Combined Digital Portfolio Management (DPM) release notes for upgrades from Yokohama to Zurich

  • Release version: Zurich
  • Updated August 11, 2026
  • 4 minutes to read
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    Summary of Combined Digital Portfolio Management (DPM) Release Notes for Upgrades from Yokohama to Zurich

    This consolidated update guides ServiceNow customers through the key enhancements and administrative changes introduced in the Digital Portfolio Management (DPM) application between the Yokohama and Zurich releases. It focuses on new capabilities available in Zurich, with no changes, removals, or deprecations reported in Yokohama or Zurich. This information is essential for preparing and executing an upgrade to Zurich while understanding how to leverage new functionalities.

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    Key Features

    • Configurable Info Tab: Administrators can now customize the Info tab on solution pages by showing or hiding various sections, similar to customization options available for Plan, Build, and Run tabs. This enhances the user experience by tailoring displayed information.
    • Enterprise Service Portfolios with Templates: DPM users with the dpmadmin role can create and edit enterprise portfolios directly within DPM. Portfolios are structured in a nested tree format to simplify navigation of service-related items and taxonomy nodes. Three portfolio templates are provided—"EDUCAUSE," "IT Service Portfolio," and "Sample Organization Structure"—to accelerate portfolio creation. Users can also view key performance metrics for portfolio assessment.
    • Scheduled Email Reports for KPI Metrics: Administrators can activate a feature to send periodic email reports containing key performance indicator (KPI) data to solution owners. This feature is off by default and configurable via the new 'Email properties' section in the DPM Admin Center. Scheduled jobs send KPI data only for top-level owned objects, ensuring relevant insights without overloading recipients.
    • Enhanced KPI Viewing and Portfolio Visibility Controls: Users can preview multiple KPI groups in the Enterprise Portfolio module. Administrators with the dpmadmin role can use an Active flag to control the visibility of portfolio and taxonomy branches. Enterprise portfolios can be set to Active or Inactive status, with managers only seeing active portfolios, improving portfolio management and user focus.

    Activation and Installation

    To utilize these new features in Zurich, Digital Portfolio Management must be installed or upgraded via a request through the ServiceNow Store. No additional requirements, browser changes, or accessibility updates are specified for this release.

    Upgrade Preparation

    ServiceNow customers should review and complete any recommended pre- and post-upgrade tasks to ensure a smooth transition to Zurich. The release notes page provides guidance but indicates no specific upgrade-related changes beyond the new feature set.

    Consolidated page of all release notes for Digital Portfolio Management (DPM) from Yokohama to Zurich.

    How to use this page

    To help you prepare for your upgrade, we have combined the cross-family Digital Portfolio Management (DPM) release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Yokohama to Zurich.

    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 (DPM) to Zurich

    Before you upgrade to Zurich, review these pre- and post-upgrade tasks and complete the tasks as needed.

    Release Release notes

    Yokohama

    		 No updates for this release.

    Zurich

    		 No updates for this release.

    New features

    Between your current release family and Zurich, new features were introduced for Digital Portfolio Management (DPM).

    Release Release notes

    Yokohama

    		 No updates for this release.

    Zurich
    Configure Info tab
    Show or hide various sections of the Info tab for your solutions in DPM.
    Create enterprise service portfolios using a template
    Create enterprise portfolios from scratch or by using a template. Enterprise portfolios are structured in a nesting tree format to facilitate navigation of service-related items and taxonomy nodes. Similar to personal portfolios, you can see key metrics to assess the portfolio performance.
    Configure scheduled email reports
    Send periodic emails of KPI metrics to the DPM solution owners. This feature is off by default and can be activated in the DPM Admin Center under a new 'Email properties' section.

    Changes

    Between your current release family and Zurich, some changes were made to existing Digital Portfolio Management (DPM) features.

    Release Release notes

    Yokohama

    		 No updates for this release.

    Zurich

    		 No updates for this release.

    Removed

    Between your current release family and Zurich, some Digital Portfolio Management (DPM) features or functionality were removed.

    Release Release notes

    Yokohama

    		 No updates for this release.

    Zurich

    		 No updates for this release.

    Deprecations

    Between your current release family and Zurich, some Digital Portfolio Management (DPM) features or functionality were deprecated.

    Release Release notes

    Yokohama

    		 No updates for this release.

    Zurich

    		 No updates for this release.

    Activation information

    Review information on how to activate Digital Portfolio Management (DPM).

    Release Release notes

    Yokohama

    		 No updates for this release.

    Zurich

    Install Digital Portfolio Management by requesting it from the ServiceNow Store.

    Additional requirements

    If any additional requirements were introduced or changed for Digital Portfolio Management (DPM) we have noted them here.

    Release Release notes

    Yokohama

    		 No updates for this release.

    Zurich

    		 No updates for this release.

    Browser requirements

    If any specific browser requirements were introduced or changed for Digital Portfolio Management (DPM) we have noted them here.

    Release Release notes

    Yokohama

    		 No updates for this release.

    Zurich

    		 No updates for this release.

    Accessibility information

    Review details on accessibility information for Digital Portfolio Management (DPM), such as specific requirements or compliance levels.

    Release Release notes

    Yokohama

    		 No updates for this release.

    Zurich

    Localization information

    If there are specific localization considerations for Digital Portfolio Management (DPM) we have noted them here.

    Release Release notes

    Yokohama

    		 No updates for this release.

    Zurich

    		 No updates for this release.

    Highlight information

    If there are specific highlight considerations for Digital Portfolio Management (DPM) we have noted them here.

    Release Release notes

    Yokohama

    		 No updates for this release.

    Zurich
    • Configurable Info tab allows customers to configure the Info tab of the solutions pages, similarly to how they can configure the Plan, Build, and Run tabs.
      • This includes showing or hiding sections of the tab.
    • DPM users with the dpm_admin role can now create and edit portfolios directly within DPM, and three portfolio templates are included ("EDUCAUSE", "IT Service Portfolio", and "Sample Organization Structure").
    • DPM users can now send an email to any users with the dpm_manager role that includes the first key performance indicator (KPI) group data and a link back to the solution they're sending an email from.
      • This feature is off by default and can be activated in the DPM Admin Center under a new 'Email properties' section.
    • DPM admins can turn on a scheduled job that will automatically send the top KPI group data in an email to the solution owners.
      • The schedule is configurable and will only send KPI data for the 'top level objects' that a user owns. For example, if they own a taxonomy node, it won't send data on sub nodes or services.
      • DPM users can now view more than one KPI group in the Enterprise Portfolio preview.
    • DPM users with the dpm_admin role can use the Active flag to hide or show the portfolio and taxonomy node branches in the Enterprise Portfolio Module.
      • DPM admins can set an enterprise portfolio's Status to Active or Inactive.
      • DPM managers will only see enterprise portfolios that are active.

    See Digital Portfolio Management for more information.