Personal portfolios

  • Release version: Yokohama
  • Updated January 30, 2025
  • 2 minutes to read
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    Summary of Personal portfolios

    Personal portfolios in Digital Portfolio Management (DPM) provide a consolidated view of services, offerings, business applications, and application services relevant to you. They allow you to monitor progress against assigned roadmaps and assess performance using key performance indicators (KPIs) that matter to your role. These portfolios help you stay informed about dependencies such as service outages or delays without navigating multiple ServiceNow applications.

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    With the DPM manager role [sndpm.dpmmanager], you can access personal portfolios you create or that are shared with you. Portfolios can be shared individually or with groups that have the DPM manager role. You do not need to own the items included in a personal portfolio to track them.

    Filtering and Viewing

    When opening a personal portfolio, solution cards display the included items. If there are many items, you can filter the view by solution type, such as services, offerings, technical services, business services, and application services. Only solution types present in the portfolio appear in the filter options.

    Editing and Configuration

    Editing solutions within a personal portfolio requires appropriate access rights governed by access control lists (ACLs). For example, service editors can modify services and offerings they own. Without edit access, users can view information and KPIs but cannot make changes.

    Administrators with the DPM admin role [sndpm.dpmadmin] can configure aspects of personal portfolios, including hiding tabs and tab sections and customizing the information displayed on solution cards. This enables tailoring the portfolio experience to organizational needs.

    Creating Personal Portfolios

    Users can create personalized, unstructured portfolios via the DPM application, bringing together items they own or monitor without ownership. This supports tracking and reporting across a broad set of solutions relevant to their responsibilities.

    Personal portfolios contain data from services, offerings, business applications, and application services into one space for you to view and report on. You can see how each item is progressing according to the assigned roadmap and evaluate its performance based on key performance indicators (KPIs) that interest you.

    Personal portfolios overview

    With a DPM manager role [sn_dpm.dpm_manager], you can see the personal portfolios that you created and those portfolios that are shared with you. When you create a personal portfolio, you pull in solution data from service and business applications, services, and service offerings into one space for you to view. You don't have to own any of the items that you pull in to create a personal portfolio. You can view how each item is progressing according to the assigned roadmap and evaluate its performance based on key performance indicators (KPIs) that interest you. You can also view a relationship map, as well as summaries, and current issues.

    You can share a personal portfolio that you created with individuals or with a group. To share with a group, the group must have the DPM [dpm_manager] role. To assign the DPM manager role to groups, see Roles for Digital Portfolio Management.

    You may be interested in services that your solutions depend on, for example, an outage or a delay in a service. Personal portfolios surface the information so that you don't have to check on the service status in its respective ServiceNow application.

    Filtering personal portfolios

    When you open a personal portfolio, a list of solution cards display with items that are in the portfolio. The displayed cards depend on what is in the personal portfolio. If there are too many items to view, you can select All items to filter the cards to display.

    The following list provides all the possible solution types that you can filter on by selecting All items. If you don't have one or more of these solution types in your personal portfolio, then that solution type won't show up in the filter list.
    • All services
    • All offerings
    • Technical services
    • Technical service offerings
    • Business services
    • Business services offerings
    • Application services

    Editing personal portfolios

    To edit a solution that you open from the personal portfolio, you must have edit access based on the access control list (ACL) for each solution that makes up the portfolio. For example, if you're assigned a service editor role and you own a specific service and offering, then you can edit those specific records that you open from the personal portfolio. But if you don’t have those access rights, then you can only view the services and offerings in the personal portfolio and see KPIs.

    Tip:
    With a DPM admin role [sn_dpm.dpm_admin], you can hide certain tabs and tab sections of solutions in a personal portfolio. For more information, see Configure the Digital Portfolio Management experience.

    Configuring personal portfolio solution cards

    You can determine the information on each personal portfolio solution card through configuration. To configure the solution cards, you must have the DPM admin role [sn_dpm.dpm_admin]. For more information, see Configure personal portfolio solution cards in the DPM Admin Center.