--- sourceDocument: yokohama Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/delta-xanadu-yokohama Release : - yokohama ft:locale : - en-US ft:publication_title : - yokohama Combined Product Files ft:clusterId : - delta3yx bundleId : - delta3yx --- # Combined Project Workspace release notes for upgrades from Xanadu to Yokohama # Combined Project Workspace release notes for upgrades from Xanadu to Yokohama {#ariaid-title1} Release version: Yokohama Updated October 8, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 8 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Combined Project Workspace release notes for upgrades from Xanadu to Yokohama This document consolidates all Project Workspace release notes for ServiceNow customers upgrading from the Xanadu release to Yokohama. It highlights new features, important upgrade tasks, changes, and enhancements introduced across these releases, helping customers prepare for and optimize their Project Workspace experience after upgrading. Show full answer Show less ## Important Upgrade Considerations * Review and complete all pre- and post-upgrade tasks before moving to Yokohama. * For full functionality of Docs v6.6.0 within Project Workspace, upgrade Project Workspace to version 6.1.0. * Classic Project Workspace is being prepared for deprecation starting with Xanadu; it will no longer be available for new installations but remains supported. * Project Workspace installation is via the ServiceNow Store, with the PPM Standard plugin installing Project Workspace starting from Xanadu. ## New Features Significant enhancements were introduced between Xanadu and Yokohama releases, enabling better project management, resource planning, financial oversight, and reporting: * **Now Assist in Project Workspace:** Utilize AI-powered summarization and email automation for project document content and progress updates. * **Project Budget Management:** Migrate budgets from Classic UI to the Next Experience, and allocate and approve budgets using the Financials interface. * **Resource Planning Enhancements:** Assign resources based on effort types with inline allocation views and scheduling adherence; use a heatmap modal to monitor resource status, capacity, and utilization. * **Project Details Page Improvements:** Add stakeholders, manage resource plans daily, create Agile/Test phases, add stories and epics, and easily open tasks in new tabs. * **Financials Enhancements:** View consolidated cost plans, expense lines, and budget variance at parent and subproject levels, with new custom labor cost type support. * **Status Reporting:** Create, customize, and duplicate comprehensive status reports with dynamic data tokens, milestone and risk tracking, and direct editing in the Docs component. * **Security Configuration:** Apply confidentiality settings to projects ensuring sensitive information is accessible only to authorized users across all associated workspaces. * **Project Task Checklists:** Create and manage checklists for task activities, enhancing task management and completion tracking. * **Financial Roll-ups:** View and manage financial values for project tasks rolled up to the parent project level. ## Changes and Enhancements * Renaming of the Project Gen AI Docs skill to "Project doc summarization" for clarity. * Resource assignment UI updates, including an Extend Assignment modal and additional fields (Name, Ready for review, Notes) to provide more context and control. * Time span fields updated to support weekly and monthly views for resource assignments. * Heatmap modal improvements showing utilization, resource status, and remaining capacity for better resource allocation decisions. * Financials UI updates include renaming of key fields (ETC to Remaining Estimates, EAC to Forecast, Actuals to date to Actuals) and a new Financials tab in the planning view. ## Deprecations and Removed Features The Classic Project Workspace is being phased out starting with Xanadu and will no longer be installable, though it remains supported for existing users. No other features were removed or deprecated between Xanadu and Yokohama. ## Activation and Additional Requirements Project Workspace installation requires a request via the ServiceNow Store. No new browser, localization, or accessibility requirements were introduced in Yokohama compared to Xanadu. ## Key Outcomes for ServiceNow Customers * Improved automation and AI-powered assistance streamline project document management and reporting. * Enhanced resource planning and allocation capabilities improve scheduling accuracy and workload visibility. * Robust financial management tools enable accurate budgeting, cost tracking, and roll-ups across projects and tasks. * Comprehensive status reporting tools support detailed project health assessments and facilitate communication. * Security enhancements ensure confidential project data is protected consistently across workspaces. * Task management is improved with checklists and better resource assignment controls. Consolidated page of all release notes for Project Workspace from Xanadu to Yokohama. ## 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 Xanadu to Yokohama. 