Combined Project Portfolio Management release notes for upgrades from Yokohama to Brazil

reference brazil Updated Nov 6, 2026 17 min read brazil-yokohama-projectportfoliomanagement-release-notes.md
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Consolidated page of all release notes for Project Portfolio Management from Yokohama to Brazil.

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 Brazil.

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 Brazil

Before you upgrade to Brazil, review these pre- and post-upgrade tasks and complete the tasks as needed.

Release

Release notes

Yokohama

No updates for this release.

Zurich

No updates for this release.

Australia

No updates for this release.

Brazil
  • Upgrade information

Users who already have Project Portfolio Management can upgrade to PPM Standard. New users must purchase PPM Standard. For more information, see Activate PPM Standard (Project Portfolio Management).
## New features

Between your current release family and Brazil, new features were introduced for Project Portfolio Management.

Release

Release notes

Yokohama

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 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

    • 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

Import your old status reports to a new status report tool for a consistent and organized reporting system.

Secure sensitive projects by applying confidentiality settings to your projects and make sure only authorized users can access confidential data and sub-projects.

Track the list of activities to be completed for a task by creating a checklist for your project tasks.

Zurich

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 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 - 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.

Australia

Add and manage AI system associations directly from the AI Associations tab in Demand Management. You can select impacted AI systems or create AI systems using related links directly within the demand workflow.

Generate a concise, structured summary of any demand using the demand summarization skill through the Summarize button in the demand form. The skill reviews the demand fields and helps create a clear summary of the demand.

The ServiceNow AI Platform now brings you a new AI experience with three licensing tiers available:

-   Foundation: AI basics to deliver insights
-   Advanced: AI to boost productivity across relevant use cases
-   Prime: Act autonomously with all AI assets, and create your own

Depending on your license, you will have access to certain application features, generative AI skills, agentic workflows, and AI agents.

  • Admin role enhancements in Demand Management - Enabling all users to create ideas with a minimum read role added to the com.snc.idea.universal_request.copy_fields system property. - The com.snc.idea.universal_request.copy_fields system property can be updated only by users with the idea_admin or pps_admin roles. - Help ensure that only authenticated users have access to the bubble chart workbench through the UserIsAuthenticated condition added to the bubble chart workbench ACL (access control list).
  • Admin role enhancements in Project Management

The Project properties can be edited only by users with the pps_admin role.

  • Admin role enhancements in Innovation Management
    • The write role has been added for the idea.notification.sender.email andcom.snc.innovation_management.im_editor_attachment_tag_id system properties.
    • The idea.notification.sender.email and com.snc.innovation_management.im_editor_attachment_tag_id system properties can be added or updated only by users with idea_admin roles.

Brazil
  • Budget Overrun insight card

Identify portfolio plans at risk of exceeding their approved budget with the new Budget Overrun insight card in Portfolio Insights. The card compares each planning item's current fiscal year forecast against its approved budget and flags items where the forecast is higher. Flagged items include a root cause analysis — grouped by cost type and driven by factors such as rate changes, effort overruns, or foreign exchange impact — along with recommended actions like re-forecasting with finance or initiating change control.

  • Cost Variance insight card

Identify cost plans whose actual spend is running over or under plan for the current fiscal period with the new Cost Variance insight card in Portfolio Insights. The card flags cost plans where the variance between actual and planned costs exceeds a configurable threshold, in either direction, and groups the root causes by driver — such as rate-driven, effort or hours overrun, or actuals below plan — along with recommended next steps for each.

Tailor demand summaries to your organization's process by copying the base demand summarization skill and customizing it with your own input fields, related entities, and prompt. When you activate a copy of the demand summarization skill, the previously active skill, either the base skill or an earlier copy, is automatically deactivated. Only one version of the skill can be active at a time.

Create and track demands without leaving the conversation-first Employee Slate workspace. Describe the demand in a conversation to have matching catalog items identified and relevant fields prepopulated from your message, then track its status, activity, and progress using the new My Demands widget on your canvas or the standard Requests widget. Demands appear in Employee Slate only when both Project Workspace and Employee Slate Core apps are installed.
## Changes

Between your current release family and Brazil, some changes were made to existing Project Portfolio Management features.

Release

Release notes

Yokohama
  • Demand Management UI changes
    • 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

    • 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.

