--- sourceDocument: zurich Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/delta-xanadu-zurich Release : - zurich ft:locale : - en-US ft:publication_title : - zurich Combined Product Files ft:clusterId : - delta3zx bundleId : - delta3zx --- # Combined Operational Sustainability Management release notes for upgrades from Xanadu to Zurich # Combined Operational Sustainability Management release notes for upgrades from Xanadu to Zurich {#ariaid-title1} Release version: Zurich Updated October 8, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 12 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 Operational Sustainability Management Release Notes for Upgrades from Xanadu to Zurich This consolidated release notes document guides ServiceNow customers through the key updates and changes in Operational Sustainability Management (OSM) from the Xanadu release up to Zurich. It includes new features, enhancements, deprecations, and important upgrade considerations to help organizations manage their environmental, social, and governance (ESG) data and reporting more effectively. Show full answer Show less ## New Features * **Scope 3 Emissions Tracking (Xanadu):** Enables comprehensive tracking of indirect greenhouse gas emissions from the value chain using the Scope 3 dashboard, supporting compliance and carbon footprint transparency. * **Emission Factors via ESG Content Accelerator:** Provides automatic access to standardized emission factors critical for accurate GHG calculations. * **Custom Fiscal Calendars:** Allows data collection and reporting aligned with diverse global fiscal calendars, accommodating multinational organizations. * **Flexible Metric Approval Flows:** Administrators can configure simple single-level or advanced multi-level approval workflows for metrics leveraging the GRC: Approver Configurator. * **Ad Hoc Metric Data Tasks:** Supports off-cycle data requests to update existing metric definitions and metrics promptly. * **Sustainable IT Dashboard Enhancements:** Visualizes energy consumption by asset model to identify high energy usage and optimize sustainability efforts. * **Forecast Planning and Analysis (Yokohama):** Introduces scenario modeling tools for strategic ESG planning. * **Formula Tree Visualization:** Offers a structured view of calculated metric definitions and their interdependencies. * **Historical Metric Data Import:** Enables bulk import and management of historic ESG data through templates. * **Dynamic Filtering for Microsoft 365 Reporting:** Improves data entry efficiency with cascading, dependent field filters in the Microsoft 365 add-in. * **Zurich Enhancements:** Includes estimated data input methods for missing data, review processes for automated metrics, integration of real-time energy data from DEX into the Sustainable IT dashboard, reusable disclosure narratives, Microsoft Word to ServiceNow claim creation, enhanced granular entity-based access controls, audit tracking for emission factors, and improved calculation consistency with default operand values. ## Changes * **Enhanced Role Capabilities:** ESG program managers now have full CRUD (create, read, update, delete) access to emission factors. * **Metric Tables Security:** Refined access control lists allow approvers and enterprise owners to access only relevant metric records based on role and approval level. * **Forecast Planning Inclusion:** Forecast planning module is now integrated within the Operational Sustainability Workspace for easier access. * **Improved Metric Data Task Functionality:** Data owners can filter, approve, reject, and multi-submit metric data tasks with support for choice and HTML response formats. * **Advanced Data Owner Assignment:** Supports dynamic, rule-based assignment of data owners for metric tasks using GRC: Approver Configurator. * **New Tables Added:** Several new tables have been introduced across GRC: Metrics, Unified Content Management, Forecast Planning Analysis, and Scope 3 Emissions applications to support new features and data management. * **Table Schema Updates:** Multiple metric-related tables have new columns and attribute modifications to enhance functionality and data governance. * **System Properties:** New configurable properties added to the GRC: Metrics application to optimize event queue handling and load distribution. ## Deprecations * **Content Accelerators Deprecated (Xanadu):** Global Reporting Initiative (GRI) and Sustainability Accounting Standards Board (SASB) content accelerators are deprecated but remain supported; customers should use the Unified Content Management application for updated content. * **Business Rules Consolidation (Yokohama):** Business rules migrated to common script includes within GRC Metrics for streamlined maintenance. ## Activation and Upgrade Considerations * Operational Sustainability Management is available via the ServiceNow Store; customers must request installation from there. * Pre- and post-upgrade tasks are advised to ensure smooth migration, though no specific new tasks were added for Zurich. * No changes to browser requirements, accessibility, localization, or additional system requirements were