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- **[Integrate Enterprise Agile Planning \(EAP\) with Atlassian Jira](https://www.servicenow.com/docs/access?context=spw-jira-landing&family=zurich&ft:locale=en-US)**
Facilitate execution of the work planned in EAP and executed in Jira. With this integration, enable seamless tracking of work across tools with bidirectional sync between Jira and EAP. Key updates made in one system, such as a status change or field update for Epics and Stories, will automatically reflect in the other. This integration ensures your team can collaborate and track development efforts without switching contexts, reducing manual effort and improving visibility across platforms.
- **[Enterprise Agile Planning \(EAP\) integration with CWM](https://www.servicenow.com/docs/access?context=agile-sprint-planning-in-cwm&family=zurich&ft:locale=en-US)**
Enhance visibility, planning, and execution for your teams with seamless integration between EAP and CWM.
For Agile teams managing non-agile work items such as incidents and change tasks, this integration bridges the gap by automatically creating a dedicated Space and Board in CWM. Agile work is seamlessly brought over via Connected Work, while EAP sprints are reflected directly in CWM’s Sprint planning view, thus enabling unified planning across work types. Teams can plan work for their sprints and update work status directly from the CWM Board, with performance reports in EAP dynamically reflecting these changes. This integration enables teams to manage their full scope of work from a single, connected workspace.
- **[Dynamic data linking in Docs](https://www.servicenow.com/docs/access?context=docs-for-planning-items-in-spw&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-strategic-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.
- **[Strategic Planning and AI Control Tower](https://www.servicenow.com/docs/access?context=better-together-with-other-apps-spw&family=zurich&ft:locale=en-US)**
Categorize your strategic priorities, goals, planning items, and execution items—projects and demands as Artificial Intelligence to track and monitor strategy progress from the AI Control Tower workspace.
Use the **Type** field for strategic priorities, the **Category** field for goals, the **Investment type** field for planning items - to classify them as Artificial Intelligence and monitor their progress in the AI Control Tower workspace.
- **[Portfolio plan enhancements](https://www.servicenow.com/docs/access?context=create-portfolio-plans-in-alignment-planner-workspace&family=zurich&ft:locale=en-US)**
- Create portfolio plans for AI-related items by applying a filter on the planning item tables, setting the **Investment type** field value to **Artificial Intelligence** during portfolio plan creation. This allows you to focus exclusively on AI-related items.
- With the sn\_align\_core.apw\_admin role, you can update the following system properties:
- **sn\_align\_core.planning\_item\_types\_allow\_list** - Defines the planning item types that can be configured and allowed for a portfolio plan.
- **glide.ui.sn\_align\_core\_dependency\_activity.fields** - Enables activity stream for the dependency formatter fields.
- **sn\_align\_ws.gantt\_show\_higher\_planning\_upper\_entities** - Enables display of entire hierarchy of lens structure from top to bottom in prioritization hierarchy view for high-level portfolio plans.
- **sn\_align\_ws.portfolio\_plan\_items\_limit** - Defines the number of planning items to be loaded on the planning page.
- **[Roadmap enhancements](https://www.servicenow.com/docs/access?context=roadmaps-in-alignment-planner-workspace&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.
- Match milestone colors with their status labels across the roadmap, milestone popover, and side panel. For example, a missed milestone displays the same color in all locations.
- With the sn\_align\_core.apw\_admin role, you can define the number of milestone items to be loaded in the Roadmap tab. The **sn\_align\_ws.item\_milestone\_limit** system property allows you to define the number of milestone items to be loaded in the Roadmap tab.
- With the sn\_align\_core.apw\_admin role, you can define the list of planning item types that can be created in a free-form roadmap. The **sn\_align\_ws.freeform\_planning\_items\_creation\_list** system property allows you to define the list of planning item types that can be created in a free-form roadmap.
- **[Quick filters enhancements](https://www.servicenow.com/docs/access?context=managing-backlog-alignment-planner-workspace&family=zurich&ft:locale=en-US)**
Apply filters using string-type and boolean field values across the Planning page and Scoring 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.
