Configure the Info tab in the DPM Admin Center

Show or hide various sections of the Info tab for your solutions in DPM. You can also configure the general information fields. Your configuration determines how the fields are displayed in the General info section of the Info tab in the DPM Workspace.

Before you begin

Role required: sn_dpm.dpm_admin

About this task

Each solution has a Info tab that displays information about the solution. For example, for a service, the Info tab includes the General info, Offerings, Personal portfolios, Service description sections, and more. You can choose to show or hide each of these sections. Additionally, the General info section displays the associated service portfolio, service classification (technical or business), phase, status, and more. You can configure the General info section to best suit the needs of your organization.

Procedure

1. Navigate to All > Digital Portfolio Management > DPM Admin Center > Settings.
2. Select the Info tab for the solution.
   Note:

   For the Portfolio properties option, select General info.
3. Show or hide sections in the Info tab for the Service and offering, Business application, Service instance, or Portfolio solution.
   • Turn on the toggle key to show each section of the Info tab.
   • Turn off the toggle key to hide each section of the Info tab.
   For example, for Service and offerings, you can show or hide the Service description, General info, Offerings, Personal portfolios, Service scope, Business case, Service contracts, Subscribers, or Commitments sections. For Business applications, you can show or hide the Application description, General info, Enterprise or Personal portfolios list, Relationships, Contract, or Additional information.
4. Select Configure to configure the information displayed in the General info section of the Info tab.
   You must be in the correct application scope to edit the record. If you're in a different scope, then a text banner displays for you to select a link to edit the record.
5. In the form, fill in the fields: Table, Primary field, Subheading, Header image, Hide tags, and Ignore highlight.
6. Review the field names in the Secondary Values tab.
7. Configure the fields from the list view.
   You can do some minor configuring in the list view.

   • You can set the Active value to true or false. After a field is set to false, it doesn't display in the General info section.
   • You can change the order in which the active fields are displayed.
8. Configure the fields individually.
   • Select a field to configure. You must be in the correct application scope to edit the record. If you're in a different scope, then a text banner displays for you to select a link to edit the record.
   • Review or change the information.

     Table 1. Secondary Values

     Field	Description
     Field	The field name for the item that displays on the General info section of the DPM Workspace.
     Order	The order that the item displays on the General info section of the DPM Workspace.
     Active	The flag that determines if the item displays (or not) on the General info section of the Info tab in the DPM Workspace.
     Conditions	Configuration options where you can set conditions for the item.

9. Select Update.