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

    This consolidated release notes document covers the upgrades and changes to Digital Portfolio Management (DPM) from the Xanadu release through to Zurich. It helps ServiceNow customers understand new capabilities, configuration options, and upgrade considerations when moving to Zurich.

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    There were no updates for DPM in the Xanadu or Yokohama releases, with all new features and enhancements introduced in the Zurich release.

    Key Features in Zurich

    • Configurable Info Tab: Customers can now customize the Info tab on solution pages by showing or hiding various sections, similar to the flexibility available on the Plan, Build, and Run tabs. This empowers users to tailor their view for better relevance.
    • Enterprise Service Portfolios: Ability to create enterprise portfolios either from scratch or using one of three included templates ("EDUCAUSE", "IT Service Portfolio", and "Sample Organization Structure"). These portfolios are organized in a nested tree format to simplify navigation through service-related items and taxonomy nodes. Users can view key metrics for portfolio performance just like personal portfolios.
    • Scheduled Email Reports: DPM admins can enable scheduled emails that send key performance indicator (KPI) metrics periodically to solution owners. This feature is disabled by default and can be activated in the DPM Admin Center under a new 'Email properties' section. Emails include KPI group data and links back to the relevant solution.
    • Portfolio and Taxonomy Node Visibility: Admins with the dpmadmin role can use an Active flag to control the visibility of portfolio and taxonomy node branches within the Enterprise Portfolio Module. Enterprise portfolios can also be marked as Active or Inactive, ensuring that DPM managers only see active portfolios.
    • Enhanced KPI Group Viewing: Users can now view multiple KPI groups within the Enterprise Portfolio preview for more comprehensive performance insights.

    Upgrade and Activation Information

    • Before upgrading to Zurich, customers should review and complete the recommended pre- and post-upgrade tasks to ensure a smooth transition.
    • DPM for Zurich can be installed by requesting it through the ServiceNow Store.
    • There are no new browser, accessibility, localization, or additional system requirements introduced in Zurich.

    Practical Benefits for ServiceNow Customers

    • The configurable Info tab enhances user experience by allowing tailored views aligned with organizational needs.
    • Enterprise portfolios improve portfolio management at scale with structured navigation and performance metrics.
    • Automated KPI email reporting helps solution owners stay informed about portfolio performance without manual effort.
    • Visibility controls improve governance by enabling administrators to manage which portfolios and taxonomy nodes are visible to different user roles.

    Consolidated page of all release notes for Digital Portfolio Management (DPM) from Xanadu 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 Xanadu 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

    Xanadu

    		 No updates for this release.

    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

    Xanadu

    		 No updates for this release.

    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

    Xanadu

    		 No updates for this release.

    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

    Xanadu

    		 No updates for this release.

    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

    Xanadu

    		 No updates for this release.

    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

    Xanadu

    		 No updates for this release.

    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

    Xanadu

    		 No updates for this release.

    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

    Xanadu

    		 No updates for this release.

    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

    Xanadu

    		 No updates for this release.

    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

    Xanadu

    		 No updates for this release.

    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

    Xanadu

    		 No updates for this release.

    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.