--- sourceDocument: zurich Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/delta-yokohama-zurich Release : - zurich ft:locale : - en-US ft:publication_title : - zurich Combined Product Files ft:clusterId : - delta3zy bundleId : - delta3zy --- # Combined Digital Portfolio Management (DPM) release notes for upgrades from Yokohama to Zurich # Combined Digital Portfolio Management (DPM) release notes for upgrades from Yokohama to Zurich {#ariaid-title1} Release version: Zurich Updated October 8, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 6 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Combined Digital Portfolio Management (DPM) Release Notes for Upgrades from Yokohama to Zurich This consolidated release note provides ServiceNow customers with a comprehensive view of the updates, new features, and changes introduced in Digital Portfolio Management (DPM) from the Yokohama release up to the Zurich release. It is designed to assist customers in preparing for the upgrade by highlighting key enhancements, configuration changes, and activation details relevant to DPM. Show full answer Show less ## New Features * **Admin Center Enhancements:** Introduction of a Troubleshoot tab to recalculate availability results and indicators for service offerings with progress tracking via event logs. Customers can configure personal portfolio solution cards to display relevant fields for key solution types (service, service offering, business application, application service). * **Relationship and Impact Visibility:** Improved visibility of incidents, problems, and changes related to business applications and application services within the Admin Center and DPM Workspace, including Needs attention panels and lifecycle KPI tabs. * **KPI Management:** Ability to view KPI spark lines for detailed insights and an Active flag to hide individual KPIs within groups, enhancing customization of KPI visibility. * **Application Service Details:** Expanded data model to roll up incident, problem, and change impacts from application services to related business applications, reflected in KPIs and attention panels. * **List Sharing Enhancements:** Updated logic to generate unique list IDs for sharing specific list items across the DPM Workspace and Admin Center. * **Zurich-Specific Features:** * Configurable Info tab on solution pages, allowing show/hide of sections similar to other tabs. * Enterprise service portfolios can now be created using templates or from scratch; these portfolios support nested tree structures and key metric visibility. * Scheduled email reports for KPI metrics can be configured and sent to solution owners, managed via the Admin Center's Email properties section (off by default). * Support for viewing multiple KPI groups in Enterprise Portfolio previews and control over portfolio and taxonomy node visibility through an Active flag. * Enterprise portfolios can be set to Active or Inactive status, restricting visibility to active portfolios for DPM managers. ## Changes * **Visual Theme Update:** The Coral theme is now the default for new portals, web, and mobile experiences using Next Experience or Core UI, featuring a modern look with brand-neutral illustrations and a dark theme option to reduce eye strain and improve readability. * **Monitoring Setup Enhancements:** The process for adding monitored applications has been updated to allow selection from any service in the `cmdbciservice` table or its children, with an added application type field for monitoring lists. ## Activation and Additional Information * **Activation:** Digital Portfolio Management is available via the ServiceNow Store; customers must request installation through the Store. * **Accessibility:** The new Coral theme supports a dark mode option for improved accessibility. * **Browser and Localization:** No changes or new requirements were introduced for browser compatibility or localization between Yokohama and Zurich releases. ## Practical Implications for ServiceNow Customers Upgrading to Zurich enables enhanced configurability, better KPI management, improved monitoring setup, and more intuitive portfolio creation and sharing capabilities. The ability to schedule KPI email reports and customize solution views streamlines portfolio oversight and communication. The modern Coral theme improves user experience with accessibility options like dark mode. Customers should review pre- and post-upgrade tasks and leverage the new Admin Center tools to maximize the benefits of these enhancements. 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. {#dfrn3-digitalportfoliomanagementdpm-summary__entry__2} | 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). {#dfrn3-digitalportfoliomanagementdpm-summary__entry__8} | Release | Release notes | |-|-| | Yokohama | [Use the Admin Center in Digital Portfolio Management](https://www.servicenow.com/docs/access?context=dpm-admin-center&family=yokohama&ft:locale=en-US) : Use the added Troubleshoot tab on the DPM Admin Center landing page to help you recalculate availability results and indicators for service offerings. You select a specific time period for the recalculation and then you can check the progress in the event log. [Configure personal portfolio solution cards in the DPM Admin Center](https://www.servicenow.com/docs/access?context=dpm-configure-solution-cards&family=yokohama&ft:locale=en-US) : Configure the fields that are displayed on the personal portfolio solution cards in the DPM Workspace. Solution cards display information about the four main types of solutions (service, service offering, business