- **[Investment type and Investment class fields on the Planning item table](https://www.servicenow.com/docs/access?context=planning-item-form&family=zurich&ft:locale=en-US)**
The **Investment type** and **Investment class** fields have been added to the Planning item \[sn\_align\_core\_planning\_item\] table to enable these attributes to be defined at the parent planning item level.
A new value, **Artificial Intelligence**, has also been added to the **Investment type** field to categorize a planning item as an Artificial Intelligence initiative.
- **[Goal management enhancements](https://www.servicenow.com/docs/access?context=managing-goals-in-alignment-planner-workspace&family=zurich&ft:locale=en-US)**
- With the sn\_gf\_goal\_admin role, you can update goal-specific system properties:
- **sn\_align\_ws.goal\_hierarchy.max\_records** - Defines the number of targets to load on the Hierarchy tab in the Targets view. The default value is 250.
- **glide.ui.sn\_gf\_goal\_activity.fields** - Enables activity stream for fields of the goals.
- Experience faster loading of goals data, even when large volumes of data are present.
- With the sn\_gf.goal\_admin role, you can edit any goal and target as needed, even when you aren’t the owner or contributor of a goal or target.
- With both the sn\_gf\_goal\_admin and sn\_apw\_advanced.spw\_goal\_user roles, you can edit target breakdowns as needed.
- **[Financial enhancements](https://www.servicenow.com/docs/access?context=using-financials-spw&family=zurich&ft:locale=en-US)**
- View only the planned costs of your planning items to track the total cost of your planning items.
- 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-dw&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&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 in Next Experience for Demand Management](https://www.servicenow.com/docs/access?context=identify-similar-demand-records&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=spw-ridac-landing&family=australia&ft:locale=en-US)**
- Create and associate risks, issues, decisions, actions, and changes \(RIDAC\) with all planning items, goals, and EAP \(Enterprise Agile Planning\) iterations to track planning uncertainties.
- Access a dedicated RIDAC menu in Strategic 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.
- **[Creating iterations for teams in EAP](https://www.servicenow.com/docs/access?context=simplified-iteration-creation-in-eap&family=australia&ft:locale=en-US)**
From EAP version 4.17.0, create Planning Intervals and Sprints directly from the Backlog by entering their start and end dates. The underlying planning calendar entries are created for you, so nobody has to define them before teams can plan.
The following capabilities support this flow:
- Users with the new `sn_apw_advanced.eap_scrum_master` role create the first iteration for a set of teams that share a planning calendar. After that timeline exists, users with the `sn_apw_advanced.eap_user` role create the following iterations for the other ARTs and teams that share it.
- Select **Have unique calendars** on an EAP configuration to give each ART that you add afterward its own planning calendar. By default, the ARTs in a configuration share one calendar and follow one cadence.
- When an Agile Team joins an ART, the in-progress Sprint and the upcoming Sprints are created for that team automatically.
- Planning calendar entries that your admin defined earlier remain valid. Teams can continue to create iterations within the timelines that those entries define.
- **[Refresh without losing your place in the EAP Hierarchy tab](https://www.servicenow.com/docs/access?context=eap-hierarchy-tab&family=australia&ft:locale=en-US)**
Selecting Refresh in the Hierarchy tab now reloads your data without collapsing the rows you've already expanded or resetting your scroll position. Rows deleted by someone else are removed silently, and new child items appear under their expanded parent. If the grid displays more than 100 non-root items or 100 stories, you're asked to confirm before all rows are collapsed.
- **[View or delete a dependency directly from the EAP Planning board](https://www.servicenow.com/docs/access?context=work-item-dependencies-in-eap&family=australia&ft:locale=en-US)**
Select a dependency line on the Planning board to open the dependency record in a side panel, without navigating to the work item's full details page. Review the dependent and prerequisite items, or select **Delete** to remove the dependency directly from the panel.
- **[Backlog and Hierarchy access for CWM connected teams](https://www.servicenow.com/docs/access?context=integrate-eap-with-collaborative-work-management&family=australia&ft:locale=en-US)**
Teams connected to CWM can now access the Backlog and Hierarchy tabs in EAP. Because sprints are started and completed from the CWM Board, the **Start Sprint** and **Complete Sprint** options are hidden in the EAP Backlog for these teams.
