Combined ServiceNow Otto for Strategic Portfolio Management release notes for upgrades from Zurich to Australia

australia Combined Product Files

Release

australia

ft:locale

en-US

ft:publication_title

australia Combined Product Files

ft:clusterId

delta3az

bundleId

delta3az

Combined ServiceNow Otto for Strategic Portfolio Management release notes for upgrades from Zurich to Australia

Release version: Australia

Updated August 11, 2026

6 minutes to read

Summarize

Summarized using AI

Summary of Combined ServiceNow Otto for Strategic Portfolio Management Release Notes for Upgrades from Zurich to Australia

This consolidated release notes document is designed to help ServiceNow customers prepare for upgrading ServiceNow Otto for Strategic Portfolio Management from the Zurich release family to Australia. It summarizes new features, changes, deprecations, and important upgrade tasks spanning all intermediate releases. The notes emphasize AI-powered enhancements and workflow improvements intended to optimize strategic portfolio management and project oversight.

Show full answer Show less

New Features

Project Insights Email Scheduling: Introduced in Zurich Patch 4, this feature allows automated and on-demand emailing of project insights, including updates on delayed end dates and status changes, to project managers and users on a customizable schedule (weekly, bi-weekly, or monthly).
AI-Powered Project Task Monitoring: Enable the critical task alerts option to activate an AI agent that proactively monitors project milestones and critical tasks to flag potential delays.
Now Assist AI Skills Enhancements:
- Identify Similar Records Skill: Detects similar demand records by analyzing key fields to reduce duplication and improve demand management.
- Target Generation Skill: Automatically creates measurable targets from goals and context, accelerating target setting.
- Acceptance Criteria Generation Skill: Generates clear and consistent acceptance criteria for user stories using story context and templates.
- Agile Story Generation Upgrade: Converts epics into user stories efficiently with an agentic workflow that recommends story counts, refines content, and creates story records.
- Refine Records Skill: Simplifies and enhances record creation and updates across various forms using AI-assisted text refinement.
AI Model Provider Expansion: Now Assist supports additional AI models, including Google Gemini 2.0 Flash, Google Gemini 2.5 Pro, and AWS Claude 3.7 Sonnet, alongside existing providers.
AI-Generated Goal Insights (Australia Patch 1): Introduces a goal insights skill providing predictive, actionable insights into goal health, risks, and progress by analyzing goals, targets, subgoals, and aligned work.

Changes

Now Assist Usage Measurement: Updated in Zurich Patch 5, with no changes in Australia.
User Role Configuration: The agentic workflows and scheduled jobs now run under a dedicated ppm.aiprojectmanageragent user role instead of administrator accounts to improve security and manageability.

Activation and Requirements

Now Assist features require activation of the ServiceNow Otto for Strategic Portfolio Management plugin.
No additional browser, localization, accessibility, or third-party requirements have changed between Zurich and Australia releases.

Practical Impact for ServiceNow Customers

Upgrading to the Australia release family enhances your portfolio management capabilities with AI-driven automation, proactive monitoring, and productivity improvements. You can expect more effective project oversight through scheduled insights, AI alerts on critical tasks, and improved demand and goal management via Now Assist AI skills. The introduction of a dedicated user role for AI agents improves security posture. Activation of the plugin is required to use these features, but no additional prerequisites or compatibility changes are needed.

This combined overview enables customers to plan their upgrade confidently, knowing the specific enhancements that improve strategic portfolio management workflows and where to focus pre- and post-upgrade tasks.

Consolidated page of all release notes for ServiceNow Otto for Strategic Portfolio Management from Zurich to Australia.

How to use this page

To help you prepare for your upgrade, we have combined the cross-family ServiceNow Otto for Strategic Portfolio Management release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Zurich to Australia.

Tip:

If there were no updates for a release notes section in a certain family release, we included a short note for your reference. For example, if a product did not have any updates in Tokyo, the row says "No updates for this release."

Important information for upgrading ServiceNow Otto for Strategic Portfolio Management to Australia