application, and application service). This configuration determines the fields that are displayed on each solution card. [View relationships of business applications and application services in the DPM Admin Center](https://www.servicenow.com/docs/access?context=dpm-view-related-records&family=yokohama&ft:locale=en-US) : See all incidents, problems, and changes that are related to your business applications and application services. You can view the data in these areas: * The DPM Admin Center * In the DPM Workspace, in the Needs attention panels and in the life-cycle tabs that present key performance indicator (KPI) data. [KPI groups in Digital Portfolio Management](https://www.servicenow.com/docs/access?context=dpm-configure-kpi&family=yokohama&ft:locale=en-US) : Added the ability to select the spark lines (time series chart) for a KPI indicator to open its details. [Update KPIs in Digital Portfolio Management](https://www.servicenow.com/docs/access?context=dpm-kpi-descriptions&family=yokohama&ft:locale=en-US) : Added an Active flag so that you can hide KPIs in a KPI group from the DPM Workspace. The Active flag is available for all KPIs so that you can hide an individual KPI even when it's part of a larger KPI group. [View application service details](https://www.servicenow.com/docs/access?context=dpm-app-service-details&family=yokohama&ft:locale=en-US) : Expanded the DPM data model so that when an incident, problem, or change is in the application service's Impacted services or Affected CIs related list, the updates roll up to the related business application. You can see the impacts in the related business application's KPIs and Needs attention panels). For more information, see [Work with Needs attention panels in Digital Portfolio Management](https://www.servicenow.com/docs/access?context=dpm-needs-attn-panels&family=yokohama&ft:locale=en-US). [Work with lists in Digital Portfolio Management](https://www.servicenow.com/docs/access?context=dpm-list-modules&family=yokohama&ft:locale=en-US) : Use the updated logic in the list address bar to copy the link of any list item to share that list with others. The list address includes a unique list ID for every list item. This updated logic applies wherever lists are used in the DPM Workspace: * In the list module (for both provided lists and created lists). * In the DPM Admin Center. | | Zurich | [Configure Info tab](https://www.servicenow.com/docs/access?context=dpm-configure-info-tab&family=zurich&ft:locale=en-US) : Show or hide various sections of the Info tab for your solutions in DPM. [Create enterprise service portfolios using a template](https://www.servicenow.com/docs/access?context=dpm-create-enterprise-portfolio-using-template&family=zurich&ft:locale=en-US) : 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](https://www.servicenow.com/docs/access?context=dpm-schedule-email-reports&family=zurich&ft:locale=en-US) : 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. {#dfrn3-digitalportfoliomanagementdpm-summary__entry__14} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | Coral theme : Coral is now the default theme for new portal, web, and mobile experiences with Next Experience or Core UI enabled. This theme provides a fresh look and feel, featuring brand-neutral illustrations to enhance your user experience. A dark theme option is available for web and mobile experiences. Enhancements to the Web and installed apps monitoring setup : The process of adding an application for monitoring has been updated to enable you to choose any service from the cmdb_ci_service table or its child tables. The application type filed was added to the monitored applications list. | [ ] ## Removed Between your current release family and Zurich, some Digital Portfolio Management (DPM) features or functionality were removed. {#dfrn3-digitalportfoliomanagementdpm-summary__entry__20} | 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. {#dfrn3-digitalportfoliomanagementdpm-summary__entry__26} | 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). {#dfrn3-digitalportfoliomanagementdpm-summary__entry__32} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | Activation information : Install Digital Portfolio Management by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=zurich&ft:locale=en-US). Important: Digital Portfolio Management (DPM) is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | [ ] ## Additional requirements If any additional requirements were introduced or changed for Digital Portfolio Management (DPM) we have noted them here. {#dfrn3-digitalportfoliomanagementdpm-summary__entry__38} | 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. {#dfrn3-digitalportfoliomanagementdpm-summary__entry__44} | 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. {#dfrn3-digitalportfoliomanagementdpm-summary__entry__50} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | Accessibility information : Dark theme : The new Coral theme includes a dark theme option for web and mobile experiences. This option is commonly used to alleviate eye strain and improve readability. | [ ] ## Localization information If there are specific localization considerations for Digital Portfolio Management (DPM) we have noted them here. {#dfrn3-digitalportfoliomanagementdpm-summary__entry__56} | 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. {#dfrn3-digitalportfoliomanagementdpm-summary__entry__62} | 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](https://www.servicenow.com/docs/access?context=dpm-landing&family=zurich&ft:locale=en-US) for more information. | [ ]