- **[Plan efficiently with additional pre-defined lenses](https://www.servicenow.com/docs/access?context=lens-alignment-planner-workspace&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.
- **[Move work items to the top or bottom in EAP Backlog](https://www.servicenow.com/docs/access?context=schedule-work-items-into-iterations-in-eap-backlog&family=australia&ft:locale=en-US)**
Promote an urgent story to the top of a sprint or push deprioritized work to the bottom of a long backlog without dragging items across multiple pages. Right-click any story, feature, capability, or epic in the EAP Backlog, iteration, or team grid and select **Move to top** or **Move to bottom** to re-prioritize the work item in one action. Prioritization changes take effect across all pages, so you can act on shifting priorities even when the work item is far from its target position.
- **[Live updates in the EAP Hierarchy tab](https://www.servicenow.com/docs/access?context=eap-hierarchy-tab&family=australia&ft:locale=en-US)**
Keep working in your hierarchy without breaking your flow each time you create a work item. When you create a work item with the Hierarchy tab open, it is added to your current view immediately, so you don't need to refresh the page to see a new story, feature, capability, or epic. A new top-level item appears alongside the existing top-level items for the selected portfolio configuration. A new child item appears under its parent when that parent is expanded.
- **[Active work first in the EAP Backlog](https://www.servicenow.com/docs/access?context=using-eap&family=australia&ft:locale=en-US)**
Plan and prioritize without sifting through completed or cancelled work. The Backlog section of the EAP Backlog tab now hides completed and cancelled work items by default, so the list shows only what your teams have to work on. Sprint and Planning Interval \(PI\) sections continue to show all work items, giving you visibility into both ongoing and finished work for each iteration.
Admins can change these settings for either sections using two new system properties: `sn_apw_advanced.show_inactive_items_in_backlog_list` for the Backlog section and `sn_apw_advanced.show_inactive_items_in_iteration` for iteration sections.
- **[Epic status assessment](https://www.servicenow.com/docs/access?context=assess-epic-status-now-assist-eap&family=australia&ft:locale=en-US)**
Automatically evaluate epic health across six risk dimensions using the Epic status assessment skill in Enterprise Agile Planning. Now Assist analyzes story health, blocked stories, dependencies, progress, timeline, and ownership to return a red, yellow, or green status with plain-English reasoning. Portfolio managers can quickly assess epic risks without manually reviewing stories, timelines, and assignments by selecting the **Epic status** button on the epic record page.
- **[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 for 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.
- **[AI-generated insights for goals](https://www.servicenow.com/docs/access?context=generate-insights-for-goal-strategy&family=australia&ft:locale=en-US)**
- Generate AI‑powered insights using the goal insights skill to gain predictive, actionable visibility into goal health. By analyzing the goal, goal targets, subgoals, and aligned work, the system delivers data‑driven insights that help goal owners and contributors manage risks proactively and improve goal outcomes. Insights include AI-forecasted status, confidence of achieving the goal, targets at risk, and aligned work or recommendations that have been delayed or stalled.
- View the AI-forecasted status for goals and targets in the grid, generated automatically via the Goal insights generation scheduled job, along with the rationale for the generated status.
- Configure run frequency and set of goals to run the Goal insights generation scheduled job as need. The job is inactive by default.
- **[Story generation for epics in Agile Development 2.0 and EAP](https://www.servicenow.com/docs/access?context=generate-stories-quickly-for-eap-and-agile-2-0&family=australia&ft:locale=en-US)**
Generate a complete user story, including title, description, and acceptance criteria, directly from an epic instead of creating one. By providing one or two lines of context, you can generate a story and edit inline before saving. This skill is available in both Agile Development 2.0 and EAP.
- **[Next Experience for Demand Management](https://www.servicenow.com/docs/access?context=demand-workspace&family=australia&ft:locale=en-US)**
Next Experience for Demand Management delivers a unified experience for managing strategic and operational demands in Strategic 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=use-demands-dmnd-wpc&family=australia&ft:locale=en-US)**
- Create and manage a demand in Next Experience for Demand Management using guided tabs that help you define alignment, estimate costs, and confirm readiness as you build out the demand.
- Collaborate on demands through Docs, with execution and planning synced.
