Digital Portfolio Management Workspace homepage
Summarize
Summary of Digital Portfolio Management Workspace homepage
The Digital Portfolio Management (DPM) Workspace homepage serves as the central hub for navigating your solutions and portfolios. Upon logging into your ServiceNow instance, you can access the DPM Workspace and personalize your homepage to track the solutions that are most relevant to you. The system retains your personalizations for future logins.
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Key Features
- Personalized Homepage: Customize your homepage to highlight the solutions you prioritize, with a welcome message and an overview video about DPM.
- Current Status Section: Displays solution cards for associated solutions, indicating their status with color-coded attributes (good, moderate, critical).
- Search and Filter Options: Tools to streamline what you see, enhancing your ability to focus on relevant data.
- Portfolio Sections: Includes personal and enterprise portfolios, as well as a recently viewed section, making navigation easier.
- Needs Attention Attributes: Each solution card indicates issues that require attention, with customizable thresholds for alerts.
Key Outcomes
By utilizing the DPM Workspace homepage, you gain a comprehensive view of your solutions' statuses, enabling informed decision-making. The ability to personalize views and set specific thresholds for alerts ensures you can effectively manage your portfolios. Additionally, transitioning away from Internet Explorer 11 is recommended for optimal performance.
The Digital Portfolio Management (DPM) Workspace homepage is the starting point where you navigate to all aspects of your solutions and portfolios. You’re encouraged to personalize your Digital Portfolio Management (DPM) homepage so you can view and track the solutions that matter to you most.
DPM Workspace overview
The DPM homepage () is the central area where you see the status of all your solutions. To access DPM, log in to your provided ServiceNow instance and then select . When you first log in to the DPM Workspace, the system uses certain fields to generate a set of default solution cards that display on your homepage. After you personalize your homepage, the system remembers your
updates in the dpm_home_page_item table so that next time you log in to the workspace, your personalized homepage displays. For information on the first login solution cards, see Digital Portfolio Management homepage default solution cards.
- A personalized message that welcomes you and a link to an overview video about DPM.
- A Current status section that contains solution cards with solutions that you’re associated with based on system-defined fields. You're encouraged to personalize the solutions in this section. The layout enables you to
see a holistic picture of all solutions you care about.Tip:If you don't see any solution cards (an empty state), select Add items to add solutions to your homepage.
- Solution cards list needs attention attributes, which vary depending on the type of solution. At a glance, you can see each attribute name and the number of times it affects the solution. Also, the color and status icon
determine if the needs attention attribute marks the solution as good, moderate, or
critical.Note:The data on each solution card reflects current data at the time that you view the page. Refresh the page (
) to update the data.
- Fields to enable you to search, filter, and personalize what you see on your DPM Workspace homepage. For more information, see Personalize the Digital Portfolio Management Workspace home page.
- A Personal portfolios section that shows personal portfolios that you recently visited in DPM. You can also select the link to go to the personal portfolios page.
- An Enterprise portfolios section that shows enterprise portfolios that you recently visited in DPM. You can also select the link to go to the enterprise portfolios page.
- A Recently viewed section that shows items that you recently visited in DPM.
Current status solution cards
You're encouraged to personalize the Current status section to see those solutions that matter to you most. Each solution card provides you with detailed information about your solutions. See the image and corresponding numbers for more information.
- Solution name and type (service, service offering, business application, or service instance).
- Actions menu
to view the solution's details, its relationship map, or remove the item from your homepage. For more information, see Personalize the Digital Portfolio Management Workspace home page.
- Needs attention attributes that determine the status of each card. Needs attention attributes differ based on the solution type.
Needs attention default thresholds
DPM comes with default thresholds for Needs attention attributes. You’re encouraged to personalize the thresholds to define your metrics for good, moderate, and severe. See Personalize the Digital Portfolio Management Workspace home page.
| Color | Symbol | Meaning | Default threshold |
|---|---|---|---|
| Green | Good | No value (empty) | |
| Orange | Moderate |
|
|
| Red | Severe |
|