Consolidated page of all release notes for Digital Portfolio Management from Vancouver to Xanadu.
How to use this page
To help you prepare for your upgrade, we have combined the cross-family Digital Portfolio Management release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Vancouver to Xanadu.
Tip: If there were no updates for a release notes section in a certain family release, we included a short note for your reference. For example, if a product did not have any updates in Tokyo, the row says "No updates for this release."
Important information for upgrading Digital Portfolio Management to Xanadu
Before you upgrade to Xanadu, review these pre- and post-upgrade tasks and complete the tasks as needed.
| Release |
Release notes |
Vancouver |
No updates for this release. |
Washington DC |
No updates for this release. |
Xanadu |
No updates for this release. |
New features
Between your current release family and Xanadu, new features were introduced for Digital Portfolio Management.
| Release |
Release notes |
Vancouver |
- Roles for Digital Portfolio Management
Introduced the enterprise portfolio plugin [enterprise portfolio] that’s available as part of the core ServiceNow AI Platform®. The plugin installs two new roles:
- The enterprise portfolio admin [sn_ep.enterprise_portfolio_admin] can create, read, update, and delete enterprise portfolios.
- The enterprise portfolio viewer [sn_ep.enterprise_portfolio_viewer] can read enterprise portfolios.
Installing DPM and the enterprise portfolio plugin results in the following:
- The DPM admin role inherits the enterprise portfolio admin role.
- The DPM manager role inherits the enterprise portfolio viewer role.
- KPI groups in Digital Portfolio Management
Use two new KPI groups for flexible reporting on solutions in enterprise portfolios.
- Use the enterprise portfolio KPI group [portfolio success metrics] to map to any enterprise portfolio type to view its portfolio performance. You can track availability, mean time to resolve
(MMTR), incidents caused by changes, and successful changes. You can see these performance metrics when you view the details of any enterprise portfolio.
- Use the business application performance KPI group [business application performance] to track the number of incidents, problems, and changes for a business application. You can see these performance metrics in the
Run tab of a business application on the DPM Workspace.
Important: You must map the business application performance KPI group to your business applications to show the data on the Run tab.
Note: The business application performance KPI group replaces the former metrics and provides you with more flexibility to configure your reporting. You can create and edit KPI groups and map them to business applications. You
don't need to edit the page in ServiceNow®
UI Builder (UIB) to change the metrics.
Select more KPI group types when you create KPI groups for enterprise portfolios. The new types display as headings when you view them in the KPI Group Mapping list. The new types are:
- Enterprise portfolios
- Enterprise taxonomy nodes
- Business applications
Enable the latest score system property [sn_dpm.kpi_groups.show_last_score] to view the following:
- Last collected score for a KPI indicator in all KPI groups in DPM, without an aggregation layer (by sum or by average).
- Last collected scores for all values in each KPI breakdown grid.
- Last 30 days of scores for trends and time series visualizations. You can set different time ranges per KPI.
- The date the score was collected (shows on each KPI indicator card).
View KPI group data in ways that most interest you. You can update the system property anytime in the DPM Workspace to view KPI group data by the latest score or by the aggregate score. - Enterprise portfolios
- Use the redesigned enterprise portfolios in DPM to:
- Create, view, and search all enterprise portfolios, including the two new ones (business application portfolios and application service portfolios).
- See related needs attention information in a tabbed format along the bottom of each enterprise portfolio.
- Filter by life-cycle stage.
- Search portfolios easily because they’re clearly marked by kind.
Note: Even though service portfolios are visible in DPM, they’re still created using ServiceNow®
Service Portfolio Management tables. Use the new enterprise portfolio tables to create business application portfolios and application service portfolios.
|
Washington DC |
- Digital Portfolio Management Workspace homepage
- See all your solution cards, ordered by severity, on the redesigned DPM Workspace homepage.
- Log in to DPM for the first time to see auto-generated solution cards based on your user name in certain tables. After your first login, you're encouraged to personalize your DPM homepage.
Note: With the sn_dpm.dpm_admin role, you can update the homepage solutions table to tailor the solution cards that users see at the first login to the DPM Workspace (before personalization).
- Personalize the Digital Portfolio Management Workspace homepage
- Add or remove solution cards to personalize your DPM homepage. You can also adjust the Needs attention thresholds for each solution to see which needs the most attention. The severity levels are good, moderate, or severe.
- Your personalized list of solutions is kept in the dpm_home_page_item table so that they're displayed every time you log in. This table updates each time you personalize your homepage.
- Digital Portfolio Management homepage default solution cards
Use the following system properties to improve the overall DPM performance and enable the number of solutions cards to display on your homepage. Table 1. DPM homepage solution card system properties
| System property |
Homepage default solution limit |
dpm.homepage.cmdb_ci_service_limit for services, service offerings, and application services. |
750 |
| dpm.homepage.cmdb_ci_business_app_limit for business applications. |
250 |
You can add and remove solution cards in any combination, but the total solution cards can’t exceed 1000 on the DPM homepage.