introduced between releases. ## Practical Benefits for Customers * Gain comprehensive visibility into indirect emissions through Scope 3 tracking, supporting regulatory compliance and sustainability goals. * Leverage flexible fiscal calendar support to align ESG data collection with global business practices. * Use configurable approval flows to match organizational governance structures and ensure metric data integrity. * Enhance reporting accuracy with real-time energy data integration and default value settings to avoid calculation errors. * Streamline ESG reporting workflows via Microsoft 365 integration and automated claim creation. * Secure ESG data with improved role-based access controls and audit trails for emission factors. * Consolidated page of all release notes for Operational Sustainability Management from Xanadu to Zurich. ## How to use this page To help you prepare for your upgrade, we have combined the cross-family Operational Sustainability Management release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Xanadu 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 Operational Sustainability Management to Zurich Before you upgrade to Zurich, review these pre- and post-upgrade tasks and complete the tasks as needed. {#dfrn3-operationalsustainabilitymanagement-summary__entry__2} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | 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 Operational Sustainability Management. {#dfrn3-operationalsustainabilitymanagement-summary__entry__10} | Release | Release notes | |-|-| | Xanadu | [Track scope 3 emissions](https://www.servicenow.com/docs/access?context=scope-3-dashboard&family=xanadu&ft:locale=en-US) : Track Scope 3 emissions using the Scope 3 dashboard to fully grasp and manage your organization's environmental impact. These emissions constitute the largest part of your greenhouse gas output, stemming from indirect sources. This comprehensive understanding aids in regulatory compliance, and obtaining full carbon footprint disclosures. After you identify your scope 3 emission sources, you can take action to mitigate the largest sources of indirect emissions. [View emission factors in ESG content accelerator](https://www.servicenow.com/docs/access?context=esg-content-accelerator&family=xanadu&ft:locale=en-US) : Use the Unified content management to automatically obtain the emission factors that are published by the standard sources. Emission factors are coefficients that quantify the emissions produced per unit of activity, material, or energy consumption. They're crucial for calculating the amount of greenhouse gases (GHGs) or pollutants emitted into the atmosphere based on various activities. [Create fiscal calendars to collect metrics from different geographical locations](https://www.servicenow.com/docs/access?context=enable-custom-fiscal-year&family=xanadu&ft:locale=en-US) : Collect, aggregate, and report data according to your fiscal calendars that could be different from the standard Gregorian calendar. Many global organizations might have operations in different countries that could follow their own fiscal calendars. This feature enables the entities in other locations to collect data according to their own fiscal calendars. [Choose the approval flow for metrics](https://www.servicenow.com/docs/access?context=components-installed-with-esg&family=xanadu&ft:locale=en-US) : Set the sn_esg.metric_approval property to use either a simple approval flow for your metrics and metric definitions or use the GRC: Approver Configurator to define multiple levels of approvals based on the business rule definitions. This property has two choices. If you choose the Simple option, the Approval section is enabled both on the manual metric definition form and within the metrics. Using this section, you can designate approvers directly on the metric definition form. This option has a single level of approval. If you choose the Advanced option, the Approval section is unavailable on the manual metric definition form and within the metrics, helping to prevent you from assigning approvers there. Instead, approval can be obtained by setting the approval conditions, tables, and approvers in the GRC: Approver Configurator application. This application also enables you to define multiple levels of approvals. [Create ad hoc metric data tasks](https://www.servicenow.com/docs/access?context=create-an-adhoc-metric-data-task&family=xanadu&ft:locale=en-US) : Handle off-cycle requests for up-to-date information on existing metric definitions and metrics by creating ad hoc metric data tasks. These tasks address off-cycle requests and provide the latest information. [Metric data table](https://www.servicenow.com/docs/access?context=metric-data-table&family=xanadu&ft:locale=en-US) : Use the enhanced filters on the metric data table to filter your tasks. The filters help to show only the relevant and open tasks for data owners and approvers. [Identify the energy usage and emission of every asset](https://www.servicenow.com/docs/access?context=managing-sustainable-it&family=xanadu&ft:locale=en-US) : Use the Sustainable IT dashboard to explore models within a