Use the Admin Center in Digital Portfolio Management

  • Release version: Washingtondc
  • Updated July 14, 2024
  • 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 provides a guided walk-through, ensuring visibility into the service and application life-cycle. Access requires the DPM Admin role.

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    Key Features

    • Access Requirements: Administrators must possess the DPM Admin role [sndpm.dpmadmin]. Demo data users also have this role for testing purposes.
    • Tabs: The Admin Center consists of two main tabs:
      • Overview: Walk through setup, configure key performance indicators (KPIs), create service and business application portfolios, and access resources.
      • Settings: Customize solution settings, including headers, fields, and tab visibility.
    • Guided Setup: Each step includes prompts, instructions, and conditions. Users can navigate through steps to configure their data.
    • Configuration Options: Customize page headers, general info fields, and personal portfolio solution cards to enhance the DPM Workspace experience.

    Key Outcomes

    By utilizing the DPM Admin Center, administrators can efficiently configure and tailor the DPM Workspace to their organization's needs, improving service management visibility and effectiveness. Access issues can be resolved by contacting the administrator if screens appear empty during configuration.

    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

    DPM Admin Center 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.
      Table 1. DPM Admin Center configuration steps for solutions
      Services with offerings Business applications Application services
      1. Identify solutions
      2. Identify portfolios
      3. Assess planning items
      4. Assess build metrics
      5. Map KPI groups
      6. Next steps
      1. Identify solutions
      2. Identify portfolios
      3. Assess planning items
      4. Assess build metrics
      5. Map KPI groups
      6. Assess risk metrics
      7. Next steps
      1. Identify solutions
      2. Identify portfolios
      3. Map KPI groups
      4. Assess risk metrics
      5. Next steps
    • 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.
    Figure 1. Example DPM Admin Center navigation using the business applications configuration steps
    Example DPM Admin Center navigation using the business applications setup.

    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

    DPM Admin Center 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, Run, and Info tabs.
    • Show or hide fields from each of the main tabs.
    • Access resources for additional help.

    More options in the DPM Admin Center