---
sourceDocument: Yokohama Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/it-business-management

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    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Portfolio Management

# Portfolio Management {#ariaid-title1}

* Release version: Yokohama
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

With the ServiceNow® Portfolio
Management application, you can create portfolios which are collections of related programs,
projects, and demands. You can then perform financial planning and monitor the status and
progress of these portfolios.
Watch this four-minute video to learn about the portfolio structure, creating a portfolio and program, setting up a stakeholder registry.
You must have the it_portfolio_manager [role](https://www.servicenow.com/docs/Eib0IXxNn6vQynODuv6IFw "Roles are added with activation of PPM Standard plugin.") to manage a portfolio. The Portfolio Management application provides these capabilities to the portfolio manager:

* Create a portfolio by adding related programs, projects, and demands.
* Perform annual portfolio planning by selecting demands, projects, and programs.
* Track the progress and status of all the programs, projects, and demands that are part of the portfolio. You can track the costs, resources, schedules, risks, and issues.
{#c_PortfolioManagement__ul_ukd_4hd_zzb}  
The following diagram provides an overview of Portfolio Management. Figure 1. Overview of Portfolio Management

## Scenario-based Portfolio Planning {#c_PortfolioManagement__section_k3r_5nz_3lb}

Install the [Scenario Planning for PPM](https://www.servicenow.com/docs/KFSxEubo4QwYOUcxmLXrYA "Install the Scenario Planning for PPM application from ServiceNow Store applications. 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.") application from ServiceNow Store to help the
portfolio managers do a scenario-based portfolio planning with different combinations of
demands and projects. You can Compare multiple scenarios in a portfolio and fund only those
demands and projects that add financial value to the organization.
* **[Create a portfolio](https://www.servicenow.com/docs/Da9XotMo11LCuRdHOOrGRw)**   
  Create a portfolio to manage related programs, projects, and demands.
* **[Open a portfolio status list](https://www.servicenow.com/docs/9Bmfm2efpORNk2qlE4N5EA)**   
  Open the status list of a portfolio to see the projects that are included in it.
* **[Scenario Planning for PPM](https://www.servicenow.com/docs/h_12xGcVV0WBnRsIuRdUuA)**   
  The Scenario Planning for PPM application provides a central location for portfolio managers to create and track the roadmap for project execution for a given fiscal year. Optimize your budget and resource usage by creating and comparing different scenarios for your project and demand roadmap or resources.
* **[Portfolio Dashboard](https://www.servicenow.com/docs/KDELGHhWFQVM94GLZXhRdw)**   
  Portfolio Dashboard provides a central location to a portfolio manager to generate different graphical reports of the portfolios.