Combined Portfolio Planning release notes for upgrades from Washington DC to Xanadu

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 Washington DC to Xanadu.

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 Xanadu

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


Release	Release notes
Washington DC	Starting with v8.0.0, you can access the Strategic Portfolio Management (SPM) Pro-licensed features only in Strategic Planning Workspace. If you have been using Portfolio Planning Workspace to access SPM Pro-licensed features, such as Goals, Product Feedback, and Hybrid Portfolio Planning, you must now install Strategic Planning to access these features. For more information on the features that can be accessed only in Strategic Planning Workspace, see Comparing Portfolio Planning with Strategic Planning.
Xanadu	No updates for this release.

New features

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


Release	Release notes
Washington DC	Financial planning for Projects and Demands Customize widgets to view the financial details, such as allocated budget, EAC, Variance, a breakdown of planned costs, and actuals to date by cost type. Export your Costs and Baseline comparison information as Microsoft Excel or CSV formats. Use these files to share the financial performance of your planning items to relevant business stakeholders, even if they don't have access to your ServiceNow instance. Create expense lines to capture any unplanned costs to meet your work requirements without associating them to any forecasted planned costs. Delete descoped cost plans using the row context menu icon () to manage your financials efficiently. Save your preferences to retain the customizations you have made, such as viewing or hiding columns and viewing time scope. Export data of portfolio plan items from the List view of the Prioritization tab Export data of your portfolio plan items from the List view of the Prioritization tab into a Microsoft Excel or CSV file to share the data and collaborate with your business stakeholders. If the filters are applied on the view, the filtered data is exported. Prioritization enhancements Assign the highest and lowest ranks to the planning items using the Move to top and Move to bottom options respectively from the row context menu icon (). Delete planning items using the Delete option from the row context menu icon (). View and manage the item details quickly from the side panel using the Preview record icon () in the List view of the Prioritization tab. Plan efficiently with additional pre-defined lens Using the Project Program lens, program managers and portfolio managers can plan, prioritize, and roadmap work in programs. Tagging planning items Add tags to your planning items to categorize them based on your requirement. Any tagging additions or removals made to a record are automatically synced across all views in the Planning page. Filter the planning items by the assigned tags. Use inline editing in the List view of the Prioritization tab for adding and removing the tags to your planning items. Planning enhancements The type of the planning item is displayed on the item’s details page so that you can identify what the item is, such as a demand or a project. When creating a planning item, the Planned start date field and the Planned end date field are populated automatically with the Approved start date value and the Approved end date value respectively. Portfolio Planning with PPM Enable the Sync tags option on the Table Map form for each planning item table to synchronize the tags from alignment to the execution tables and vice versa. By default, the value is set to true. If there are any existing tags, the tags are automatically synced from alignment to the execution tables and vice versa. The Flow type mapping for planned dates of the Demand [dmn_demand] table is updated to both alignment to execution and execution to alignment. Operation work in Capacity Planning Create operation resource assignments for your group and view the updated capacity in Capacity Planning view.
Xanadu	Show or hide features for your portfolio plan As a portfolio manager, show or hide the features, such as Prioritization and Roadmap, of your portfolio plan. This capability helps you share only the portfolio plan data that matters to your stakeholders and restrict access to the other data. Planning enhancements Filter planning items in the Prioritization page and roadmap bars in the Roadmap page with multivalue fields, such as tags, business applications, and business capabilities. As a portfolio plan viewer, you can copy a portfolio plan that you don't have edit access to and edit the plan as needed. For more information, see Copy a portfolio plan. Optimize planning using scenario planning Create scenarios in a simulated environment and adjust the prioritization and timelines of planning items. Check the alignment of planning items with goals to verify the delivery of strategic outcomes. Visualize trade-off decisions between scenarios by comparing scenarios side by side. Approve the best scenario as the live portfolio plan for execution and making informed decisions. Export a roadmap or free-form roadmap to PowerPoint Export a roadmap or free-form roadmap from a portfolio plan into a Microsoft PowerPoint file to share data and collaborate with your business stakeholders. The predefined template helps you generate reports for your roadmap, including roadmap milestones, item milestones, vertical lines, and horizontal lanes. You can export a roadmap for the maximum tenure of lanes a year at a time. You can also choose between Compact mode, which exports 25 horizontal lanes per slide, or Default mode, which exports 15 horizontal lanes per slide, when exporting your roadmap. You can select the data that you want to be exported into the report by editing the predefined templates or creating your own branded template. For more information, see Create a Microsoft PowerPoint template. Plan at a high level using the Project Program lens Plan at a high level by building portfolio plans for program [pm_program] items using the Project Program lens. Prioritize the programs and track them using roadmaps. Docs for planning items in Portfolio Planning Store the information of key artifacts and other details of planning items, such as Demands, Projects, and Epics, directly from within the workspace. Create multiple rich-text documents at each planning item level. Help avoid data loss and parallel editing with real-time collaboration. Tag team members to their action items. Insert media and URLs. Financials in Portfolio Planning Migrate the existing budget for planning items from the classic UI to Next Experience using the Migrate Budget option. As a portfolio manager, allocate and manage the budget of your planning items using the Budget vs cost view. As a project manager, compare a budget to the captured costs of your planning items and reforecast the planned costs to meet the approved budget. Compare financial baselines to view simple financials and budgets. View the cost plans, expense lines, and financial baselines of sub-projects using the Financial view of a parent project. Widgets in the Cost view of 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 a unique sys_id to generate labor costs.

