Personal portfolios

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of Personal Portfolios

    Personal portfolios aggregate data from various services, offerings, business applications, and service instances into one accessible space, allowing you to track progress and assess performance based on key performance indicators (KPIs). With a DPM manager role, you can view both your created portfolios and those shared with you.

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    Key Features

    • Data Aggregation: Pull in solution data without needing ownership of the items.
    • Performance Evaluation: Monitor item progress against roadmaps and evaluate using relevant KPIs.
    • Sharing Capabilities: Share portfolios with individuals or groups that have the DPM manager role.
    • Filtering Options: Filter displayed solution cards based on item types, such as services and offerings.
    • Edit Access: Editing solutions requires appropriate access rights based on the access control list (ACL).
    • Configuration: DPM admins can configure solution cards and hide specific tabs within portfolios.

    Key Outcomes

    By utilizing personal portfolios, you can efficiently track and manage the performance of services and applications relevant to your interests. This helps in identifying potential issues early, such as service outages or delays, without needing to navigate separate applications for status updates. You can create, edit, and share personalized content that enhances collaboration and visibility across your organization.

    Personal portfolios contain data from services, offerings, business applications, and service instances into one space for you to view and report on. You can see how each item is progressing according to the assigned roadmap and evaluate its performance based on key performance indicators (KPIs) that interest you.

    Personal portfolios overview

    With a DPM manager role [sn_dpm.dpm_manager], you can see the personal portfolios that you created and those portfolios that are shared with you. When you create a personal portfolio, you pull in solution data from service and business applications, services, and service offerings into one space for you to view. You don't have to own any of the items that you pull in to create a personal portfolio. You can view how each item is progressing according to the assigned roadmap and evaluate its performance based on key performance indicators (KPIs) that interest you. You can also view a relationship map, as well as summaries, and current issues.

    You can share a personal portfolio that you created with individuals or with a group. To share with a group, the group must have the DPM [dpm_manager] role. To assign the DPM manager role to groups, see Roles for Digital Portfolio Management.

    You may be interested in services that your solutions depend on, for example, an outage or a delay in a service. Personal portfolios surface the information so that you don't have to check on the service status in its respective ServiceNow application.

    Filtering personal portfolios

    When you open a personal portfolio, a list of solution cards display with items that are in the portfolio. The displayed cards depend on what is in the personal portfolio. If there are too many items to view, you can select All items to filter the cards to display.

    The following list provides all the possible solution types that you can filter on by selecting All items. If you don't have one or more of these solution types in your personal portfolio, then that solution type won't show up in the filter list.
    • All services
    • All offerings
    • Technology management services
    • Technology management service offerings
    • Business services
    • Business services offerings
    • Service instances

    Editing personal portfolios

    To edit a solution that you open from the personal portfolio, you must have edit access based on the access control list (ACL) for each solution that makes up the portfolio. For example, if you're assigned a service editor role and you own a specific service and offering, then you can edit those specific records that you open from the personal portfolio. But if you don’t have those access rights, then you can only view the services and offerings in the personal portfolio and see KPIs.

    Tip:
    With a DPM admin role [sn_dpm.dpm_admin], you can hide certain tabs and tab sections of solutions in a personal portfolio. For more information, see Configure the Digital Portfolio Management experience.

    Configuring personal portfolio solution cards

    You can determine the information on each personal portfolio solution card through configuration. To configure the solution cards, you must have the DPM admin role [sn_dpm.dpm_admin]. For more information, see Configure personal portfolio solution cards in the DPM Admin Center.