--- sourceDocument: zurich Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/delta-yokohama-zurich Release : - zurich ft:locale : - en-US ft:publication_title : - zurich Combined Product Files ft:clusterId : - delta3zy bundleId : - delta3zy --- # Combined Portfolio Planning release notes for upgrades from Yokohama to Zurich # Combined Portfolio Planning release notes for upgrades from Yokohama to Zurich {#ariaid-title1} Release version: Zurich Updated October 8, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 9 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 Yokohama to Zurich This consolidated release notes document covers Portfolio Planning enhancements and changes for ServiceNow customers upgrading from the Yokohama release to the Zurich release. It provides essential pre- and post-upgrade guidance, highlights new features, updates, and notable UI and functional changes, ensuring customers can effectively plan, manage, and analyze their portfolios throughout the upgrade process. Show full answer Show less ## Important Upgrade Information * **Yokohama Upgrade:** Upgrading to Portfolio Planning v8.8.0 clears previously saved custom view settings under user preferences; users must recreate and reapply views as needed. * **Zurich Upgrade:** No specific upgrade tasks or changes noted. ## New Features * **Financial Scenario Management (Yokohama):** Create and manage financial scenarios to optimize portfolio budgets and prioritization, compare scenarios, and allocate budgets efficiently using data-driven insights. * **Dashboards for Data Analysis:** Consolidate key metrics from multiple sources into customizable dashboards for performance monitoring and decision-making, with options to share dashboards with stakeholders. * **Customizable Views:** Create, edit, and share personal or public views for portfolio plans and free-form roadmaps, preserving display preferences like grouping, filtering, and milestones. Note that views apply in live mode only. * **Financial Data at Portfolio Level:** Access rolled-up financial costs and benefits of Epics, Demands, and Projects across timeframes, including budget, planned cost, actuals, variance, and monetary benefits, to support ROI-driven planning. * **Real-time Collaboration in Docs:** Concurrent editing with multiple users, color-coded cursors, and option to show/hide indicators; requires upgrading Portfolio Planning Workspace to v8.5.0 for full functionality. * **Dynamic Data Linking in Docs (Zurich):** Automatically link and update references to ServiceNow records in documentation, reducing manual updates and enabling direct navigation to referenced record details. * **Scenario Planning Enhancements:** Enable or disable scenario planning with specific roles and system properties for better administrative control. * **Roadmap Enhancements:** Create custom themes to align roadmap bar colors with organizational standards, consistent coloring for choice list attributes, improved milestone visualization including icons, and sticky roadmap-level milestone rows during scrolling. * **Quick Filters:** Apply and save filters using string and Boolean fields to tailor Planning page data views persistently across sessions. * **Financial Enhancements:** Focused views for planned costs, multicurrency support allowing management of financials in investment currencies different from functional currency, monetary benefit planning, labor cost generation for sub-projects, and comprehensive tracking of planned vs actual expenses and benefits. ## Changes * **Capacity Planning Tab Renaming:** Renamed from "Capacity Planning" to simply "Capacity" in the planning view. * **Financials UI Updates:** New Financials tab with renamed fields for clarity (e.g., ETC to Remaining Estimates, EAC to Forecast), new views and widgets to compare scenarios and track financials. * **Zurich Theming:** Introduction of the Coral theme as default for portals and mobile with options for dark mode, offering a modern, brand-neutral user experience. * **Financial Records and Views Updates:** Enhanced display modes for forecasting, budget allocation, renamed tabs and widgets for better financial management, added currency switching and investment currency editing capabilities, and new widgets showing planned benefits and total returns. ## Removals and Deprecations No Portfolio Planning features or functionalities were removed or deprecated between Yokohama and Zurich releases. ## Activation and Installation Portfolio Planning is available via the ServiceNow Store. Installation requires requesting the app from the Store, where customers can also track version histories and submit requests. ## Additional Notes * There are no new browser, accessibility, localization, or additional requirements introduced between releases. * Highlighted improvements focus on enhanced financial visibility, scenario-driven planning, dashboard analytics, roadmap customization, and multi-currency financial management. ## Key Benefits for ServiceNow Customers * Improved financial planning capabilities enable more accurate budgeting and ROI optimization across portfolios. * Customizable dashboards and views enhance data-driven decision-making and stakeholder collaboration. * Dynamic linking in Docs reduces manual updates and ensures documentation reflects current portfolio data. * Roadmap and filtering enhancements improve planning visualization and user experience aligned with organizational branding. * Multicurrency support and labor cost generation facilitate comprehensive financial management in global environments. Consolidated page of all release notes for Portfolio Planning from Yokohama 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 Yokohama 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 | |-|-| | 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__8} | Release | Release notes | |-|-| | 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__14} | Release | Release notes | |-|-| | 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__20} | Release | Release notes | |-|-| | 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__26} | Release | Release notes | |-|-| | 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__32} | Release | Release notes | |-|-| | 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__38} | Release | Release notes | |-|-| | 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__44} | Release | Release notes | |-|-| | 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__50} | Release | Release notes | |-|-| | 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__56} | Release | Release notes | |-|-| | 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__62} | Release | Release notes | |-|-| | 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. | [ ]