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.

Australia

ServiceNow Otto introduced AI on the platform. As that experience has evolved, there's a new name for the experience. ServiceNow Otto® is the conversational AI platform integrated into ServiceNow workflows. It provides agentic capabilities, supports multimodal interactions across web, mobile, and messaging channels, and enables autonomous orchestration for cross-system workflows.

The demand summarization skill incorporates data from related entities when generating a summary. In addition to demand record fields, the summary includes insights from demand tasks, cost plans, monetary and non-monetary benefit plans, resource assignments, and work notes. The generated summary covers business requirements, timeline, risks, stakeholder comments, cost, effort, monetary and non-monetary benefits, and ROI.

The new Next Experience for Demand Management provides a unified layout, guided stages, improved navigation, and enhanced capabilities such as Playbooks and Docs integration. As you move to Next Experience for Demand Management, you’ll find it easier to create, review, and manage demands with a cleaner layout and guided actions. The classic UI is still available, but new improvements will appear in the workspace.

Next Experience for Demand Management is available with the Strategic Portfolio Management (SPM) Standard and Pro licenses.

  • Demand Management UI changes - The Start date and Due date column labels have been renamed Planned start date and Planned end date, respectively. This change is applicable only for new installations of the Australia version. To ensure continuity, if you’re upgrading to the Australia release from an earlier release, you’ll continue to see the prior labels. - If you have the AI Control Tower plugin installed and the investment type of the demand is set to artificial intelligence:

    • The AI Associations section in the Demand form is displayed. The following fields are included:
      • Product: Enables you to select the product or system that the demand relates to.
      • Impacted AI systems: Links the impacted AI systems with the demand. You can select existing AI systems from the list or remove systems that are no longer relevant.
    • An option to create an AI system under Related Links in the Demand form is available for users with the sn_ai_steward role.

  • Australia Patch 4Large language models on the ServiceNow AI Platform

The Now LLM Service is no longer the default model provider for new or inactive AI assets. A third-party LLM is now selected by default, while existing configurations using the Now LLM Service continue unchanged. The Now LLM Service is still available for manual selection.

Brazil
  • Portfolio Insights card order

The AI Insights panel now displays insight cards in a fixed order based on prominence and impact: Projects at risk, Budget Overrun, Cost Variance, Items past planned end date, Delayed start, and Planned versus approved misalignment. Review the most critical financial and schedule risks first.

  • Insight explanations in Portfolio Insights

Each card in Portfolio Insights now includes an info icon. Select the icon to open a popover with a plain-language explanation of what the insight measures and how it's calculated, so you can interpret the insight without leaving the panel.

View and access Project Workspace in Next Experience when you access project workspace from the All navigation menu.

The default trigger is not set to Automatic for demands in any state. You can select how you want the skill to be triggered for any state.
## Removed

Between your current release family and Brazil, some Project Portfolio Management features or functionality were removed.

Release

Release notes

Yokohama

No updates for this release.

Zurich

No updates for this release.

Australia

No updates for this release.

Brazil

No updates for this release.
## Deprecations

Between your current release family and Brazil, some Project Portfolio Management features or functionality were deprecated.

Release

Release notes

Yokohama

No updates for this release.

Zurich

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.

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.

Australia
  • Starting with Australia release, Scenario Planning for PPM (com.snc.ppm_scenario_planning) is being prepared for future deprecation. It will be hidden and no longer available for activation but will continue to be supported. For details, see the Deprecation Process [KB0867184] article in the Now Support knowledge base.

Alternatively, Strategic Planning Workspace (for SPM pro users) or Portfolio Planning Workspace (for SPM standard users) provides the Scenario Planning capability. For details, see Scenario planning in Strategic Planning or Scenario planning in Portfolio Planning.

  • Starting with Australia release, the Project Status Report (com.sn_store_ppm.mobile) is being prepared for future deprecation. It will be hidden and no longer available for activation but will continue to be supported. For details, see the Deprecation Process [KB0867184] article in the Now Support knowledge base. Alternatively, Project Workspace provides the Status Report capability.

  • Starting with Australia release, the PMO dashboard is being prepared for future deprecation. It will be hidden and no longer available for activation but will continue to be supported. For details, see the Deprecation Process [KB0867184] article in the Now Support knowledge base. Alternatively, Execution dashboard provides the PMO dashboard capability.