specific category and view the energy consumption of each asset model and all its assets, listed in descending order. This functionality provides deeper insights into your energy usage, helping you identify the models that are in use and are consuming the most energy. | | Yokohama | [Forecast planning and analysis](https://www.servicenow.com/docs/access?context=scenario-analysis-forecast&family=yokohama&ft:locale=en-US) : Model and prepare for potential outcomes by using forecast planning analysis. With these tools, you can create, save, or visualize multiple scenarios. [Formula tree](https://www.servicenow.com/docs/access?context=reviewing-formula-tree&family=yokohama&ft:locale=en-US) : Explore the calculated metric definitions by reviewing a structured and visual representation of the entire calculation chain. By using a formula tree, you can access the calculation details and view how the different metrics and emission factors are interconnected. [Historical metric data](https://www.servicenow.com/docs/access?context=importing-metric-data&family=yokohama&ft:locale=en-US) : Import the historical metric data by using a pre-defined import template with instructions. With this process, you can update and manage the metric data within your organization and help to ensure that all data complies with the established business rules. [Dynamic filtering for Microsoft 365 for ServiceNow Reporting](https://www.servicenow.com/docs/access?context=add-related-fields-0365&family=yokohama&ft:locale=en-US) : Filter the fields dynamically and set up dependencies by using related fields. In the Microsoft 365 add-in, you can configure fields so that cascading filters are supported dynamically. You can select a value in a field and have the related fields automatically update to show the relevant options. This process helps you to streamline data entry and improve efficiency. | | Zurich | No updates for this release. | [ ] ## Changes Between your current release family and Zurich, some changes were made to existing Operational Sustainability Management features. {#dfrn3-operationalsustainabilitymanagement-summary__entry__18} | Release | Release notes | |-|-| | Xanadu | [ESG program manager role enhanced](https://www.servicenow.com/docs/access?context=components-installed-with-esg&family=xanadu&ft:locale=en-US) : The ESG program manager (sn_esg.program_manager) can now create, read, update, and delete emission factors. Changes in the metric tables : Enhanced the following metric related tables with read access control lists (ACLs): * Metric definition * Metric * Metric data * Metric data task * Metric data task url With this change, the following changes are in effect: * Metric level Approver user or Approver group: This means that the specified user or group designated as the approver can access only the particular metric and the tables specified for which they are the approver. * Multi-level approval: This means that the specified user or group designated as the approver can access only those records in the metric related tables for which they are the approver. * Enable enterprise owners to access metric records: This means that an enterprise owner can access any metric related record. | | Yokohama | [Forecast planning and analysis](https://www.servicenow.com/docs/access?context=scenario-analysis-forecast&family=yokohama&ft:locale=en-US) : The forecast planning analysis module is now included in the List view of the Operational Sustainability Workspace. [Result types](https://www.servicenow.com/docs/access?context=create-manual-metric-definition&family=yokohama&ft:locale=en-US) : If you have the ESG manager \[sn_esg.metric_manager\] role, you can now configure either text, choice, or HTML format options for responses to qualitative metric data tasks that are related to manual metric definitions, including both initial and overridden responses. These options help you achieve more precision and detail in your data collection process. [Metric data table filters and side panel enhancements](https://www.servicenow.com/docs/access?context=metric-data-table&family=yokohama&ft:locale=en-US) : If you have the ESG data owner \[sn_esg.data_owner\] role, you can now apply filters by using the filter menu and reject or approve tasks from the metric data table side panel. Data owners can now multi-submit and assign approvers to multi-approve or reject tasks, with the option to use choice and HTML response formats. [Data owner assignment types](https://www.servicenow.com/docs/access?context=create-manual-metric-definition&family=yokohama&ft:locale=en-US) : If you have the ESG Manager \[sn_esg.metric_manager\] role, you can now configure the Data Owner Assignment type to be either simple or advanced for manual metric definitions. When you select the Simple option, the system assigns the specified Data Owner or Data Owner Group to the Metric Data Task. If you choose the Advanced assignment option, which is available with the GRC: Approver Configurator application, you can set custom configuration conditions, tables, or data owners to dynamically assign data owners. Table added to the GRC: Metrics application : The following tables