Combined Portfolio Planning release notes for upgrades from Zurich to Australia

---
title: Combined Portfolio Planning release notes for upgrades from Zurich to Australia
description: Consolidated page of all release notes for Portfolio Planning from Zurich to Australia.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/delta-zurich-australia/australia-zurich-portfolioplanning-release-notes.html
release: australia
topic_type: reference
last_updated: "2026-09-15"
reading_time_minutes: 8
breadcrumb: [Products combined by family]
---

# Combined Portfolio Planning release notes for upgrades from Zurich to Australia

Consolidated page of all release notes for Portfolio Planning from Zurich to Australia.

## 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 Zurich to Australia.

**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 Australia

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

<table class="custom-rows"><thead><tr><th class="filter">

Release

</th><th>

Release notes

</th></tr></thead><tbody><tr><td>

Zurich

</td><td>

No updates for this release.

</td></tr><tr><td>

Australia

</td><td>

No updates for this release.

</td></tr></tbody>
</table>## New features

Between your current release family and Australia, new features were introduced for Portfolio Planning.

<table class="custom-rows"><thead><tr><th class="filter">

Release

</th><th>

Release notes

</th></tr></thead><tbody><tr><td>

Zurich

</td><td>

-   **[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.

</td></tr><tr><td>

Australia

</td><td>

-   **[Plan efficiently with additional pre-defined lenses](https://www.servicenow.com/docs/access?context=lens-and-portfolio-plans&family=australia&ft:locale=en-US)**

Use the Planning item lens to plan, prioritize, and roadmap work in Strategic Planning Workspace directly with planning items, without configuring organization structure, programs, portfolios, or products. The lens supports all enabled work item types, such as projects and demands, and can be used as a standalone lens or alongside other lenses.


</td></tr></tbody>
</table>## Changes

Between your current release family and Australia, some changes were made to existing Portfolio Planning features.

<table class="custom-rows"><thead><tr><th class="filter">

Release

</th><th>

Release notes

</th></tr></thead><tbody><tr><td>

Zurich

</td><td>

-   **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 \(Incl. current fiscal period\)**.

</td></tr><tr><td>

Australia

</td><td>

-   **[Next Experience for Demand Management](https://www.servicenow.com/docs/access?context=demand-workspace-ppw&family=australia&ft:locale=en-US)**
    -   The Demands icon has been added to the Portfolio Planning L1 menu to open the All Demands home page.
    -   The **State** field on the All Demands home page has been color-coded for each state value.
    -   The **Playbook**, **Details**, and **Docs** tabs have been added to the L2 menu of each demand to clearly and consistently group information.
        -   The **Details** tab has been added to add and manage demand information such as financials and resource assignments.
        -   The **Playbook** tab has been added to define clear stages and guided activities to read and follow. Selecting the name of a stage or activity navigates you to that stage or activity in the playbook. The **Skip**, **Update**, and **Mark Complete** options have been added to the activities of the playbook.
        -   The **Docs** tab has been added to view and manage the documentation on the demand.
    -   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 details 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.
        -   The **AI Checkpoint** stage is added to the demand default playbook. This stage includes the **Product** and **Impacted AI systems** fields.
        -   The **Create AI System** option is added to the **Details** page of a demand for users with the sn\_ai\_steward role.
    -   [Australia Patch 5](https://www.servicenow.com/docs/access?context=australia-patch-5&family=australia&ft:locale=en-US)The **Financials** grid is added to the navigation menu of a demand. It has options to create cost plans, monetary benefits plans, expense lines, and create and compare baselines.
    -   The **Dashboards** menu item is added for demands, providing **Overview**, **Financials**, and **Data Quality** tabs.
    -   The following items have been added to the demand form and are available if you have the identify similar records AI skill activated:
        -   The **Identify similar demands** button, which identifies and displays similar demands.
        -   The **Similar Demands** tab in **Details**, which displays the list of similar demand records identified by AI.
    -   The **AI Overview** tab is added to the navigation menu of a demand. It generates a demand summary on landing if the skill trigger is set to automatic. If the trigger is set to manual, a **Summarize** button is available to generate the summary.

