Now Assist for Strategic Portfolio Management (SPM) release notes

  • Release version: Store
  • Updated June 11, 2026
  • 7 minutes to read
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    Summary of Now Assist for Strategic Portfolio Management (SPM) Release Notes

    Now Assist for Strategic Portfolio Management (SPM) leverages Generative AI to enhance project and portfolio management by improving communication, insight generation, and automation within the ServiceNow platform. The application continuously evolves to provide AI-driven capabilities that help ServiceNow customers streamline demand management, project risk detection, status reporting, and agile development workflows.

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    Key Features

    • AI-Powered Portfolio and Project Insights: Automatically identifies delayed planning items, misaligned dates, budget fluctuations, resource constraints, and critical path changes with AI-generated root cause analysis and actionable recommendations.
    • Project Risk Detection: AI autonomously detects and drafts project risk records, including impact, probability, and mitigation plans, which project managers can review and integrate into risk management processes.
    • Demand Management Automation: AI specialists validate and convert operational demands autonomously, currently available in controlled mode upon ServiceNow engagement.
    • Epic and Agile Story Health and Generation: Instantly assess epic health across multiple risk dimensions and generate user stories from epics or features via conversational AI within agile workflows, supporting document context and multiple sessions.
    • AI Status Reports and Project Summaries: Generate comprehensive, context-aware status reports and executive summaries with overall project health indicators (red/yellow/green). These reports support multi-language translation and can be sent on demand or scheduled.
    • Document Summarization and Content Refinement: Summarize full documents or selected text within project and portfolio records. AI assistance improves record quality by elaborating or shortening content across planning items such as demands, epics, projects, and stories.
    • Monitor Project Tasks: AI autonomously monitors critical path tasks, detects key updates, and triggers email alerts to project managers highlighting critical changes.
    • Customizable AI Models and Enhanced Security: Support for multiple AI model providers (Google Gemini, AWS Claude, Now LLM, Azure Open AI) and granular access controls at the skill and AI agent levels.

    Practical Benefits for ServiceNow Customers

    • Improve visibility into portfolio and project health by receiving AI-driven insights and recommendations that enable proactive management.
    • Reduce manual effort in risk detection and demand validation through AI automation, improving accuracy and efficiency.
    • Enhance agile development processes with AI-assisted story generation and clear acceptance criteria, accelerating delivery cycles.
    • Receive timely, actionable project summaries and status reports to keep stakeholders informed and aligned.
    • Maintain high-quality planning records with AI-powered content elaboration and summarization tools.
    • Customize AI model usage to align with organizational preferences and security requirements.

    Implementation Notes

    Some advanced AI features, such as the Demand Manager AI Specialist, require controlled availability and ServiceNow engagement for activation. The AI-generated insights and reports can be scheduled or triggered on demand, offering flexibility in integration with existing workflows. The product continues to expand its AI capabilities while enhancing user experience with visual indicators and improved security settings.

