---
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 an improvement initiative from Digital Portfolio Management

# Create an improvement initiative from Digital Portfolio Management {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read  
Create an improvement initiative using the Digital Portfolio Management
(DPM) application. DPM enables you to create an
improvement initiative for any business or technology management services that you own.

## Before you begin

For the required plugins to create improvement initiatives in Digital Portfolio Management, see the Continual Improvement Management
area of [Digital Portfolio Management
related applications and data sources](https://servicenow-prod.fluidtopics.net/_fmlrT2FIa8MnV8q5g7l3A "Digital Portfolio Management (DPM) enables you to use related applications to view and edit service details in the plan-build-run life cycle. All related applications are optional, so they aren't required to use the DPM experience.").

Role required: sn_dpm.dpm_manager

## About this task

You can manage and create improvement initiatives for services or service offerings
that you own, right in the workspace without having to go to the service or
offering's native application.

## Procedure

1. Navigate to AllDigital Portfolio ManagementDigital Portfolio Management Workspace \> Personal Portfolios.
2. To create an improvement initiative, select a business or technical service.
3. From the list, select the Create option and then select Improvement initiative.
4. On the form, fill in the fields.  
   For details on the improvement initiative process, see [Create an improvement
   request](https://servicenow-prod.fluidtopics.net/GkWo2pw2QJar7cOk_vtHsQ "Create an improvement request for improvement opportunities you identify in your environment. Once submitted, the improvement request is analyzed and implemented by the Improvement Manager and Improvement Coordinator.").{#dpm-create-initiative__table_rz5_lfx_msb__entry__2}

   | Field | Description |
   |-|-|
   | Number | Unique number for the improvement initiative. |
   | Business service | Business service where you created the improvement initiative from in DPM. |
   | Service offering | Service offering where you created the improvement initiative from in DPM. |
   | Business Process | Business offering where you created the improvement initiative from in DPM. |
   | CIM Coordinator | The Continual Improvement Management coordinator. |
   | Approver Group | Continual Improvement Management approvers for the improvement initiative. |
   | Strategies | Continual Improvement Management assigned automation and effort reduction for the improvement initiative. |
   | State | State of the improvement initiative. This field is read only. For descriptions, see [Continual Improvement Management reference](https://servicenow-prod.fluidtopics.net/ZUU16y3_n8O~Yg4Vms4LUg "Descriptions of CIM improvement, task, and approver states and process workflow.") * New * Accepted * Assess * Approved * In Progress * Review * Closed * Canceled {#dpm-create-initiative__ul_j55_bkd_nsb} |
   | Priority | Priority of the improvement initiative. This field is read only. * 1 - Critical * 2 - High * 3 - Moderate * 4 - Low * 5 - Planning {#dpm-create-initiative__ul_qfs_ckd_nsb} |
   | Effort estimate | The level of effort for the improvement initiative. This field is read only. * Small * Medium * Large * Extra Large {#dpm-create-initiative__ul_oxv_dkd_nsb} |
   | Benefits | Level of benefit expected from the improvement initiative. This field is read only. * Low * Medium * High {#dpm-create-initiative__ul_dnw_2kd_nsb} |
   | Percent complete | Percentage complete for the improvement initiative. |
   | Short description | Short description of the improvement initiative. |
   | Business justification | Elaboration of the short description to include rationale and research conducted. |
   [Table 1. Improvement Initiative form]

   {#dpm-create-initiative__table_rz5_lfx_msb} {#dpm-create-initiative__table_eqq_nfx_msb__entry__2}

   | Field | Description |
   |-|-|
   | Success measurement method | Performance Analytics (PA) Indicator. Automated entry. |
   | Improvement KPI | State the key performance indicator (KPI) for the improvement initiative. |
   | Base value | Percentage value, not to exceed 100%. |
   | Percentage improvement | Percentage value, not to exceed 100%. |
   | Target value | Percentage value, not to exceed 100%. |
   | Target review date | Expected date the improvement initiative is reviewed. |
   | Expected outcomes | Description of expected outcomes that support the provided KPI. |
   [Table 2. Goals tab]

   {#dpm-create-initiative__table_eqq_nfx_msb} {#dpm-create-initiative__table_xtj_5tp_2db__entry__2}

   | Field | Description |
   |-|-|
   | Requested for | Name of the person creating the improvement initiative. |
   | Type | The type of improvement initiative: * People * Process * Technology {#dpm-create-initiative__ul_nnd_hkd_nsb} |
   | Watch list | Others that are watching this improvement initiative. |
   | Parent initiative | The parent initiative if there is one. |
   [Table 3. Details tab]

   {#dpm-create-initiative__table_xtj_5tp_2db} {#dpm-create-initiative__table_ubz_vtp_2db__entry__2}

   | Field | Description |
   |-|-|
   | Planned start date | Planned date to start the improvement initiative. |
   | Planned end date | Planned date to end the improvement initiative. |
   | Actual start date | Actual start date of the improvement initiative. |
   | Actual end date | Actual end date of the improvement initiative. |
   [Table 4. Schedule tab]

   {#dpm-create-initiative__table_ubz_vtp_2db} {#dpm-create-initiative__table_rmx_xtp_2db__entry__2}

   | Field | Description |
   |-|-|
   | Additional comments | Customer visible comments on the improvement initiative. |
   | Work notes | Any notes that you want to add to the improvement initiative (these notes are not customer visible). |
   [Table 5. Notes tab]

   {#dpm-create-initiative__table_rmx_xtp_2db}
5. Save the improvement initiative.
{#dpm-create-initiative__steps_n51_fgg_2sb}

*[\>]: and then