Enterprise portfolios

Admins create enterprise portfolios for business applications and service instances using the enterprise portfolio tables. Enterprise portfolios are structured in a nesting tree format to navigate service-related items and taxonomy nodes.

[Omitted video] Description: Enterprise portfolios in DPM.

Enterprise Portfolios enable you to roll up key metrics through each level of the portfolio taxonomy. You can see the overall performance at the node and portfolio levels. Breakdowns of key metrics enable you to see which areas of the portfolio are contributing to good or poor performance.

Similar to personal portfolios, you can see performance snapshot information in enterprise portfolios. You don't have to own any solutions to view enterprise portfolios.

Admins create enterprise portfolios. For more information, see Create enterprise portfolios in Digital Portfolio Management.

There are three enterprise service portfolio templates to help you get started: EDUCAUSE Higher Education IT Service Portfolio, IT Service Portfolio, and Sample Organizational Structure. For more information, see Create enterprise service portfolios using a template.

Types of enterprise portfolios

You can create, view, and search across three different types of enterprise portfolios in DPM:

Service portfolios
Business application portfolios
Service instance portfolios

Each enterprise portfolio type is clearly marked when you search for an enterprise portfolio. For information about for each type, see Navigate portfolio types in Digital Portfolio Management.

Note: Even though service portfolios are visible in DPM, they’re still created using Service Portfolio Management tables. Use the enterprise portfolio tables to create business application portfolios and service instance portfolios.

Life-cycle stages

You can filter an enterprise portfolio by life-cycle stage. Service portfolios and business application portfolios include the following life-cycle stages:

Pre-operational — The solution doesn’t yet have operational data.
Operational — The solution has operational data.
Retired — The solution is no longer operational and isn't tracking new data, so data isn’t up to date.

The life-cycle stages for Service instance portfolios are Operational or Retired.

Needs attention details

When viewing an enterprise portfolio, you can see the Needs attention details broken out by tabs at the bottom of the portfolio view. For example, in a business application portfolio, the Needs attention tabs include critical incidents, problems, outages, alerts, and tech risks.

Admins can show or hide business applications in a portfolio based on its life-cycle stage. For more information, see Configure the Digital Portfolio Management experience.

DPM Portfolio Builder Overview
Enterprise portfolios are created directly in the DPM Portfolio Builder. Before May 2025, they were created using Service Portfolio Management tables. Enterprise portfolios for business applications and service instances were created from enterprise portfolio tables.
Navigate portfolio types in Digital Portfolio Management
Navigate three types of enterprise portfolios in the Digital Portfolio Management (DPM) application — service, business applications, and service instance. The way to create a portfolio depends on the type. As of May 2025, Enterprise portfolios are created directly in DPM. Business application and Service instance portfolios are created using the enterprise portfolios tables in the DPM module in UI16.
Navigate service enterprise portfolio templates in DPM
Navigate three service enterprise portfolio templates: EDUCAUSE Higher Education IT Service Portfolio, IT Service Portfolio, and Sample Organizational Structure.
Create enterprise service portfolios using a template
Admins can 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.
Create enterprise portfolios in Digital Portfolio Management
Admins create enterprise portfolios for business applications and service instances. Enterprise portfolios are structured in a nesting tree format to navigate service-related items and taxonomy nodes. Similar to personal portfolios, you can see metrics to assess the portfolio performance.

Parent Topic:Work with portfolios in Digital Portfolio Management

Create enterprise portfolios in Digital Portfolio Management