- View, add, and edit cost plans and budgeting details using related lists.
- **[Use Playbooks in Next Experience for Demand Management](https://www.servicenow.com/docs/access?context=use-playbooks-in-dw&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 playbook or a custom playbook. Custom playbooks support multiple demand management processes across your organization’s multiple demand management processes.
- **[Associate AI systems with demands in Next Experience for Demand Management](https://www.servicenow.com/docs/access?context=use-playbooks-in-dw&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.
- **[Summarize demands using AI](https://www.servicenow.com/docs/access?context=summarize-demand-in-demand-workspace&family=australia&ft:locale=en-US)**
Generate a concise, structured summary of any demand using the demand summarization skill through the **Summarize** button in the demand form. The skill reviews the demand fields and helps create a clear summary of the demand.
- **[Strategy and Goals](https://www.servicenow.com/docs/access?context=strategy-goals-landing-page&family=australia&ft:locale=en-US)**
Use boards in Strategy and Goals to organize and manage your organization’s strategic priorities and objectives. A board is a collection of strategic plans, priorities, objectives, and key results based on your selected filter criteria—helping you stay focused and manage them effectively.
- Managing boards:
- Create boards step by step, choosing whether to base them on strategic plans, priorities, goals, or both. Define what items to display using advanced filter conditions.
- Build boards tailored to specific goals by entity type and entity, ensuring focus on the goals that matter most.
- Share boards with stakeholders to align efforts and drive shared outcomes.
- Add boards to your favorites for faster navigation.
- Managing strategy and goals using boards:
- Create and organize strategic plans, strategic priorities, goals, and key results in a single, focused view.
- Associate work or planning items with goals or targets to align your current or future work with your strategic priorities, helping your team achieve goals and targets efficiently.
- As the goal or process owner, send notifications to target owners or contributors to ensure timely updates of target actuals.
- Target owners and contributors receive reminder notifications for check-in updates before the due date.
- With ServiceNow Otto for Strategic Portfolio Management, generate measurable targets for your goals to reduce the effort of defining clear success criteria, and gain actionable insights to identify at‑risk goals, assess forecasted status, and act on AI‑driven recommendations.
- **[Portfolio plan goals enhancements](https://www.servicenow.com/docs/access?context=managing-goals-in-alignment-planner-workspace&family=australia&ft:locale=en-US)**
- Owners and contributors are notified when they’re mentioned in a goal, target, or when comments are added.
- Define targets across multiple organizational levels with the Assigned entity field in the target form. This enables targets created at higher levels \(for example, Company\) to be directly assigned to lower levels \(for example, Business Unit, Department\), eliminating redundant subgoal creation, and streamlining overall goal management.
- Status — **Green**, **Yellow**, **Red**, or **None** — rolls up automatically from target breakdowns to the target for targets set to cumulative distribution, and from targets and subgoals to the goal.
- **[Portfolio plan enhancements](https://www.servicenow.com/docs/access?context=create-portfolio-plans-in-alignment-planner-workspace&family=australia&ft:locale=en-US)**
- Visualize planning items in lanes with the new Kanban tab in the Planning page and access the Hierarchy tab directly from the same location. These tabs replace the previous access point in the Prioritization tab, offering a more streamlined way to view and manage planning items.
- Save filter views specific to the Kanban tab and 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 Strategic 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 Strategic Planning Workspace and can't be edited directly.
- Set planning item status to **No status** when a status has not been determined, in addition to the existing **Green**, **Yellow**, and **Red** values, giving planners the flexibility to update the status as needed. By default, the status is set **No status** when a planning item is created.
- 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.
- **[Hierarchy tab for EAP teams](https://www.servicenow.com/docs/access?context=eap-hierarchy-tab&family=australia&ft:locale=en-US)**
Gain visibility into how your work connects to broader organizational goals by viewing the complete work item hierarchy directly in the EAP workspace. Expand any epic to see its capabilities, features, and stories across Solution Trains, ARTs, and Agile Teams without switching between multiple screens or running separate reports.
Customize your view by selecting which columns appear in the hierarchy grid and adjusting column widths to match your workflow. Your column preferences persist across sessions, so your configured view is ready each time you return.
