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Xanadu
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- **[Show or hide features for your portfolio plan](https://www.servicenow.com/docs/access?context=show-or-hide-the-features-for-your-portfolio-plan-ppw&family=xanadu&ft:locale=en-US)**
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](https://www.servicenow.com/docs/access?context=exploring-portfolio-planning&family=xanadu&ft:locale=en-US)**
- 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](https://www.servicenow.com/docs/access?context=copy-portfolio-plan-in-portfolio-planning&family=xanadu&ft:locale=en-US).
- **[Optimize planning using scenario planning](https://www.servicenow.com/docs/access?context=scenario-planning-in-strategic-planning&family=xanadu&ft:locale=en-US)**
- 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](https://www.servicenow.com/docs/access?context=export-portfolio-plan-status-to-ppt-portfolio-planning-workspace&family=xanadu&ft:locale=en-US)**
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](https://www.servicenow.com/docs/access?context=create-ppt-template&family=xanadu&ft:locale=en-US).
- **[Plan at a high level using the Project Program lens](https://www.servicenow.com/docs/access?context=lens-and-portfolio-plans&family=xanadu&ft:locale=en-US)**
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](https://www.servicenow.com/docs/access?context=docs-for-planning-items-in-ppw&family=xanadu&ft:locale=en-US)**
- 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](https://www.servicenow.com/docs/access?context=fin-migrate-budget-project-ppm&family=xanadu&ft:locale=en-US)**
- 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.
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Yokohama
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- **[Create and manage financial scenarios of planning items](https://www.servicenow.com/docs/access?context=optimizing-scenarios-in-strategic-planning&family=yokohama&ft:locale=en-US)**
- 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.
- **[Dashboards for data analysis and decision-making](https://www.servicenow.com/docs/access?context=using-dashboards-in-ppw&family=yokohama&ft:locale=en-US)**
Consolidate key data and metrics from multiple sources onto dashboards, enabling you to monitor performance, track progress, and make informed decisions related to planning and execution.
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.
- **[Create and share views for portfolio plans and free-form roadmaps](https://www.servicenow.com/docs/access?context=managing-portfolio-plan-views-ppw&family=yokohama&ft:locale=en-US)**
Create, edit, and switch views in portfolio plans and free-form roadmaps using display preferences. You can create personal views that are private to you or public views that can be shared with stakeholders who have access.
Portfolio plan display preferences include column selection, grouping and filtering. Free-form roadmap preferences include grouping, milestones selection, dependencies selection, and tracking mode. The portfolio plan view saves your display preferences across the Prioritization, Roadmap, Capacity, and Financials tabs.
**Note:** Portfolio plan views are available only for the Planning module and are supported in live mode, but not in scenario mode.
- **[View financial data of your planning items at the portfolio level](https://www.servicenow.com/docs/access?context=using-portfolio-financials-ppw&family=yokohama&ft:locale=en-US)**
- 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.
- **[Real-time collaboration for Planning item Docs](https://www.servicenow.com/docs/access?context=docs-for-planning-items-in-ppw&family=yokohama&ft:locale=en-US)**
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.
**Note:** To use the full functionality of Docs v6.6.0 within Portfolio Planning Workspace, upgrade to Portfolio Planning Workspace v8.5.0. For more information, see the [Incompatibility After Upgrading Docs to Version 6.0.0 \[KB2017926\]](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB2017926) article in the Now Support Knowledge Base.
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Zurich
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- **[Dynamic data linking in Docs](https://www.servicenow.com/docs/access?context=docs-for-planning-items-in-ppw&family=zurich&ft:locale=en-US)**
Keep record information in your documentation always current and reduce manual effort with the Dynamic data linking feature in Docs. You can now reference any ServiceNow application record and Docs will automatically reflect the latest updates from those records. For example, if you add a reference to a Project record, the reference will show the latest field information of the project in Docs without requiring manual edits. Clicking the project reference opens up the project form so that you can view the full details of the project record and make any necessary changes. Dynamic linking also enables adding references to a particular field of a record, such as Assigned to of an Incident record.
You can add references from any ServiceNow table you have access to, with no setup or configuration needed, thereby eliminate the hassle of switching between applications to copy and paste data from various records into Docs.
- **[Scenario planning enhancements](https://www.servicenow.com/docs/access?context=enable-scenario-planning-in-portfolio-planning&family=zurich&ft:locale=en-US)**
With the sn\_align\_core.apw\_admin role, you can enable or disable the scenario planning feature. The **sn\_align\_ws.is\_scenario\_planning\_disabled** system property allows you to enable or disable the scenario planning feature.
- **[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.
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Australia
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- **[Financials grid for demands in Next Experience for Demand Management](https://www.servicenow.com/docs/access?context=managing-financials-for-demands-ppw&family=australia&ft:locale=en-US)**
Next Experience for Demand Management includes a Financials grid for demand records. This grid shows the demand's cost plans, benefit plans, and baselines. From this grid, users can:
- Add cost plans, benefit plans, and expense lines scoped to the demand.
- Create and compare baselines for financial data on the demand.
- Filter by time scope and personalize the grid columns.
- **[Monitor and track demands](https://www.servicenow.com/docs/access?context=c_demand_dashboards_ppw&family=australia&ft:locale=en-US)**
Next Experience for Demand Management includes a Dashboard menu for demand records. The dashboard opens by default and is organized into three tabs:
- Overview
- Financials
- Data Quality
Filter dashboard data by department, business unit, portfolio, program, or demand manager. Select a widget, or select **View all** on a list widget, to open the underlying records with the same filters applied.
