Portfolio overview and health

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of Portfolio overview and health

    The Portfolio Overview and Health feature in the Enterprise Architecture Workspace provides ServiceNow customers with a comprehensive snapshot of their portfolio status. It presents key metrics and health indicators related to business applications, capabilities, and their associated artifacts, enabling you to monitor and manage your portfolio effectively.

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    Portfolio Overview

    This section displays numerical summaries on cards covering areas such as Business Applications, Business Capabilities, Information Objects, and specific risk or compliance indicators like:

    • Business Applications with High Risk
    • Business Applications with Low Scores over a quarterly fiscal period
    • Business Applications with Technical Reference Model (TRM) technical debt

    You can refresh data to retrieve the latest results and click on numbers to drill down into detailed lists. The overview can be filtered by Application Category, Install Type, Application Type, Business Unit, Business Owner, IT Application Owner, and Capability Owner to focus on specific portfolio segments.

    Portfolio Health

    This section highlights the health status of your portfolio with cards showing counts and percentages for key conditions like:

    • Business Applications without Capabilities
    • Business Applications without Owners (both IT and Business Owners)
    • Business Applications not Assessed
    • Business Applications without Application Services
    • Business Applications without Architectural Artifacts
    • Business Capabilities without Business Applications or not Assessed

    When the Digital Integration Management plugin is installed, additional cards show:

    • Digital Interfaces without Digital Integrations
    • Business Applications without Digital Interfaces

    These cards provide actionable insights into gaps or missing relationships that could impact portfolio governance and alignment.

    Data Population and Filtering

    The metrics and filters are dynamically populated from the current business application and capability records and their relationships within the Enterprise Architecture Workspace. Owner filters depend on user references configured in these records.

    Practical Considerations

    You can zoom in on this dashboard and related pages up to 400% without losing content or functionality, as layouts automatically adjust for readability. This flexibility supports detailed reviews and presentations.

    Get an overview of your profile and monitor your portfolio health.

    Portfolio overview

    The Portfolio Overview section displays the overview of your portfolio in the form of numbers on different cards. You can use the refresh button to fetch the latest results. Click the number to see the full list.

    The following cards are displayed:
    • Business Applications
    • Business Capabilities
    • Information Objects
    • Business Applications with High Risk
    • Business Applications with Low Score: Number of business applications with low score for a quarterly fiscal period.
    • Business Applications with TRM technical debt: Number of business applications that aren’t aligned with the TRM phases and standards.
    Use the following filters to narrow down the results for Portfolio and Health sections:
    • Application Category
    • Install Type
    • Application Type
    • Business Unit
    • Business Owner
    • IT Application Owner
    • Capability Owner

    How portfolio data and filters are populated

    The Portfolio Overview and Portfolio Health sections display metrics based on business application and capability records in Enterprise Architecture Workspace. Cards reflect the current state of these records and their relationships, such as owners, capabilities, and assessments.

    Filter values are populated dynamically from existing application data. Owner‑based filters use the users referenced in application and capability records, and available values depend on how those records are configured.

    Portfolio health

    The Portfolio health section displays the health of your portfolio. You can see the details such as the number and percentage of business applications on different cards. Click the number or percentage to see the full list. You can use the filters to narrow down the results.

    The following cards are displayed:
    • Business Applications without Capabilities
    • Business Applications without Owners: Number and percentage of business applications for which there is no IT application owner and business owner assigned.
    • Business Applications not Assessed
    • Business Applications without Application Services: Number and percentage of business applications that are not related to any application service. Business application and application service are two different configuration items which must be related through a CI relationship.
    • Business Applications without Architectural Artifacts: Number and percentage of business applications that aren’t associated to any architectural artifact. The association of Architectural Artifacts with business applications create a relationship between the artifact and related entities.
    • Business Capabilities without Business Applications
    • Business Capabilities not Assessed
    The following cards are displayed only when the Digital Integration Management plugin (com.snc.apm_di) is installed:
    • Digital Interfaces without Digital Integrations
    • Business Applications without Digital Interfaces
    Note:
    You can zoom on this page or any of the child pages to 200% or 400% through your browser settings without the loss of content or functionality. Page layouts are transformed into a vertical, stacked view automatically.