--- 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 Project Portfolio Management release notes for upgrades from Xanadu to Zurich # Combined Project Portfolio 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) 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 Portfolio Management release notes for upgrades from Xanadu to Zurich This consolidated release notes document guides ServiceNow customers through the upgrades of Project Portfolio Management (PPM) from the Xanadu release to the Zurich release. It summarizes new features, changes, deprecated items, and important upgrade information across these releases to help you prepare and optimize your PPM environment. Show full answer Show less ## Key Features * **Time Card Management (Xanadu):** New customers gain access to Analytics Time sheet, Analytics User manager, and Analytics Project manager dashboards in Next Experience. * **Demand Similarity Detection (Yokohama, Zurich):** Utilize Now Assist's identify similar records skill to detect existing similar demand records by comparing Name, Description, and Business Case fields directly when creating or editing demands. * **Resource Management Enhancements (Yokohama):** Improved resource allocation and heatmap modal for better visualization of resource status, capacity, and utilization. Inline editing of resource assignments and migration of resource plan notes to resource assignments in the Resource Management Workspace. * **Project Confidentiality and Task Checklists (Yokohama):** Apply confidentiality settings to projects to restrict access to sensitive data and use checklists to track project task activities. * **Demand to Enterprise Agile Planning (EAP) Conversion (Zurich):** Convert demands into EAP entities (Epic, Feature, Capability) quickly from Demand Management, with automated replication of fields and status updates. * **Project Workspace Enhancements (Zurich):** Manage resource assignments directly on the Resource page, synchronize assignment dates to project dates, and automatically end resource assignments when a project ends. * **UI and Theming Updates (Zurich):** Introduction of the Coral theme as the default for new portal, web, and mobile experiences, plus support for a dark theme option. ## Changes * **Project Workspace Introduction (Xanadu):** A new, streamlined Project Workspace application was introduced to improve PPM usability while continuing to support classic PPM features. * **Demand Management UI Enhancements (Yokohama and Zurich):** Added UI elements such as the Identify similar demands button, Similar Demands related list, and new Investment Type and Type field values to facilitate AI investment tracking and EAP integration. * **Project Workspace Resource Page (Zurich):** Added a dedicated resource page with a synchronization button for project and resource assignment dates. ## Deprecations and Removals * **Resource Management Reports (Zurich):** Classic Resource Management reports are deprecated in favor of the interactive Overview dashboard within Resource Management Workspace. * **Resource Allocation Workbench and Capacity Planning Overview (Zurich):** These are removed from product navigation for new customers, encouraging use of updated Resource Management Workspace features. ## Activation and Additional Information * PPM activation requires the PPM Standard plugin (com.snc.financialplanningpmo) across Yokohama and Zurich releases. * Strategic Spend Tracking for PPM can be installed via the ServiceNow Store upon request. * No new browser, localization, or accessibility requirements were introduced from Xanadu through Zurich. ## Practical Implications for ServiceNow Customers When upgrading to Zurich, customers can expect improved resource and demand management capabilities, enhanced integration with Enterprise Agile Planning, and a modernized user experience through the Coral theme and Project Workspace enhancements. The deprecation of older reporting and resource allocation tools encourages a transition to more interactive dashboards and streamlined workflows. By leveraging the identify similar records functionality powered by Now Assist, and converting demands directly to EAP entities, PPM users can accelerate portfolio management processes with AI-driven insights and automation. Confidentiality settings and task checklists enhance governance and task tracking, while resource management improvements provide better visibility and control over assignments. Customers should review pre- and post-upgrade tasks and consider migrating old status reports to the new reporting tools to maintain consistency. Activation of the PPM Standard plugin and optional Strategic Spend Tracking app installation remain essential steps to fully enable PPM features. 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. {#dfrn3-projectportfoliomanagement-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 Project Portfolio Management. {#dfrn3-projectportfoliomanagement-summary__entry__10} | Release | Release notes | |-|-| | Xanadu | [Time Card management](https://www.servicenow.com/docs/access?context=time-card-management&family=xanadu&ft:locale=en-US) : 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](https://www.servicenow.com/docs/access?context=identify-similar-demand-records&family=yokohama&ft:locale=en-US) : 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 notes of resource plans to resource assignments](https://www.servicenow.com/docs/access?context=migrate-rsrc-plan-rsrc-asgnmnt&family=yokohama&ft:locale=en-US) : 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](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. [Migrate old status reports to new reporting tool](https://www.servicenow.com/docs/access?context=view-status-report-in-project-workspace&family=yokohama&ft:locale=en-US) : Import your old status reports to a new status report tool for a consistent and organized reporting system. [Apply confidentiality settings to your projects](https://www.servicenow.com/docs/access?context=configuring-security-for-a-project-in-pw&family=yokohama&ft:locale=en-US) : 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](https://www.servicenow.com/docs/access?context=c_project-task-checklists&family=yokohama&ft:locale=en-US) : Track the list of activities to be completed for a task by creating a checklist for your project tasks. | | Zurich | [Identify similar records using Now