Note: With the sn_dpm.dpm_admin role, you can change the system property limits to more than 1000 solutions on the DPM homepage. However, raising the limit may negatively impact system performance. - Configure the Digital Portfolio Management experience
- As a user with the sn_dpm.dpm_admin role, you can:
- Configure the user experience by showing or hiding the available item types in DPM:
- Services
- Technical services
- Business services
- Application services
- Service offerings
- Business applications
- Update the available item types table to hide or show solution types on the DPM homepage and in the personal portfolios. Examples of solution types are cmdb_ci_service and cmdb_ci_business_app.
Note: When a
solution type is hidden, that solution is omitted from the following areas of DPM:
- The auto-generated solution card results.
- The personalization options of add and remove items.
- The set status conditions when updating thresholds.
- The page filters.
- View business application details
- See all the application services for the business application in a KPI group breakdown list on the Run tab. The list shows up to 10 application services but you can page through to see more. The list shows the KPIs from the
lowest ordered KPI group mapped (or inherited) by the business application.
- Copy a KPI group to create a new KPI group in Digital Portfolio Management
- Create a new KPI group by copying an existing KPI group in DPM. All the records and mappings of the KPI group are copied as well. After you copy the KPI group, you can modify all aspects of it so the new group best fits your needs.
- Configure Digital Portfolio Management to integrate with Process Optimization
Use Process Mining in DPM to see the status of KPIs on your solutions, and to adjust as needed. DPM for Process Mining comes with project templates to mine data for incidents, problems, changes, and requests. With the sn_dpm.dpm_admin role, enable Process Mining in DPM:
- Install the ITSM Process Mining Content Pack from the ServiceNow® Store, and
- Set the system property sn_dpm.enable.po.dpm to true.
|
Xanadu |
- Use the Admin Center in Digital Portfolio Management
- Use the DPM
Admin Center guided walk-through to set up your DPM Workspace. The Admin Center guides you to identify data in your instance that’s ready to view in DPM. Use the provided suggestions to set up and configure the DPM Workspace for that instance. For example, if planning data isn’t used in the instance, then the DPM
Admin Center guides you on how to hide the Plan tab. The DPM
Admin Center also provides links to appropriate tables to create or edit services, applications, and portfolios. Here are more tasks a DPM administrator can do with the DPM
Admin Center.
- Use workflows to identify and set up solutions (services, service offerings, business applications, and application services). The guided walk-through includes insights into each solution's data readiness for DPM.
- Access the settings pages to configure the DPM Workspace using the provided system properties.
- Configure solution page headers and the General info section of the Info tab.
- Map KPI groups to solutions to view metrics in the DPM Workspace.
- Use links to helpful resources.
- Refer to common question links to aid implementation.
- Follow the prompts for more setup tasks.
- View relationship maps in Digital Portfolio Management
- Use the ServiceNow platform Unified Map to see a more holistic and comprehensive view of your service and application relationships. The Unified Map replaces the custom DPM relationship map, but you still access the Unified Map in the context of the DPM Workspace. For more information on the platform map, see Unified Map.
- Update KPIs in Digital Portfolio Management
-
- Update the description of a KPI indicator that's provided by the base system. The KPI indicators on solution records come from Performance Analytics (PA). In the DPM Workspace, you can select a tooltip on a solution indicator card to see a description that clarifies the indicator data. Even though the descriptions come with the base system,
administrators can update the descriptions to accommodate the organization.
- With the June 2024 release and after, the KPI latest score system property is set to true for new and zBoot customers.
- Work with Needs attention panels in Digital Portfolio Management
-
- Added problem (PRB) records to the Needs attention attributes so that you can identify problems on the following solutions.
- Services and service offerings. Problems are related to the service offering via the service offering record on the form, impacted services related list, and on the affected CIs related list. Problems are then rolled
up to the parent service and should be deduplicated at the parent service level.
- Business applications. Problems are related to the application service via the configuration item field on the form. Problems are then rolled up from the application service to the business application and should be
deduplicated at the parent service level.
- Application services. Problems are related to the application service via the configuration item field on the form.
