Strategic Planning release notes

• Create daily, weekly, or monthly target breakdowns according to how often you want to update and track the progress of the target. The target breakdowns are created based on the value selected in the Check-in frequency field. For example, if you select Monthly in the Check-in frequency field for a target spanning a year, then 12 monthly target breakdowns are created.
• Updating actuals for a target has been simplified with an enhanced UI:
  • In the Check-in actuals window on the Progress tab of the target’s side panel, update the actual value of any time period or breakdown.
  • In the Progress tab of the target’s side panel, view the trend of the target’s progress in a line or bar graph. You can also edit the planned target and view the check-in history of the target actuals.
• When creating a target, the Target breakdown details section of the Target modal shows the planned target values for each target breakdown in a tabular format, which helps you visualize the final target value spread across the target’s time period.
• On the Target form, use the Baseline reference field to compare future target performance with the actual value that was achieved in the last year or before the target was created.
• Add targets to a new goal using the Save and add target option on the Goal modal. Also, you can use the Save and add new target option to add more targets for the goal.
• Run the Create Goals Demo Data with Target Breakdowns scheduled job to create demo data with goals and target breakdowns. For more information on this scheduled job, see Create goals demo data with target breakdowns.
• Create a copy of a goal or target using the Duplicate option from the row context menu icon (). For more information, see Create a copy of a goal or target.
• Activity stream is enabled for the targets and goals in the full details record page.

• Filter planning items in the Prioritization page and roadmap bars in the Roadmap page with multi-value fields, such as tags, business applications, and business capabilities.
• In the Child items related list of an EAP planning item, view child items associated with the epic in EAP.
• When you view a portfolio plan, 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.

• Generate a summary of selected text on Docs using the Planning item Gen AI Docs skill. You can summarize, elaborate, and shorten the selected content on Docs.
• Summarize a large volume of feedback using the multi feedback summarization skill on the Feedback page.
• Create a demand within the Employee Service Management (ESC) portal using the Now Assist conversational catalog creation capability.
• Summarize the complete content of a document with the Planning item Gen AI Docs skill to help save time on manual content analysis.

Transition from Scaled Agile Framework (SAFe) applications, such as Essential SAFe and Portfolio SAFe, to EAP. Use the Guided Setup module in the Strategic Planning application to execute your migration step by step.

This migration is intended to be one-time only. Initiating the migration again later while continuing to use SAFe applications with EAP won't carry any changes made to the SAFe records that are already migrated.

For Agile Teams and Agile release trains (ARTs), the Override planning calendar field enables team members to change their planning calendar. The updated calendar is automatically applied to any child teams and takes effect at the beginning of the next iteration.

Personalization of the settings made in the PI planning board for a team type are applied across the workspace according to user, team type, and work item type. For example, settings applied to one ART, such as enabling the Dependencies toggle, Team backlog lane, or compact cards, are applied to all ARTs in the workspace for a user.

• 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 the differences between goal alignment and trade-off decisions between scenarios by comparing scenarios side by side.
• Approve the best scenario as the live portfolio plan for execution and making informed decisions.

You can export a roadmap for the maximum tenure of lanes a year at a time. You can also choose between Compact mode, which exports 25 horizontal lanes per slide, or Default mode, which exports 15 horizontal lanes per slide, when exporting your roadmap.

You can select the data that you want to be exported into the report by editing the predefined templates or creating your own branded template. For more information, see Create a Microsoft PowerPoint template.

• Manage the feedback filter card directly from the feedback homepage by sorting, pinning, sharing, updating, or deleting it.
• Allow access to specific users or groups when sharing the feedback filter card, and review the users who have access to it.

• Migrate the existing planning items budget 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 budget.
• 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.

• Select a primary attribute to auto-select the resource criteria based on the planning items in the portfolio.
• Automatically generate resource capacity using a scheduled job at your desired cadence.
• View only prioritized planning items in the bottom tray of the Capacity Planning screen.
• View the total capacity, estimate, and available efforts of a resource using the heatmap view.

• The Share with members or group field has been removed from the Feedback filter form.
• The Share option on the feedback filter card has been removed.
• The Product Feedback icon name is changed to Feedback.
• The most recently created records in Feedback and product idea are displayed on the top.

Improved widget placement in the ART and the Team dashboard pages, which enables you to view more data with less scrolling.

• The List tab and Hierarchy tab have been moved under the Goals and targets tab for a better UI experience while switching between the List and Hierarchy views on the Goals page.
• On the Target form, the Breakdown interval and Cumulative target fields have been removed. Also, the Fortnightly option has been removed from the Check-in frequency field.
• On the Target form, the Cumulative target field has been replaced with Target value distribution field. The field has two values to describe the target distribution: Spread linearly across the time period (cumulative) and Split equally across the time period (non-cumulative).
• On the Target form, the following fields form have been renamed:
  • Review frequency to Check-in frequency
  • Base value to Start value
  • Target value to Final target value
  • Actual value to Actuals to date
  • Review due date to Check-in due date
• Horizontal lines have been added on the List view to differentiate one set of goals and targets from another.
• Vertical lines have been added on the List view to differentiate the target breakdowns with the goals and targets columns.
• The maximum number of characters allowed in the Name field has increased from 80 to 255 for the Goal [sn_gf_goal] and Target [sn_gf_goal_target] tables.

• The Copy portfolio plan option in the Portfolio actions menu has been renamed to Duplicate portfolio plan.
• The Create copy option in the Row context menu of planning items has been renamed to Duplicate.

• New Budget vs. cost toggle for project managers and product managers to view a comparison of budget and captured costs.
• New Budget allocation toggle for portfolio managers to manage a project budget.
• New Approve budget button in the budget allocation view for portfolio managers to approve budget changes.
• New grid view to enter and view the budget information at a fiscal period, quarterly, or yearly, and the total breakdowns by Expense Type or Cost Type.
• New Project/Demand column in the Cost view to show the mapping of cost plans to projects and sub-projects.

• New Resource criteria screen.
• New Auto-select and Manual-select options to select the attributes on the Resource criteria screen.
• New Prioritized Work Item category in the bottom tray of the Capacity Planning screen.

• The Child items tab on the work item record page is replaced with the tabs of each associated child item. For example, the full details page of an Epic shows separate tabs for its child work items, capabilities, features, and stories, based on the EAP configuration.
• New button is added to each tab to create work items directly from the parent work item record page.

The PI planning board displays all work assigned to the current Agile structure level as well as its child teams.