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ft:publication_title :

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---

# Combined Portfolio Planning release notes for upgrades from Xanadu to Zurich

# Combined Portfolio Planning 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) 13 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 Portfolio Planning Release Notes for Upgrades from Xanadu to Zurich

This consolidated release note guide assists ServiceNow customers in preparing for upgrades of Portfolio Planning from the Xanadu release through to Zurich.
It summarizes key new features, changes, and important upgrade considerations across multiple releases, helping portfolio managers and project teams optimize planning, financial management, and collaboration within the ServiceNow platform.
Show full answer Show less  

## Upgrade Preparation

* **Pre- and post-upgrade tasks:** Review and complete tasks, especially for the Yokohama upgrade where saved custom view settings are cleared and need reapplying.
* **Activation:** Portfolio Planning must be installed via the ServiceNow Store for all releases.

## Key Features Introduced Across Releases

* **Feature Visibility and Filtering (Xanadu):** Portfolio managers can show or hide specific portfolio plan features (e.g., Prioritization, Roadmap) to tailor stakeholder views and restrict access.
* **Enhanced Planning:** Filter planning items by multivalue fields such as tags and business capabilities; copy portfolio plans without edit access; and utilize scenario planning to simulate and compare plan scenarios for strategic decision-making.
* **PowerPoint Export:** Export roadmaps to PowerPoint using predefined or custom templates, supporting yearly lanes and customizable layout modes.
* **Project Program Lens:** Plan and prioritize programs at a high level, tracking progress via roadmaps.
* **Integrated Docs for Planning Items:** Create and collaborate on rich-text documents within planning items, supporting real-time editing, media insertion, and team tagging.
* **Financial Management Enhancements:** Migrate budgets to Next Experience UI, allocate and manage budgets with Budget vs Cost views, compare financial baselines, and generate custom labor costs linked to resources.
* **Financial Scenario Planning (Yokohama):** Create financial scenarios to optimize portfolio profitability, allocate budgets in simulation mode, and compare scenarios for budget decisions.
* **Dashboards:** Consolidate key metrics and data for performance monitoring and decision-making; create, customize, and share dashboards and views for portfolio plans and roadmaps.
* **Dynamic Data Linking in Docs (Zurich):** Link ServiceNow records dynamically in documentation to ensure information stays current without manual updates.
* **Roadmap and UI Enhancements (Zurich):** Customize roadmap bar colors with themes, maintain consistent colors across plans, view milestone rows during scrolling, distinguish milestones with icons, and apply quick filters with string and Boolean values saved as user preferences.
* **Financials UI Improvements (Zurich):** Use Display mode for focused financial views; manage planned and actual monetary benefits; support multicurrency financial records; generate labor costs based on resource assignments; and access new widgets for benefits and costs.

## Changes and Renaming

* Capacity Planning tab renamed to Capacity.
* Financial fields renamed for clarity (e.g., ETC to Remaining Estimates, EAC to Forecast, Actuals to Actuals).
* Financials tab introduced in Planning page consolidating cost and benefit plans.
* Coral theme introduced as default UI theme with dark mode option in Zurich.

## Removed and Deprecated Features

No features or functionalities were removed or deprecated between Xanadu and Zurich releases.

## Practical Impact for ServiceNow Customers

* You can tailor portfolio plan visibility to stakeholder needs, improving data security and relevance.
* Scenario planning enables simulation and informed decision-making for prioritization and budgeting.
* Enhanced financial management tools facilitate budget allocation, tracking, and forecasting across projects and portfolios.
* Improved collaboration through integrated Docs and dashboards supports seamless teamwork and stakeholder engagement.
* Roadmap customization and filtering improve usability and alignment with organizational standards.
* Dynamic data linking reduces manual data updates, increasing accuracy and efficiency.

Following these release notes will help ensure a smooth upgrade and help you leverage new Portfolio Planning capabilities for better strategic planning, financial control, and collaboration within your ServiceNow environment.  
Consolidated page of all release notes for Portfolio Planning from Xanadu to Zurich.