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


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

New features

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


Release	Release notes
Zurich	Zurich Patch 4 Schedule project insights email Schedule project insights email in the Configure project insights modal. The project email is emailed to the project managers and users and continues on the selected schedule that you select until the project is inactive or paused. Schedule and instantly send the project insights email to your project managers by selecting the Send preview button. Track important updates such as the delayed end dates, the status turning red, or the state updates of your projects and receive project insights email on the schedule that you select. Select the email frequency that works for you: weekly, bi-weekly or monthly. Monitor critical elements such as milestones, resources, projects, and project tasks. Receive proactive, AI-based notifications when project milestones or critical tasks could lead to delays using Monitor project task agent. Use the Enable critical task alerts option from planning page to enable the project task monitor AI agent. Choose the recipients to whom you want to send the project insights email. Identify similar records using Now Assist Detect similar existing demand records when creating or editing a demand using the identify similar records skill. The skill compares the Name, Description, and Business Case fields for contextual similarity. Accelerate target creation with the target generation skill Generate measurable targets from goals information and optional context with the target generation skill. The skill automatically populates key fields in the target creation form, helping teams define clear, measurable outcomes and create targets quickly. Generate acceptance criteria for stories Generate clear, consistent acceptance criteria for user stories with the acceptance criteria generation skill. By leveraging story context and predefined templates, the skill helps you align with requirements. Enhancements to Story generation Use the upgraded agile story generation skill to convert epics into actionable user stories quickly. Powered by an agentic workflow, the skill analyzes epic details to recommend the optimal number of stories, enables adjustments, refines story content, and creates story records. Zurich Patch 2 [Placeholder link text to key bundle-itbm.refine-text-with-write-planning-item-skill] Simplify record creation and updates by using the refine records skill with Now Assist context menu. Improve record quality by enabling AI-assisted text refinement in the text fields of Product idea, Demand, Epic, Projects, Capability, Feature, Stories, Project tasks, Risks, Strategic priorities, Goals, Targets, Initiatives, Feedback, Milestones, and Story forms. Zurich Patch 1 Configure ACLs for custom roles Update the ACLs for custom roles that require access to Now Assist skills. Generate and improve Docs content Help improve your content and productivity with the ability to enter custom prompts directly in the Docs, alongside the Summarize, Elaborate, and Shorten options. Generate content with ServiceNow Otto for SPM directly in your Docs. In addition, summarize existing sections, elaborate where needed, and refine drafts to help improve your productivity. You can interact with Now Assist directly in your Doc to create content, add context, or improve existing sections. New third-party AI model provider options available for Now Assist Google Gemini 2.0 Flash, Google Gemini 2.5 Pro, and AWS Claude 3.7 Sonnet are available for Now Assist skills and AI agents in addition to Now LLM Service and Azure OpenAI GPT-4.1 and GPT-4.1 mini.
Australia	Australia Patch 1 AI-generated insights for goals 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.

Changes

Between your current release family and Australia, some changes were made to existing ServiceNow Otto for Strategic Portfolio Management features.


Release	Release notes
Zurich	Zurich Patch 5 Changes to Now Assist usage measurement Zurich Patch 4 Zurich Patch 1 ppm.ai_project_manager_agent user role The agentic workflow, agents, and scheduled jobs are configured to run under the new ppm.ai_project_manager_agent user role instead of the administrator account.
Australia	No updates for this release.

Removed

Between your current release family and Australia, some ServiceNow Otto for Strategic Portfolio Management features or functionality were removed.


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

Deprecations

Between your current release family and Australia, some ServiceNow Otto for Strategic Portfolio Management features or functionality were deprecated.


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

Activation information

Review information on how to activate ServiceNow Otto for Strategic Portfolio Management.


Release	Release notes
Zurich	Now Assist features are available with activation of the ServiceNow Otto for Strategic Portfolio Management plugin. For more information, see Install plugins for ServiceNow Otto.
Australia	No updates for this release.

Additional requirements

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


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

Browser requirements

If any specific browser requirements were introduced or changed for ServiceNow Otto for Strategic Portfolio Management we have noted them here.


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

Accessibility information

Review details on accessibility information for ServiceNow Otto for Strategic Portfolio Management, such as specific requirements or compliance levels.


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

Localization information

If there are specific localization considerations for ServiceNow Otto for Strategic Portfolio Management we have noted them here.


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

Highlight information

If there are specific highlight considerations for ServiceNow Otto for Strategic Portfolio Management we have noted them here.


Release	Release notes
Zurich	Zurich Patch 5 Review changes to Now Assist usage measurement. Zurich Patch 4 All ServiceNow Otto for SPM skills are activated by default. Use the identify similar records skill to find similar demands based on contextual similarity. Enable the project task monitor AI agent to autonomously monitor project tasks on the critical path of a project. Use the Send preview button to share a project insights email instantly. Generate measurable targets from goals information and optional context with the target generation skill. Zurich Patch 1 Use Google Gemini and Anthropic Claude on AWS as AI model providers for Now Assist skills and AI agents in addition to Now LLM Service and Azure OpenAI. See ServiceNow Otto for Strategic Portfolio Management for more information.
Australia	Use the goal insights skill to generate insights for goals to gain predictive, actionable visibility into goal health. Generate a story for your epic using Now Assist. See ServiceNow Otto for Strategic Portfolio Management for more information.