Portfolio overview and health
Summarize
Summary of Portfolio overview and health
The Portfolio Overview and Health feature in the Enterprise Architecture Workspace provides ServiceNow customers with a comprehensive view of their business application portfolio's status and health through interactive cards and dynamic filters. It enables monitoring key metrics related to business applications, capabilities, and their relationships, helping customers maintain alignment with architectural standards and identify areas requiring attention.
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Portfolio Overview
This section presents numerical summaries on various cards reflecting the current state of business applications and related entities. Users can refresh data to obtain the latest insights and click on numbers to access detailed lists. The key cards include:
- Business Applications
- Business Capabilities
- Information Objects
- Business Applications with High Risk
- Business Applications with Low Score (quarterly fiscal period)
- Business Applications with TRM Technical Debt (non-compliance with TRM phases and standards)
- Business Applications by Install Type
Filters available to refine the data include Application Category, Install Type, Application Type, Business Unit, Business Owner, IT Application Owner, and Capability Owner. These filters are dynamically populated based on existing application and capability records and their configured relationships.
Portfolio Health
This section highlights the health status of business applications with cards showing counts and percentages of applications based on specific health indicators. Clicking on these values reveals detailed lists. The main cards displayed are:
- Business Applications without Capabilities
- Business Applications without Owners (missing IT or business owner)
- Business Applications not Assessed
- Business Applications without Application Services (no CI relationship to application services)
- Business Applications without Architectural Artifacts (lack of association to architectural artifacts)
- Business Capabilities without Business Applications
- Business Capabilities not Assessed
When the Digital Integration Management plugin is installed, additional cards appear for:
- Digital Interfaces without Digital Integrations
- Business Applications without Digital Interfaces
Practical Benefits
- Enables quick identification of portfolio risks, gaps, and compliance issues.
- Supports targeted portfolio management through dynamic filtering and drill-down capabilities.
- Helps maintain accurate relationships among applications, capabilities, and architectural artifacts for improved governance.
- Responsive design allows zooming up to 400% without losing content or functionality, enhancing usability.
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.
- 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.
- Business Applications by Install Type
- 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.
- 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
- Digital Interfaces without Digital Integrations
- Business Applications without Digital Interfaces