## How to use this page

To help you prepare for your upgrade, we have combined the cross-family Portfolio Planning 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 Portfolio Planning to Zurich

Before you upgrade to Zurich, review these pre- and post-upgrade tasks and complete the tasks as needed.  
{#dfrn3-portfolioplanning-summary__entry__2}

| Release | Release notes |
|-|-|
| Xanadu | No updates for this release. |
| Yokohama | Upgrade information :   After upgrading to Portfolio Planning v8.8.0, the custom view settings previously saved under user preferences will be cleared. You must reapply these changes and create views as needed. For instructions, see [Create a portfolio plan view in Portfolio Planning](https://www.servicenow.com/docs/access?context=create-portfolio-plan-view-ppw&family=yokohama&ft:locale=en-US) and [Create a free-form roadmap view in Portfolio Planning](https://www.servicenow.com/docs/access?context=create-free-form-roadmap-view-ppw&family=yokohama&ft:locale=en-US). |
| Zurich | No updates for this release. |
[ ]

## New features

Between your current release family and Zurich, new features were introduced for Portfolio Planning.  
{#dfrn3-portfolioplanning-summary__entry__10}

| Release | Release notes |
|-|-|
| Xanadu | [Show or hide features for your portfolio plan](https://www.servicenow.com/docs/access?context=show-or-hide-the-features-for-your-portfolio-plan-ppw&family=xanadu&ft:locale=en-US) :   As a portfolio manager, show or hide the features, such as Prioritization and Roadmap, of your portfolio plan. This capability helps you share only the portfolio plan data that matters to your stakeholders and restrict access to the other data. [Planning enhancements](https://www.servicenow.com/docs/access?context=exploring-portfolio-planning&family=xanadu&ft:locale=en-US) : * Filter planning items in the Prioritization page and roadmap bars in the Roadmap page with multivalue fields, such as tags, business applications, and business capabilities. * As a portfolio plan viewer, you can copy a portfolio plan that you don't have edit access to and edit the plan as needed. For more information, see [Copy a portfolio plan](https://www.servicenow.com/docs/access?context=copy-portfolio-plan-in-portfolio-planning&family=xanadu&ft:locale=en-US). [Optimize planning using scenario planning](https://www.servicenow.com/docs/access?context=scenario-planning-in-strategic-planning&family=xanadu&ft:locale=en-US) : * Create scenarios in a simulated environment and adjust the prioritization and timelines of planning items. * Check the alignment of planning items with goals to verify the delivery of strategic outcomes. * Visualize trade-off decisions between scenarios by comparing scenarios side by side. * Approve the best scenario as the live portfolio plan for execution and making informed decisions. [Export a roadmap or free-form roadmap to PowerPoint](https://www.servicenow.com/docs/access?context=export-portfolio-plan-status-to-ppt-portfolio-planning-workspace&family=xanadu&ft:locale=en-US) :   Export a roadmap or free-form roadmap from a portfolio plan into a Microsoft PowerPoint file to share data and collaborate with your business stakeholders. The predefined template helps you generate reports for your roadmap, including roadmap milestones, item milestones, vertical lines, and horizontal lanes. You can export a roadmap for the maximum tenure of lanes a year at a time. You can also choose between Compact mode, which exports 25 horizontal lanes per slide, or Default mode, which exports 15 horizontal lanes per slide, when exporting your roadmap. You can select the data that you want to be exported into the report by editing the predefined templates or creating your own branded template. For more information, see [Create a Microsoft PowerPoint template](https://www.servicenow.com/docs/access?context=create-ppt-template&family=xanadu&ft:locale=en-US). [Plan at a high level using the Project Program lens](https://www.servicenow.com/docs/access?context=lens-and-portfolio-plans&family=xanadu&ft:locale=en-US) :   Plan at a high level by building portfolio plans for program \[pm_program\] items using the Project Program lens. Prioritize the programs and track them using roadmaps. [Docs for planning items in Portfolio Planning](https://www.servicenow.com/docs/access?context=docs-for-planning-items-in-ppw&family=xanadu&ft:locale=en-US) : * Store the information of key artifacts and other details of planning items, such as Demands, Projects, and Epics, directly from within the workspace. * Create multiple rich-text documents at each planning item level. * Help avoid data loss and parallel editing with real-time collaboration. * Tag team members to their action items. * Insert media and URLs. [Financials in Portfolio Planning](https://www.servicenow.com/docs/access?context=fin-migrate-budget-project-ppm&family=xanadu&ft:locale=en-US) : * Migrate the existing budget for planning items from the classic UI to Next Experience using the Migrate Budget option. * As a portfolio manager, allocate and manage the budget of your planning items using the Budget vs cost view. * As a project manager, compare a budget to the captured costs of your planning items and reforecast the planned costs to meet the approved budget. * Compare financial baselines to view simple financials and budgets. * View the cost plans, expense lines, and financial baselines of sub-projects using the Financial view of a parent project. * Widgets in the Cost view of 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 a unique sys_id to generate labor costs. |
