Create enterprise service portfolios using a template

---
title: Create enterprise service portfolios using a template
description: 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.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-service-management/digital-portfolio-management/dpm-create-enterprise-portfolio-using-template.html
release: australia
product: Digital Portfolio Management
classification: digital-portfolio-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Enterprise portfolios, Work with portfolios, Digital Portfolio Management, IT Service Management]
---

# 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.

## Before you begin

Role required: admin

## Procedure

1.  Navigate to **All** > **Workspaces** > **Digital Portfolio Management**.

2.  Select the enterprise portfolios icon \(\[Omitted image "enterprise-portfolio-icon-purple.png"\] Alt text: Enterprise portfolios icon.\).

3.  Select **Create enterprise portfolio**.

4.  Select the type of enterprise portfolio: service portfolio, business application portfolio, or service instance portfolio.

    Templates are only available for service portfolios.

5.  In the dialog box, choose to build your portfolio from scratch or use a template.

<table id="choicetable_k4w_m1j_q2c"><thead><tr><th align="left" id="d79191e102">

Option

</th><th align="left" id="d79191e105">

Steps

</th></tr></thead><tbody><tr><td id="d79191e111">

**Build your own portfolio**

</td><td>

1.  Select **Create portfolio**.
2.  In the form, fill in the fields.


</td></tr><tr><td id="d79191e132">

**Use a template for creating a service portfolio**

</td><td>

1.  Select **Choose template**.
2.  Select a way to use the template: Either apply everything from the template or exclude services.
3.  Select **Use template**.


</td></tr></tbody>
</table><table id="table_ijw_gfx_msb"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Name

</td><td>

Portfolio name in the **Enterprise portfolios** tab of the DPM Workspace.

</td></tr><tr><td>

Short description

</td><td>

Short description of the portfolio in the header area of the DPM Workspace.

</td></tr><tr><td>

Description

</td><td>

Description of the portfolio in the service header in the DPM Workspace.

</td></tr><tr><td>

Portfolio type

</td><td>

The type of enterprise portfolio.-   Business Application Portfolio
-   Service Instance Portfolio


</td></tr><tr><td>

Portfolio owner

</td><td>

Name of the user responsible for the portfolio.

</td></tr><tr><td>

Portfolio manager

</td><td>

Name of the user who manages the portfolio.

</td></tr><tr><td>

Portfolio Stakeholders

</td><td>

Individuals or groups that have an interest in the enterprise portfolio.

</td></tr></tbody>
</table>6.  Select **Save**.

7.  Add KPI groups.

    For more information on KPI groups, see [Create KPI groups and mappings in Digital Portfolio Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-service-management/digital-portfolio-management/dpm-create-kpi-groups.md).

8.  Select **Add taxonomy node**.

9.  In the dialog box, select an existing taxonomy node or create one.

    You can add a parent, child, sibling, or duplicate node. For more information on enterprise taxonomy nodes, see Table 2 in [Navigate portfolio types in Digital Portfolio Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-service-management/digital-portfolio-management/dpm-navigating-enterprise-portfolios.md).


**Parent Topic:**[Enterprise portfolios](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-service-management/digital-portfolio-management/dpm-enterprise-portfolios.md)