Digital Portfolio Management release notes

  • Release version: Yokohama
  • Updated January 30, 2025
  • 4 minutes to read
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    Summary of Digital Portfolio Management release notes - Yokohama

    The ServiceNow® Digital Portfolio Management (DPM) Workspace in the Yokohama release enhances your ability to view and manage the entire life cycle of services and applications. This release introduces updated administration tools, improved KPI handling, and expanded data model capabilities to provide better visibility and management of incidents, problems, and changes related to your business applications and application services.

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    Key Features

    • Updated DPM Admin Center: A new Troubleshoot tab allows recalculating availability results and indicators for service offerings over specific time periods, with progress tracked via an event log.
    • Configurable Personal Portfolio Solution Cards: Customize which fields appear on solution cards for services, service offerings, business applications, and application services within the DPM Workspace.
    • Relationship Viewing: View all incidents, problems, and changes connected to business applications and application services directly from the DPM Admin Center and relevant workspace panels.
    • Enhanced KPI Functionality: Drill down into time series charts via spark lines for detailed KPI analysis. An Active flag lets you hide individual KPIs within groups to tailor dashboard visibility.
    • Expanded Data Model: Incident, problem, and change records tied to application services roll up to related business applications, improving impact visibility in KPIs and Needs attention panels.
    • Improved List Sharing: List URLs now include unique list IDs for sharing specific list items seamlessly across the DPM Workspace, including the Admin Center and list modules.

    Activation and Integration

    Digital Portfolio Management is available via the ServiceNow Store and requires installation through a store request. It integrates with related ServiceNow applications such as Service Portfolio Management for service setup and Performance Analytics for KPI reporting. The optional Service Builder application supports quick creation and editing of services and service offerings and must be upgraded in sync with DPM for compatibility.

    What This Enables You to Do

    • Effectively monitor and manage service and application portfolios with enhanced visibility into their health, status, and related incidents or changes.
    • Customize dashboards and solution cards to focus on relevant KPIs and portfolio items.
    • Quickly troubleshoot and recalculate service availability metrics as needed to maintain accurate reporting.
    • Share specific portfolio lists and views easily with stakeholders using unique list URLs.

    Why It Matters

    These enhancements streamline portfolio management workflows, improve data accuracy and visibility across your service ecosystem, and provide greater flexibility in how you monitor and act on portfolio performance. This leads to more informed decision-making and efficient service management within your organization.

    The ServiceNow® Digital Portfolio Management Workspace enables you to view and manage the full life cycle of your services and applications. Digital Portfolio Management was enhanced and updated in the Yokohama release.

    Digital Portfolio Management highlights for the Yokohama release

    • Updated the Digital Portfolio Management (DPM) Admin Center.
      • Added a Troubleshoot tab to the DPM Admin Center landing page to help you recalculate availability results and indicators for service offerings.
      • Added the ability to configure the personal portfolio solution cards and to view relationships of business applications and application services.
    • Updated the key performance indicator (KPI) behavior so that you can drill down on time series KPI information and use an Active flag to hide KPIs in a KPI group.
    • Updated the DPM data model to improve visibility and reporting when an incident, problem, or change is in the application service's Impacted services or Affected CIs related list. The updated model rolls up the incidents, problems, and changes so that you can see the impacts in related business applications (in the KPIs and Needs attention panels).

    See Digital Portfolio Management for more information.

    Important:
    Digital Portfolio Management is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes.

    New in the Yokohama release

    Use the Admin Center in Digital Portfolio Management
    Use the added Troubleshoot tab on the DPM Admin Center landing page to help you recalculate availability results and indicators for service offerings. You select a specific time period for the recalculation and then you can check the progress in the event log.
    Configure personal portfolio solution cards in the DPM Admin Center
    Configure the fields that are displayed on the personal portfolio solution cards in the DPM Workspace. Solution cards display information about the four main types of solutions (service, service offering, business application, and application service). This configuration determines the fields that are displayed on each solution card.
    View relationships of business applications and application services in the DPM Admin Center
    See all incidents, problems, and changes that are related to your business applications and application services. You can view the data in these areas:
    • The DPM Admin Center
    • In the DPM Workspace, in the Needs attention panels and in the life-cycle tabs that present key performance indicator (KPI) data.
    KPI groups in Digital Portfolio Management
    Added the ability to select the spark lines (time series chart) for a KPI indicator to open its details.
    Update KPIs in Digital Portfolio Management
    Added an Active flag so that you can hide KPIs in a KPI group from the DPM Workspace. The Active flag is available for all KPIs so that you can hide an individual KPI even when it's part of a larger KPI group.
    View application service details
    Expanded the DPM data model so that when an incident, problem, or change is in the application service's Impacted services or Affected CIs related list, the updates roll up to the related business application. You can see the impacts in the related business application's KPIs and Needs attention panels). For more information, see Work with Needs attention panels in Digital Portfolio Management.
    Work with lists in Digital Portfolio Management
    Use the updated logic in the list address bar to copy the link of any list item to share that list with others. The list address includes a unique list ID for every list item. This updated logic applies wherever lists are used in the DPM Workspace:
    • In the list module (for both provided lists and created lists).
    • In the DPM Admin Center.

    Activation information

    Install Digital Portfolio Management by requesting it from the ServiceNow Store. Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.

    Related ServiceNow applications and features

    Service Portfolio Management
    Use the ServiceNow® Service Portfolio Management application to set up and manage your services and offerings, and then organize them in portfolios. In the Digital Portfolio Management application, you can view the health and status of those portfolios and track them in one centralized location.
    Performance Analytics
    Use ServiceNow® Performance Analytics to create reports on key performance indicators (KPIs) to monitor and analyze metrics.
    Digital Portfolio Management related applications and data sources
    Other related ServiceNow applications bring in data from your services, service offerings, business applications, and application services for you to view all of them in your unified workspace view. All the related applications are optional and aren't required to use Digital Portfolio Management. This topic also offers links to Knowledge Base articles with more data source information.
    Service Builder
    As you view service information in Digital Portfolio Management, you can create and edit services and service offerings with quick access to the ServiceNow® Service Builder application.
    Important:
    If you use Service Builder and plan to upgrade to the current version of DPM, you must also upgrade to the current version of Service Builder at the same time.