• Use the centralized interface for financials to manage expense lines and cost plans from the side panel.
• Forecast and modify planned costs using the inline editing feature.
• Generate labor costs for attribute-based resource assignments.
• Generate and report the attribute-based labor costs for demands based on the new resource assignments capability.
• Create baselines to capture the snapshot of financial costs manually or by using a scheduler to track the changes in project financials over time.
• Use the baseline comparison view to compare the latest financials with a baseline or any two baselines to easily analyze the variance in costs.

• View the capacity allocation by generating the resource capacity.
• View the capacity allocation for your projects and demands by setting capacity attribute filters.
• View capacity details on the Capacity Planning screen for your projects and demands.
• Use filters to view the resource capacity for planning items with different planning state, type, priority, status, and so on.
• Easily understand the overutilized resource capacity using the resource overutilized icon ().
• Identify the planning items or resource groups with no resource allocation using the resource assignments unavailable icon ()
• Work on resource mapping for the planning items with actual dates using the work in progress icon () against the Gantt chart bar.

Categorize planning items using the Must have, Could have, Should have, or Won't have (MoSCoW) values in the List and Hierarchy views. This categorization creates a baseline of priorities that you can use later when you're grooming and prioritizing work for your portfolio.

Apply quick filters to all the views of the Prioritization or Roadmap tabs at once so that you can view a consistent data set for your portfolio plan.

These filters are persistent so that you can view the same data set and continue your planning even when you log back in.

Get a more comprehensive view of how work is aligned by enabling the display of all parent entities in the Hierarchy view of the Prioritization tab, even those entities with no associated planning items.

• Capacity Planning roles:
  • sn_align_ws.spw_capacity_user - Edit access to generate capacity planning.
  • sn_align_ws.spw_capacity_read - Read access to view capacity planning.
• Financial planning roles:
  • sn_align_ws.spw_financial_user - Create cost plans and expense lines for planning items.
• Portfolio planning roles:
  • sn_align_core.ap_read_only - Read-only access to view the shared portfolio plans and free-form roadmaps.

• Create a copy of an existing portfolio plan to save time while you're creating a similar one.
• Create a copy of an existing roadmap to save time while you're creating a similar one.
• Create a copy of an existing planning item from the Prioritization list to add to your portfolio plan's work backlog.
• Save your roadmap timescale view selection in the roadmap preferences so that you don’t need to select your preferred timescale when you access the roadmap next time.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

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.

• 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.

• 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.

• 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.

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.

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.

Control the type of data included in your portfolio plan with the improved ability to set complex filter conditions in the Create portfolio plan wizard.

Retain the grouping of data by an attribute in the List view of the Prioritization tab even after you switch to the Kanban or Hierarchy views.

The following views of the workspace support the use of Forced Colors, a mechanism that is most commonly activated through an operating system setting for Forced Colors/High Contrast Themes.

This enhancement enables users to customize the colors of their user interface and web content to meet their individual visual needs. For example, users with low vision might enable Forced Colors to help them successfully view the user interface.

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.

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.