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Project Portfolio Management release notes

Project Portfolio Management release notes

ServiceNow® Project Portfolio Management product enhancements and updates in the Kingston release.

Project Portfolio Management provides a simplified, team-oriented approach to Project Portfolio Management and IT development by combining several individual applications.

Kingston upgrade information

  • After you upgrade the instance, the default value of the Retain start on constraint on tasks after adding relations property is now set to true and cannot be changed back to false. As a result, the upgraded instances that had the property set to false can experience a change in behavior of time constraint when a relation is added to a task. After relations are added to a task, the start date of the task is not affected.
  • A default flow formatter has been enabled in the Project form in the Kingston release. If you have configured flow formatter before upgrade to Kingston, you need to revisit the configuration. You can disable the stages either from the existing custom formatter or from the newly added formatter as needed.

Activation information

Users with the admin role can activate the Project Portfolio Management (com.snc.financial_planning_pmo) plugin.

Browser requirements

If you are using Internet Explorer, version 11 or later (including Edge) is required to use all aspects of the workbenches.

Accessibility limitations

In custom UI pages like Planning Console where Gantt chart is used, few exceptions such as date time picker and timeline task bars are not keyboard accessible.

Localization limitations

Right-to-left languages in custom UI pages are not supported. Alternatively, you can use platform lists and forms.

New in the Kingston release

PPS admin role
With the new it_pps_admin role, view and modify the preferences and settings for projects, demands, programs, portfolios, resources, time cards, agile development, and timeline visualization. All PPM-specific preferences are grouped under the new Project Administration module.
Project workspace
Define, plan, track, and monitor a project from the project workspace. You can also review the status, exceptions, and KPI for the project.
External dependencies in portfolio and program workbench
Review the external dependencies between projects in a portfolio or a program workbench. Prior to the Kingston release, external dependencies between projects were not shown in the portfolio and program workbenches.
Project budgeting in portfolio workbench
As a portfolio manager, enter the budget for individual projects, demands, and programs directly from the portfolio workbench. It makes the portfolio planning process more streamlined. You can also enter budgets from the Project, Demand, and Program forms.
Global programs in portfolio workbench
Portfolio managers can view global programs in the portfolio workbench. If a program is not explicitly part of a portfolio, the program is called a global program. A global program in the portfolio workbench shows only those demands and projects that are part of the portfolio. Demands and projects in other portfolios are not shown.
Domain separation
Project Portfolio Management is domain separation compliant with the following limitations:
  • All PPM entities such as project, demand, resource plan, and allocations are expected to be in the same domain. A project entity having tasks or resources from multiple domains is not supported.
  • A parent entity and all child entities, such as a project record and its project tasks, are expected to be in the same domain.
  • When you change the domain of a parent record, such as a project record, the domain of the child records are not changed.
  • Only users belonging to the same domain, parent domain, or the top domain have the visibility into PPM entities of a domain.
  • All system properties are in global domain and are not specific to a domain. Planning console settings, however, are still domain-specific.
Project task schedule
As a project manager, set a project task to start and end on a non-schedule day such as on a weekend. A project template created from an off-schedule project honors the off-schedule tasks.
Microsoft Project integration enhancements
You can import projects from Microsoft Project 2016.
Project cost plan enhancements
Capture the actual cost and forecasted cost of a project in the cost plan record for the project. The Total Actual Cost and Forecast fields have been added to the cost plan header.
Planning console enhancements
  • Planning console provides the enhanced ability to:
    • Add additional assignees. The column shows the name and picture of assigned resources.
    • Convert a task to a milestone.
    • Change time constraint for a task easily.
  • User localizations are supported for the Dates, Duration, and Currency columns.
Project Management usability improvements
  • The project status is rolled up from the most recent Overall health field updated in the project status report for the project.
  • Phase formatter shows different project phases visually at the top of each project record.
  • Many new fields have been added on the project form, for example, for capturing affected business unit and strategic objectives fulfilled by a project.
  • Ability to track the demand from which the project originated.
  • The status of projects belonging to a program is rolled up to update the status of the program using a new field Status.
Demand management usability improvements
  • Any requester (any user without the demand_user role) can create a demand from the Service Catalog or from the Demand module in Self-Service.
  • Add other requesters as collaborators on a demand. Requesters and collaborators can edit their demand as long as the demand is in the Draft state.
  • Many new fields have been added on the Demand form, for example, for capturing affected business units and strategic objectives fulfilled by a demand. The fields are carried to the project.
Benefit plan usability improvements
The Offset field on Project and Demand Benefit Plan forms indicates the number of periods before or after the offset type when the benefit plan starts. Duration indicates the length, in periods, of the benefit plan.
Resource Management usability improvements
  • Enhanced resource data model for storing actual hours for better reporting and comparison of allocated hours to actual hours. Actual hours from approved time cards are captured in the Resource Allocation Daily [resource_allocation_daily] table and rolled up to resource allocations and then to resource plan.