The Hierarchy tab requires your admin to enable it through the **sn\_apw\_advanced.enable\_hierarchy\_view** system property. See [Enable Hierarchy tab in EAP](https://www.servicenow.com/docs/access?context=hierarchy-enable-eap&family=australia&ft:locale=en-US).
- **[Open EAP work items in new browser tab](https://www.servicenow.com/docs/access?context=using-eap&family=australia&ft:locale=en-US)**
Open work items from the EAP Backlog and Hierarchy pages in a new browser tab, so you never lose your context. Right-click any work item, or use the item options menu, to open its full details in a separate tab. This feature lets you review and compare multiple work items side by side without losing your current view.
- **[Financials for planning items](https://www.servicenow.com/docs/access?context=using-financials-spw&family=australia&ft:locale=en-US)**
- Migration of financial baselines:
- Migrate the financial baselines of projects, which includes investment currency support.
- While migration, financial baselines will now include actuals, costs, benefits, and budget values from the project currency to the investment currency.
- Streamlined currency fields while using multicurrency:
- New and existing customers will now 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.
- **[Admin role enhancements in Feedback](https://www.servicenow.com/docs/access?context=components-installed-with-product-feedback&family=australia&ft:locale=en-US)**
The read role sn\_align\_core.pf\_read and write role sn\_align\_core.apw\_admin are added to the following system properties in Feedback and Product idea:
- sn\_apw\_advanced.product\_feedback\_allowed\_non\_planning\_items\_for\_link\_item
- sn\_apw\_advanced.product\_feedback\_product\_idea\_filters
- sn\_apw\_advanced.product\_feedback\_feedback\_filters
- sn\_apw\_advanced.feedback.idea\_feedback\_queue\_address
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Brazil
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- **[Fiscal calendars for goals](https://www.servicenow.com/docs/access?context=fiscal-calendar-support-targets&family=brazil&ft:locale=en-US)**
Create, edit, and break down goal targets on fiscal calendars. The supported calendar types are Standard, 13-Period, 4-4-5, 4-5-4, and 5-4-4. Target breakdowns, due dates, and roll-ups follow the fiscal periods of the active calendar. Gregorian calendar behavior does not change.
- **[Setting and switching goal calendars](https://www.servicenow.com/docs/access?context=set-a-goal-calendar&family=brazil&ft:locale=en-US)**
Set the goal calendar to Gregorian, which is the default, or to fiscal. Fiscal calendars come in three types: Regular, 4-4-5, and 13 Period. Switch from Gregorian to fiscal in the **sn\_gfa.calendar\_type** system property. Switch between fiscal types by changing the fiscal calendar type property, setting the fiscal unit, and regenerating the fiscal periods. A calendar change can make targets stale.
- **[Fiscal check-in due dates and reminders](https://www.servicenow.com/docs/access?context=configure-target-checkin-reminders-spw&family=brazil&ft:locale=en-US)**
Set check-in due dates by fiscal period for goal targets. When you enter actuals on a target breakdown, the check-in due date updates to match the fiscal period. Reminders for the Period check-in frequency follow the fiscal calendar.
- **[Fiscal planning range and time scale](https://www.servicenow.com/docs/access?context=fiscal-calendar-support-targets&family=brazil&ft:locale=en-US)**
View goals in fiscal mode in the Strategic Planning workspace. The planning range, time scale, saved preferences, graph, stale target actions, and check-in panel all use the fiscal periods of the active calendar. The grid and goals list show the generated fiscal period names.
- **[Fiscal check-in frequencies for targets](https://www.servicenow.com/docs/access?context=fiscal-calendar-support-targets&family=brazil&ft:locale=en-US)**
Choose a check-in frequency that the active fiscal calendar supports. The target form offers only the frequencies that are valid for the calendar and the target date range, including Period. The target breakdown preview shows each generated period with its display name. The server validates every frequency and period on save, so a rejected change keeps the current breakdowns and shows the reason.
