Use the Admin Center in Digital Portfolio Management

  • Release version: Yokohama
  • Updated January 30, 2025
  • 2 minutes to read
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    Summary of Use the Admin Center in Digital Portfolio Management

    The Admin Center in Digital Portfolio Management (DPM) is designed for administrators to effectively set up and configure the DPM Workspace. It offers a guided setup process that enhances visibility into the entire service and application lifecycle. Users with the DPM Admin role can access the Admin Center to manage their organization’s DPM experience.

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    Key Features

    • Guided Setup: Follow easy steps to configure services, business applications, and application services, complete with tooltips and helpful resources.
    • Overview Tab: Navigate configuration steps, create and review service and business application portfolios, and configure KPI groups.
    • Settings Tab: Customize various elements of solutions, including personal portfolio cards, header fields, and KPI group properties.
    • Troubleshoot Tab: Recalculate availability for service offerings, check progress, and manage recalculation periods.
    • Email Reports: Configure scheduled email reports to send KPI metrics to solution owners.
    • Relationship View: Access a comprehensive view of business applications and application services, including related incidents and changes.

    Key Outcomes

    By utilizing the Admin Center, ServiceNow customers can efficiently configure their DPM Workspace, ensuring a tailored experience that enhances service management and visibility. This setup facilitates improved tracking of performance metrics and relationships between services, ultimately leading to better decision-making and resource management within the organization.

    The Admin Center in Digital Portfolio Management (DPM) provides administrators a guided walk-through to set up and configure the DPM Workspace for the organization. The provided information and configuration prompts enable visibility into the end-to-end service and application life-cycle.

    With a DPM admin role [sn_dpm.dpm_admin], access the DPM Admin Center to set up and configure the DPM experience for the organization. The Admin Center provides easy to follow setup steps and includes tooltips and links to resources, plugins, and configuration tables.
    Note:
    An administrator [admin] must install plugins.

    Access the DPM Admin Center

    To access the DPM Admin Center, you must have the DPM Admin role [sn_dpm.dpm_admin].
    Note:
    Demo data users that come with the base system have been assigned the Admin role [sn_dpm.dpm_admin]. You can impersonate one of the demo data users to test the Admin Center.

    Navigate to All > Digital Portfolio Management > DPM Admin Center.

    The Admin Center has two tabs: Overview and Settings.

    Overview tab

    The Digital Portfolio Management Admin Center has an Overview tab.

    The Overview tab enables you to do the following:
    • Follow the guided setup to configure services with offerings, business applications, and application services.
    • Configure key performance indicator (KPI) groups.
    • Explore the settings.
    • Create and review service portfolios.
    • Create and review business application portfolios.
    • Access helpful resources for more information.

    Navigate the configuration steps

    • Select Configure on a solution card from the Overview tab.
    • Follow the guided walk-though. Each step has its own prompts, instructions, and conditions to set up your data in the DPM Workspace.
      Note:
      When you see the information icon (Information icon.) next to a step heading, select it to view more information about that step.
    • Navigate through the setup steps in one of two ways.
      1. Select the step number and title to perform the configuration for that step.

        A completed step shows a check mark instead of a number.

      2. Select Next to move to the next step and Back to return to the previous step.

    You can navigate to any step at any time to update the configuration settings.

    Important:
    If you see an empty screen while configuring, you most likely don't have access for that action. To resolve access issues, contact your administrator.

    Settings tab

    The Settings tab enables you to do the following for solutions (services, service offerings, business applications, and application services):
    • Configure the following for each solution page.
      • Personal portfolio solution cards
      • Header fields
      • Plan fields
      • Build fields
      • Run fields
      • Risk fields
      • Portfolio properties
      • General information fields on the Info tab
      • KPI group properties
      • DevOps properties
    • Show or hide the Plan, Build, and Run tabs.
    • Show or hide content sections from each of the main tabs.
    • Access resources for additional help.

    Troubleshoot tab

    The Troubleshoot tab enables you to recalculate availability results and indicators for service offerings.
    1. Select the services and offerings that you'd like to recalculate availability.
    2. Set the start and end dates for the recalculation period.
    3. Select Recalculate availability to generate the results.
    There’s no limit to how many times you can run the recalculation. You can also check the recalculation progress by selecting Check status in the event log.

    More options in the DPM Admin Center