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 Yokohama Before you upgrade to Yokohama, review these pre- and post-upgrade tasks and complete the tasks as needed. {#dfrn3-projectworkspace-summary__entry__2} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | [ ] ## New features Between your current release family and Yokohama, new features were introduced for Project Workspace. {#dfrn3-projectworkspace-summary__entry__8} | Release | Release notes | |-|-| | Xanadu | [Now Assist in Project Workspace](https://www.servicenow.com/docs/access?context=summarize-docs-genai-skill-pw&family=xanadu&ft:locale=en-US) : * Generate a concise summary of selected text on the Docs component using Now Assist. * Summarize, elaborate, and shorten the selected content on the Docs component using the Project Gen AI Docs skill. * Set up automated emails using the Email project summary skill to stay updated on project progress. Schedule the day and frequency for the skill to send the generated emails. * Generate a quick summary on the complete content of the document with Project Gen AI Docs skill and save time on manual content analysis. [Manage Projects](https://www.servicenow.com/docs/access?context=use-projects-pw&family=xanadu&ft:locale=en-US) : * Migrate the budget of your projects from Classic UI to Next Experience. * Allocate and approve the budget of a project using Financials in Next Experience. [Resource planning with Project Workspace](https://www.servicenow.com/docs/access?context=use-resource-mgmt-prj-wksp&family=xanadu&ft:locale=en-US) : * Follow the assigned schedule for allocation when a resource has a schedule. * Allocate users or groups based on the selected effort type when creating an assignment. * Display allocations inline with the selected effort type. [Project details page enhancements](https://www.servicenow.com/docs/access?context=update-project-details-from-project-workspace&family=xanadu&ft:locale=en-US) : * Add stakeholders, extend or confirm a resource plan, and add new resource allocations daily. * View a status report for the programs and save the project as a template with the Save as New Template option. * Create an Agile phase or a Test phase from the Agile or Hybrid execution type. * Create or add existing stories to a project, as well as add new epics. * View the project or project task details from the side panel. * Use the Open task in new tab icon () to open a project in a different tab. * Use the Full details link to add work notes and attachments, as well as view related lists of a project or task. [Financials in Project Workspace](https://www.servicenow.com/docs/access?context=using-financials-prj-wrkspc&family=xanadu&ft:locale=en-US) : * Migrate existing project budgets from Classic UI to Next Experience using the migrate budget option. * As a Portfolio Manager, allocate and manage the budget of your projects using the Budget vs cost view. * As a Project Manager, view the comparison of budgets to captured costs for your planning items. * Compare financial baselines to view simple financials and budget. * View the cost plans, expense lines, financial baselines of the subprojects using the Financial view of the parent project. * Widgets in the Cost view of the parent projects display the rolled up value of the planned costs, expense lines, budget, and variance. * Create custom labor cost types and map them with unique sys_id to generate labor costs. [Status reporting in Project Workspace](https://www.servicenow.com/docs/access?context=status-reporting-in-pw&family=xanadu&ft:locale=en-US) : * Create an overview of the current project status, highlighting key metrics such as health, schedule, scope, cost, and resources, offering a clear snapshot of progress. * Create a new report with or without using a template. A status report captures important details such as milestones, risks, issues, decisions, actions, and change requests, ensuring comprehensive tracking. * Use dynamic data tokens, such as Planned End Date, Status Date, and Actual Cost, which automatically pull and update relevant data, making the report accurate and up-to-date. * Leverage the Docs component to fully customize and configure status reports. Edit and update status reports directly within the Docs component, ensuring they remain accurate and up to date. | | Yokohama | [Duplicate a status report in Project Workspace](https://www.servicenow.com/docs/access?context=duplicate-status-report-pw&family=yokohama&ft:locale=en-US) : Reduce effort by duplicating a status report to transfer all project information without manual copying. [Resource allocation and heatmap enhancements](https://www.servicenow.com/docs/access?context=use-resource-mgmt-prj-wksp&family=yokohama&ft:locale=en-US) : * 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. Note: To use the full functionality of Docs v6.6.0 within Project Workspace, upgrade Project Workspace to the v6.1.0. For more information, see [KB2017926](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB2017926). [Analyze the status report in Project Workspace](https://www.servicenow.com/docs/access?context=view-status-report-in-project-workspace&family=yokohama&ft:locale=en-US) : * 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. [Configuring security for a project in Project Workspace](https://www.servicenow.com/docs/access?context=configuring-security-for-a-project-in-pw&family=yokohama&ft:locale=en-US) : * 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](https://www.servicenow.com/docs/access?context=c_project-task-checklists&family=yokohama&ft:locale=en-US) : * 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](https://www.servicenow.com/docs/access?context=using-financials-prj-wrkspc&family=yokohama&ft:locale=en-US) : View