- **[Stale target protection for goals](https://www.servicenow.com/docs/access?context=managing-stale-targets&family=brazil&ft:locale=en-US)**
Identify goal targets that become stale after a goal calendar change. Only targets with breakdowns can become stale, and stale targets stay locked until they are recovered. Recover a stale target in one of two ways. An administrator runs the **Goal calendar alignment - Reset check-in frequency for stale targets** scheduled job, and the target owner then selects a check-in frequency again. Or the target owner duplicates the target and sets a check-in frequency on the copy. The copy starts without the remarks, work notes, and history of the stale target.
- **[AI target generation and goal insights in fiscal mode](https://www.servicenow.com/docs/access?context=generate-insights-for-goal-spw&family=brazil&ft:locale=en-US)**
Generate goal targets with the AI target generation skill on fiscal calendars. Generation uses the active calendar, the allowed frequencies, and the generated period names and dates. The server validates the generated output before it fills the new target form. Goal insights read fiscal period history in period order and do not assume Gregorian months or quarters.
- **[Fiscal target automation and check-in history](https://www.servicenow.com/docs/access?context=target-actuals-automation-spw&family=brazil&ft:locale=en-US)**
Automation writes target values into the breakdown of the current fiscal period, using the fiscal period boundaries in the fiscal calendar time zone. Check-in history records take their reporting period from the fiscal calendar, and the roll-up remark shows the fiscal period name.
- **[Track work within a state using substates](https://www.servicenow.com/docs/access?context=substates-in-eap&family=brazil&ft:locale=en-US)**
Teams that do several kinds of work in one state can't see where that work waits. Substates divide a state into steps that match how your team works. A scrum master creates substates on the **Substates** tab of Team Settings, sets their order, and marks one default for each state. When you change the state of a story, the substate changes to the default of the new state. The **Substate** field is hidden for teams that have no substates.
- **[Spot overloaded lanes with WIP limits on the Planning board](https://www.servicenow.com/docs/access?context=wip-limits-in-eap&family=brazil&ft:locale=en-US)**
A lane that holds more work than planned can hide where work is stuck. WIP limits make those lanes visible on the Planning board. Each lane header shows the number of stories and the limit, for example 3/5. An amber header marks a lane at its limit. A red header with an alert icon marks a lane over its limit. Counts update as you move stories, and a limit never blocks a move.
- **[Set WIP limits for your own team](https://www.servicenow.com/docs/access?context=set-wip-limits-for-kanban-lanes-in-eap&family=brazil&ft:locale=en-US)**
Each team works differently, so each team sets its own limits. A scrum master selects **Team Settings** on the Planning board and adds limits on the **Kanban WIP limits** tab. Choose a lane, which is a state or a substate of the team, and enter the limit. The **Team** field is set automatically, and each lane can have one limit.
- **[Enterprise-wide deployment for demands](https://www.servicenow.com/docs/access?context=ewd-for-demands-dw&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.
- **[Smart assessments for demands](https://www.servicenow.com/docs/access?context=smart-assessments-overview&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-dw&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.
- **[Kanban teams in the portfolio structure in EAP](https://www.servicenow.com/docs/access?context=scrum-and-kanban-teams-in-eap&family=brazil&ft:locale=en-US)**
Run Scrum and Kanban teams under the same Agile Release Train \(ART\). Select a planning methodology when you add a team to an ART, or set the Planning methodology field on an existing team. Kanban teams plan from the team backlog: sprint controls are hidden, planning intervals skip them, and the Home page shows the Kanban Team dashboard. Both team types appear side by side on the ART planning board.
- **[Maintain-type targets](https://www.servicenow.com/docs/access?context=target-types-overview&family=brazil&ft:locale=en-US)**
Track targets that must hold steady across every check-in period using the **Maintain above**, **Maintain below**, and **Maintain constant** target types. Each breakdown period's planned target defaults to the final target value, or 0 if no final value is set, and you can edit it for each period. Target progress is the share of periods that met the condition: at or above the target for Maintain above, at or below it for Maintain below, and within a tolerance band around it for Maintain constant. The default tolerance band is ±5%, and administrators can change it with the **sn\_gf.maintain\_constant\_tolerance\_percent** system property. For example, a Maintain above target of 75 with quarterly actuals of 78, 72, 80, and 76 shows 75% progress, because one of the four quarterly actuals didn't meet the target.