    Version history for the Now Assist for Strategic Portfolio Management (SPM) 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 9.4.0 - May 2026
    • New:
      • Portfolio Insights - Identify planning items which are delayed beyond their planned start/end dates auto-categorized by severity with insights into top root causes behind the delays generated by AI. Review recommended actions by AI to immediately take steps to mitigate the impact. Identify planning items with mis-aligned planned/actual dates to approved dates and review recommended actions to correct them.
      • Project Risk Detection - Automatically detect and create project risks using AI to reduce manual effort and improve visibility. AI analyzes project data and generates draft risk records with details such as title, description, impact, probability, AI rationale, and mitigation plan. These are then presented to the project manager for review, allowing them to accept and add them to RIDAC or reject them.
      • Demand manager AI specialist - Validates and converts operational demands autonomously. This feature is currently supported in the controlled availability mode, please contact ServiceNow to implement this specialist.
      • Epic health status: Use Now Assist to instantly assess epic health across six risk dimensions and get a red, yellow, or green status with plain-English reasoning, directly from the epic record page.
    • Changed:
      • AI Status Reports now computes overall project health (red/yellow/green), generate AI-powered status reports using templates, and produce enhanced executive summaries to create draft status reports for projects.
      • Project Insights now includes additional topics such as budget fluctuations, project delays, projects not started, dependency issues, and critical path changes to provide richer and more actionable project visibility.
      • Goal insights along with AI forecasted status are now generated automatically via a scheduled job ( shipped default inactive). Ai rationale can be viewed against the AI generated status for each of the goal and target .
      • Enhanced the demand summarization skill to include data from cost plans, monetary and non-monetary benefit plans, demand tasks, resource assignments and work notes to summarize demands.
    Version 9.1.0 - April 2026
    • Changed:
      • AI Project summary emails now reliably schedule the next send date after each delivery
      • Create Agile Story generation workflow and agent are now protected with stringent system security policies
      • Project Insights emails now fully support language translation, including all section headings. The skill admin experience is now clean and free of unrelated navigation menus.
      • AI Status Reports now accurately predict Schedule health using variance data, flag AI-generated reports in the Project Status table, and accurately calculate resource availability for role-based assignments.
    Version 9.0.1 - March 2026
    • New:
      • Demand summarization introduced
      • Goal insights introduced.
      • AI Project Status Reports - Generate structured, context-aware project status reports using live project data to keep stakeholders informed.
    • Enhanced:
      • Project Insights Generation - Insights now surface directly within the project workspace including financials and RIDAC insights, giving project managers a unified, in-context view of project health without leaving the workspace.
      • Agile Story Generation - Now available within the Agile Development module, enabling teams to create user stories directly in the context of their agile workflows.
    Version 8.0.0 - December 2025
    • Enhanced:
      • Project Insights Generation- Automatically track critical project signals such as delayed milestones, resource constraints, and task slippages and receive proactive insights either on a scheduled cadence or on-demand
      • Agile story generation - Convert epics into high-quality, actionable user stories faster and more intelligently through an improved, agentic, context-aware flow
    • New:
      • Acceptance criteria generation - Produce clear, consistent, and context-aware acceptance criteria using predefined templates and story-specific information
      • Target generation - Generate measurable targets from goals information and optional context and automatically populate key fields in the target creation form
      • Identify similar demands - Identify existing or related demand records during creation or editing to avoid duplication and ensure better demand hygiene
    Version 7.2.1 - October 2025
    Changed: Expand the Write planning item skill to additional records across SPM applications and additional rich or long text fields. As part of the update included additional context fields to the prompt for each form. Rename the Write planning item skill to Refine records.
    Version 4.9.2 - October 2025 (Xanadu)
    Changed: Implemented changes based on the P0 security directive to be XP10 compatible.
    Version 7.1.0 - September 2025
    • New: Ability to enter custom prompts directly in the Docs, alongside Summarize, Elaborate and Shorten options
    • Changed: Enhanced access controls that provide greater granularity at the Skill and AI Agent level
    Version 7.0.0 - August 2025
    • Updated:
      • Email Project Summary
        • The Project Summary can now be sent on-demand without having to wait for the set cadence to trigger
        • The Project Summary can be emailed to additional recipients along with the Project Manager
      • Monitor Project Tasks Agent
        • Enable the Project Task Monitor AI Agent from the UI by selecting the "Include critical path task changes" check box in the email project summary modal rather than enabling it from the backend
    • New:
      • New third-party AI model provider options for Now Assist
        • Google Gemini, AWS Claude are available for Now Assist skills and AI agents in addition to Now LLM and Azure Open AI
    Version 4.9.1 - June 2025 (Xanadu)
    • Changed:
      • Agile Story generation:
        • Product Managers and Team Leads can effortlessly break down Features, in addition to Epics, into a logical set of stories using the conversational interface within the Now Assist Panel.
        • The documents attached to the "Docs" tab of Epics or Feature will be considered as the context in addition to the 'Name' and Description' field and existing stories.
        • Users can now run multiple story creation conversations within the Now Assist Panel using the New chat option.
    • Users can initiate story creation conversation by entering the Epic or Feature number Visual Elevation for Now Assist:
      • Animated Now Assist icon is available on select buttons in the SPM workspaces, enhancing the overall user experience.
    • Updated Docs skill Name:
      • Project doc summarization (Project Workspace) Planning item doc summarization (Strategic Planning) EAP doc summarization (Enterprise Agile Planning)
    • New:
      • Write Planning Item:
        • Improve record quality by enabling AI assistance in the description field across these Strategic Planning Workspace forms: Product idea, Demand, Epic, Project, Capability, Feature, and Story.
        • Refine content using Elaborate and Shorten options on planning items to help product managers and agile team members in creating and editing content more effectively.
    Version 6.0.0 - May 2025
    • Changed:
      • Agile Story generation
        • Product Managers and Team Leads can effortlessly break down Features, in addition to Epics, into a logical set of stories using the conversational interface within the Now Assist Panel.
        • The documents attached to the "Docs" tab of Epics or Feature will be considered as the context in addition to the 'Name' and Description' field and existing stories.
        • Users can now run multiple story creation conversations within the Now Assist Panel using the New chat option.
        • Users can initiate story creation conversation by entering the Epic or Feature number
      • Visual Elevation for Now Assist
        • Animated Now Assist icon is available on select buttons in the SPM workspaces, enhancing the overall user experience.
      • Updated Docs skill Name
        • Project doc summarization (Project Workspace)
        • Planning item doc summarization (Strategic Planning)
        • EAP doc summarization (Enterprise Agile Planning)
    • New
      • Create Planning Item
        • Improve record quality by enabling AI assistance in the description field across these Strategic Planning Workspace forms: Product idea, Demand, Epic, Project, Capability, Feature, and Story.
        • Refine content using Elaborate and Shorten options on planning items to help product managers and agile team members in creating and editing content more effectively.
    Version 5.1.1 - March 2025
    • New:
      • Monitor project tasks
        • Autonomously monitor project tasks on the critical path of a project. Detect key updates and triggers a project summary email to the Project Manager, highlighting the specific updates that triggered the alert.
    Version 5.0.0 - February 2025
    • New:
      • Agile Story generation
        • Product Managers and Team Leads can effortlessly break down epics into a logical set of stories using the conversational interface within the Now Assist Panel
    • Changed:
      • Visual Elevation for Now Assist
        • Now Assist users will notice an animated loader and logo on select screens (Feedback and Doc Summarization), enhancing the overall user experience
    Version 4.0.0 - November 2024
    • New:
      • Project Summary Email
        • Project managers will receive a summary of the project by Now Assist in an email that covers the insights from project schedule, milestones, resources, and financials. They can click on the links in the email to directly navigate to the corresponding project records.
        • Project managers can choose the frequency at which they would like to receive these emails from the project workspace interface.
      • Full Doc Summarization
        • Project managers, portfolio manager, product managers can now quickly summarize their entire documents on a click of a button. Now Assist presents the summary of the entire doc that can be further shortened or elaborated.
    Version 2.0.1 - September 2024
    Fixed: The feedback record summarization feature produces identical summaries for all feedback records.
    Version 3.0.0 - August 2024
    New: Selected text within docs can be summarized, shortened or elaborated using Now Assist. Select multiple feedback records to quickly summarize and get insights using Now Assist.
    Version 2.0.0 - May 2024
    Now Assist for Strategic Portfolio Management drives customer value faster by utilizing the power of Generative AI (GenAI) to ensure that business demands and feedback are communicated clearly, efficiently, and effectively.