Consolidated page of all release notes for Project Portfolio Management from Washington DC to Australia.
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 Washington DC 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 Project 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 |
Washington DC |
No updates for this release. |
Xanadu |
No updates for this release. |
Yokohama |
No updates for this release. |
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 Project Portfolio Management.
| Release |
Release notes |
Washington DC |
- Enhanced project planning and management
- Create and manage cost plans by using the new Project Workspace. For more information, see the Project Workspace release notes.
- New experience to view and manage resource allocations
- Experience the next level of Resource Management in the ServiceNow®
Resource Management Workspace application, which provides resource managers with an exclusive, centralized workspace to quickly view the allocated, approved, or pending work of your resources and manage resource allocation
requests. Filter the work requests to identify a priority.
- Migrate resource plans and operational resource plans to attribute-based resource assignments
- Migrate the resource plans of your projects and demands to attribute-based resource assignments and work on resource allocations using Project Workspace.
- Migrate cost plans to attribute-based costs plans
- Migrate cost plans to attribute-based costs plans for your projects and demands while migrating resource plans to attribute-based resource assignments to manage your projects and demands in Next Experience using Project Workspace.
- Generate labor costs for epics
- Generate labor costs based on the resource assignments for epics.
- Migrate financial baselines to Next Experience
- Migrate the financial baselines of your projects or demands to Next Experience and capture the actual expenses recorded using the Classic UI.
- Next Experience support for Strategic Spend Tracking for PPM dashboard
-
Visualize the costs and analyze the total expenses for your organization’s strategies and goals using the Next Experience user interface in the Strategic Spend Tracking for PPM dashboard.
When you upgrade Strategic Spend Tracking for PPM to v1.1.0, the dashboard is automatically migrated to the Next Experience UI. You can access the new dashboard by navigating to . For more information on the Next Experience user interface, see Next Experience UI.
- Migrate Idea Manager dashboard to Next Experience
- Generate a report on idea metrics, trends, and categories using the Next Experience user interface in the Idea Manager dashboard.
- Migrate PMO dashboard to Next Experience
- Track project budgets, expenses, and status using the Next Experience user interface in the PMO dashboard.
|
Xanadu |
- Time Card management
- Starting with the Xanadu release, new customers can directly access the Analytics Time sheet, Analytics User manager, and Analytics Project manager dashboards in Next Experience.
|
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.
|
Australia |
Australia Patch 1
- ServiceNow product tiers
- The ServiceNow AI Platform now brings you a new AI experience with three licensing tiers available:
- Foundation: AI basics to deliver insights
- Advanced: AI to boost productivity across relevant use cases
- Prime: Act autonomously with all AI assets, and create your own
Depending on your license, you will have access to certain application features, generative AI skills, agentic workflows, and AI agents.
- Associate AI systems with demands in Demand Management
- Add and manage AI system associations directly from the AI Associations tab in Demand Management. You can select impacted AI systems or create AI systems using related links directly within the demand workflow.
- Summarize demand records with the demand summarization skill
- 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.
- Admin role enhancements in Demand Management
-
- Enabling all users to create ideas with a minimum read role added to the com.snc.idea.universal_request.copy_fields system property.
- The com.snc.idea.universal_request.copy_fields system property can be updated only by users with the idea_admin or pps_admin roles.
- Help ensure that only authenticated users have access to the bubble chart workbench through the UserIsAuthenticated condition added to the bubble chart workbench ACL (access control list).
- Admin role enhancements in Project Management
- The Project properties can be edited only by users with the pps_admin role.
- Admin role enhancements in Innovation Management
-
- The write role has been added for the idea.notification.sender.email and com.snc.innovation_management.im_editor_attachment_tag_id system properties.
