Combined Project Workspace release notes for upgrades from Yokohama to Zurich

zurich Combined Product Files

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zurich

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zurich Combined Product Files

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delta3zy

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Combined Project Workspace release notes for upgrades from Yokohama to Zurich

Release version: Zurich

Updated August 11, 2026

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Summary of Combined Project Workspace Release Notes for Upgrades from Yokohama to Zurich

This consolidated release notes guide provides ServiceNow customers with essential information about upgrading Project Workspace from the Yokohama release to the Zurich release. It includes new features, changes, activation instructions, and important upgrade considerations to help you optimize your project management processes and ensure a smooth transition.

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Key Features

Yokohama Enhancements:
- Analyze and optionally edit status reports by enabling a system property.
- Import existing status reports into a new, consistent status report tool.
- Duplicate status reports to reduce manual effort and transfer all project information.
- Configure security with confidentiality settings that automatically propagate across associated workspaces, ensuring only authorized users can access sensitive projects.
- Create and manage project task checklists to track task activities.
- View consolidated financial roll-ups from project tasks at the parent project level.
- Resource allocation heatmap enhancements including inline editing, new resource assignment fields (Name, Ready for review, Notes), and ability to extend resource assignments.
Zurich Enhancements:
- Introduction of Playbooks providing structured stages and activities to keep projects on track, with two out-of-the-box playbooks available (Project Default and Stage-gate Default) and support for custom playbooks.
- Improved status report monitoring allowing project managers to track and update report status from Draft to Published.
- Simplified workflow for copying and editing status reports with automatic data refresh and retention of manual entries.
- Enhanced resource assignment management directly from the Resource page, including alignment of assignment dates with project timelines and easy end-of-project assignment closure.
- Status report properties update dynamically based on system property settings controlling read-only behavior.
- Expanded project financial management capabilities:
  - View only planned costs to effectively track total project cost.
  - Switch between focused financial views using Display mode.
  - Manage planned and actual monetary benefit plans to evaluate financial performance.
  - Support multicurrency financial records to handle projects in different investment currencies.
  - Generate labor cost calculations for sub-projects based on resource assignments.

Changes

Yokohama: Resource allocation heatmap was enhanced to improve resource planning by displaying status, capacity, and utilization.
Zurich: No additional changes recorded for this release.

Activation and Installation

Project Workspace is available for installation through the ServiceNow Store. Customers should request Project Workspace from the Store to initiate installation. For cumulative release notes and version history, customers can consult the ServiceNow Store documentation.

Additional Considerations

Upgrade Preparation: Review and complete all pre- and post-upgrade tasks as outlined to ensure a smooth transition.
Browser, Accessibility, Localization: No updates or changes were introduced in these areas between Yokohama and Zurich.
Removed or Deprecated Features: No features were removed or deprecated in this upgrade cycle.

Practical Benefits for ServiceNow Customers

Optimize project reporting with improved status report management and duplication features.
Enhance project security through confidentiality settings that apply across multiple workspaces automatically.
Streamline resource management with enhanced heatmaps, inline editing, and direct resource assignment controls.
Leverage Playbooks in Zurich to guide project teams through structured workflows and improve project delivery consistency.
Gain better financial oversight with new capabilities to manage costs, benefits, and multicurrency financial data.
Simplify project task management through checklists and improved synchronization of resource assignments.

Consolidated page of all release notes for Project Workspace from Yokohama to Zurich.

How to use this page

To help you prepare for your upgrade, we have combined the cross-family Project Workspace release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Yokohama to Zurich.

Tip:

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

Important information for upgrading Project Workspace to Zurich

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


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

New features

Between your current release family and Zurich, new features were introduced for Project Workspace.


