---
sourceDocument: Australia IT Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/it-service-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia IT Service Management

ft:clusterId :

    - itsm

bundleId :

    - itsm

workflow :

    - Technology


---

# Create enterprise service portfolios using a template

# Create enterprise service portfolios using a template {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Admins can create enterprise portfolios from scratch or by using a template. Enterprise portfolios are structured in a nesting tree format to facilitate navigation of service-related items and taxonomy nodes. Similar to
personal portfolios, you can see key metrics to assess the portfolio performance.

## Before you begin

Role required: admin

## Procedure

1. Navigate to AllWorkspacesDigital Portfolio Management.
2. Select the enterprise portfolios icon (![Enterprise portfolios icon.]()).
3. Select Create enterprise portfolio.
4. Select the type of enterprise portfolio: service portfolio, business application portfolio, or service instance portfolio.  
   Templates are only available for service portfolios.
5. In the dialog box, choose to build your portfolio from scratch or use a template.

   | Option | Steps |
   | Build your own portfolio | 1. Select Create portfolio. 2. In the form, fill in the fields. {#dpm-create-enterprise-portfolio-using-template__ol_xm4_v1j_q2c} |
   | Use a template for creating a service portfolio | 1. Select Choose template. 2. Select a way to use the template: Either apply everything from the template or exclude services. 3. Select Use template. {#dpm-create-enterprise-portfolio-using-template__ol_wmf_gbj_q2c} |
   |-|-|

   {#dpm-create-enterprise-portfolio-using-template__choicetable_k4w_m1j_q2c}  
   {#dpm-create-enterprise-portfolio-using-template__table_ijw_gfx_msb__entry__2}

   | Field | Description |
   |-|-|
   | Name | Portfolio name in the Enterprise portfolios tab of the DPM Workspace. |
   | Short description | Short description of the portfolio in the header area of the DPM Workspace. |
   | Description | Description of the portfolio in the service header in the DPM Workspace. |
   | Portfolio type | The type of enterprise portfolio. * Business Application Portfolio * Service Instance Portfolio {#dpm-create-enterprise-portfolio-using-template__ul_qmh_wr2_gyb} |
   | Portfolio owner | Name of the user responsible for the portfolio. |
   | Portfolio manager | Name of the user who manages the portfolio. |
   | Portfolio Stakeholders | Individuals or groups that have an interest in the enterprise portfolio. |
   [Table 1. Create Enterprise Portfolio form]

   {#dpm-create-enterprise-portfolio-using-template__table_ijw_gfx_msb}
6. Select Save.
7. Add KPI groups.  
   For more information on KPI groups, see [Create KPI groups and mappings in Digital Portfolio Management](https://servicenow-prod.fluidtopics.net/ssKOKVZljyW698cSzI2P4w "Create key performance indicator (KPI) groups and mappings in Digital Portfolio Management (DPM) to monitor the overall health and progress of all your services and offerings.").
8. Select Add taxonomy node.
9. In the dialog box, select an existing taxonomy node or create one.  
   You can add a parent, child, sibling, or duplicate node. For more information on enterprise taxonomy nodes, see Table 2 in [Navigate portfolio types in Digital Portfolio Management](https://servicenow-prod.fluidtopics.net/wH_kd7OAczUXQdQuzAiZgA "Navigate three types of enterprise portfolios in the Digital Portfolio Management (DPM) application — service, business applications, and service instance. The way to create a portfolio depends on the type. As of May 2025, Enterprise portfolios are created directly in DPM. Business application and Service instance portfolios are created using the enterprise portfolios tables in the DPM module in UI16.").

*[\>]: and then