Alignment Planner Workspace release notes

  • Release version: Store
  • Updated July 9, 2026
  • 7 minutes to read

    • Version history for the Alignment Planner Workspace application on the ServiceNow Store.

    Important:
    For details on system requirements and family compatibility, view the application listing on the ServiceNow Store website.

    Version history

    Version 8.15.3 - July 2026
    • Fixed:
      • Resolved an issue where the Create Demand modal in Portfolio Planning did not work.
      • Resolved an issue that prevented creating a portfolio plan with the Planning Item lens when only standard Portfolio Planning was installed.
      • Resolved an issue where targets added to a portfolio plan did not reflect correctly in the Financials tab.
      • Resolved an issue where status values were incorrectly copied when duplicating planning items.
      • Resolved an issue where the Documents tab displayed a blank page in Spanish in Enterprise Agile Planning.
      • Resolved a text concatenation issue affecting translated strings in SPM Prioritization.
      • Resolved unclear empty-state messaging in the Manage Access modal.
    Version 8.15.0 - June 2026
    • New:
      • Use the Planning item lens to plan, prioritize, and roadmap work directly with planning items, without configuring organization structure, programs, portfolios, or products.
      • Added partition support for project and demand planning item tables.
      • View additional status attributes — cost, resource, schedule, and scope — for planning items in Portfolio Planning Workspace. For project planning items, these attributes are synced automatically from the latest published project status report.
      • Make a portfolio plan public and share the copied link with Portfolio Planning Workspace users, without inviting them individually or as a group.
    • Fixed:
      • Fixed an issue where the Kanban filter stopped working after upgrading to Zurich.
      • Fixed an issue where Demand Type incorrectly defaulted to "Project" when the Category was set to "Operational."
      • Fixed an issue that caused a roadmap bar to fail to render when the work item's owner was an inactive user.
      • Fixed an issue where the roadmap appeared empty when navigating to Portfolio Planning via "View Roadmap" from the EA Workspace.
      • Fixed an issue where the Select Lens option was missing in Hierarchy when the project portfolio lens was set to inactiv
      • Fixed an issue where users could see a Portfolio's name without having access to that Portfolio.
      • Fixed an issue where a Portfolio Plan viewer was able to manage access, which exceeded their permission level.
      • Fixed an issue where an Admin was unable to access the playbook in the Demand Workspace.
      • Fixed an issue where using the "Move" option to reschedule a resource or task to another date did not update the CPAAM Effort table.
    Version 8.14.0 - May 2026
    • New:
      • Added expand and collapse functionality for Portfolio Planning views.
      • Added the Category, Type, and Description fields to the new demand form view in Demand Workspace.
      • Added the NACM component for portfolio insights on the planning page.
      • Added the Demand AI Specialist side panel UX for agent activity visibility on demand records.
      • Added the ability to copy the link for a portfolio plan via the Share Actions button and Manage Access modal.
    • Changed: Updated project and demand demo data deadlines and milestones to the key type.
    • Fixed:
      • Resolved an issue where collapsing the resizable pane hid the expand button beneath the L1 menu.
      • Resolved an issue where editing a planned target redirected users to an incorrect tab in the related list.
      • Resolved an issue in the Free Form Roadmap (Kanban tab) where saved view changes were not retained after a page refresh
    Version 8.13.0 - March 2026
    • Demands:
      • Unified and streamlined demand management experience with AI-powered demand Playbook, integrated with the AI Control Tower.Note: To use Playbooks in Portfolio Planning, you need at least Playbook version 28.4.1 and ServiceNow Platform version Zurich Patch 7.
      • Demand Workspace is accessible from the Portfolio Planning Workspace, featuring a redesigned UI and improved navigation.
      • Key enhancements include priority-based sorting in hierarchy views and dynamic loading of target breakdowns for better performance.
    • Financials:
      • Financial baselines support multicurrency.
      • Labor costs are automatocally generated when there is a change in resource effort allocation at breakdown level without any change to the total requested efforts.
    Version 8.11.3 - January 2026
    • Fixed:
      • URL fields are now clickable and support direct navigation.
      • Quick edit functionality is restored in Level 1 list views.
      • Approving a portfolio plan scenario no longer removes unapproved scenarios from other portfolio plans.
      • Fixed few additional issues related to the Portfolio Planning application.
    Version 8.11.1 - December 2025
    • Roadmaps now support admin-defined custom colour themes for better visual alignment with organisational standards.
    • Portfolio plans shared with the Viewer setting are now viewable regardless of the user’s read/write access to the associated work.Note: Record pages remain read/write or read-only based on the user’s permissions.
    • SPW Lists have been uplifted to use the ServiceNow presentation list component for a more consistent user experience.
    • Guided setup is now available to SPW admins (apw_admin role). Previously, only system admins could access this functionality.
    • Added the sn_value_stream.value_stream_admin role, which includes the value_stream_user role. This new role provides create, write, and delete access to the cmn_value_stream_category table.
    • Added capability for the sn_align_core.apw_admin role to update app-specific system properties in app-alignment-planner-core.
    Version 5.0.1 - November 2022
    • New:
      • Lenses: Lens indicate the perspective by which planning managers can plan, prioritize, and fund work. For example, depending on your role, you can plan work from the perspective of a delivery organization, strategic investment, or product.
      • Portfolio plans: Portfolio plans are shareable personalized plans that a planning manager can build using lenses.
      • Portfolio Prioritization: Rank and analyze the work pipeline for a portfolio plan, to prioritize them into roadmaps.
      • (For SPM Pro licensed users) Automate the actual value of your targets for the goals by collecting the actuals from the tables such as benefit plans, cost plans, surveys/assessments, and PA Indicators.
    • Changed:
      • The Backlog page is renamed to Prioritization
      • Ad Hoc Roadmap is renamed to Free-form roadmaps
      • The main menu navigation in the workspace is updated to include the following:
        • Home: Contains navigation to Portfolio Plans, Free-form roadmaps, Goals, Prioritization and Portfolio Roadmap
        • Lists: Contains lists of entities and planning items associated with all the lenses.
      • Roadmap preferences are now saved per portfolio plan and not per user. Any personalization settings are applicable to all the users and user groups that a portfolio plan is shared with.
    • Removed: Planning Hierarchy and Planning Organizations are no longer supported.
    Version 4.1.1 - August 2022

