---
title: Create a personal portfolio in Digital Portfolio Management
description: Create a personal portfolio using the Digital Portfolio Management \(DPM\) application. DPM enables you to create, edit, and share personalized, unstructured portfolios of the services and applications that you own or don't own but care about.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-service-management/digital-portfolio-management/dpm-create-personal-portfolios.html
release: australia
product: Digital Portfolio Management
classification: digital-portfolio-management
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 3
breadcrumb: [Personal portfolios, Work with portfolios, Digital Portfolio Management, IT Service Management]
---

# Create a personal portfolio in Digital Portfolio Management

Create a personal portfolio using the Digital Portfolio Management \(DPM\) application. DPM enables you to create, edit, and share personalized, unstructured portfolios of the services and applications that you own or don't own but care about.

## Before you begin

Role required: sn\_dpm.dpm\_manager

## About this task

DPM supports services, service offerings, business applications, and service instances so you can populate your personal portfolios with any of these items. Each item type is tagged and color-coded as you drill into your personal portfolio.

-   View personal portfolios that you created and those portfolios that are shared with you.
-   Assign editors and viewers for the personal portfolios that you created.
-   Edit your personal portfolio anytime when you want to add or remove solutions \(business services, technology management services, offerings, business applications, and service instances\).
-   See all items that need attention, view their details to learn more, and take action if you have proper permissions according to the item's access control list \(ACL\).

As you navigate the DPM landscape, you may find services, offerings, business applications, and service instances that interest you. You can add those solutions to your personal portfolio immediately, without having to return to the personal portfolio menu. You can also share your personal portfolio with individuals and with groups.

**Note:** The information on each personal portfolio solution card can be altered by configuration. To configure the solution cards, you must have the DPM admin role \[sn\_dpm.dpm\_admin\]. For more information, see [Configure personal portfolio solution cards in the DPM Admin Center](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-service-management/digital-portfolio-management/dpm-configure-solution-cards.md).

## Procedure

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

2.  Select the personal portfolios icon \(\[Omitted image "personal-portfolio-gray.png"\] Alt text: Personal portfolios icon.\).

3.  Select **Create personal portfolio**.

4.  On the form, fill in the fields.

<table id="table_fbd_qxp_dlb"><thead><tr><th>

Field

</th><th>

Description

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

Name

</td><td>

The name for the personal portfolio.

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

Owned by

</td><td>

The owner name of the personal portfolio.

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

Description

</td><td>

A clear description that makes sense to others that share this portfolio.

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

Add collaborators

</td><td>

-   Editors are users or groups that you select to edit the personal portfolio.
-   Viewers are users or groups that you select to view the personal portfolio.


</td></tr><tr><td colspan="2">

**Note:** You can only edit each item within a personal portfolio if you have edit access based on the ACL for each item that makes up the portfolio. For groups to edit or view personal portfolios, the group must have the DPM manager \[dpm\_manager\] role. See [Roles for Digital Portfolio Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-service-management/digital-portfolio-management/dpm-roles.md).

</td></tr></tbody>
</table>5.  Select **Next**.

6.  Add business applications, services, service offerings, and service instances to your personal portfolio.

    -   Select each tabbed item to find the solution that you want to add to your personal portfolio, or **Search** to find items. You can search for a solution title or an owner name to find all items owned by that name.
    -   Select the items that you want to add, and then select **Add selected items** to add them to your personal portfolio.

        **Note:** Review each tab. Your search term may show results in one or more of the three tabs: **Business applications**, **Services/Offerings**, or **Service instances**.

7.  Select **Review portfolio \(total\)**.

    The Portfolio details provide two cards. One with a summary that contains the personal portfolio name, description, and owner name and one with the list of collaborators.

8.  Review the items in your personal portfolio and then select **Create**.

    To add more items, select **Back**.

    **Note:** If you select **Back**, review each tab to confirm your selections.

9.  **Edit** or **Share** your personal portfolio.

    When you edit a personal portfolio, only those solutions that aren't already in the personal portfolio are in the selection list to add. **Share** gives you the option to share your personal portfolio with individuals, with groups, or with a combination of both.


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

**Related topics**  


[Personal portfolios](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-service-management/digital-portfolio-management/dpm-personal-portfolio.md)

[Personal and enterprise portfolio reference](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-service-management/digital-portfolio-management/dpm-portfolios-reference.md)