| Yokohama | [Create and manage financial scenarios of planning items](https://www.servicenow.com/docs/access?context=optimizing-scenarios-in-strategic-planning&family=yokohama&ft:locale=en-US) : * Optimize your portfolio by creating financial scenarios to validate and arrive at a profitable outcome. * Plan and manage the budget of the planning items in a simulation mode for efficient financial planning and to help prevent overspending. * Manage prioritization and budget allocation of the planning items to meet business priorities. * Compare financial scenarios and automatically allocate the planned budget from approved scenarios to planning items. * Enable a budget allocation property to analyze finances in scenario planning and take effective decisions using data-driven insights. [Dashboards for data analysis and decision-making](https://www.servicenow.com/docs/access?context=using-dashboards-in-ppw&family=yokohama&ft:locale=en-US) :   Consolidate key data and metrics from multiple sources onto dashboards, enabling you to monitor performance, track progress, and make informed decisions related to planning and execution. You can create, edit, and copy a dashboard, customizing as needed. Add widgets to a dashboard to display key data, metrics, and visualizations. You can also share dashboards to collaborate with the business stakeholders who have access to the portfolio plan. [Create and share views for portfolio plans and free-form roadmaps](https://www.servicenow.com/docs/access?context=managing-portfolio-plan-views-ppw&family=yokohama&ft:locale=en-US) : Create, edit, and switch views in portfolio plans and free-form roadmaps using display preferences. You can create personal views that are private to you or public views that can be shared with stakeholders who have access. Portfolio plan display preferences include column selection, grouping and filtering. Free-form roadmap preferences include grouping, milestones selection, dependencies selection, and tracking mode. The portfolio plan view saves your display preferences across the Prioritization, Roadmap, Capacity, and Financials tabs. Note: Portfolio plan views are available only for the Planning module and are supported in live mode, but not in scenario mode. [View financial data of your planning items at the portfolio level](https://www.servicenow.com/docs/access?context=using-portfolio-financials-ppw&family=yokohama&ft:locale=en-US) : * View the rolled-up financial costs and benefits data of your planning items Epics, Demands, and Projects at the portfolio level for different time scales and ranges. * View the financial values such as the Budget, Planned cost, Variance, Actuals, and Remaining Estimates of your planning items by expense type or cost type. * View the Forecasts, Actuals, and Variance of your planning items for monetary benefits. * View the financial data of the planning items while creating multiple prioritization scenarios to promote efficient use of budget and to help increase ROI. [Real-time collaboration for Planning item Docs](https://www.servicenow.com/docs/access?context=docs-for-planning-items-in-ppw&family=yokohama&ft:locale=en-US) :   Edit a doc page concurrently with multiple other editors. Colored cursors denote the current location of editors on the page. You can choose to show or hide these indicators. Note: To use the full functionality of Docs v6.6.0 within Portfolio Planning Workspace, upgrade to Portfolio Planning Workspace v8.5.0. For more information, see the [Incompatibility After Upgrading Docs to Version 6.0.0 \[KB2017926\]](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB2017926) article in the Now Support Knowledge Base. |
| Zurich | [Dynamic data linking in Docs](https://www.servicenow.com/docs/access?context=docs-for-planning-items-in-ppw&family=zurich&ft:locale=en-US) :   Keep record information in your documentation always current and reduce manual effort with the Dynamic data linking feature in Docs. You can now reference any ServiceNow application record and Docs will automatically reflect the latest updates from those records. For example, if you add a reference to a Project record, the reference will show the latest field information of the project in Docs without requiring manual edits. Clicking the project reference opens up the project form so that you can view the full details of the project record and make any necessary changes. Dynamic linking also enables adding references to a particular field of a record, such as Assigned to of an Incident record. You can add references from any ServiceNow table you have access to, with no setup or configuration needed, thereby eliminate the hassle of switching between applications to copy and paste data from various records into Docs. [Scenario planning enhancements](https://www.servicenow.com/docs/access?context=enable-scenario-planning-in-portfolio-planning&family=zurich&ft:locale=en-US) :   With the sn_align_core.apw_admin role, you can enable or disable the scenario planning feature. The sn_align_ws.is_scenario_planning_disabled system property allows you to enable or disable the scenario planning feature. [Roadmap enhancements](https://www.servicenow.com/docs/access?context=planning-roadmaps-in-portfolio-planning&family=zurich&ft:locale=en-US) : * Create custom themes for your roadmap bar colors to align with your organization's standards. * Experience consistent roadmap bar colors for choice list attribute values across all portfolio plans. * View the roadmap-level milestone row while scrolling down the Roadmap page. * Use different icons to distinguish item-level milestones. [Quick filters enhancements](https://www.servicenow.com/docs/access?context=quick-fiters-prioitization-roadmap-ppw&family=zurich&ft:locale=en-US) :   Apply filters using string-type and Boolean field values across the Planning page to view the required dataset. These filters are saved as part of your user preferences, enabling you to access the same filtered data when you log back in and continue your planning seamlessly. [Financial enhancements](https://www.servicenow.com/docs/access?context=using-financials-pp&family=zurich&ft:locale=en-US) : * View only the planned costs of your planning items to track the total cost of projects or demands. * Use Display mode to switch between focused views to better plan and track the financials of your planning items. * Manage the planned and actual monetary benefit plans for your projects to identify the financial performance of your project using the Cost and benefits screen. * Use multicurrency to view and manage financial records of the project in Investment currency, which can be different from your functional currency. Manage multiple financial records such as planned and actual expenses, planned and actual benefits, and so on. * Generate and track labor cost for sub-projects, based on the resource assignments of your sub-projects and planning items such as features and capabilities. |
[ ]

