Enterprise portfolios

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

    • 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.

    Enterprise Portfolios enable you to roll up key metrics through each level of the portfolio taxonomy. You can see the overall performance at the node and portfolio levels. Breakdowns of key metrics enable you to see which areas of the portfolio are contributing to good or poor performance.

    Similar to personal portfolios, you can see performance snapshot information in enterprise portfolios. You don't have to own any solutions to view enterprise portfolios.

    Admins create enterprise portfolios. For more information, see Create enterprise portfolios in Digital Portfolio Management.

    There are three enterprise service portfolio templates to help you get started: EDUCAUSE Higher Education IT Service Portfolio, IT Service Portfolio, and Sample Organizational Structure. For more information, see Create enterprise service portfolios using a template.

    Types of enterprise portfolios

    You can create, view, and search across three different types of enterprise portfolios in DPM:
    • Service portfolios
    • Business application portfolios
    • Service instance portfolios

    Each enterprise portfolio type is clearly marked when you search for an enterprise portfolio. For information about for each type, see Navigate portfolio types in Digital Portfolio Management.

    Note:
    Even though service portfolios are visible in DPM, they’re still created using Service Portfolio Management tables. Use the enterprise portfolio tables to create business application portfolios and service instance portfolios.

    Life-cycle stages

    You can filter an enterprise portfolio by life-cycle stage. Service portfolios and business application portfolios include the following life-cycle stages:
    • Pre-operational — The solution doesn’t yet have operational data.
    • Operational — The solution has operational data.
    • Retired — The solution is no longer operational and isn't tracking new data, so data isn’t up to date.

    The life-cycle stages for Service instance portfolios are Operational or Retired.

    Needs attention details

    When viewing an enterprise portfolio, you can see the Needs attention details broken out by tabs at the bottom of the portfolio view. For example, in a business application portfolio, the Needs attention tabs include critical incidents, problems, outages, alerts, and tech risks.

    Admins can show or hide business applications in a portfolio based on its life-cycle stage. For more information, see Configure the Digital Portfolio Management experience.