--- 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 --- # Navigating portfolio types # Navigate portfolio types in Digital Portfolio Management {#ariaid-title1} Release version: Australia Updated March 12, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 6 minutes to read 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. Enterprise portfolios are structured in a nesting content tree format so you can easily navigate each type of enterprise portfolio. Access Enterprise portfolios using the Enterprise portfolio icon (![Enterprise portfolios icon.]()). For more information about accessing enterprise portfolios, see [Navigate enterprise portfolios in Digital Portfolio Management](https://servicenow-prod.fluidtopics.net/2nIQrZvvNmldtI9ZoMW86g "You can work with three types of enterprise portfolios in the Digital Portfolio Management (DPM) Workspace — service, business application, and service instance. Even though you can view service enterprise portfolios in DPM, they're created with Service Portfolio Management tables. Enterprise portfolios for business applications and service instances are created with the enterprise portfolio tables."). Each type of enterprise portfolio offers unique data pertinent to its type. See [the DPM Academy](https://www.servicenow.com/community/itsm-articles/digital-portfolio-management-learning-resources/ta-p/2896465) Learning Resources, especially the video series, for more information about the difference between each portfolio, how they should be used, and who they are for. ## Service portfolios {#dpm-navigating-enterprise-portfolios__section_m4j_535_dyb} As of May 2025, you can create service enterprise portfolios directly in the DPM Workspace. Service enterprise portfolios are structured in a nested content tree with the taxonomy node, and then services that are in the service portfolio. You can create a portfolio from scratch or use one of the provided templates. For more information on service enterprise portfolio templates, see [Navigate service enterprise portfolio templates in DPM](https://servicenow-prod.fluidtopics.net/defhDA6oNU3D0dv4ew22SA "Navigate three service enterprise portfolio templates: EDUCAUSE Higher Education IT Service Portfolio, IT Service Portfolio, and Sample Organizational Structure.").{#dpm-navigating-enterprise-portfolios__table_iw3_hzw_2yb__entry__2} | Section | Description | |-|-| | Taxonomy node | * The first level in the content tree under the service enterprise portfolio. * The following information is provided for the taxonomy node: * Header with a short description, owned by name, and total subscribers. * Performance snapshot metrics for availability, open incidents, incidents not updated for 5 days, and new requests. * Needs attention cards for critical incidents, outages, and changes. {#dpm-navigating-enterprise-portfolios__ul_y2q_kzw_2yb} * The View details link provides the following information about the taxonomy node. * Header with the service portfolio name, manager name, and total subscribers. * Overview tab with performance snapshot metrics and the breakdown of services in the category. Note: DPM versions prior to 2.2.15 may have duplicate services showing in the Service breakdown section. For information, see [KB1123710](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB1182501). * Taxonomy node tab with all the taxonomy nodes related to the portfolio. * Services tab that lists all services in the portfolio, with their parent, classification (business or technical), phase, status, criticality, and owned by name. You can also select Create business service or Create technology management service to perform those tasks in Service Builder. * Info tab with a description and general information about the taxonomy node. * Needs attention panel that lists critical incidents, outages, and changes. {#dpm-navigating-enterprise-portfolios__ul_z2q_kzw_2yb} {#dpm-navigating-enterprise-portfolios__ul_x2q_kzw_2yb} | | Service and service offering | * The next two levels in the content tree under the taxonomy node. Services and service offerings can be either technical or business. * The header: * Short description. * Owned by name. * Delivery manager name. * Total subscribers. * Phase (if using CSDM fields, then life-cycle Stage) * Status (if using CSDM fields, then life-cycle Status) {#dpm-navigating-enterprise-portfolios__ul_ccm_k1x_2yb} Note: For information about CSDM life-cycle field names, see [Apply the CSDM guidelines to Digital Portfolio Management](https://servicenow-prod.fluidtopics.net/7u4tt4f~Hek2Vp7DSmZ2Gg "Service data relates to each other using different applications and in different ways. Digital Portfolio Management (DPM) references the Common Service Data Model (CSDM) framework to bring service-related data together in a single view."). * The performance snapshot metrics for availability, open incidents, incidents not updated for 5 days, and new requests. * The Needs attention