## Changes

Between your current release family and Zurich, some changes were made to existing Portfolio Planning features.  
{#dfrn3-portfolioplanning-summary__entry__18}

| Release | Release notes |
|-|-|
| Xanadu | No updates for this release. |
| Yokohama | [Capacity Planning tab name change](https://www.servicenow.com/docs/access?context=using-cap-plan-pp&family=yokohama&ft:locale=en-US) :   The name of the Capacity Planning tab in the planning view is changed to Capacity. [Financials UI changes](https://www.servicenow.com/docs/access?context=using-portfolio-financials-ppw&family=yokohama&ft:locale=en-US) : * New Financials tab in the Planning page. * 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 field is changed to Actuals. * New Financials view in scenario planning. * New financial widgets in the compare scenario page. |
| Zurich | Coral theme :   Coral is now the default theme for new portal, web, and mobile experiences with Next Experience or Core UI enabled. This theme provides a fresh look and feel, featuring brand-neutral illustrations to enhance your user experience. A dark theme option is available for web and mobile experiences. [Financials in Portfolio Planning](https://www.servicenow.com/docs/access?context=using-financials-pp&family=zurich&ft:locale=en-US) : * Use the new Display mode in the Financials record page to select and view forecast, compare planned vs actual costs, planned costs, or allocate budget. * Renamed Cost tab as Costs and benefits to manage cost plans and benefit plans in one view. * Renamed Baselines as Baseline comparison to create and compare financial baselines. * Renamed Time scope as Filter time scope to adjust the time scope to view a focused and customized financial snapshot. * New Generate labor costs button to generate labor costs based on the resource assignments. * New Currency list option to switch between functional and investment currency. * New Edit investment currency option to define investment currency for your projects. * New monetary benefit plan option to create new forecast benefit plans. * New Planned Benefits widget displays the total forecasted benefits. * New Total Return widget displays the total actual benefits form the projects. * New Record type column to classify the financial records between benefits and costs. * Renamed Estimate At Completion widget to EAC Cost. * Renamed Actual Cost To Date to Actuals (Incl. current fiscal period). |
[ ]

