Work with lists in Digital Portfolio Management

Work with lists in the Digital Portfolio Management Workspace. Lists enable you to view service and application information that is not in a personal portfolio or an enterprise portfolio.

Before you begin

Role required: sn_dpm.dpm_manager

About this task

Use the List tab in Digital Portfolio Management (DPM), to view lists of services, service offerings, business applications, service instances, demands, projects, and contracts. You can view the solutions that you own as well as the solutions that you don't own. You can also create custom lists to see any items that interest you like services, incidents, and users. The table column names in lists change depending on the type of list that you create. You can also send a link to a specific list item and add or hide columns from your list view.

Procedure

1. Navigate to All > Digital Portfolio Management > Digital Portfolio Management Workspace.
2. Select the list icon ().
3. View a list.
   The Lists tab contains lists of all available solutions in your DPM Workspace.

   • Select the Lists tab to view existing lists.

     Select Owned by me to see the lists that you own or select All to see all the solutions in your DPM Workspace (for example, all services).

   • Select the My Lists tab to view the lists that you created.
4. Optional: Create a list.
   1. In the My Lists tab, select Add new List.
   2. In the New Lists window, select an option — Start from existing or Create your own.
      • If you select Start from existing, then select an existing list from the List Name field. Depending on the list name that you select, you can opt to keep or remove the list columns and adjust the filters. When finished, select Create.
      • If you select Create your own, then complete the List Name field. In the Select Source field, select the source for your list. Depending on the type that you select, you can opt to keep or remove the list columns and adjust the filters. When finished, select Create.
5. Optional: Update a list.
   • Select Refresh List () to refresh the list results.
   • Select List Actions () to edit the list columns and to save the list.
   • Select Show filter panel () to add or remove filters for the list.
   • Select Export to export the displayed list.
   • Select New to create a list.
6. Optional: Share a list.
   • Navigate to the list that you want to share.
   • Copy the browser address (URL) of the list that you want to share.
   • Paste that copied address in your sharing application (email or internal messaging system) to share it with others.

     The copied link contains a unique list ID so when selected, it goes directly to the list that you want to share.