</td></tr></tbody>
</table>## Removed

Between your current release family and Australia, some Portfolio Planning features or functionality were removed.

<table class="custom-rows"><thead><tr><th class="filter">

Release

</th><th>

Release notes

</th></tr></thead><tbody><tr><td>

Zurich

</td><td>

No updates for this release.

</td></tr><tr><td>

Australia

</td><td>

No updates for this release.

</td></tr></tbody>
</table>## Deprecations

Between your current release family and Australia, some Portfolio Planning features or functionality were deprecated.

<table class="custom-rows"><thead><tr><th class="filter">

Release

</th><th>

Release notes

</th></tr></thead><tbody><tr><td>

Zurich

</td><td>

No updates for this release.

</td></tr><tr><td>

Australia

</td><td>

No updates for this release.

</td></tr></tbody>
</table>## Activation information

Review information on how to activate Portfolio Planning.

<table class="custom-rows"><thead><tr><th class="filter">

Release

</th><th>

Release notes

</th></tr></thead><tbody><tr><td>

Zurich

</td><td>

-   **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).


</td></tr><tr><td>

Australia

</td><td>

-   **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) 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=australia&ft:locale=en-US).


</td></tr></tbody>
</table>## Additional requirements

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

<table class="custom-rows"><thead><tr><th class="filter">

Release

</th><th>

Release notes

</th></tr></thead><tbody><tr><td>

Zurich

</td><td>

No updates for this release.

</td></tr><tr><td>

Australia

</td><td>

No updates for this release.

</td></tr></tbody>
</table>## Browser requirements

If any specific browser requirements were introduced or changed for Portfolio Planning we have noted them here.

<table class="custom-rows"><thead><tr><th class="filter">

Release

</th><th>

Release notes

</th></tr></thead><tbody><tr><td>

Zurich

</td><td>

No updates for this release.

</td></tr><tr><td>

Australia

</td><td>

No updates for this release.

</td></tr></tbody>
</table>## Accessibility information

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

<table class="custom-rows"><thead><tr><th class="filter">

Release

</th><th>

Release notes

</th></tr></thead><tbody><tr><td>

Zurich

</td><td>

No updates for this release.

</td></tr><tr><td>

Australia

</td><td>

No updates for this release.

</td></tr></tbody>
</table>## Localization information

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

<table class="custom-rows"><thead><tr><th class="filter">

Release

</th><th>

Release notes

</th></tr></thead><tbody><tr><td>

Zurich

</td><td>

No updates for this release.

</td></tr><tr><td>

Australia

</td><td>

No updates for this release.

</td></tr></tbody>
</table>## Highlight information

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

<table class="custom-rows"><thead><tr><th class="filter">

Release

</th><th>

Release notes

</th></tr></thead><tbody><tr><td>

Zurich

</td><td>

-   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.

</td></tr><tr><td>

Australia

</td><td>

-   Identify similar demand records in Next Experience for Demand Management based on contextual similarity in the name, description, and business case content using the identify similar records AI skill.
-   Monitor demand distribution, financials, and data quality at a glance using Dashboard in Next Experience for Demand Management.
-   View and manage cost plans, benefit plans, and expense lines directly from the demand records in the Financials page in Next Experience for Demand Management.
-   Create and manage demands from the Next Experience for Demand Management in Portfolio Planning.
-   Guide demand managers and users through predefined stages and actions for each demand process using Playbook in Next Experience for Demand Management.
-   Link AI systems to a demand using a playbook activity in Next Experience for Demand Management. Generate a concise summary of a demand using the demand summarization skill.
-   Review the financial records of your planning items in both project currency and investment currency when you migrate them from Classic to Next Experience.
-   Create financial baselines with multicurrency to capture, view, and track the financial health of your planning item using project baselines and investment baselines.

 See [Portfolio Planning](https://www.servicenow.com/docs/access?context=portfolio-planning-app-landing-page&family=australia&ft:locale=en-US) for more information.

</td></tr></tbody>
</table>**Parent Topic:**[Products combined by family](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/delta-zurich-australia/rn-combined-intro.md)