## Removed

Between your current release family and Zurich, some Portfolio Planning features or functionality were removed.  
{#dfrn3-portfolioplanning-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 Portfolio Planning features or functionality were deprecated.  
{#dfrn3-portfolioplanning-summary__entry__34}

| Release | Release notes |
|-|-|
| Xanadu | No updates for this release. |
| Yokohama | No updates for this release. |
| Zurich | No updates for this release. |
[ ]

## Activation information

Review information on how to activate Portfolio Planning.  
{#dfrn3-portfolioplanning-summary__entry__42}

| Release | Release notes |
|-|-|
| Xanadu | Install Portfolio Planning 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 Portfolio Planning 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). Important: Portfolio Planning is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. |
| Zurich | Activation information :   Install Portfolio Planning 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: Portfolio Planning 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 Portfolio Planning we have noted them here.  
{#dfrn3-portfolioplanning-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 Portfolio Planning we have noted them here.  
{#dfrn3-portfolioplanning-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 Portfolio Planning, such as specific requirements or compliance levels.  
{#dfrn3-portfolioplanning-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 Portfolio Planning we have noted them here.  
{#dfrn3-portfolioplanning-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 Portfolio Planning we have noted them here.  
{#dfrn3-portfolioplanning-summary__entry__82}

| Release | Release notes |
|-|-|
| Xanadu | * Show or hide the features of your portfolio plan so you share only the most important data with your stakeholders. * Filter the planning items and roadmap bars with multivalue fields, such as tags, business applications, and business capabilities. * Create scenarios to simulate changes to the portfolio plan, compare scenarios for visualizing trade-off decisions, and approve a scenario to revise the live plan. * Prioritize and roadmap the program \[pm_program\] items for your organization at a high level by building portfolio plans using the Project Program lens. * Migrate the budget of your planning items to Next Experience, and as a portfolio manager, compare, allocate, manage, and approve the budget. * View the cost plans, expense lines, budget, and financial baselines of sub-projects at the parent project level. View the financial performance of a project using the rolled-up planned and actuals costs in the widgets of parent projects. * Select a primary attribute to populate resource criteria automatically from the resource assignments of the prioritized planning items, and view the team's capacity in the Capacity Planning screen. See [Portfolio Planning](https://www.servicenow.com/docs/access?context=portfolio-planning-app-landing-page&family=xanadu&ft:locale=en-US) for more information. |
| Yokohama | * View the rolled-up financial costs and benefits data of your planning items in the new Financials tab in the Planning page. * View the financial data of planning items while creating multiple prioritization scenarios to promote efficient use of budget and help increase the return on investment (ROI). * Monitor performance, track progress, and make informed decisions related to planning and execution using dashboards. * Create, edit, and switch views in portfolio plans and free-form roadmaps with display preferences. See [Portfolio Planning](https://www.servicenow.com/docs/access?context=portfolio-planning-app-landing-page&family=yokohama&ft:locale=en-US) for more information. |
| Zurich | * View the planned costs of your planning items for the past fiscal periods. * Use Display mode to switch between different views of the financials record page. * Experience consistent roadmap bar colors for choice list attribute values across all portfolio plans. View the roadmap-level milestone row while scrolling down the Roadmap page. Use different icons to distinguish item-level milestones. * Apply filters using string-type and Boolean field values to view the desired data. * Customize and apply a theme to your roadmap to match your organization's standards. * Create and manage monetary benefit plans to capture and track projected and actual benefits. * Manage and run projects in various global currencies besides the functional currency using multicurrency. * Generate labor cost on sub-projects based on the resource assignments. See [Portfolio Planning](https://www.servicenow.com/docs/access?context=portfolio-planning-app-landing-page&family=zurich&ft:locale=en-US) for more information. |
[ ]