Welcome to the Digital Portfolio Management (DPM) Community series!
CHECK OUT OUR LATEST ARTICLE THAT GIVES STEP BY STEP GUIDANCE ON IMPLEMENTING DPM AND MATURITY MODEL HERE - Digital Portfolio Management - Adoption Playbook
This guide will help you plan and start your implementation of DPM to be set-up for success.
Guide Overview
- Introduction
- Determine your ServiceNow® license type
- Determine the core solutions to manage in DPM
- Determine the data you have in ServiceNow®
- Determine the data alignment
- Show and hide data in DPM
- More information
- DPM Run Services Guide
- DPM Business Applications Guide
Introduction
Digital Portfolio Management (DPM) provides a visibility layer to tables and processes provided in other ServiceNow® products like ITSM - Service Portfolio Management, Application Portfolio Management (APM), Strategic Portfolio Management and more.
Customers get the most from DPM if they have one or more of those other products. Also, configuration of these products is required to see some specific data in DPM.
Before you get started, be sure that you:
- Activate DPM from the ServiceNow® Store
- Are familiar with the Common Services Data Model (CSDM)
Determine your ServiceNow® license type
The type of ServiceNow® license determines which data can be surfaced for performance analysis and as part of portfolios to view and report on in DPM.
To have access to DPM, you must have one or more of the following licenses:
- ITSM Standard
- ITSM Pro
- ITSM Enterprise
- SPM Standard
- SPM Pro
- Application Portfolio Management (APM)
See Digital Portfolio Management related applications and data sources to read about the types of data you can view in DPM with each of the products in these licenses.
Determine the core solutions to manage in DPM
There are three main types of solutions that you can manage in DPM. That said, you don’t need to have all three types. You can use DPM with just one type, or just two, or all three. Here are the three types and their corresponding tables:
- Business Applications (cmdb_ci_business_app)
- Services and service offerings
- Cmdb_ci_service
- Cmdb_ci_service_business
- Cmdb_ci_service_technical
- Service_offering
- Application services (including Dynamic CI Groups)
- Cmdb_ci_service_auto
The following figure shows how these types fit into the CSDM, v4.
Determine the data you have in ServiceNow®
See the below table for a list of possible data you may have and how you can view that data in DPM.
|
Data you may have |
View your data in DPM
|
|
Ideas, demands, projects |
On the Plan and Build tabs of: • Business applications • Services and offerings |
|
Epics, stories, sprints, and releases |
On the Build tab of: • Business applications |
|
Incidents, problems, and changes |
On the Run tab of: • Business applications • Services and offerings • Application services |
|
Outages |
On the Run tab of: • Services and offerings • Application services |
|
Alerts |
On the Run tab of: • Application services |
|
Commitments with SLAs |
You can see commitments and report on commitment performance for: • Service offerings • Application services |
Determine the data alignment
To use DPM, you need to determine the solution type that your data is aligned to. For example, your data can be aligned to service offerings or business applications, or to application services.
To see a project against a business application in DPM, the project record needs to reference the business application.
Similarly, if you want to view incidents, changes, and problems for your services, the records need to reference the service offering to view them in DPM (DPM does not surface records via dependency relationships).
You can use the Common Services Data Model (CSDM) as a guide. DPM is currently aligned most closely with CSDM, version 4.0.
Also, KB article, KB1123710, provides a link to the DPM Data Sources Excel file to
help align your data. This KB article also provides links to additional resources for
DPM.
Tip!
If you are not sure where your data stands, you can simply log into DPM and see what shows up and what is blank.
Show and hide data in DPM
Once you determine what data you have and what you want to show in DPM, an admin role can use system properties to control what tabs and content are shown (or not shown) to users in DPM. For example, if your organization doesn’t use all content in the Business Applications tab (projects, epics, stories, sprints, and releases), then you can hide that tab (Build). Or, if you use epics and stories and not projects, sprints, and releases, then you can hide those content sections to only show the epics and stories on the Build tab.
The DPM documentation provides steps to update system property configurations in the Administration section of DPM to hide and show lifecycle tabs and tab content.
For instructions, see Configure the Digital Portfolio Management experience.
You can also duplicate DPM pages in UI Builder and customize DPM to meet your needs. See Next Experience UI Builder.
More information
Once you determine where to start in DPM, use the below linked DPM guides to assist you in surfacing your organization’s data in DPM.
DPM Run Services Guide
The DPM Run Services Guide offers information on how to view service-related information such as incidents, changes, and outages on the Run tab.
- Use this guide if you’re organization is service-oriented and wants to show Run-related data in DPM.
DPM Business Applications Guide*
The DPM Business Applications Guide offers information on how to view business application-related information such as ideas, demands, projects, epics, stories, releases, and sprints on the Plan tab.
- Use this guide if you’re organization is application-oriented and wants to show Plan and Build-related data in DPM.
*Business Applications Guide to be released soon.
Refer to the DPM Toolkit Community Article Series to view more resources on DPM. Checkout the new DPM community hub and ask your questions in the DPM forum.
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