cards for critical incidents,outages, and changes. * The More menu icon (![More menu icon]()) enables you to: * Add the service or service offering to a personal portfolio. For more information, see [Create a personal portfolio in Digital Portfolio Management](https://servicenow-prod.fluidtopics.net/~W~nlJ1R~QGZjbcN1tAsow "Create a personal portfolio using the Digital Portfolio Management (DPM) application. DPM enables you to create, edit, and share personalized, unstructured portfolios of the services and applications that you own or don't own but care about."). * Add the service to your DPM homepage. For more information, see [Digital Portfolio Management Workspace homepage](https://servicenow-prod.fluidtopics.net/_xo6p_DXcyZQ3MDEhIttfA "The Digital Portfolio Management (DPM) Workspace homepage is the starting point where you navigate to all aspects of your solutions and portfolios. You’re encouraged to personalize your Digital Portfolio Management (DPM) homepage so you can view and track the solutions that matter to you most."). * Edit the service or service offering in Service Builder. For more information, see [Create a service in Service Builder](https://servicenow-prod.fluidtopics.net/rf2gEYa_VQYbEOmr3PnoUg "Create a service in Service Builder to model, map, and document your own business and technology management services and offerings that relate to your data in Service Portfolio Management."). {#dpm-navigating-enterprise-portfolios__ul_m11_gmb_fyb} * The View details link launches the service or service offering details. For more information, see the Service and service offerings section in [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."). {#dpm-navigating-enterprise-portfolios__ul_bcm_k1x_2yb} | [Table 1. Portfolio structure for services] {#dpm-navigating-enterprise-portfolios__table_iw3_hzw_2yb} ## Business application portfolios {#dpm-navigating-enterprise-portfolios__section_kg5_w35_dyb} The DPM Workspace displays enterprise portfolios in a nested content tree starting with the enterprise taxonomy node at the top level (there could be more than one). After the top node, it lists the business applications that are in the enterprise portfolio. Here's an example of a business application enterprise portfolio content tree. Figure 1. Business application enterprise portfolio content tree example Important: The image shows the Portfolio field as Enterprise business applications. To select a different type of enterprise portfolio from the one you're in, delete the value in the Portfolio field, and then select the field (again) to see the other portfolio types (service, business, or service instance). {#dpm-navigating-enterprise-portfolios__table_wc1_vz4_2yb__entry__2} | Section | Description | |-|-| | Enterprise taxonomy node | * The first level in the content tree under the business application enterprise portfolio. Could contain a second or third level if it has child enterprise taxonomy nodes. * The header: * Short description. * Owned by name. * Managed by name. * Total subscribers {#dpm-navigating-enterprise-portfolios__ul_udg_jdp_2yb} * The portfolio success metrics for availability, incidents with a breached service level agreement (SLA), incidents caused by changes, and successful changes. * Needs attention cards for critical incidents, outages, changes,alerts, risks, and audits. * The View details link provides the following information about the enterprise taxonomy node. * Header with the Owned by name and the Managed by name. * Overview tab with portfolio success metrics and the breakdown of business applications in the enterprise taxonomy node. * Taxonomy nodes tab that lists all the related taxonomy nodes. * Business applications tab with a list of the business applications that are in the enterprise taxonomy node. * Info tab with a description and general information about the enterprise taxonomy node. * Needs attention panel that lists critical incidents, outages, changes, alerts, risks, and audits, for the enterprise taxonomy node. {#dpm-navigating-enterprise-portfolios__ul_q2x_m1p_2yb} {#dpm-navigating-enterprise-portfolios__ul_vpx_c1p_2yb} | | Business application | * The next level in the content tree under the enterprise taxonomy node. * The header: * Short description. * Application owner name. * Business owner name. * Total subscribers. * Status.The Overall risk is empty. {#dpm-navigating-enterprise-portfolios__ul_vkn_r2p_2yb} * The portfolio success metrics for availability, incidents with a breached SLA, incidents caused by changes, and successful changes. * The Needs attention cards for critical incidents, changes, risks, and audits. * The More menu icon (![More menu icon]()) enables you to add the business application to a personal portfolio. For more information, see [Create a personal portfolio in Digital Portfolio Management](https://servicenow-prod.fluidtopics.net/~W~nlJ1R~QGZjbcN1tAsow "Create a personal portfolio using