Create enterprise portfolios in Digital Portfolio Management

---
title: Create enterprise portfolios in Digital Portfolio Management
description: 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.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-service-management/digital-portfolio-management/dpm-create-enterprise-portfolios.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 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.

## Before you begin

-   Plugin required: enterprise portfolios
-   Role required: sn\_dpm.dpm\_admin

## About this task

Create enterprise portfolios to monitor business applications and service instances. 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. A breakdown of key metrics enables you to see which areas of the portfolio are contributing to good or to poor performance.

For overview information, see [Enterprise portfolios](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-service-management/digital-portfolio-management/dpm-enterprise-portfolios.md). For more detailed information, see [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).

Enterprise service portfolio templates provide a springboard to help you get started. For more information, see [Navigate service enterprise portfolio templates in DPM](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-service-management/digital-portfolio-management/dpm-enterprise-portfolio-templates.md) and [Create enterprise service portfolios using a template](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-service-management/digital-portfolio-management/dpm-create-enterprise-portfolio-using-template.md).

## Procedure

1.  Navigate to **All** > **Digital Portfolio Management** > **DPM Enterprise Portfolios** > **Create new**.

2.  On the form, fill in the fields.

<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 that is responsible for the portfolio.

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

Portfolio manager

</td><td>

Name that manages the portfolio.

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

Portfolio Stakeholders

</td><td>

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

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

Active

</td><td>

Status of the portfolio. DPM managers will only be able to view active portfolios.

</td></tr></tbody>
</table>3.  **Submit** the enterprise portfolio.

    After you submit, access the portfolio by navigating to **All** &gt; **Digital Portfolio Management** &gt; **DPM Enterprise Portfolios**, and then selecting the type \(Business Application or Service Instance\).


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