn3-strategicplanning-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 Strategic Planning we have noted them here. {#dfrn3-strategicplanning-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 Strategic Planning we have noted them here. {#dfrn3-strategicplanning-summary__entry__102} | Release | Release notes | |-|-| | Yokohama | * Reduce time and effort by using story recommendations from Now Assist to break down your epics and features in Enterprise Agile Planning (EAP). * Collaborate in real time on docs with multiple editors. * View the rolled-up financial costs and benefits data of your planning items on the new Financials tab in the Planning page. * View the financial data of planning items while creating multiple prioritization scenarios for efficient use of budget and to get better ROI. * Use dashboards to monitor performance, track progress, and make informed decisions related to ideas, feedback, planning, and execution. * Create, edit, and switch between views with display preferences for portfolio plans and free-form roadmaps. * Enhance the quality of planning item descriptions by enabling AI assistance. See [Strategic Planning](https://www.servicenow.com/docs/access?context=alignment-planner-workspace-landing-page&family=yokohama&ft:locale=en-US) for more information. | | Zurich | * Categorize your strategic priorities, goals, planning items, and execution items---projects and demands as Artificial Intelligence to track and monitor their progress from the AI Control Tower workspace. * Experience consistent roadmap bar colors for choice list attribute values across all portfolio plans. View the roadmap-level milestone row while scrolling down the Roadmap page. Use different icons to distinguish item-level milestones. * Apply filters using string-type and boolean field values to view the desired data on the Planning and Scoring pages. * Work on financial planning for various planning items such as Capabilities, Features, and so on. * View the planned costs of your planning items for the past fiscal periods. * Use Display mode to switch between different views of the financials record page. * Create and manage monetary benefit plans to capture and track projected and actual benefits. * Manage and run projects in various global currencies besides the functional currency using multicurrency. * Generate labor cost on sub-projects based on the resource assignments. See [Strategic Planning](https://www.servicenow.com/docs/access?context=alignment-planner-workspace-landing-page&family=zurich&ft:locale=en-US) for more information. | | Australia | * Identify similar demand records in Next Experience for Demand Management based on contextual similarity in the name, description, and business case content using the identify similar records AI skill. * View and manage cost plans, benefit plans, and expense lines directly from the demand records in the Financials page in Next Experience for Demand Management. * Monitor demand distribution, financials, and data quality at a glance using Dashboard in Next Experience for Demand Management. * Create and manage demands from the Next Experience for Demand Management in Strategic Planning. Guide demand managers and users through predefined stages and actions for each demand process using Playbooks in Next Experience for Demand Management. * Link AI systems to a demand using a playbook activity in Next Experience for Demand Management. Generate a concise summary of a demand using the demand summarization skill. * Use boards in Strategy and Goals to group and manage strategic priorities and objectives for your organization. Use the goal insights skill to generate insights for goals to gain predictive, actionable visibility into goal health. * Send notifications to target owners or contributors to ensure timely updates of target actuals. Define targets across multiple organizational levels with the Assigned entity field in the target form. * Consistent financial reporting across all baselines by support of investment currency on migrated financial baselines. * Simplified user experience and focus on investment level financials view on investment currency fields for new customers. Complete and accurate currency data in all financial baselines for existing customers are now upgraded to include investment currency values. See [Strategic Planning](https://www.servicenow.com/docs/access?context=alignment-planner-workspace-landing-page&family=australia&ft:locale=en-US) for more information. | | Brazil | * Define and manage strategic plans, goals, and targets while aligning planning items across portfolio plans, enterprise agile iterations, and organizational hierarchies to drive business outcomes. * Prioritize, roadmap, and score work items using predefined or custom lenses, with support for capacity planning, financial planning, and scenario planning to optimize portfolio decisions. * Capture and assess customer feedback and demands through configurable playbooks, using AI to summarize, identify similar items, and accelerate prioritization before converting them into work items. * Track risks, issues, decisions, actions, and changes (RIDAC) across planning items, iterations, and goals, and gain actionable insights through dashboards covering strategy, planning, feedback, and execution. See [Strategic Planning](https://www.servicenow.com/docs/access?context=alignment-planner-workspace-landing-page&family=brazil&ft:locale=en-US) for more information. | [ ]