Combined Project Portfolio Management release notes for upgrades from Xanadu to Zurich

  • Release version: Zurich
  • Updated August 11, 2026
  • 6 minutes to read
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    Summary of Combined Project Portfolio Management release notes for upgrades from Xanadu to Zurich

    This consolidated release notes document provides ServiceNow customers with a comprehensive view of the updates, new features, changes, removals, deprecations, and activation information for Project Portfolio Management (PPM) from the Xanadu release through to Zurich. It is designed to assist you in preparing for your upgrade by summarizing essential information across these releases in one place.

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    Key Features

    • Xanadu: Introduced Time Card management dashboards in Next Experience for new customers, including Analytics Timesheet, User Manager, and Project Manager.
    • Yokohama: Added Now Assist’s ability to identify similar existing demand records during demand creation or editing by comparing key fields (Name, Description, Business Case). Introduced migration tools for old status reports and resource plan notes, confidentiality settings for projects, checklists for project tasks, and enhancements to resource allocation and heatmap functionalities. Inline editing and extended resource assignment capabilities were also included.
    • Zurich: Enhanced resource management with automatic ending of resource assignments when projects end, synchronization of assignment dates with project dates, and direct resource detail editing from the Resource page. Continued support for Now Assist to identify similar demands. Added feature to convert demand records into Enterprise Agile Planning (EAP) entities (Epic, Feature, Capability), replicating key data and advancing demand to Approved state.

    Changes

    • Xanadu: Introduction of the new ServiceNow® Project Workspace application for a streamlined project management experience, while retaining support for existing Project Portfolio Management.
    • Yokohama and Zurich: No changes to existing features noted.

    Removals and Deprecations

    • Zurich: Resource Management reports deprecated in favor of the interactive Overview dashboard in Resource Management Workspace. The Resource Allocation workbench and Capacity planning overview removed from product navigation for new customers.
    • No removals or deprecations in Xanadu or Yokohama releases.

    Activation Information

    • PPM is active by default in Xanadu as a ServiceNow AI Platform feature.
    • From Yokohama onward, activation requires enabling the PPM Standard (com.snc.financialplanningpmo) plugin.
    • Strategic Spend Tracking for PPM is available via request from the ServiceNow Store across releases.

    Practical Implications for ServiceNow Customers

    When upgrading to Zurich, ensure you complete the recommended pre- and post-upgrade tasks. The enhancements in resource management and demand handling improve efficiency and alignment with project timelines. Now Assist’s similarity detection helps reduce duplicate demand entries. Transitioning to EAP entities facilitates agile planning integration. Deprecated reporting features should be replaced by the new interactive dashboards for better insights. Activation steps must be followed to enable PPM features properly after upgrade.

    Consolidated page of all release notes for Project Portfolio Management from Xanadu to Zurich.

    How to use this page

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

    Before you upgrade to Zurich, review these pre- and post-upgrade tasks and complete the tasks as needed.

    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 Project Portfolio Management.

    Release Release notes

    Xanadu
    Time Card management
    Starting with the Xanadu release, new customers can directly access the Analytics Time sheet, Analytics User manager, and Analytics Project manager dashboards in Next Experience.

    Yokohama
    Identify similar records using Now Assist
    Detect similar existing demand records when creating or editing a demand using the identify similar records skill. This skill compares the Name, Description, and Business Case fields for contextual similarity.
    Migrate old status reports to new reporting tool
    Import your old status reports to a new status report tool for a consistent and organized reporting system.
    Apply confidentiality settings to your projects
    Secure sensitive projects by applying confidentiality settings to your projects and make sure only authorized users can access confidential data and sub-projects.
    Use checklist for project tasks
    Track the list of activities to be completed for a task by creating a checklist for your project tasks.
    Migrate notes of resource plans to resource assignments
    Migrate the existing resource plan notes along with the allocation details to resource assignments and get clear insights while working with resource assignments in Resource Management Workspace.
    Resource allocation and heatmap enhancements
    • 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.