and manage the cost plans and expense lines recorded on a project task level on the parent project. | [ ] ## Changes Between your current release family and Yokohama, some changes were made to existing Project Workspace features. {#dfrn3-projectworkspace-summary__entry__14} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | [Skill name updates](https://www.servicenow.com/docs/access?context=project-workspace-landing-page&family=yokohama&ft:locale=en-US) : Renamed the Project Gen AI Docs skill to the Project doc summarization skill in Project Workspace. [Resource assignment UI enhancements](https://www.servicenow.com/docs/access?context=resource-assignments-pw&family=yokohama&ft:locale=en-US) : Added the Extend option and the Extend Assignment modal to request a resource assignment extension. * Updated the create resource assignment form to include these fields: * The Name field to captures a unique or descriptive name for the resource assignment. * The Ready for review list to confirm if a resource assignment is ready for the allocation review. * The Notes field to add additional context when creating a resource assignment. * Time span fields are changed to weekly and monthly. * Included the following information in the heatmap modal: * The Utilization column to display the total effort across approved or pending tasks. * The Resource status column to display the approved or pending assignments. * The Remaining capacity column to indicate available or exceeded effort limits. [Financials UI changes](https://www.servicenow.com/docs/access?context=using-financials-spw&family=yokohama&ft:locale=en-US) : * New Financials tab in the planning view. * The name of the ETC field is changed to Remaining Estimates. * The name of the EAC field is changed to Forecast. * The name of the Actuals to date is changed to Actuals. [Heatmap enhancements](https://www.servicenow.com/docs/access?context=use-resource-mgmt-prj-wksp&family=yokohama&ft:locale=en-US) : The resource allocation heatmap displays the resource status, capacity, and utilization, enabling efficient planning and allocation based on availability and workload. | [ ] ## Removed Between your current release family and Yokohama, some Project Workspace features or functionality were removed. {#dfrn3-projectworkspace-summary__entry__20} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | [ ] ## Deprecations Between your current release family and Yokohama, some Project Workspace features or functionality were deprecated. {#dfrn3-projectworkspace-summary__entry__26} | Release | Release notes | |-|-| | Xanadu | Starting with Xanadu release, Classic Project Workspace is being prepared for future deprecation. It will be hidden and no longer available for installation but will continue to be supported. For details, see the [Deprecation Process \[KB0867184\]](https://hi.service-now.com/kb_view.do?sysparm_article=KB0867184) article in the Now Support Knowledge Base. | | Yokohama | No updates for this release. | [ ] ## Activation information Review information on how to activate Project Workspace. {#dfrn3-projectworkspace-summary__entry__32} | Release | Release notes | |-|-| | Xanadu | Install Project Workspace by requesting it from the ServiceNow Store. Starting with the Xanadu release, installing the PPM Standard plugin (com.snc.financial_planning_pmo) also installs the Project Workspace application. | | Yokohama | Activation information : Install Project Workspace by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) 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](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=yokohama&ft:locale=en-US). | [ ] ## Additional requirements If any additional requirements were introduced or changed for Project Workspace we have noted them here. {#dfrn3-projectworkspace-summary__entry__38} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | [ ] ## Browser requirements If any specific browser requirements were introduced or changed for Project Workspace we have noted them here. {#dfrn3-projectworkspace-summary__entry__44} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | [ ] ## Accessibility information Review details on accessibility information for Project Workspace, such as specific requirements or compliance levels. {#dfrn3-projectworkspace-summary__entry__50} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | [ ] ## Localization information If there are specific localization considerations for Project Workspace we have noted them here. {#dfrn3-projectworkspace-summary__entry__56} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | [ ] ## Highlight information If there are specific highlight considerations for Project Workspace we have noted them here. {#dfrn3-projectworkspace-summary__entry__62} | Release | Release notes | |-|-| | Xanadu | * Migrate your project budget to Next Experience. * As a Portfolio Manager, allocate, manage, and approve project budgets. * Compare financial baselines to view simple financials and budget. * View and track the actuals of each resource assignment with the actuals toggle. See [Project Workspace](https://www.servicenow.com/docs/access?context=project-workspace-landing-page&family=xanadu&ft:locale=en-US) for more information. | | 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](https://www.servicenow.com/docs/access?context=project-workspace-landing-page&family=yokohama&ft:locale=en-US) for more information. | [ ]