were added to the GRC: Metrics application: * sn_grc_metric_import_job * sn_grc_metric_data_import * sn_grc_metric_st_import_log * sn_grc_metric_st_transform_history * sn_grc_metric_import_template Table added to the Unified content management application : The sn_esg_content_issb_citation table was added to the Unified content management application. Table added to the Forecast planning analysis application : The following tables were added to the Forecast planning analysis application: * sn_grc_forecast_analysis * sn_grc_forecast_context * sn_grc_forecast_data * sn_grc_forecast_parameter_data Database view added to the Scope 3 emissions management application : The sn_esg_scope3_asset_emissions database view was added to the Scope 3 emissions management application. Changes made to the sn_grc_metric_data_task table : In the sn_grc_metric_data_task table, the job_submitted, job_errors, choice, overridden_choice, html, and overridden_html columns were added. The type="string" attribute was added to the state column. Changes made to the sn_grc_metric_metric table : In the sn_grc_metric_metric table, the period_date, data_owner_type, data_owner, and data_owner_group columns were added. The type="string" attribute was added to the domain_area column. Changes made to the sn_grc_metric_parent_data table : In the sn_grc_metric_parent_data table, the formula_operands columns, and html columns were added. Changes made to the sn_grc_metric_base_definiton table : In the sn_grc_metric_base_definiton table, the formula_tree, result_type, choice_table, choice_field, choice_condition, data_owner_assignment_type, source columns were added. The type="string" attribute was added to the frequency column. Changes made to the sn_grc_metric_data_by_entity table : In the sn_grc_metric_data_by_entity table, the html column was added. Attributes modified in the sn_grc_metric_collector_data table : In the sn_grc_metric_collector_data table, the display="true" attribute was removed from the collector_definition column. Attributes modified in the sn_grc_metric_data_process_queue table : In the sn_grc_metric_data_process_queue table, the reference_cascade_rule="delete" attribute was added to the metric_definition column. Attributes modified in the sn_grc_metric_definition table : In the sn_grc_metric_definition table, the type="string" attribute was added to the type, method_type columns. Changes made to the sn_esg_msoff_intg_o365_reporting_configuration_filter table : In the sn_esg_msoff_intg_o365_reporting_configuration_filter table, the related_fields column was added. The display="true" attribute was added to the field_name column in the sn_esg_msoff_intg_o365_reporting_configuration_filter table. System properties are added to the GRC: Metrics application : The following properties were added to the GRC: Metrics application: * com.glide.event_manager.grc_metrics_queue.even.load.distribution.enabled * com.glide.event_manager.grc_metrics_queue.claim_limit | | Zurich | No updates for this release. | [ ] ## Removed Between your current release family and Zurich, some Operational Sustainability Management features or functionality were removed. {#dfrn3-operationalsustainabilitymanagement-summary__entry__26} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Deprecations Between your current release family and Zurich, some Operational Sustainability Management features or functionality were deprecated. {#dfrn3-operationalsustainabilitymanagement-summary__entry__34} | Release | Release notes | |-|-| | Xanadu | * Starting with the Xanadu release, the Global Reporting Initiative (GRI) content accelerator is deprecated. It will be hidden and no longer activated on new instances but will continue to be supported. The Unified content management application provides the latest experience for this functionality. * Starting with the Xanadu release, the Sustainability Accounting Standards Board (SASB) content accelerator is deprecated. It will be hidden and no longer activated on new instances but will continue to be supported. The Unified content management application provides the latest experience for this functionality. | | Yokohama | Business rules were deactivated and moved to common script include methods as part of GRC Metrics. For more information, see the KB article: [KB1734660](https://support.servicenow.com/nav_to.do?uri=/kb?id=kb_article_view&sys_kb_id=e92f82dd476a9610b8a4aa25126d4356). | | Zurich | No updates for this release. | [ ] ## Activation information Review information on how to activate Operational Sustainability Management. {#dfrn3-operationalsustainabilitymanagement-summary__entry__42} | Release | Release notes | |-|-| | Xanadu | Install Operational Sustainability Management 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=xanadu&ft:locale=en-US). | | Yokohama | Activation information : Install Operational Sustainability Management by requesting it from 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). Important: Operational Sustainability Management is available in ServiceNow Store. For details, see the "Activation information" section of these release notes. | | Zurich | Activation information : Install Operational Sustainability Management 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=zurich&ft:locale=en-US). Important: Operational Sustainability Management is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | [ ] ## Additional requirements If any additional requirements were introduced or changed for Operational Sustainability Management we have noted them here. {#dfrn3-operationalsustainabilitymanagement-summary__entry__50} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Browser requirements If any specific browser requirements were introduced or changed for Operational Sustainability Management we have noted them here. {#dfrn3-operationalsustainabilitymanagement-summary__entry__58} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Accessibility information Review details on accessibility information for Operational Sustainability Management, such as specific requirements or compliance levels. {#dfrn3-operationalsustainabilitymanagement-summary__entry__66} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Localization information If there are specific localization considerations for Operational Sustainability Management we have noted them here. {#dfrn3-operationalsustainabilitymanagement-summary__entry__74} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Highlight information If there are specific highlight considerations for Operational Sustainability Management we have noted them here. {#dfrn3-operationalsustainabilitymanagement-summary__entry__82} | Release | Release notes | |-|-| | Xanadu | * Track Scope 3 emissions from your value chain to gain knowledge of your environmental impact and promote compliance with evolving regulations. * Create fiscal calendars to accommodate your organization's unique fiscal calendar, providing the flexibility to collect and report data according to the defined fiscal calendars. * Use the emission factors content in the ESG content accelerator. * Enable ESG administrators to define either a simple approval flow or an advanced approval flow for all the metrics and metric definitions. * Address off-cycle requests to collect data for existing metric definitions and metrics by creating ad hoc metric data tasks on manual metrics. See [Environmental, Social, and Governance Management](https://www.servicenow.com/docs/access?context=esg-landing-page&family=xanadu&ft:locale=en-US) for more information. | | Yokohama | * Model and prepare for potential outcomes with what-if scenario analysis tools that can help with your strategic planning. * Review the calculated metric definition data by using a formula tree so that you can access detailed information on the operands, metric definitions, metrics, and emission factors. * Streamline ESG metric tracking and enable trend analysis with enhanced Metric data tasks that support choice and HTML response formats and table improvements. * Import your historical metric data by using an import template to update and manage metric data within your organization. * Assign data owners dynamically for metrics that are based on configurations. See [Environmental, Social, and Governance Management (formerly Environmental, Social, and Governance)](https://www.servicenow.com/docs/access?context=esg-landing-page&family=yokohama&ft:locale=en-US) for more information. | | Zurich | * Enable organizations to provide estimated data using pre-defined methods like average when actual data isn't available. * Enhance data accuracy and governance by adding a review process for automated metric definitions. * Integrate real-time energy consumption data from DEX into the ESG Sustainable IT Dashboard for more accurate and reliable sustainability reporting, especially for desktops and laptops. * Enabled tracking and reusing narratives or statements for disclosures, making it easy to highlight specific achievements or commitments. * Enable creating claims directly from Microsoft Word to ServiceNow via the Microsoft 365 plugin. * Use enhanced entity-based access for metric definitions, metrics, metric data tasks, and metric data, enhancing data security and granular access control. * Create and synchronize claims automatically when uploading disclosures from Word via the ServiceNow add-in. This streamlines ESG reporting and confirming traceability across templates. * Avoid calculation inconsistencies caused by missing operand values. The Calculated Metric Definition Settings table enables specifying default values for operands, confirming smooth execution and flexible configuration. * When renaming a metric definition, there's an option to apply the updated name to its child metrics and their associated metric data tasks. * Enabled audit tracking for emission factor tables and all changes are automatically logged for compliance and traceability. * Removed the unit restrictions between calculated metric definitions and emission factors, enabling any emission factor to be applied regardless of unit. See [Environmental, Social, and Governance Management (formerly Environmental, Social, and Governance)](https://www.servicenow.com/docs/access?context=esg-landing-page&family=zurich&ft:locale=en-US) for more information. | [ ]