--- 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 Workspace release notes for upgrades from Xanadu to Zurich # Combined Project Workspace 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 Project Workspace Release Notes for Upgrades from Xanadu to Zurich These consolidated release notes provide ServiceNow customers with a comprehensive view of the enhancements, changes, and important upgrade information for Project Workspace from the Xanadu through Zurich release families. This summary supports customers preparing to upgrade by highlighting new features, UI improvements, deprecations, and activation details relevant to managing projects more effectively within the Project Workspace environment. Show full answer Show less ## Important Upgrade Information * Review pre- and post-upgrade tasks before moving to Zurich. * Project Workspace installation is available via the ServiceNow Store, with the PPM Standard plugin installation including Project Workspace starting from Xanadu. * No specific browser, localization, or accessibility updates were introduced in these releases. * The Classic Project Workspace is being deprecated starting with Xanadu but remains supported. ## Key Features Introduced or Enhanced * **AI-Driven Document Assistance (Xanadu):** Use Now Assist for document summarization and Project Gen AI Docs skill to generate, elaborate, and shorten project content, along with automated email summaries to stay updated. * **Project Management Enhancements (Xanadu):** Migrate budgets from Classic UI to Next Experience, allocate and approve budgets, and improve resource planning with schedule adherence and inline allocation displays. * **Project Details and Reporting:** Add stakeholders, extend resource plans, save projects as templates, create Agile/Test phases, and manage stories and epics directly within the project details page. * **Financial Management:** View and manage project budgets, costs, expense lines, and financial baselines with enhanced visibility and custom labor cost types. Multicurrency support was added in Zurich for handling projects with different investment currencies. * **Status Reporting:** Create and customize status reports capturing milestones, risks, issues, and actions using dynamic data tokens and the Docs component. Reports can be duplicated and updated efficiently. * **Resource Allocation and Heatmap (Yokohama and Zurich):** View resource status, capacity, and utilization via heatmap modals with inline editing, extend resource assignments, and synchronize assignment dates with project timelines. * **Playbooks (Zurich):** Guide project teams through structured stages and activities using out-of-the-box or custom playbooks to maintain project alignment. * **Project Task Checklists:** Create and manage checklists for tasks to track completion of activities within projects. * **UI Improvements:** Introduction of a Resource page for managing assignments, new Coral default theme with dark mode, improved workflow for copying and editing status reports, and enhanced financials UI with focused display modes. ## Changes and UI Enhancements * Renaming of AI skills for clarity (Project Gen AI Docs to Project doc summarization skill). * Additional fields added for resource assignments including Name, Ready for review status, and Notes. * Improved heatmap with utilization, status, and remaining capacity columns. * Status report workflow streamlined with new Draft and Published states controlled by Project Managers. * Financials tab renamed and reorganized to integrate costs and benefits management with new widgets for planned benefits and total returns. * Synchronization tools for resource assignments to align with project and task dependencies. ## Deprecations The Classic Project Workspace is preparing for future removal but remains supported during this transition phase. No other features were removed in the Zurich release. ## Practical Benefits for ServiceNow Customers * Streamlined project budget and financial management with improved visibility and multicurrency support. * Enhanced resource management capabilities enable better allocation and utilization tracking. * AI-powered document summarization and automated reporting reduce manual effort and improve accuracy in project communication. * Structured project execution using Playbooks helps teams stay aligned with defined processes. * Improved UI and workflow enhancements increase productivity and ease of use across project management activities. * Robust security controls maintain confidentiality consistently across all associated workspaces. By leveraging these features and improvements, ServiceNow customers can expect a more efficient and integrated project management experience that supports better decision-making, resource planning, and financial oversight within Project Workspace from Xanadu through Zurich releases. Consolidated page of all release notes for Project Workspace 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. {#dfrn3-projectworkspace-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 Workspace. {#dfrn3-projectworkspace-summary__entry__10} | Release | Release notes | |-|-| | Xanadu | [Now Assist in Project Workspace](https://www.servicenow.com/docs/access?context=summarize-docs-genai-skill-pw&family=xanadu&ft:locale=en-US) : * 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](https://www.servicenow.com/docs/access?context=use-projects-pw&family=xanadu&ft:locale=en-US) : * 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](https://www.servicenow.com/docs/access?context=use-resource-mgmt-prj-wksp&family=xanadu&ft:locale=en-US) : * 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](https://www.servicenow.com/docs/access?context=update-project-details-from-project-workspace&family=xanadu&ft:locale=en-US) : * 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](https://www.servicenow.com/docs/access?context=using-financials-prj-wrkspc&family=xanadu&ft:locale=en-US) : * 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](https://www.servicenow.com/docs/access?context=status-reporting-in-pw&family=xanadu&ft:locale=en-US) : * 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 | [Duplicate a status report in Project Workspace](https://www.servicenow.com/docs/access?context=duplicate-status-report-pw&family=yokohama&ft:locale=en-US) : Reduce effort by duplicating a status report to transfer all project information without manual copying. [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. Note: To use the full functionality of Docs v6.6.0 within Project Workspace, upgrade Project Workspace to the v6.1.0. For more information, see [KB2017926](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB2017926). [Analyze the status report in Project Workspace](https://www.servicenow.com/docs/access?context=view-status-report-in-project-workspace&family=yokohama&ft:locale=en-US) : * 