Combined Project Portfolio Management 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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Combined Project Portfolio Management release notes for upgrades from Yokohama to Zurich

Release version: Zurich

Updated August 11, 2026

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Summary of Combined Project Portfolio Management release notes for upgrades from Yokohama to Zurich

This consolidated guide assists ServiceNow customers in preparing for upgrades of Project Portfolio Management (PPM) from the Yokohama release to the Zurich release. It summarizes new features, changes, deprecations, activation details, and key highlights relevant to PPM during this upgrade path. The page is organized to help customers understand what to expect, plan upgrade tasks, and leverage new capabilities effectively.

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New Features

Identify Similar Records Using Now Assist: Detect similar existing demand records based on contextual similarity in the Name, Description, and Business Case fields during demand creation or editing, improving demand management accuracy.
Migration to New Reporting Tool: Import legacy status reports into a new, consistent status report tool to streamline reporting processes.
Project Confidentiality Settings: Secure sensitive projects by applying confidentiality controls that restrict access to authorized users, including for sub-projects.
Task Checklists: Create checklists within project tasks to track and ensure completion of activities.
Resource Plan Notes Migration: Transfer notes from resource plans to resource assignments for clearer insights in the Resource Management Workspace.
Resource Allocation and Heatmap Enhancements: Use an allocation heatmap modal to view resource status, remaining capacity, and utilization. Inline editing allows quick updates of one or multiple child resource assignment cells. New fields such as Name, Ready for Review, and Notes improve resource assignment management. Extend resource assignments directly from the interface.
Project and Resource Management Enhancements (Zurich): End resource assignments automatically when projects finish, synchronize assignment dates with project dates, and edit resource details directly from the Resource page without view switching.
Convert Demands to Enterprise Agile Planning (EAP) Entities: Quickly convert demand records into EAP entities like Epic, Feature, or Capability, with field replication and automatic demand approval transition.

Changes

No specific changes to existing PPM features were noted between Yokohama and Zurich releases.

Removed Features

No PPM features or functionalities were removed in these releases.

Deprecations

Resource Management Reports: Deprecated in Zurich in favor of the interactive Overview dashboard available in Resource Management Workspace for reporting needs.
Resource Management Classic: Resource Allocation workbench and Capacity Planning overview are removed from product navigation for new customers starting in Zurich.

Activation Information

PPM is activated via the PPM Standard (com.snc.financialplanningpmo) plugin in both Yokohama and Zurich releases.
Strategic Spend Tracking for PPM is available via the ServiceNow Store and requires a separate request for installation.

Additional Notes

No changes or updates were noted regarding additional requirements, browser requirements, accessibility, or localization for PPM from Yokohama to Zurich.
Key highlights for customers include improved reporting consistency, enhanced project confidentiality, streamlined resource management with inline editing and heatmaps, and better demand-to-agile entity conversions.

Practical Implications for ServiceNow Customers

When upgrading PPM from Yokohama to Zurich, customers can expect enhanced tools for demand similarity detection, resource assignment management, and project security. The deprecation of classic resource management reports encourages adoption of the modern Overview dashboard for improved analytics. Activation remains consistent, but customers should plan to migrate their status reports and leverage new features like checklist tracking and EAP entity conversions to optimize portfolio and resource management workflows.

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

How to use this page

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


Release	Release notes
Yokohama	Identify similar records using Now Assist Detect similar existing demand records when creating or editing a demand using the identify similar records skill. This skill compares the Name, Description, and Business Case fields for contextual similarity. Migrate old status reports to new reporting tool Import your old status reports to a new status report tool for a consistent and organized reporting system. Apply confidentiality settings to your projects Secure sensitive projects by applying confidentiality settings to your projects and make sure only authorized users can access confidential data and sub-projects. Use checklist for project tasks Track the list of activities to be completed for a task by creating a checklist for your project tasks. Migrate notes of resource plans to resource assignments Migrate the existing resource plan notes along with the allocation details to resource assignments and get clear insights while working with resource assignments in Resource Management Workspace. Resource allocation and heatmap enhancements Use the allocation heatmap modal to view resource status, remaining capacity, and utilization and enable resource managers to assess task efforts. Use inline editing to update one or multiple cells in child resource assignments. Added new fields for resource assignment: Name Ready for review Notes Extend a resource assignment for a project or project task using the Extend row context menu action.
Zurich	Manage Projects End resource assignments when a project ends, view assignment details, and synchronize assignment dates with project dates. Access and edit the resource details directly from the Resource page without switching between views. Identify similar records using Now Assist Detect similar existing demand records when creating or editing a demand using the identify similar records skill. This skill compares the Name, Description, and Business Case fields for contextual similarity. Convert demands to EAP entities Convert your demand records quickly to Enterprise Agile Planning (EAP) entities, such as Epic, Feature, or Capability. When you convert a demand, the system generates a new record of the selected entity type, replicates common fields from the demand, and moves the demand to the Approved state.

Changes

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


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

Removed

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


Release	Release notes
Yokohama	No updates for this release.
Zurich	Resource Management reports Starting with the Zurich release, Resource Management reports are deprecated. You can start using the interactive Overview dashboard in Resource Management Workspace to work on reporting. For more information on the Overview dashboard, see Using Resource Management Workspace. Resource Management classic Starting with the Zurich release, the Resource Allocation workbench and Capacity planning overview are removed from the product navigation of Resource Management for new customers.

Activation information

Review information on how to activate Project Portfolio Management.


Release	Release notes
Yokohama	Project Portfolio Management is available with activation of the PPM Standard (com.snc.financial_planning_pmo) plugin. For more information on activation, see Activate PPM Standard ( Project Portfolio Management ). Install Strategic Spend Tracking for PPM by requesting it from the ServiceNow Store. Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.
Zurich	Project Portfolio Management is available with activation of the PPM Standard (com.snc.financial_planning_pmo) plugin. For more information on activation, see Activate. Install Strategic Spend Tracking for PPM by requesting it from the ServiceNow Store. Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.

Additional requirements

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


Release	Release notes
Yokohama	Move your old status reports to a new tool to maintain a consistent reporting process. Secure your projects with confidentiality settings to safeguard all confidential data. Build a checklist for your project tasks to track the task activities for completion. Inline edit one or more cells in child resource assignments. Explore the new heatmap modal to monitor resource status, available capacity, and utilization efforts. Identify similar demand records based on contextual similarity in the name, description, and business case content using the identify similar records Now Assist skill. For more information, see the Project Workspace release notes.
Zurich	Synchronize resource assignment dates with the project end dates, and end resource assignments automatically when a project reaches its end date. Manage all project-specific resource assignments in one place by accessing the resource page directly from Project Workspace. Identify similar demand records based on contextual similarity in the name, description, and business case content using the identify similar records Now Assist skill. Convert demands to Enterprise Agile Planning (EAP) entities, such as Epic, Feature, or Capability, directly from Demand Management. See Project Portfolio Management for more information.