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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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Brazil
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- **[EWD for demands](https://www.servicenow.com/docs/access?context=ewd-for-demands-ppw&family=brazil&ft:locale=en-US)**
Partition demand data by any criteria, such as department or business unit, using Enterprise-Wide Deployment \(EWD\) partitioning on the Demand table and related entities. Demands are stamped with a matching partition, and users see only the demands, list views, search results, and dashboards for the partitions their role grants them.
EWD for demands includes the following functionalities:
- Demand experiences: Define the way a particular demand should work including its form view, modules, and dynamic attributes. For example, a particular view or certain functions available on a demand or menu items hidden or visible for different types of demands.
- Demand partitions: Control the data visible to different users.
- Demand partitions dashboard: Dedicated dashboard for different demand partitions.
- **[Assess demands with smart assessments](https://www.servicenow.com/docs/access?context=smart-assessments-overview-ppw&family=brazil&ft:locale=en-US)**
Smart assessments are now available for demands, which are triggered on moving the demand to screening. These assessments are controlled by the **sn\_align\_ws.enable\_smart\_assessments** system property. After this property is enabled, smart assessments are triggered for the new demands and the ones that aren't yet in the screening state.
The smart assessment form is more intuitive and supports text-based questions. The assessments are available at the individual demand record and in a consolidated Smart Assessments module in the main navigation menu. This module displays all assigned smart assessments across demands.
- **[Resource profiling for demands](https://www.servicenow.com/docs/access?context=resource-planning-for-demands-ppw&family=brazil&ft:locale=en-US)**
Plan and manage resource assignments for a demand from the **Resources** tab in Next Experience for Demand Management. The resource board shows assignments alongside resource capacity so you can confirm availability before converting a demand to a project. Create, copy, move, split, end, or reassign resource assignments directly from the grid, group by primary group, role, or skill, and use the allocation heatmap to identify over-allocated and available resources. Use the Resource Finder to get fit-scored, ranked resource recommendations with rationale for unassigned work.
- **[RIDAC for portfolio plans](https://www.servicenow.com/docs/access?context=portfolio-plan-ridac-ppw&family=brazil&ft:locale=en-US)**
Access portfolio risks, issues, decisions, actions, and requested changes \(RIDAC\) directly from the portfolio plan using the dedicated RIDAC page within the portfolio plan. View all portfolio governance items in a single, integrated interface without navigating to the separate RIDAC menu. The RIDAC page reduces context-switching and improves portfolio visibility by consolidating governance data. The portfolio plan RIDAC displays the RIDAC items that match the portfolio plan's criteria or belong to the planning items of that portfolio plan.
- **[Show or hide RIDAC page of a portfolio plan](https://www.servicenow.com/docs/access?context=show-or-hide-the-features-for-your-portfolio-plan-ppw&family=brazil&ft:locale=en-US)**
As a portfolio manager, show or hide the RIDAC page 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.
- **[Programs enhanced experience](https://www.servicenow.com/docs/access?context=program-portfolio-plan-ppw&family=brazil&ft:locale=en-US)**
Access dedicated program planning views automatically created with zero setup. Navigate to the new Programs menu and click any program to open its dedicated plan with Prioritization, Roadmap, and Financials views. New programs get plans instantly; existing programs receive them through an automatic one-time backfill \(500 at a time, newest first\). Role-based access ensures users with the sn\_align\_core.ap\_read\_only role can read, users with the sn\_align\_core.apw\_user role can manage items, and program managers are automatic plan owners.
- **[Program-scoped data with fiscal calendar support](https://www.servicenow.com/docs/access?context=program-portfolio-plan-ppw&family=brazil&ft:locale=en-US)**
View and manage program-scoped planning data in a focused, streamlined interface. Program plans display only that program's planning items. The Financials tab defaults to your fiscal calendar; if the fiscal calendar doesn't span the program dates, the system gracefully falls back to Gregorian with an explanatory message. Making the portfolio plan public and scenario planning for these program portfolio plans are hidden.
- **[Automated email notification for scenario approval](https://www.servicenow.com/docs/access?context=approve-a-scenario-in-portfolio-planning&family=brazil&ft:locale=en-US)**
Receive email notification when a scenario is approved. The system sends the notification to the scenario approver and portfolio owner. During the approval process, the portfolio plan becomes read-only to prevent unintended modifications and maintain data integrity.
- **[Copy and customize the demand summarization skill](https://www.servicenow.com/docs/access?context=clone-customize-demand-summarization-skill-ppw&family=brazil&ft:locale=en-US)**
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.
- **[Work with demands in Employee Hub](https://www.servicenow.com/docs/access?context=my-demands-widget-ppw&family=brazil&ft:locale=en-US)**
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.
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