When you change the start date, end date, or final target value, the breakdowns and planned values adjust automatically and actuals in the remaining periods are kept. The **Target value distribution** field is hidden for Maintain types.
- **[Unique numbers and prefixes for goals and targets](https://www.servicenow.com/docs/access?context=change-number-prefix-goals-targets-spw&family=brazil&ft:locale=en-US)**
Differentiate goals and targets that share a name across teams by using the **Number** field. Goals use the OBJ prefix and targets use the KR prefix, for example OBJ0004512 and KR0009871. The number appears on goal and target forms, list views, board views, and exports. The **GF - Override Goal and Target Number fields with customized prefixes** scheduled job updates existing GOAL and TRGT numbers to OBJ and KR and keeps the numeric portion. An administrator can run the scheduled job to override default populated prefixes.
- **[RIDAC for portfolio plans](https://www.servicenow.com/docs/access?context=portfolio-plan-ridac-spw&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-spw&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-spw&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, Kanban, 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-spw&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-strategic-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.
- **[Automatic status calculation for targets](https://www.servicenow.com/docs/access?context=automatic-status-calculation-targets-spw&family=brazil&ft:locale=en-US)**
Automatically determine target status based on actual achievement percentages. When you enter actual values for a target period, the system compares the achievement percentage against predefined thresholds and automatically assigns a status \(Green, Yellow, or Red\). This eliminates manual status selection, reducing data entry errors and improving organizational governance.
Status is calculated and updated when you enter actual values using the formula: \(\(Actual Value - Start Value\) / \(Planned Target - Start Value\)\) x 100. Target owners can override automatically calculated status values at any time. If you update the actual value after a manual override, the system recalculates the status automatically.
- **[Configure automatic status calculation thresholds](https://www.servicenow.com/docs/access?context=configure-automatic-status-calculation-spw&family=brazil&ft:locale=en-US)**
Enable administrators to customize automatic status calculation thresholds and enable or disable the feature based on organizational requirements. By default, automatic status calculation is enabled with system-defined thresholds of Green \(≥90%\), Yellow \(75-89%\), and Red \(<75%\).
Administrators can adjust threshold percentages using the system property **sn\_gfa.target.auto\_status.thresholds**. To disable automatic status calculation and revert to manual status selection, set the system property to `false`.
- **[Scrum Configuration in Enterprise Agile Planning](https://www.servicenow.com/docs/access?context=agile-configurations-in-eap&family=brazil&ft:locale=en-US)**
Set up teams that run Sprints without a Planning Interval above them by using the Scrum Configuration in Enterprise Agile Planning. It defines a single team level of the type Agile Team and allows the Epic and Story work item types. Story is the default work item type for that level and is mapped to the new **Scrum Sprint** planning calendar. The **Epic methodology** field is set to **Scrum**. Like the other default configurations, the Scrum Configuration is inactive until you activate it.
- **[Unique iteration cadence for each team in Enterprise Agile Planning](https://www.servicenow.com/docs/access?context=simplified-iteration-creation-in-eap&family=brazil&ft:locale=en-US)**
Let each team set its own iteration dates by selecting **Allow unique cadence for each team** on an Enterprise Agile Planning configuration. If the configuration has planning calendars at more than one team level, each top-level team receives its own calendar. If the configuration has a single level of iterations, such as Sprints only, the iterations carry their own start and end dates instead of following a planning calendar entry. Teams that you add after you select this option receive a unique calendar, and teams that already exist continue to use the default calendar of the configuration.
- **[Spillover and New scope fields on iterations in Enterprise Agile Planning](https://www.servicenow.com/docs/access?context=start-or-complete-iteration-in-eap&family=brazil&ft:locale=en-US)**
See how the scope of a Sprint moved during its run by using the **Spillover** and **New scope** fields on the Enterprise agile iteration \[sn\_apw\_advanced\_eap\_iteration\] record. Spillover is the sum of the story points of the committed stories that are no longer in the iteration when it completes. New scope is the sum of the story points of the stories that were added after the iteration started. Both fields are read-only and are calculated when you complete the iteration. Select a value to open the stories that it counts.
- **[Copy and customize the demand summarization skill](https://www.servicenow.com/docs/access?context=clone-customize-demand-summarization-skill&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&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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