- **[Identify similar demands using AI](https://www.servicenow.com/docs/access?context=identify-similar-demand-records-ppw&family=australia&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.
- **[RIDAC](https://www.servicenow.com/docs/access?context=explore-ridac-ppw&family=australia&ft:locale=en-US)**
- Create and associate risks, issues, decisions, actions, and changes \(RIDAC\) with project and demand planning items to track planning uncertainties.
- Access a dedicated RIDAC menu in Portfolio Planning Workspace for quick navigation to RIDAC items.
- Manage RIDAC items with granular role-based access—assign read-only or full edit access to team members based on their responsibilities.
- Run the scheduled job to populate the planning item field on the existing RIDAC records that were created earlier.
- Track RIDAC across multiple scopes—view all RIDAC, project-specific RIDAC, portfolio RIDAC, and program RIDAC in a single unified view.
- **[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.
- **[AI-generated insights for portfolio plans](https://www.servicenow.com/docs/access?context=view-portfolio-insights&family=australia&ft:locale=en-US)**
Gain AI-generated insights into planning items within a portfolio plan using the Portfolio insights skill. Identify planning items that are delayed beyond their planned end date, have delayed starts, or have misalignments between planned and approved dates. Monitor active projects that show early risk indicators but have not yet experienced delays. View AI-generated top root causes and recommended actions for each insight category to help address delays and misalignments effectively.
The AI Insights window displays a timestamp indicating when insights were last generated. You can regenerate insights and recommendations if required to see the changes based on the latest available data.
Users with the sn\_align\_core.apw\_admin role can configure severity thresholds and scoring factors for planning items. These settings control how the Portfolio insights skill classifies insight severity as Critical, Medium, or Low.
- **[Next Experience for Demand Management](https://www.servicenow.com/docs/access?context=demand-workspace-ppw&family=australia&ft:locale=en-US)**
Manage strategic and operational demands in a unified experience in Portfolio Planning. This Next Experience interface consolidates demand creation, assessment, collaboration, and conversion in one place, eliminating context switching and reducing reliance on the classic Demand Workbench.
- **[Create and manage demands in Next Experience for Demand Management](https://www.servicenow.com/docs/access?context=managing-demands-ppw&family=australia&ft:locale=en-US)**
- Create and manage a demand in Next Experience for Demand Management using guided tabs. These tabs help you define alignment, estimate costs, and confirm readiness as you build out the demand.
- Collaborate on demands through Docs, which syncs execution and planning.
- View, add, and edit cost plans and budgeting details using related lists.
- **[Use Playbook in Next Experience for Demand Management](https://www.servicenow.com/docs/access?context=use-playbooks-in-ppw&family=australia&ft:locale=en-US)**
Help teams manage demands with greater structure and consistency using Playbook in Next Experience for Demand Management.
Playbooks enable you to define multiple governance processes across the organization using a low‑code/no‑code configuration experience. Create clear stages and guided activities from demand intake to completion using a default or custom playbook. Custom playbooks support multiple demand management processes across your organization.
- **[Associate AI systems with demands in Next Experience for Demand Management](https://www.servicenow.com/docs/access?context=use-playbooks-in-ppw&family=australia&ft:locale=en-US)**
Use a playbook activity in Next Experience for Demand Management to associate AI systems with a demand. You can link impacted systems and add new ones directly within the demand workflow.
- **[Portfolio plan enhancements](https://www.servicenow.com/docs/access?context=work-prioritization-portfolio-planning&family=australia&ft:locale=en-US)**
- Access the Hierarchy tab directly from the Planning page, located next to the Prioritization tab. This new placement replaces the previous access point within the Prioritization tab, providing a more efficient way to view and manage planning items.
- Save filter views specific to the Hierarchy tab without affecting views in the Prioritization tab.
- View planning items in the new Hierarchy tab on the Planning page, now sorted using global rank when available. Drag and drop is supported for lowest‑level items, enabling you to rerank them within their groups.
- Share a portfolio plan using the Copy link option. This provides access to existing users who have access to the portfolio plan.
- Make a portfolio plan public and share the copied link with Strategic Planning Workspace users, without inviting them individually or as a group. Note that users accessing a public portfolio plan with the shared link cannot view scenarios within the plan.
- Expand or collapse portfolio plan header to maximize screen space while planning.
- Edit the default view within a portfolio plan and save changes using the Save view option.
- View additional status attributes — cost, resource, schedule, and scope — for planning items in Portfolio Planning Workspace. For project planning items, these attributes are synced automatically from the latest published project status report. For other planning items, these attributes can be set manually. Note that project status report attributes synced from the Project status \(project\_status\) table are read-only in Portfolio Planning Workspace and can't be edited directly.
- Set planning item status to **No status** when a status has not been determined, alongside the existing **Green**, **Yellow**, and **Red** values. Planning items are created with **No status** by default.
- Display rollup bars at parent levels in the hierarchy view and choose the date type to display — approved, planned, or actual. Use the comparison option to compare date types, such as approved versus planned dates, to identify schedule misalignments.
- **[Financials for planning items](https://www.servicenow.com/docs/access?context=using-financials-spw&family=australia&ft:locale=en-US)**
View the financial baselines in investment currency and project currency after migrating them from Classic to Next Experience. Migrated financial baselines include actuals, costs, benefits, and budget values from the project currency to the investment currency.
Using multicurrency, new and existing customers see only investment currency fields in demand and project records. Planned costs, actual costs, planned benefits, actual benefits, and budget fields are included in the financial baselines.
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