How to configure digital portfolio management

[Community Alums]

Hi, 

Need assistance with configuring the digital portfolio management application. Does it work OOB? We are configuring the app for the first. Has anyone configured it before? 

Regards 

Carol M

[caitlinmarkham]

Hi Carol!

I'm glad to hear you are interested in DPM. When it comes to configuration, the product pulls in data from pre-existing tables. The main points of configuration are around setting up your KPIs and mapping them to services and offerings. So, it really comes down to the data you currently have in ServiceNow. When you are ready for users to start working in DPM, you will then need to assign them the dpm_manager role. 

I'm including a few resources below:

DPM whitepaper

Product documentation

Configuring DPM prod docs

Now Create materials

I hope this is helpful. 

Thanks,

Caitlin