Configuring Digital Portfolio Management

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Enable the Digital Portfolio Management (DPM) Workspace and configure the settings for your organization. Set it up to show data so you can monitor services, service offerings, business applications, and service instances. All configuration tasks require the DPM admin role [sn_dpm.dpm_admin].

    Using guided setup to implement Digital Portfolio Management (DPM)

    Guided setup provides a sequence of tasks that help you configure the DPM Workspace on your ServiceNow instance. To open the guided setup for DPM, navigate to All > Digital Portfolio Management > DPM Admin Center.

    For more information, see Use the Admin Center in Digital Portfolio Management.

    Note:
    The DPM Workspace uses the taxonomy structures from the Service Portfolio Management application. For more information, see Service Portfolio Management taxonomy.

    Configuration overview

    Configuring the DPM Workspace involves setting up environments, tools, and user access. To configure, you must have the DPM admin role [sn_dpm.dpm_admin]. You perform most of these configuration tasks in each instance that you're using.
    1. Activate Digital Portfolio Management.

      You can activate DPM by searching for it on the ServiceNow® Store.

    2. Use the Admin Center in Digital Portfolio Management.

      Use the DPM Admin Center for a guided walk-through to do the following configuration tasks.

      1. Identify the solutions that are ready to configure for the organization. Solutions could be services, service offerings, business applications, and service instances.
      2. Identify the service portfolios or the enterprise portfolios that are ready to configure for the organization.
      3. Assess planning items for the plan portion of the solution life cycle. If your organization doesn’t use the planning portion of the life cycle, then follow the prompts to remove the plan view for the organization.
      4. Assess build metrics to show a solution's performance in the build portion of the solution life cycle.
      5. Map key performance indicator (KPI) groups to track the performance of the solutions.
      6. Assess other tasks to complete verifying that the DPM Workspace is ready for the organization.
    3. Apply the CSDM guidelines to Digital Portfolio Management.

      Service data relates to each other using different applications and in different ways. DPM references the Common Service Data Model (CSDM) to bring service-related data together in a single view.

    Even though you can return to the DPM Admin Center at any time to update configuration settings, you can also complete most of the following configuration tasks independently.