Release	Release notes
Yokohama	Analyze the status report in Project Workspace You can't edit the status report, but you can change the system property to enable editing. Import your old status reports to a new status report tool for a consistent and organized reporting system. Duplicate a status report in Project Workspace Reduce effort by duplicating a status report to transfer all project information without manual copying. Configuring security for a project in Project Workspace Apply confidentiality settings to safeguard sensitive projects and make sure that only authorized users can access confidential data and sub-projects. When a project is marked confidential in one workspace, such as Project Management or Strategic Portfolio Workspace, these settings automatically extend across all associated workspaces, maintaining consistent protection. To promote security, at least one user must be assigned access to any confidential project. Project task checklists Create a checklist for your project tasks and manage a list of activities or steps to be completed for a task. As an Administrator, you can add or remove checklists as needed. View the roll-up financial values for project tasks at parent project level View and manage the cost plans and expense lines recorded on a project task level on the parent project. Resource allocation and heatmap enhancements Use the allocation heatmap modal to view resource status, remaining capacity, and utilization and enable resource managers to assess task efforts. Use inline editing to update one or multiple cells in child resource assignments. Added new fields for resource assignment: Name Ready for review Notes Extend a resource assignment for a project or project task using the Extend row context menu action.
Zurich	Use Playbooks in Project Workspace Playbooks provide structured stages and activities to keep projects on track. Added two playbooks for Project Workspace: Project Default and Stage-gate Default. Use one of the two out-of-box playbooks or create your own to match your project process. Monitor and update project report status Track the status of project reports using the Status drop down, and change the status from Draft to Published once updates are complete. Status changes are restricted to the Project Manager role. Copy and edit status report enhancements Simplified workflow for copying and editing status reports. Duplicate a status report directly without opening a form modal. The duplicated report automatically refreshes with the latest project updates (for example, overall status, milestones, or metrics). Any static or manually added data from the original report is retained in the duplicated version. When editing is disabled, all fields in the status report are read-only. When editing is enabled, only dynamic fields remain read-only. You can edit the status report in both the scenarios using the Edit Status Report action in the context menu. Resource assignment updates Access and modify resource details directly from the Resource page without having to navigate to Resource Management Workspace. End resource assignments when a project ends. View the resource assignments and synchronize the resource assignment dates with the project dates. Move resource assignments to a new start and end date to align with task dependencies or resource availability. Status report properties Updates made on the status report form are reflected in the Status Report document when the `sn_pw.status_report_doc_read_only` property is set to `true`. Updates made on the status report form are not reflected in the document content when the property is set to `false`. Project financials View only planned costs of your planning items to track the total cost of your projects. Use Display mode to switch between focused views to better plan and track the financials of your projects. 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 labor cost for sub-projects based on the resource assignments of your sub-projects.

Changes

Between your current release family and Zurich, some changes were made to existing Project Workspace features.


Release	Release notes
Yokohama	Heatmap enhancements The resource allocation heatmap displays the resource status, capacity, and utilization, enabling efficient planning and allocation based on availability and workload.
Zurich	No updates for this release.

Removed

Between your current release family and Zurich, some Project Workspace features or functionality were removed.


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

Deprecations

Between your current release family and Zurich, some Project Workspace features or functionality were deprecated.


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

Activation information

Review information on how to activate Project Workspace.


Release	Release notes
Yokohama	Install Project Workspace by requesting it from the ServiceNow Store. Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.
Zurich	Install Project Workspace by requesting it from the ServiceNow Store.

Additional requirements

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


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

Browser requirements

If any specific browser requirements were introduced or changed for Project Workspace we have noted them here.


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

Accessibility information

Review details on accessibility information for Project Workspace, such as specific requirements or compliance levels.


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

Localization information

If there are specific localization considerations for Project Workspace we have noted them here.


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

Highlight information

If there are specific highlight considerations for Project Workspace we have noted them here.


Release	Release notes
Yokohama	Import your old status reports to a new status report tool and optimize your reporting process. Create a checklist in a project task to track items that must be completed in the task. Inline edit one or more cells in child resource assignments. Explore the heatmap modal to monitor resource status, available capacity, and utilization efforts. See Project Workspace for more information.
Zurich	Guide teams through predefined stages and actions for each process using Playbooks. Track, modify, and synchronize all resources assignment for a project from the resource assignment list page, which displays all assignments associated with that specific project. 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 Project Workspace for more information.