Portfolio Planning release notes

• Customize widgets to view the financial details, such as allocated budget, EAC, Variance, a breakdown of planned costs, and actuals to date by cost type.
• Export your Costs and Baseline comparison information as Microsoft Excel or CSV formats. Use these files to share the financial performance of your planning items to relevant business stakeholders, even if they don't have access to your ServiceNow instance.
• Create expense lines to capture any unplanned costs to meet your work requirements without associating them to any forecasted planned costs.
• Delete descoped cost plans using the row context menu icon () to manage your financials efficiently.
• Save your preferences to retain the customizations you have made, such as viewing or hiding columns and viewing time scope.

• Assign the highest and lowest ranks to the planning items using the Move to top and Move to bottom options respectively from the row context menu icon ().
• Delete planning items using the Delete option from the row context menu icon ().
• View and manage the item details quickly from the side panel using the Preview record icon () in the List view of the Prioritization tab.

• Add tags to your planning items to categorize them based on your requirement. Any tagging additions or removals made to a record are automatically synced across all views in the Planning page.
• Filter the planning items by the assigned tags.
• Use inline editing in the List view of the Prioritization tab for adding and removing the tags to your planning items.

• The type of the planning item is displayed on the item’s details page so that you can identify what the item is, such as a demand or a project.
• When creating a planning item, the Planned start date field and the Planned end date field are populated automatically with the Approved start date value and the Approved end date value respectively.

• Enable the Sync tags option on the Table Map form for each planning item table to synchronize the tags from alignment to the execution tables and vice versa. By default, the value is set to true. If there are any existing tags, the tags are automatically synced from alignment to the execution tables and vice versa.
• The Flow type mapping for planned dates of the Demand [dmn_demand] table is updated to both alignment to execution and execution to alignment.

• New widgets to display financial information, such as costs and variance.
• New Export button () to access the export options for financials.
• Wider side panels to help manage your cost plans and expense lines by accessing more customizable form fields.
• New New expense line button to record unplanned expenses.
• The Cost duration option is renamed to Cost distribution in the New cost plan form.

• Added labels and colors to the Must have, Should have, Could have, and Won’t have (MoSCoW) values to quickly identify and sort the planning items.
• The existing MoSCoW values Must have, Should have, Could have, Won’t have have been renamed to 1 - Must have, 2 - Should have, 3 - Could have, 4 - Won’t have respectively to sort based on importance.
• Reorder the columns in the List view by dragging them horizontally.
• In the Personalization side panel of the List view, the selected columns are stacked on the top and the unselected columns are displayed in an alphabetical order below the selected columns.

This enhancement supports sighted users who rely solely on a keyboard to use the ServiceNow platform. For more information, see Configure Next Experience accessibility preferences.

This enhancement supports users with cognitive and physical disabilities, such as low vision or mobility limitations, who use the ServiceNow platform. For more information, see Configure Next Experience accessibility preferences.