Changes

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


Release	Release notes
Washington DC	No updates for this release.
Xanadu	No updates for this release.

Removed

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


Release	Release notes
Washington DC	No updates for this release.
Xanadu	No updates for this release.

Deprecations

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


Release	Release notes
Washington DC	No updates for this release.
Xanadu	No updates for this release.

Activation information

Review information on how to activate Portfolio Planning.


Release	Release notes
Washington DC	Install Portfolio Planning 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.
Xanadu	Install Portfolio Planning 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.

Additional requirements

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


Release	Release notes
Washington DC	No updates for this release.
Xanadu	No updates for this release.

Browser requirements

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


Release	Release notes
Washington DC	No updates for this release.
Xanadu	No updates for this release.

Accessibility information

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


Release	Release notes
Washington DC	Support for truncation The following views of the Portfolio Planning Workspace were updated to show the truncated text for non-interactive elements when the “Enable keyboard focus on truncated text” accessibility user preference is turned on: List view of the Prioritization tab Hierarchy view of the Prioritization tab Timeline view of portfolio plan and free-form roadmaps Capacity Planning This enhancement supports sighted users who rely solely on a keyboard to use the ServiceNow platform. For more information, see Configure Next Experience accessibility preferences. Invisible Controls The following views of the Portfolio Planning Workspace were updated to automatically display controls that aren’t normally visible when the Show all buttons without the need to hover accessibility user preference is turned on: List view of the Prioritization tab Hierarchy view of the Prioritization tab Timeline view of portfolio plan and free-form roadmaps Capacity Planning This enhancement supports users with cognitive and physical disabilities, such as low vision or mobility limitations, who use the ServiceNow platform. For more information, see Configure Next Experience accessibility preferences.
Xanadu	No updates for this release.

Localization information

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


Release	Release notes
Washington DC	No updates for this release.
Xanadu	No updates for this release.

Highlight information

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


Release	Release notes
Washington DC	Use the new customizable widgets to view financial information. Export and share the financial information of your planning items in an Microsoft Excel or CSV format with your business stakeholders. Create expense lines to record and manage unplanned expenses to meet your work requirements that aren’t related to any planned costs. Collaborate with your business stakeholders by exporting data of your portfolio plan items from the List view of the Prioritization tab to a Microsoft Excel or CSV file. Align with the business strategy by using the Project Program lens to plan and prioritize work. Categorize your planning items based on your requirement by adding tags. View operational resource assignments on the Capacity Planning screen. See Portfolio Planning for more information.
Xanadu	Show or hide the features of your portfolio plan so you share only the most important data with your stakeholders. Filter the planning items and roadmap bars with multivalue fields, such as tags, business applications, and business capabilities. Create scenarios to simulate changes to the portfolio plan, compare scenarios for visualizing trade-off decisions, and approve a scenario to revise the live plan. Prioritize and roadmap the program [pm_program] items for your organization at a high level by building portfolio plans using the Project Program lens. Migrate the budget of your planning items to Next Experience, and as a portfolio manager, compare, allocate, manage, and approve the budget. View the cost plans, expense lines, budget, and financial baselines of sub-projects at the parent project level. View the financial performance of a project using the rolled-up planned and actuals costs in the widgets of parent projects. Select a primary attribute to populate resource criteria automatically from the resource assignments of the prioritized planning items, and view the team's capacity in the Capacity Planning screen. See Portfolio Planning for more information.