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. [Configuring security for a project in Project Workspace](https://www.servicenow.com/docs/access?context=configuring-security-for-a-project-in-pw&family=yokohama&ft:locale=en-US) : * 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](https://www.servicenow.com/docs/access?context=c_project-task-checklists&family=yokohama&ft:locale=en-US) : * 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](https://www.servicenow.com/docs/access?context=using-financials-prj-wrkspc&family=yokohama&ft:locale=en-US) : View and manage the cost plans and expense lines recorded on a project task level on the parent project. | | Zurich | [Use Playbooks in Project Workspace](https://www.servicenow.com/docs/access?context=use-playbooks-pw&family=zurich&ft:locale=en-US) : * 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](https://www.servicenow.com/docs/access?context=duplicate-status-report-pw&family=zurich&ft:locale=en-US) : * 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](https://www.servicenow.com/docs/access?context=update-status-report-project-workspace&family=zurich&ft:locale=en-US) : * 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](https://www.servicenow.com/docs/access?context=use-resource-mgmt-prj-wksp&family=zurich&ft:locale=en-US) : * 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](https://www.servicenow.com/docs/access?context=create-a-status-report-in-project-workspace&family=zurich&ft:locale=en-US) : * 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](https://www.servicenow.com/docs/access?context=using-financials-prj-wrkspc&family=zurich&ft:locale=en-US) : * 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. {#dfrn3-projectworkspace-summary__entry__18} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | [Skill name updates](https://www.servicenow.com/docs/access?context=project-workspace-landing-page&family=yokohama&ft:locale=en-US) : Renamed the Project Gen AI Docs skill to the Project doc summarization skill in Project Workspace. [Resource assignment UI enhancements](https://www.servicenow.com/docs/access?context=resource-assignments-pw&family=yokohama&ft:locale=en-US) : Added the Extend option and the Extend Assignment modal to request a resource assignment extension. * Updated the create resource assignment form to include these fields: * The Name field to captures a unique or descriptive name for the resource assignment. * The Ready for review list to confirm if a resource assignment is ready for the allocation review. * The Notes field to add additional context when creating a resource assignment. * Time span fields are changed to weekly and monthly. * Included the following information in the heatmap modal: * The Utilization column to display the total effort across approved or pending tasks. * The Resource status column to display the approved or pending assignments. * The Remaining capacity column to indicate available or exceeded effort limits. [Financials UI changes](https://www.servicenow.com/docs/access?context=using-financials-spw&family=yokohama&ft:locale=en-US) : * New Financials tab in the planning view. * 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 is changed to Actuals. [Heatmap enhancements](https://www.servicenow.com/docs/access?context=use-resource-mgmt-prj-wksp&family=yokohama&ft:locale=en-US) : The resource allocation heatmap displays the resource status, capacity, and utilization, enabling efficient planning and allocation based on availability and workload. | | Zurich | [Status report](https://www.servicenow.com/docs/access?context=duplicate-status-report-pw&family=zurich&ft:locale=en-US) : * A Status drop down is added in the Project Status Report with two options Draft and Published. * Renamed the Copy button to the Duplicate status report button. * Added the Playbooks page to define structured stages for projects. * Added the Create from template button on homepage. [RIDAC UI changes](https://www.servicenow.com/docs/access?context=add-risk-project-project-workspace&family=zurich&ft:locale=en-US) : Filter, Personalize columns, Settings, and Item details icon are moved to panel. 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) : * A Resource page is added to access and manage resource assignments. * Sync all button is added to synchronize project dates for all resource assignments. * A new value, Artificial Intelligence, has been added to the Investment Type field in details section of Project form to allow users to choose Artificial Intelligence as an investment type. [Manage financials](https://www.servicenow.com/docs/access?context=using-financials-prj-wrkspc&family=zurich&ft:locale=en-US) : * Select and view forecasts, compare planned vs. actual costs, and view planned costs or the allocated budget through a new display mode on the Financials record page. * 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 Project Workspace features or functionality were removed. {#dfrn3-projectworkspace-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 Workspace features or functionality were deprecated. {#dfrn3-projectworkspace-summary__entry__34} | 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 \[KB0867184\]](https://hi.service-now.com/kb_view.do?sysparm_article=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. {#dfrn3-projectworkspace-summary__entry__42} | 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 | Activation information : Install Project Workspace 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 : Install Project Workspace 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: Project Workspace 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 Project Workspace we have noted them here. {#dfrn3-projectworkspace-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 Workspace we have noted them here. {#dfrn3-projectworkspace-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 Workspace, such as specific requirements or compliance levels. {#dfrn3-projectworkspace-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 Workspace we have noted them here. {#dfrn3-projectworkspace-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 Workspace we have noted them here. {#dfrn3-projectworkspace-summary__entry__82} | 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](https://www.servicenow.com/docs/access?context=project-workspace-landing-page&family=xanadu&ft:locale=en-US) 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](https://www.servicenow.com/docs/access?context=project-workspace-landing-page&family=yokohama&ft:locale=en-US) 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](https://www.servicenow.com/docs/access?context=project-workspace-landing-page&family=zurich&ft:locale=en-US) for more information. | [ ]