Assist](https://www.servicenow.com/docs/access?context=identify-similar-demand-records&family=zurich&ft:locale=en-US) : 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](https://www.servicenow.com/docs/access?context=t_CrtArtftDmdMnu&family=zurich&ft:locale=en-US) : 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. [Manage projects](https://www.servicenow.com/docs/access?context=use-projects-pw&family=zurich&ft:locale=en-US) : * 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. | [ ] ## Changes Between your current release family and Zurich, some changes were made to existing Project Portfolio Management features. {#dfrn3-projectportfoliomanagement-summary__entry__18} | Release | Release notes | |-|-| | Xanadu | [Project Portfolio Management](https://www.servicenow.com/docs/access?context=c_ProjectPortfolioSuite&family=xanadu&ft:locale=en-US) : 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](https://www.servicenow.com/docs/access?context=project-workspace-landing-page&family=xanadu&ft:locale=en-US). Project Portfolio Management is still supported in this release. | | Yokohama | [Demand Management UI changes](https://www.servicenow.com/docs/access?context=identify-similar-demands&family=yokohama&ft:locale=en-US) : * The Identify similar demands button has been added to the demand form to identify and view any similar demands with the identify similar demands skill. * The Similar Demands related list has been added, which displays the list of similar demand records identified by Now Assist. | | Zurich | [Demand Management UI changes](https://www.servicenow.com/docs/access?context=demand-form&family=zurich&ft:locale=en-US) : * The Artificial Intelligence value has been added to the Investment Type field of the Demand form so you can choose AI as an investment type. * Three values, EAP Epic, EAP Feature, and EAP Capability, have been added to the Type field in the Demand form. These options are available only when the value in the Category field is set to Strategic. * An option to create the selected type of EAP entity has been added under Related Links in the Demand form. This option is available when the demand is in the Draft state and until an EAP entity is created. * The EAP Details section has been added to the Demand form. This section is displayed after the demand is in the Draft state and includes two fields: * Team: Choose a team for the EAP entity. * Converted to: Name of the created EAP entity after it's generated. After the EAP entity is created, both fields are set to read only. * The following items have been added to the demand form and are available if you have the identify similar records Now Assist skill activated: * The Identify similar demands button, which identifies and displays similar demands. * The Similar Demands related list, which displays the list of similar demand records identified by Now Assist. 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. [Project Workspace UI changes](https://www.servicenow.com/docs/access?context=update-resource-assignment-pw&family=zurich&ft:locale=en-US) : The following items were added to Project Workspace: * Resource page to access and manage resource assignments. * Sync all button to synchronize project dates for all the resource assignments. | [ ] ## Removed Between your current release family and Zurich, some Project Portfolio Management features or functionality were removed. {#dfrn3-projectportfoliomanagement-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 Project Portfolio Management features or functionality were deprecated. {#dfrn3-projectportfoliomanagement-summary__entry__34} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | [Resource Management reports](https://www.servicenow.com/docs/access?context=c_UsingResourceManagementReports&family=zurich&ft:locale=en-US) : 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](https://www.servicenow.com/docs/access?context=using-rmw&family=zurich&ft:locale=en-US). [Resource Management classic](https://www.servicenow.com/docs/access?context=c_ResourceManagement&family=zurich&ft:locale=en-US) : 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. {#dfrn3-projectportfoliomanagement-summary__entry__42} | Release | Release notes | |-|-| | Xanadu | Project Portfolio Management is a ServiceNow AI Platform feature that is active by default. | | Yokohama | Activation information : 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 )](https://www.webstg.servicenow.com/docs/access?topicname=t_ActivateProjectPortfolioSuiteWithFinancials&version=washingtondc&pubname=washingtondc-it-business-management). Install Strategic Spend Tracking for PPM 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). | | Zurich | Activation information : Project Portfolio Management is available with activation of the PPM Standard (com.snc.financial_planning_pmo) plugin. For more information on activation, see [Activate](https://www.servicenow.com/docs/access?context=t_ActivateProjectPortfolioSuiteWithFinancials&family=zurich&ft:locale=en-US). Install Strategic Spend Tracking for PPM 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). | [ ] ## Additional requirements If any additional requirements were introduced or changed for Project Portfolio Management we have noted them here. {#dfrn3-projectportfoliomanagement-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 Project Portfolio Management we have noted them here. {#dfrn3-projectportfoliomanagement-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 Project Portfolio Management, such as specific requirements or compliance levels. {#dfrn3-projectportfoliomanagement-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 Project Portfolio Management we have noted them here. {#dfrn3-projectportfoliomanagement-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 Project Portfolio Management we have noted them here. {#dfrn3-projectportfoliomanagement-summary__entry__82} | 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](https://www.servicenow.com/docs/access?context=c_ProjectPortfolioSuite&family=xanadu&ft:locale=en-US) 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](https://www.servicenow.com/docs/access?context=project-workspace-rn&family=yokohama&ft:locale=en-US). | | 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](https://www.servicenow.com/docs/access?context=c_ProjectPortfolioSuite&family=zurich&ft:locale=en-US) for more information. | [ ]