Personal portfolios

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read
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    Summary of Personal portfolios

    Personal portfolios in ServiceNow’s Digital Portfolio Management (DPM) consolidate data from services, offerings, business applications, and application services into a single view. This enables you to track progress via assigned roadmaps and evaluate performance through key performance indicators (KPIs) relevant to your needs. With the DPM manager role (sndpm.dpmmanager), you can access portfolios you have created or that others have shared with you.

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    Personal portfolios allow you to aggregate solution data regardless of ownership, providing visibility into the status, relationships, summaries, and current issues of the items included. Sharing is supported with individuals or groups, with groups requiring the DPM manager role for access. This functionality helps you stay informed about dependent services and potential impacts without needing to manually check each service’s status in separate applications.

    Filtering and Editing

    Within a personal portfolio, solution cards display portfolio items, which you can filter by solution types such as services, offerings, technical services, business services, and application services. The filter list dynamically reflects only the solution types present in your portfolio.

    Editing individual solutions from the portfolio is governed by your access control rights. For instance, you need appropriate roles like service editor to modify owned services and offerings. Without edit rights, you can still view portfolio items and KPIs. Additionally, DPM admins (sndpm.dpmadmin) can customize the user interface by hiding specific tabs or sections within the portfolio view.

    Configuration and Creation

    DPM admins can configure what information appears on solution cards within personal portfolios, tailoring the view to organizational needs. This configuration is managed through the DPM Admin Center.

    Creating a personal portfolio is done via the Digital Portfolio Management application, which supports building personalized, flexible portfolios that include items you own or simply monitor. This empowers you to organize and share relevant service and application data efficiently.

    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.