--- 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 Project Portfolio Management release notes for upgrades from Yokohama to Zurich # Combined Project Portfolio Management 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) 7 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 Yokohama to Zurich This consolidated release notes document provides ServiceNow customers with essential information about upgrading Project Portfolio Management (PPM) from the Yokohama release to the Zurich release. It outlines new features, UI changes, deprecations, and important upgrade considerations to help you prepare and optimize your PPM environment effectively. Show full answer Show less ## New Features * **Now Assist for Demand Similarity:** Both Yokohama and Zurich releases introduce a skill that identifies similar demand records by comparing Name, Description, and Business Case fields, helping reduce duplicate efforts. * **Resource Management Enhancements:** In Yokohama, resource plan notes can be migrated to resource assignments, with inline editing and a heatmap modal to monitor resource status, capacity, and utilization. Zurich adds capabilities to end resource assignments automatically when a project ends, synchronize assignment dates with project dates, and access resource details directly within Project Workspace. * **Demand Conversion to Agile Entities:** Zurich enables converting demand records directly into Enterprise Agile Planning (EAP) entities such as Epic, Feature, or Capability, streamlining agile project planning. * **Project Task Checklists:** Yokohama introduced checklists for project tasks to track activities efficiently. * **Confidentiality Settings:** Yokohama added the ability to secure sensitive projects with confidentiality settings to restrict access to authorized users only. * **Status Report Migration:** Yokohama supports importing old status reports into a new reporting tool to maintain consistent reporting. * **Coral Theme:** Zurich sets Coral as the default theme for portals and experiences, offering a fresh, brand-neutral look with a dark mode option. ## UI and Functional Changes * **Demand Management Form Updates:** Both releases added an Identify Similar Demands button and related list powered by Now Assist. Zurich added AI as an Investment Type and new Strategic Category options for EAP entity types with in-form creation and tracking capabilities. * **Project Workspace Enhancements:** Zurich introduced a dedicated Resource page for managing assignments and a "Sync all" button to align project and assignment dates. ## Deprecations and Removals * Starting with Zurich, Resource Management reports are deprecated in favor of the interactive Overview dashboard within Resource Management Workspace. * The Resource Allocation workbench and Capacity Planning overview have been removed from product navigation for new customers in Zurich. ## Activation and Additional Information * PPM activation remains consistent via the PPM Standard plugin (com.snc.financialplanningpmo) in both releases. * Strategic Spend Tracking for PPM continues to be available through the ServiceNow Store upon request. * No changes to additional requirements, browser support, accessibility, or localization were noted between Yokohama and Zurich. ## Practical Benefits for ServiceNow Customers * Improved demand management with AI-assisted duplicate detection reduces redundant work. * Resource management is more transparent and efficient with enhanced inline editing, heatmaps, and synchronization features. * Seamless integration with Agile methodologies via demand-to-EAP entity conversion accelerates delivery. * Better project security and task tracking through confidentiality settings and checklists ensure governance and execution control. * A modernized user experience with the Coral theme and enhanced workspace interfaces supports user adoption and productivity. Review the pre- and post-upgrade tasks closely to ensure a smooth transition to Zurich and leverage these enhancements to optimize your Project Portfolio Management capabilities. Consolidated page of all release notes for Project Portfolio Management from Yokohama 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 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 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 | |-|-| | 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__8} | Release | Release notes | |-|-| | 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__14} | Release | Release notes | |-|-| | 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__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 Project Portfolio Management features or functionality were deprecated. {#dfrn3-projectportfoliomanagement-summary__entry__26} | Release | Release notes | |-|-| | 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__32} | Release | Release notes | |-|-| | 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__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 Project Portfolio Management we have noted them here. {#dfrn3-projectportfoliomanagement-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 Project Portfolio Management, such as specific requirements or compliance levels. {#dfrn3-projectportfoliomanagement-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 Project Portfolio Management we have noted them here. {#dfrn3-projectportfoliomanagement-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 Project Portfolio Management we have noted them here. {#dfrn3-projectportfoliomanagement-summary__entry__62} | Release | Release notes | |-|-| | 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. | [ ]