the Digital Portfolio Management (DPM) application. DPM enables you to create, edit, and share personalized, unstructured portfolios of the services and applications that you own or don't own but care about."). * The View details link launches the business application details. For more information, see the Business applications section in [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."). {#dpm-navigating-enterprise-portfolios__ul_jjm_w2p_2yb} | [Table 2. Portfolio structure for business application] {#dpm-navigating-enterprise-portfolios__table_wc1_vz4_2yb} ## Service instance portfolios {#dpm-navigating-enterprise-portfolios__section_zyz_y35_dyb} The information in service instance portfolios is similar to that of business application portfolios with some differences that pertain to service instances. For information about KPI groups in service instance portfolios, see [View service instance details](https://servicenow-prod.fluidtopics.net/MBT8gyEBibgceFw1zlaj9Q "View information about service instances that may impact your solutions. Each Digital Portfolio Management (DPM) page presents the service instance life-cycle phase information in tabs, primarily Run and Info. The Risk tab displays when you have the Technology Lifecycle Management plugin [sn_apm_tpm] installed."). {#dpm-navigating-enterprise-portfolios__table_xxm_g5w_2yb__entry__2} | Section | Description | |-|-| | Enterprise taxonomy node | * The first level in the content tree under the service instance enterprise portfolio. Could contain a second or third level if it has child enterprise taxonomy nodes. * The header: * Short description. * Owned by name. * Managed by name. * Total subscribers. {#dpm-navigating-enterprise-portfolios__ul_hmy_4ww_2yb} * The portfolio success metrics for availability, mean days to resolve (MTTR), incidents caused by changes, and successful changes. * The Needs attention cards for critical incidents, outages, changes, alerts, risks, and audits. * The View details link provides the following information about the enterprise taxonomy node. * Header with the Owned by name and the Managed by name. * Overview tab with portfolio success metrics and the breakdown of service instances in the enterprise taxonomy node. * Service instances tab with a list of the service instances that are in the enterprise taxonomy node. * Info tab with a description and general information about the enterprise taxonomy node. * Needs attention panel that lists critical incidents, outages, changes, alerts, risks, and audits for the enterprise taxonomy node. {#dpm-navigating-enterprise-portfolios__ul_imy_4ww_2yb} {#dpm-navigating-enterprise-portfolios__ul_gmy_4ww_2yb} | | Service instance | * The next level in the content tree under the enterprise taxonomy node. * The header: * Short description. * Owned by name. * Managed by name. * Operational status.The Overall risk is empty. {#dpm-navigating-enterprise-portfolios__ul_zcc_gxw_2yb} * The portfolio success metrics for availability, incidents with a breached SLA, incidents caused by changes, and successful changes. * The Needs attention cards for critical incidents, changes, outages, risks, and alerts. * The More menu icon (![More menu icon]()) enables you to add the service instance to a personal portfolio. For more information, see [Create a personal portfolio in Digital Portfolio Management](https://servicenow-prod.fluidtopics.net/~W~nlJ1R~QGZjbcN1tAsow "Create a personal portfolio using the Digital Portfolio Management (DPM) application. DPM enables you to create, edit, and share personalized, unstructured portfolios of the services and applications that you own or don't own but care about."). * The View details link launches the service instance details. For information on what this screen includes, see the Service instances section in [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."). {#dpm-navigating-enterprise-portfolios__ul_ycc_gxw_2yb} | [Table 3. Portfolio structure for service instance] {#dpm-navigating-enterprise-portfolios__table_xxm_g5w_2yb} **Related concepts** * [Enterprise portfolios](https://servicenow-prod.fluidtopics.net/jbCyTX12zUg6039g5szGww "Admins create enterprise portfolios for business applications and service instances using the enterprise portfolio tables. Enterprise portfolios are structured in a nesting tree format to navigate service-related items and taxonomy nodes.") **Related tasks** * [Navigate enterprise portfolios in Digital Portfolio Management](https://servicenow-prod.fluidtopics.net/2nIQrZvvNmldtI9ZoMW86g "You can work with three types of enterprise portfolios in the Digital Portfolio Management (DPM) Workspace — service, business application, and service instance. Even though you can view service enterprise portfolios in DPM, they're created with Service Portfolio Management tables. Enterprise portfolios for business applications and service instances are created with the enterprise portfolio tables.")