    Also, actual hours for a task are aggregated and populated in the Resource Aggregate Weekly [resource_aggregate_weekly], Resource Aggregate Daily [resource_aggregate_daily], and Resource Aggregate Monthly [resource_aggregate_monthly] tables.

  • The Resource Allocation Daily [resource_allocation_daily], Resource Aggregate Weekly [resource_aggregate_weekly], 
Resource Aggregate Daily [resource_aggregate_daily], and Resource Aggregate Monthly [resource_aggregate_monthly] tables for Resource Management also store the reference of a project (task) so that task-wise allocated and actual hours can be reported.
  • Resource users can request the extension for an allocated resource plan. Resource allocations with zero hours are created for the requested extension duration. Resource managers can update the resource allocations for the extension-requested resource plan in the workbench.
  • Resource managers can modify or delete the past-dated resource allocations for allocated resource plans if actual hours have not been populated for those resource allocation records.
  • Redefined reports are available to compare actual hours and allocated hours for projects and groups.
Agile Development
For information about enhancements in Agile Development, see Agile Development 2.0 release notes.
Enterprise Release Management
For information about the Enterprise Release Management, see Enterprise Release Management release notes.
Time Cards
For information about enhancements in Time Cards, see Time Card release notes.

Changed in this release

  • Project schedule: The Retain start on constraint on tasks after adding relation property is no longer accessible from project preferences. It is, however, available in System Properties and is set to True by default.
  • Microsoft Project import changes:
    • If you want to maintain your schedule in Microsoft Project and do not want to edit information such as creation of new tasks and date changes on the ServiceNow instance, import the changed Microsoft Project file to the instance. Prior to the Kingston release, you must first export to Microsoft Project and then reimport the Microsoft Project file to bring in changes. The reimport of a Microsoft Project file overwrites the project in the instance. Tasks and relations that were created in the instance but are not present in the Microsoft Project file are deleted.
    • Importing a project from Microsoft Project does not change the project schedule.
  • Update project actual dates: You can specify actual start date and actual end date without changing the project or task state. If the actual dates are specified, the project or task state is also updated when the record is saved.
  • Project cost plan changes: You can modify cost plan breakdowns even when they fall before the open forecast period. Prior to the Kingston release, cost plan breakdowns that fell before the open forecast period were not editable.
  • PPM preferences and settings: All PPM-specific preferences and settings have moved under the Project Administration module.
  • Form and related lists changes: The names, placement, and grouping of the fields in the following forms and related lists were changed to help you work seamlessly. For example, the financial components are grouped under Financials tab.
    • Project
    • Demand
    • Portfolio
    • Program
    • Resource
    • Benefit plan
    • Cost plan
    • Project status report
  • Navigation: You can now access planning console, project workbench, and project status reports from project workspace.
  • Program management:
    • The program start and end dates change if the underlying demands and projects fall outside the program date range, to allow the demands and projects to be part of the program.
    • The program status is updated from the Status field on the Project form instead of the Overall health field on Project status report.

Removed in this release

  • Access to PPM-specific preferences and settings has been removed for the following roles:
    • it_portfolio_manager
    • it_project_manager
    • it_program_manager
    • it_demand_manager
    • timecard_admin
    • assessment_admin