Portfolio overview and health

  • Release version: Yokohama
  • Updated January 30, 2025
  • 2 minutes to read
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    Summary of Portfolio overview and health

    The Portfolio Overview and Health features in the Enterprise Architecture Workspace provide ServiceNow customers with a comprehensive snapshot of their portfolio’s status. These tools enable monitoring of business applications, capabilities, and their health through dynamic, interactive cards displaying key metrics.

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    Portfolio Overview

    This section presents portfolio data using cards that summarize counts and statuses, such as:

    • Business Applications
    • Business Capabilities
    • Information Objects
    • High-risk Business Applications
    • Business Applications with Low Scores (quarterly fiscal period)
    • Business Applications with TRM Technical Debt (non-alignment with TRM phases and standards)
    • Business Applications by Install Type

    Users can refresh data at any time and click on numbers to access detailed lists. Filters are available to refine views by Application Category, Install Type, Application Type, Business Unit, Business Owner, IT Application Owner, and Capability Owner, with filter values dynamically populated from existing records.

    Portfolio Health

    This section focuses on the health status of the portfolio using cards that display numbers and percentages related to:

    • Business Applications without Capabilities
    • Business Applications without Owners (no assigned IT or business owners)
    • Business Applications not Assessed
    • Business Applications without Application Services (important due to the required CI relationship)
    • Business Applications without Architectural Artifacts (critical for linking artifacts to related entities)
    • Business Capabilities without Business Applications
    • Business Capabilities not Assessed

    Additional cards appear if the Digital Integration Management plugin is installed, showing Digital Interfaces without Digital Integrations and Business Applications without Digital Interfaces.

    Practical Use and Benefits

    These features enable ServiceNow customers to:

    • Quickly assess the composition and risk areas within their portfolios
    • Identify gaps such as missing ownership, assessments, or architectural associations
    • Use dynamic filters for tailored insights relevant to specific organizational roles or units
    • Access detailed drill-down views to facilitate targeted portfolio management and decision-making
    • Maintain up-to-date portfolio data with the refresh functionality

    The interface adapts responsively to zoom levels up to 400%, ensuring accessibility and usability without loss of content or functionality.

    Get an overview of your profile and monitor your portfolio health.

    Portfolio overview

    The Portfolio Overview section displays the overview of your portfolio in the form of numbers on different cards. You can use the refresh button to fetch the latest results. Click the number to see the full list.

    The following cards are displayed:
    • Business Applications
    • Business Capabilities
    • Information Objects
    • Business Applications with High Risk
    • Business Applications with Low Score: Number of business applications with low score for a quarterly fiscal period.
    • Business Applications with TRM technical debt: Number of business applications that aren’t aligned with the TRM phases and standards.
    • Business Applications by Install Type
    Use the following filters to narrow down the results for Portfolio and Health sections:
    • Application Category
    • Install Type
    • Application Type
    • Business Unit
    • Business Owner
    • IT Application Owner
    • Capability Owner

    How portfolio data and filters are populated

    The Portfolio Overview and Portfolio Health sections display metrics based on business application and capability records in Enterprise Architecture Workspace. Cards reflect the current state of these records and their relationships, such as owners, capabilities, and assessments.

    Filter values are populated dynamically from existing application data. Owner‑based filters use the users referenced in application and capability records, and available values depend on how those records are configured.

    Portfolio health

    The Portfolio health section displays the health of your portfolio. You can see the details such as the number and percentage of business applications on different cards. Click the number or percentage to see the full list. You can use the filters to narrow down the results.

    The following cards are displayed:
    • Business Applications without Capabilities
    • Business Applications without Owners: Number and percentage of business applications for which there is no IT application owner and business owner assigned.
    • Business Applications not Assessed
    • Business Applications without Application Services: Number and percentage of business applications that are not related to any application service. Business application and application service are two different configuration items which must be related through a CI relationship.
    • Business Applications without Architectural Artifacts: Number and percentage of business applications that aren’t associated to any architectural artifact. The association of Architectural Artifacts with business applications create a relationship between the artifact and related entities.
    • Business Capabilities without Business Applications
    • Business Capabilities not Assessed
    The following cards are displayed only when the Digital Integration Management plugin (com.snc.apm_di) is installed:
    • Digital Interfaces without Digital Integrations
    • Business Applications without Digital Interfaces
    Note:
    You can zoom on this page or any of the child pages to 200% or 400% through your browser settings without the loss of content or functionality. Page layouts are transformed into a vertical, stacked view automatically.