Combined Project Workspace release notes for upgrades from Xanadu to Zurich

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 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 Workspace 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 Workspace.


Release	Release notes
Xanadu	Now Assist in Project Workspace 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 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 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 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 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 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	Analyze the status report in Project Workspace 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. Duplicate a status report in Project Workspace Reduce effort by duplicating a status report to transfer all project information without manual copying. Configuring security for a project in Project Workspace 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 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 View and manage the cost plans and expense lines recorded on a project task level on the parent project. 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	Use Playbooks in Project Workspace Playbooks provide structured stages and activities to keep projects on track. Added two playbooks for Project Workspace: Project Default and Stage-gate Default. Use one of the two out-of-box playbooks or create your own to match your project process. Monitor and update project report status Track the status of project reports using the Status drop down, and change the status from Draft to Published once updates are complete. Status changes are restricted to the Project Manager role. Copy and edit status report enhancements Simplified workflow for copying and editing status reports. Duplicate a status report directly without opening a form modal. The duplicated report automatically refreshes with the latest project updates (for example, overall status, milestones, or metrics). Any static or manually added data from the original report is retained in the duplicated version. When editing is disabled, all fields in the status report are read-only. When editing is enabled, only dynamic fields remain read-only. You can edit the status report in both the scenarios using the Edit Status Report action in the context menu. Resource assignment updates Access and modify resource details directly from the Resource page without having to navigate to Resource Management Workspace. End resource assignments when a project ends. View the resource assignments and synchronize the resource assignment dates with the project dates. Move resource assignments to a new start and end date to align with task dependencies or resource availability. Status report properties Updates made on the status report form are reflected in the Status Report document when the `sn_pw.status_report_doc_read_only` property is set to `true`. Updates made on the status report form are not reflected in the document content when the property is set to `false`. Project financials View only planned costs of your planning items to track the total cost of your projects. Use Display mode to switch between focused views to better plan and track the financials of your projects. 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 labor cost for sub-projects based on the resource assignments of your sub-projects.

Changes

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


Release	Release notes
Xanadu	No updates for this release.
Yokohama	Heatmap enhancements The resource allocation heatmap displays the resource status, capacity, and utilization, enabling efficient planning and allocation based on availability and workload.
Zurich	No updates for this release.

Removed

Between your current release family and Zurich, some Project Workspace 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 Workspace features or functionality were deprecated.


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] article in the Now Support Knowledge Base.
Yokohama	No updates for this release.
Zurich	No updates for this release.

Activation information

Review information on how to activate Project Workspace.


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	Install Project Workspace 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	Install Project Workspace by requesting it from the ServiceNow Store.

Additional requirements

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


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 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 for more information.
Zurich	Guide teams through predefined stages and actions for each process using Playbooks. Track, modify, and synchronize all resources assignment for a project from the resource assignment list page, which displays all assignments associated with that specific project. 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 Project Workspace for more information.