Digital Portfolio Management (DPM) release notes

  • Release version: Zurich
  • Updated July 31, 2025
  • 4 minutes to read
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    Summary of Digital Portfolio Management (DPM) Zurich Release Notes

    ServiceNow® Digital Portfolio Management (DPM) enables customers to manage the full life cycle of services and applications within their enterprise portfolios. The Zurich release introduces several enhancements and new features designed to improve portfolio configuration, reporting, and user experience. DPM integrates with related ServiceNow applications like Service Portfolio Management and Performance Analytics to offer a centralized, comprehensive view of portfolio health and performance.

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    Key Features

    • Configurable Info Tab: Administrators can now customize the Info tab on solution pages, similar to the Plan, Build, and Run tabs, by showing or hiding specific sections to tailor portfolio views.
    • Portfolio Creation and Templates: Users with the dpmadmin role can create and edit portfolios directly in DPM using built-in templates such as "EDUCAUSE," "IT Service Portfolio," and "Sample Organization Structure."
    • Enhanced Email Notifications: DPM can send KPI summary emails to users with the dpmmanager role, including a link back to the relevant solution. Scheduled emails with top-level KPI data can be configured and automated through the Admin Center.
    • Enterprise Portfolio Management: Users can view multiple KPI groups in the Enterprise Portfolio preview. Admins can control portfolio visibility using an Active flag and set portfolio status to Active or Inactive, ensuring managers only see relevant active portfolios.
    • UI Improvements: The new Coral theme is now the default for portals, web, and mobile, offering a fresh, brand-neutral look with a dark theme option to reduce eye strain and improve readability.
    • Monitoring Setup Enhancements: The process to add applications for monitoring is improved, allowing the selection of any service from the CMDB service tables, with application type now visible in monitored application lists.

    Activation and Integration

    DPM is available via the ServiceNow Store and requires installation through that channel. It integrates with Service Portfolio Management to organize services and offerings, and with Performance Analytics to provide KPI reporting and analysis. While related applications enhance the data available in DPM, they are optional and not required for its core functionality.

    Important Considerations

    • When upgrading DPM, ensure you simultaneously upgrade the ServiceNow® Service Builder application if you use it for creating and editing services.
    • The new email notification features are off by default and must be enabled in the DPM Admin Center.
    • Scheduled KPI email reports target only the top-level owned objects to avoid overwhelming users with sub-node data.

    What This Means for ServiceNow Customers

    With these Zurich release updates, ServiceNow customers can better customize their portfolio views, automate key performance reporting, and improve portfolio governance through active status controls. The enhanced UI and monitoring setup simplify managing complex portfolios and services, helping decision makers gain clearer insights and maintain efficient service portfolios.

    The ServiceNow® Digital Portfolio Management (DPM) enables you to view and manage the full life cycle of your services and applications. DPM was enhanced and updated in the Zurich release.

    Digital Portfolio Management (DPM) highlights for the Zurich release

    • 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.

    Important:
    Digital Portfolio Management (DPM) is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes.

    New in the Zurich release

    Configure the Info tab in the DPM Admin Center
    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 in DPM Admin Center
    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.

    UI changes

    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.

    Activation information

    Install Digital Portfolio Management by requesting it from the ServiceNow Store. Visit the ServiceNow Store 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.

    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.

    Related ServiceNow applications and features

    Service Portfolio Management
    Use the ServiceNow® Service Portfolio Management application to set up and manage your services and offerings, and then organize them in portfolios. In the Digital Portfolio Management application, you can view the health and status of those portfolios and track them in one centralized location.
    Performance Analytics
    Use ServiceNow® Performance Analytics to create reports on key performance indicators (KPIs) to monitor and analyze metrics.
    Digital Portfolio Management related applications and data sources
    Other related ServiceNow applications bring in data from your services, service offerings, business applications, and application services for you to view all of them in your unified workspace view. All the related applications are optional and aren't required to use Digital Portfolio Management. This topic also offers links to Knowledge Base articles with more data source information.
    Service Builder
    As you view service information in Digital Portfolio Management, you can create and edit services and service offerings with quick access to the ServiceNow® Service Builder application.
    Important:
    If you use Service Builder and plan to upgrade to the current version of DPM, you must also upgrade to the current version of Service Builder at the same time.