- The idea.notification.sender.email and com.snc.innovation_management.im_editor_attachment_tag_id system properties can be added or updated only by users with idea_admin
roles.
|
Changes
Between your current release family and Australia, some changes were made to existing Project Portfolio Management features.
| Release |
Release notes |
Washington DC |
No updates for this release. |
Xanadu |
- Project Portfolio Management
- The new ServiceNow®
Project Workspace application provides a more efficient, streamlined way for you to work. For information about how to upgrade, see Project Workspace. Project Portfolio Management is still supported in this release.
|
Yokohama |
No updates for this release. |
Zurich |
No updates for this release. |
Australia |
Australia Patch 2
- Demand summarization skill enhancements
- 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
- The new Next Experience for Demand Management provides a unified layout, guided stages, improved navigation, and enhanced capabilities such as Playbooks and Docs integration. As you move to Next Experience for Demand Management, you’ll find it easier to create, review, and manage demands with a cleaner layout and guided actions. The classic UI is still available, but new improvements will appear in the workspace.
Next Experience for Demand Management is available with the Strategic Portfolio Management (SPM) Standard and Pro licenses.
|
Removed
Between your current release family and Australia, some Project Portfolio Management features or functionality were removed.
| Release |
Release notes |
Washington DC |
No updates for this release. |
Xanadu |
No updates for this release. |
Yokohama |
No updates for this release. |
Zurich |
No updates for this release. |
Australia |
- For Demand Management:
- The permission to edit the value of the dmn_stakeholder_register.number field in the Stakeholder Register [dmn_stakeholder_register] table has been removed for the admin role.
- The admin role ACL has been removed for the bubble chart workbench.
- The duplicate app module that was created for the admin role has been removed.
|
Deprecations
Between your current release family and Australia, some Project Portfolio Management features or functionality were deprecated.
| Release |
Release notes |
Washington DC |
No updates for this release. |
Xanadu |
No updates for this release. |
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.
|
Australia |
No updates for this release. |
Activation information
Review information on how to activate Project Portfolio Management.
| Release |
Release notes |
Washington DC |
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.
|
Xanadu |
Project Portfolio Management is a ServiceNow AI Platform feature that is active by default.
|
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.
|
Australia |
Project Portfolio Management is a ServiceNow AI Platform feature that is available with activation of the PPM Standard (com.snc.financial_planning_pmo) plugin. For details, see Activate PPM Standard (Project Portfolio Management).
|
Additional requirements
If any additional requirements were introduced or changed for Project Portfolio Management we have noted them here.
| Release |
Release notes |
Washington DC |
No updates for this release. |
Xanadu |
No updates for this release. |
Yokohama |
No updates for this release. |
Zurich |
No updates for this release. |
Australia |
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 |
Washington DC |
No updates for this release. |
Xanadu |
No updates for this release. |
Yokohama |
No updates for this release. |
Zurich |
No updates for this release. |
Australia |
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 |
Washington DC |
No updates for this release. |
Xanadu |
No updates for this release. |
Yokohama |
No updates for this release. |
Zurich |
No updates for this release. |
Australia |
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 |
Washington DC |
No updates for this release. |
Xanadu |
No updates for this release. |
Yokohama |
No updates for this release. |
Zurich |
No updates for this release. |
Australia |
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 |
Washington DC |
- Migrate resource plans to resource assignments of projects and demands and work on resource allocation using ServiceNow®
Project Workspace.
- Migrate cost plans to attribute-based labor costs for your projects and demands.
- Generate labor costs for Agile epics.
- Migrate baselines for your projects and demands to Next Experience.
- Migrate the Idea Manager dashboard to Next Experience.
- Migrate the PMO dashboard to Next Experience.
- Migrate the Strategic Spend Tracking for PPM dashboard to Next Experience.
See Explore Project Portfolio Management for more information.
|
Xanadu |
View the New Analytics Time sheet, Analytics User manager, and Analytics Project manager dashboards for time sheet and time card users in Next Experience.
See Project Portfolio Management for more information.
|
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.
|
Australia |
- Update the idea and demand-related system properties by using the idea_admin or pps_admin roles.
- Link AI systems to demands in Demand Management.
- Generate a concise summary of a demand by using the demand summarization skill.
See Explore Project Portfolio Management for more information.
|