- Updated the team logic in the DPM Contacts tab for each solution. When you select the Contacts icon (
![Contacts icon.]() ) next to the Needs attention panel, the Teams tab includes multiple teams that support the record. The multiple team assignment is an existing platform feature that was added to Service Portfolio Management so the teams can be viewed in the DPM Workspace. For more information on the platform feature, see Teams related list.
|
Changes
Between your current release family and Xanadu, some changes were made to existing Digital Portfolio Management features.
| Release |
Release notes |
Vancouver |
No updates for this release. |
Washington DC |
No updates for this release. |
Xanadu |
|
Removed
Between your current release family and Xanadu, some Digital Portfolio Management features or functionality were removed.
| Release |
Release notes |
Vancouver |
No updates for this release. |
Washington DC |
No updates for this release. |
Xanadu |
No updates for this release. |
Deprecations
Between your current release family and Xanadu, some Digital Portfolio Management features or functionality were deprecated.
| Release |
Release notes |
Vancouver |
No updates for this release. |
Washington DC |
No updates for this release. |
Xanadu |
No updates for this release. |
Activation information
Review information on how to activate Digital Portfolio Management.
| Release |
Release notes |
Vancouver |
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.
|
Washington DC |
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.
|
Xanadu |
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.
|
Additional requirements
If any additional requirements were introduced or changed for Digital Portfolio Management we have noted them here.
| Release |
Release notes |
Vancouver |
No updates for this release. |
Washington DC |
No updates for this release. |
Xanadu |
No updates for this release. |
Browser requirements
If any specific browser requirements were introduced or changed for Digital Portfolio Management we have noted them here.
| Release |
Release notes |
Vancouver |
No updates for this release. |
Washington DC |
No updates for this release. |
Xanadu |
No updates for this release. |
Accessibility information
Review details on accessibility information for Digital Portfolio Management, such as specific requirements or compliance levels.
| Release |
Release notes |
Vancouver |
No updates for this release. |
Washington DC |
No updates for this release. |
Xanadu |
- Accessibility improvements
- Accessibility improvements were completed to create a configurable workspace that supports WCAG 2.1 Level AA conformance.
- Reflow
-
The Configurable Workspace supports reflow, which enables pages and content to be zoomed up to 400% through your browser settings without loss of content or functionality. Additionally, content can be enlarged
without scrolling in two dimensions at a width equivalent to 320 CSS pixels or a height equivalent to 256 CSS pixels. Page layouts are transformed into a vertical, stacked view automatically when users increase browser zoom to
400%.
-
This enhancement helps users with low vision or who have trouble seeing web content in a browser due to monitor size, device type, poor lighting, or other situations. Reflow can be turned off
with a system property for instances, experiences, and pages. See Reflow for Configurable Workspace for details.
|
Localization information
If there are specific localization considerations for Digital Portfolio Management we have noted them here.
| Release |
Release notes |
Vancouver |
No updates for this release. |
Washington DC |
No updates for this release. |
Xanadu |
No updates for this release. |
Highlight information
If there are specific highlight considerations for Digital Portfolio Management we have noted them here.
| Release |
Release notes |
Vancouver |
- Redesigned the enterprise portfolios.
- Added business applications and application services to the enterprise portfolio suite.
- Introduced a new plugin that includes two new roles for enterprise portfolios for business applications and for application services.
- Filter by life-cycle status for all solutions in an enterprise portfolio.
- Updated key performance indicator (KPI) groups.
- Added two new KPI groups with the base system - one for business applications and one for enterprise portfolios.
- Provided three new KPI group types for more flexibility when creating KPI groups.
- Added a system property to the view the latest score of your KPI groups and their breakdown grids.
- Updated risk data views for business applications and application services.
- Used the Technology Portfolio Management (TPM) data model to reveal technology risk.
- View risk data for business applications and application services on their respective Risk tabs in DPM.
See Digital Portfolio Management for more information.
|
Washington DC |
- Redesigned the Digital Portfolio Management (DPM) homepage to provide more flexibility so that you can load the pages faster, personalize solutions cards, and view solution Needs attention attributes and thresholds.
- Updated the available item types.
- Added the key performance indicator (KPI) group breakdown list to show all the application services for business applications.
- Added the ability to copy a KPI group to create a new KPI group, including all its subordinate KPIs and mappings.
- Added Process Mining for DPM to see KPI details and analyze anomalies.
See Digital Portfolio Management for more information.
|
Xanadu |
- Introduced the DPM
Admin Center to set up the DPM Workspace. The Admin Center includes workflows to identify and set up business and technical services, business applications, and application services. The DPM
Admin Center includes guided steps, prompts, and links to solutions and helpful resources.
- Replaced the custom DPM relationship map with the ServiceNow platform Unified Map to provide a more holistic view of service and application relationships.
- Updated the key performance indicator (KPI) functionality.
- Added descriptive KPI tooltips to clarify the indicator data.
- Set the system property KPI latest score to true for new and zBoot customers.
- Updated the configuration options for the Needs attention panels.
- Added problem (PRB) records to the Needs attention attributes.
- Updated the team logic in the DPM Contacts tab in the Needs attention panel.
- Benefit from accessibility improvements to create a configurable workspace that supports Web Content Accessibility Guidelines (WCAG) 2.1 Level AA conformance.
See Digital Portfolio Management for more information.
|