  • Starting with Australia release, the Investment Portal is being prepared for future deprecation. It will be hidden and no longer available for activation but will continue to be supported. For details, see the Deprecation Process [KB0867184] article in the Now Support knowledge base. Alternatively, Portfolio Planning Workspace provides the Investment Portal capability.

  • Starting Australia, Project Workbench is no longer deployed, enhanced, supported or available for activation. For details, see the Deprecation Process [KB0867184] article in the Now Support knowledge base.

  • For Demand Management: - The permission to edit the value of the dmn_stakeholder_register.number field in the Stakeholder Register [dmn_stakeholder_register] table has been removed for the admin role. - The admin role ACL has been removed for the bubble chart workbench. - The duplicate app module that was created for the admin role has been removed.

  • The permission to edit the value of the dmn_stakeholder_register.number field in the Stakeholder Register [dmn_stakeholder_register] table has been removed for the admin role.

  • The admin role ACL has been removed for the bubble chart workbench.

  • The duplicate app module that was created for the admin role has been removed.

Brazil

Starting Brazil release, Planning console is deprecated and is no longer supported. Project managers can access Project Workspace using Next Experience to work on project planning.

  • Process Mining

Starting Brazil release, Process Mining Content Pack for SPM (com.snc.itbm_po) will be migrated to Process Mining Content Pack store application. Upgrade your instance to Brazil or higher releases. For more information, see Process Optimization documentation.

  • Now LLM Service

Starting with the September 2026 release, Gemma 4 joins our growing portfolio of open-weight models available through Now LLM Service. The latest industry advancements are available alongside sovereignty-focused options. All models are hosted and governed by ServiceNow with the same infrastructure and data protections. Older models will remain available for existing published AI skills, agents, and agentic workflows, but will no longer be available for new development or configuration. For details, see the KB3066214: ServiceNow Otto Model Upgrades article in the Now Support Knowledge Base.
## Activation information

Review information on how to activate Project Portfolio Management.

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 ).

Install Strategic Spend Tracking for PPM 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
  • 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.

Install Strategic Spend Tracking for PPM 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.

Australia
  • Activation information

Project Portfolio Management is a ServiceNow AI Platform feature that is available with activation of the PPM Standard (com.snc.financial_planning_pmo) plugin. For details, see Activate PPM Standard (Project Portfolio Management).

Brazil
  • Activation information

Activate the PPM Standard plugin (com.snc.financial_planning_pmo) if you have the admin role. This plugin installs the Project Portfolio Management applications, along with their user roles and tables. For more information, see Activate PPM Standard (Project Portfolio Management).
## Additional requirements

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

Release

Release notes

Yokohama

No updates for this release.

Zurich

No updates for this release.

Australia

No updates for this release.

Brazil

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.

Release

Release notes

Yokohama

No updates for this release.

Zurich

No updates for this release.

Australia

No updates for this release.

Brazil

No updates for this release.
## Accessibility information

Review details on accessibility information for Project Portfolio Management, such as specific requirements or compliance levels.

Release

Release notes

Yokohama

No updates for this release.

Zurich

No updates for this release.

Australia

No updates for this release.

Brazil

No updates for this release.
## Localization information

If there are specific localization considerations for Project Portfolio Management we have noted them here.

Release

Release notes

Yokohama

No updates for this release.

Zurich

No updates for this release.

Australia

No updates for this release.

Brazil

No updates for this release.
## Highlight information

If there are specific highlight considerations for Project Portfolio Management we have noted them here.

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.

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 for more information.

Australia
  • Update the idea and demand-related system properties by using the idea_admin or pps_admin roles.
  • Link AI systems to demands in Demand Management.
  • Generate a concise summary of a demand by using the demand summarization skill.

See Explore Project Portfolio Management for more information.

Brazil
  • Gather and evaluate ideas, and promote accepted ideas to a demand, story, epic, or project.
  • Assess, approve, and promote demands to strategic and operational work.
  • Manage projects, programs, and portfolios, along with their resources and financials, from a single suite of applications.
  • Execute work using a traditional waterfall methodology, an Agile approach, or a hybrid of the two.

See Project Portfolio Management for more information.
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