Personal portfolios
Summarize
Summary of Personal Portfolios in IT Service Management
Personal portfolios in Digital Portfolio Management (DPM) allow you to aggregate data from services, offerings, business applications, and application services into a single view. This enables you to track progress against roadmaps and assess performance through key performance indicators (KPIs) relevant to your interests.
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Key Features
- Portfolio Visibility: As a DPM manager, you can access personal portfolios you created and those shared with you, regardless of ownership of the items included.
- Performance Evaluation: View performance metrics and relationship maps, along with summaries and current issues related to each item.
- Sharing Capabilities: Share your personal portfolio with individuals or groups having the DPM manager role.
- Filtering Options: Filter the displayed items in your portfolio based on service types, including all services, offerings, technical services, and application services.
- Edit Access: To edit items within the portfolio, ensure you have appropriate access rights based on the access control list (ACL).
- Customization: DPM admins can customize the visibility of tabs and sections within portfolios for better organization.
Key Outcomes
By utilizing personal portfolios, ServiceNow customers can efficiently monitor and manage the services and applications critical to their operations. The ability to filter, edit, and share portfolios enhances collaboration and provides a comprehensive view of the status and performance of various initiatives, enabling informed decision-making.
Personal portfolios contain data from services, offerings, business applications, and application services 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.
- All services
- All offerings
- Technical services
- Technical service offerings
- Business services
- Business services offerings
- Application services
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.