    Zurich
    Manage Projects
    • End resource assignments when a project ends, view assignment details, and synchronize assignment dates with project dates.
    • Access and edit the resource details directly from the Resource page without switching between views.
    Identify similar records using Now Assist
    Detect similar existing demand records when creating or editing a demand using the identify similar records skill. This skill compares the Name, Description, and Business Case fields for contextual similarity.
    Convert demands to EAP entities
    Convert your demand records quickly to Enterprise Agile Planning (EAP) entities, such as Epic, Feature, or Capability. When you convert a demand, the system generates a new record of the selected entity type, replicates common fields from the demand, and moves the demand to the Approved state.

    Changes

    Between your current release family and Zurich, some changes were made to existing Project Portfolio Management features.

    Release Release notes

    Xanadu
    Project Portfolio Management
    The new ServiceNow® Project Workspace application provides a more efficient, streamlined way for you to work. For information about how to upgrade, see Project Workspace. Project Portfolio Management is still supported in this release.

    Yokohama

    		 No updates for this release.

    Zurich

    		 No updates for this release.

    Removed

    Between your current release family and Zurich, some Project Portfolio Management features or functionality were removed.

    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 Project Portfolio Management features or functionality were deprecated.

    Release Release notes

    Xanadu

    		 No updates for this release.

    Yokohama

    		 No updates for this release.

    Zurich
    Resource Management reports
    Starting with the Zurich release, Resource Management reports are deprecated. You can start using the interactive Overview dashboard in Resource Management Workspace to work on reporting.

    For more information on the Overview dashboard, see Using Resource Management Workspace.

    Resource Management classic
    Starting with the Zurich release, the Resource Allocation workbench and Capacity planning overview are removed from the product navigation of Resource Management for new customers.

    Activation information

    Review information on how to activate Project Portfolio Management.

    Release Release notes

    Xanadu

    Project Portfolio Management is a ServiceNow AI Platform feature that is active by default.

    Yokohama

    Project Portfolio Management is available with activation of the PPM Standard (com.snc.financial_planning_pmo) plugin. For more information on activation, see Activate PPM Standard ( Project Portfolio Management ).

    Install Strategic Spend Tracking for PPM by requesting it from the ServiceNow Store. Visit the ServiceNow Store 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.

    Zurich

    Project Portfolio Management is available with activation of the PPM Standard (com.snc.financial_planning_pmo) plugin. For more information on activation, see Activate.

    Install Strategic Spend Tracking for PPM by requesting it from the ServiceNow Store. Visit the ServiceNow Store 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.

    Additional requirements

    If any additional requirements were introduced or changed for Project Portfolio Management we have noted them here.

    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 Project Portfolio Management we have noted them here.

    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 Project Portfolio Management, such as specific requirements or compliance levels.

    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 Project Portfolio Management we have noted them here.

    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 Project Portfolio Management we have noted them here.

    Release Release notes

    Xanadu

    View the New Analytics Time sheet, Analytics User manager, and Analytics Project manager dashboards for time sheet and time card users in Next Experience.

    See Project Portfolio Management for more information.

    Yokohama
    • Move your old status reports to a new tool to maintain a consistent reporting process.
    • Secure your projects with confidentiality settings to safeguard all confidential data.
    • Build a checklist for your project tasks to track the task activities for completion.
    • Inline edit one or more cells in child resource assignments.
    • Explore the new heatmap modal to monitor resource status, available capacity, and utilization efforts.
    • Identify similar demand records based on contextual similarity in the name, description, and business case content using the identify similar records Now Assist skill.

    For more information, see the Project Workspace release notes.

    Zurich
    • Synchronize resource assignment dates with the project end dates, and end resource assignments automatically when a project reaches its end date.
    • Manage all project-specific resource assignments in one place by accessing the resource page directly from Project Workspace.
    • Identify similar demand records based on contextual similarity in the name, description, and business case content using the identify similar records Now Assist skill.
    • Convert demands to Enterprise Agile Planning (EAP) entities, such as Epic, Feature, or Capability, directly from Demand Management.

    See Project Portfolio Management for more information.