    New:

    • Backlog changes
      • Edit the backlog items inline.
      • View the Rank as a separate column.
    • Roadmap side panel UX improvements
    Version 4.0.0 - May 2022
    • New:
      • Goals (OKRs): Define and manage your goals in APW to accomplish your organizational plans and drive business outcomes. Note: Accessing the Goals module from the workspace requires a Strategic Portfolio Management (SPM, formerly ITBM) Pro license.
      • APW Backlog:
        • Understand the work pipeline for your organization from a single consolidated view.
        • Organize the backlog list using the features such as grouping and sorting.
        • Use data points such as planned cost, planned benefit, and associated goal to review backlog items.
      • Roadmap item dependencies: Create and manage direct and indirect dependencies at the planning item level on the roadmap.
      • Apply custom filters to planning hierarchy-based roadmaps.
    • Fixed: If the planning organization for a work or planning item (that is associated with a goal already) is changed to an unsupported planning organization, the application now notifies this as an error.
    Version 3.1.0 - February 2022
    • New:
      • Guided setup for configuring APW.
      • Ability to import work items (epics) from Azure Devops into APW, provided the necessary integration app is installed and configured.
      • Support scrum and SAFe epics using single table in APW.
      • Next experience modern UI for Alignment Planner Workspace and roadmap component.
    Version 3.0.1 - November 2021
    • New:
      • Planning hierarchy: Work on same planning item at two different organisation levels.

      • Roadmap Planning:
        • Track planning items by creating milestones directly from the roadmap view, except for projects.
        • Update or delete the milestones that you added to your planning items (except for projects) so that they reflect any change of plans.
        • For projects, it is recommended to create or edit milestones from the Project workspace because they may impact the associated project plans. However, these project milestones can be accessed (read-only mode) in APW roadmaps when you integrate APW with Project Portfolio Management.
    • Changed:
      • Planning item's details are editable in side panel
      • Converted demands are hidden from the roadmap view
      • View names used by different entities are changed:
        • Workspace Preview is now APW Preview
        • Workspace New is now APW new
        • Workspace Default is now APW Default
    Version 2.0.0 - August 2021
    • New:
      • New module 'Alignment Planner Workspace'.
      • Organizational planning hierarchy.Roadmaps integrated with planning hierarchy.
      • Roadmap-level (planning organization-level) milestones.
      • Tracking mode in roadmaps.
      • Share Ad Hoc roadmaps with users
      • Ability to zoom in/out on roadmaps to adjust the timescale
    • Changed: Module to navigate to Adhoc roadmaps is renamed from 'Roadmap Planning' to 'Ad Hoc Roadmaps'.
    Version 1.0.1 - February 2021
    New: Alignment Planner Workspace provides an end-end integrated experience for the ITBM planning personas to plan the organization roadmap and manage it.